What is CRM Software?
CRM Software from UdyamS captures leads from every channel, assigns follow-ups, tracks deals, quotations and sales performance, and keeps customer history in one place. It is built for sales teams and growing businesses that have outgrown registers, spreadsheets and separate billing tools, and it is configured around your own process rather than a fixed template.
Most sales teams and growing businesses we work with describe the same problems: leads are scattered; follow-ups depend on memory; and managers lack pipeline visibility. CRM Software handles these through multi-channel lead capture and auto assignment & reminders, so the improvement shows up in daily work, not only in month-end reports.
Choose cloud hosting or on-premise installation, start with the modules you need today and add more later. Book a free live demo of CRM Software by calling +91 9119431984 or writing to support@udyams.com.
Explore Features
Challenges CRM Software Solves
Leads are scattered
Enquiries arrive by phone, WhatsApp, website and ads, and many are lost.
Follow-ups depend on memory
Salespeople forget to call back interested customers.
Managers lack pipeline visibility
Nobody knows which deals are likely to close this month.
Customer history leaves with staff
When a salesperson leaves, their customer knowledge goes too.
Key Capabilities & Deliverables
Everything you need from CRM Software — engineered for performance, security and ease of use.
Field Staff Tracking
GPS check-ins, visit reports and expense claims.
Lead & Pipeline Management
Capture leads from all sources and track them to closure.
Employee Lifecycle
Onboarding, documents, appraisals and exits in one place.
Attendance & Payroll
Biometric/mobile attendance with PF, ESIC and PT-ready payroll.
Task & Project Tracking
Tasks, timesheets, milestones and client billing.
Telecalling & Follow-Ups
Call logging, reminders and conversion reports.
Analytics & MIS Reports
Ready-made and custom reports exportable to Excel and PDF.
Audit Trail & Data Security
Every change is logged; daily backups and encrypted data keep you safe.
Custom Modules on Demand
Need something unique? We build custom modules that plug into the same system.
Modules Included
Why Businesses Choose It
- Faster, error-free operations with CRM workflows automated end-to-end
- Real-time dashboards and reports for confident decisions
- Secure, role-based access with complete audit trails
- Mobile-friendly experience for office and field teams
- Scales with your business — add users, branches and modules anytime
- Local support team with quick response over phone and WhatsApp
Our Implementation Process
Requirement Study
We study your current process, formats and reports on-site or online.
Configuration & Customization
Masters, workflows, print formats and custom modules configured for you.
Data Migration
Opening balances, items, customers and history imported from Excel or old software.
Training & Go-Live
Role-wise training for owners, managers and operators with go-live handholding.
Support & Upgrades
Phone, WhatsApp and remote support with regular feature upgrades.
Frequently Asked Questions
CRM Software Near You
Local pages for 10 cities, with area-specific details, FAQs and on-site support information.
