From first enquiry to closed deal — exactllyCRM gives your sales team structure and your management complete visibility, without depending on individual memory or WhatsApp threads.
Built for Indian sales teams that need pipeline visibility, follow-up discipline, and deal control at every stage.
exactllyCRM connects every stage of your sales process into a single system — so leads are tracked, follow-ups happen, deals close, and orders flow to ERP without gaps, re-entry, or manual handoffs.
Every enquiry captured, assigned, and tracked from first contact
Structured reminders and overdue alerts ensure every deal progresses
Management sees real-time deal status without asking for reports
Closed deals flow to ERP orders without re-entry or manual handoff
Most sales problems are not about effort — they are about the absence of a system that keeps every opportunity visible and every next action clear.
Enquiries come in from multiple sources. Without a central place to track them, leads fall through between messages, spreadsheet rows, and follow-up notes that never get actioned.
A salesperson remembers to follow up. But memory is not a system. Hot leads go cold when a call gets pushed or a promise to “follow up tomorrow” is never recorded anywhere visible.
Management cannot see where deals stand without asking individually. Forecasts are guesses. Coaching is reactive. Decisions are made without knowing which deals are real and which are stalled.
When a salesperson leaves, customer history and deal context disappear with them. The business loses the relationship because everything was in their head, not in the system.
A 30-minute walkthrough of leads, pipeline, and follow-ups — live with your own data.
Leads come from enquiry calls, website forms, trade shows, and referrals. exactllyCRM captures them all in one place, assigns them immediately, and ensures nothing is missed between source and salesperson.
A pipeline is only useful when it shows you what is moving, what is stuck, and what needs attention. exactllyCRM makes the entire sales pipeline visible to the team and management without anyone needing to ask.
Follow-ups are where most deals are won or lost. exactllyCRM attaches tasks, call logs, and reminders directly to each deal so nothing is left to memory and every salesperson knows exactly what to do next.
Book a personalised demo and see exactllyCRM mapped to your sales process.
When a salesperson leaves, the customer relationship should stay. exactllyCRM keeps the full deal history, contact details, and interaction log in the system — so any team member can pick up exactly where the last conversation left off.
Management should be able to see sales performance, pipeline health, and team activity any time — not only when someone prepares a report at the end of the month. exactllyCRM keeps these metrics live and accessible.
Sales executives working in the field should not need to return to the office to update a deal or check a task. exactllyCRM is fully accessible on mobile so field teams stay connected to the pipeline throughout the day.
exactllyCRM connects your sales process end-to-end — from lead capture through to ERP order processing, invoicing, and collection visibility — without gaps, duplication, or manual handoffs.
Steps 07–10 require exactllyERP integration. Learn about exactllyERP →
From lead capture to invoice collection — see it all in one live walkthrough.
Tracking deals is the foundation. exactllyCRM also supports the sales process disciplines that separate structured teams from reactive ones — from territory management and quotations through to direct ERP integration.
Predict monthly and quarterly revenue from active pipeline data — filtered by stage, salesperson, or product — without manual spreadsheet aggregation.
Assign leads and accounts by region, city, or product line. Each salesperson sees their own pipeline clearly without overlap or gaps in coverage.
Create and send proposals directly from CRM deal records. Track whether the quote was opened, revised, or accepted — and schedule the follow-up automatically.
When a deal is closed, exactllyCRM connects directly to exactllyERP — no re-entry of customer, product, or pricing data between sales and operations.
exactllyCRM surfaces the signals that sales managers and business owners need to coach effectively, forecast accurately, and intervene before deals are lost.
See every follow-up that has passed its due date across the entire team — by salesperson, deal, and number of days overdue. No chasing required.
Deals that have not moved stage or had activity in a configurable number of days are flagged automatically so managers can intervene before they go cold.
Compare pipeline value, deal count, and stage distribution across salespeople. Identify who needs coaching and which territories are underperforming.
Revenue projections based on live pipeline data, deal stage, and expected close dates — not on verbal updates or end-of-month Excel submissions.
Analyse why deals were lost — by reason, stage, salesperson, and competitor. Use patterns to improve qualification criteria and close rates over time.
Track lead-to-deal conversion rates by month, source, salesperson, and product. Identify what is working and where the funnel is losing volume.
Whether you are in the field, managing a team, running operations, or overseeing collections — exactllyCRM gives each role the visibility relevant to their work.
See every lead and deal you own. Get reminded of overdue follow-ups. Log calls and notes from mobile after every client visit. Know exactly what to do next without relying on memory.
See the pipeline across your entire team. Identify stuck deals and overdue follow-ups. Coach based on data. Forecast monthly revenue from live stage information.
Get the top-level view you need without waiting for a report. Since 1997, exactlly has built software for business owners who need answers, not just dashboards — and exactllyCRM carries that principle forward.
When a deal is confirmed, the sales order is created in exactllyERP from the CRM record. Stock, dispatch, and billing all follow from the same data — no handoff gap, no duplication.
See which closed deals have outstanding invoices and pending collections. Track payment status from the same system where the deal was won — without switching between CRM and accounting.
Ask exactllyCRM questions about your pipeline, team performance, and deal status in plain language — and get direct answers from live CRM data without building a single report.
Most CRMs are designed for data entry. exactllyCRM is designed for sales execution — with workflows that keep teams disciplined and management informed without adding friction.
Backed by three decades of building practical software for Indian businesses across ERP, HRMS, and sales operations.
Companies across manufacturing, trading, chemicals, seeds, and FMCG rely on Exactlly products to run sales and operations.
Every lead entered into exactllyCRM is visible, assigned, and tracked from first contact through to conversion or closure.
Structured follow-up, stage tracking, and overdue alerts ensure no deal falls through because a task was forgotten or a follow-up was delayed.
Questions sales managers and business owners ask before their first demo of exactllyCRM.
Yes. When a deal is marked closed in exactllyCRM, the sales order can be created directly in exactllyERP without re-entering customer, product, or pricing data. From there, stock check, dispatch, invoice generation, and collection tracking all follow from the same record — eliminating the handoff gap between sales and operations.
Yes. Quotations are created and sent from within the CRM deal record. Each quote is tracked by status — sent, under review, revised, or accepted. Follow-up reminders are auto-scheduled after the proposal date so no quotation ages without a response. When the order is approved, it flows directly to exactllyERP.
Yes. exactllyCRM is fully accessible on any smartphone browser. Field executives can view their task list, update deal status, log call notes, and check customer history during client visits without returning to the office. GPS-based location check-in supports visit verification for field teams.
Yes. Each salesperson sees only their assigned leads and deals by default, while managers get a consolidated view across the entire team. Territory and product-line assignments ensure leads go to the right person without duplication or overlap, and reporting isolates individual performance clearly.
Managers see a live dashboard showing every overdue follow-up across the team — by salesperson, deal, and number of days past due. Overdue tasks are surfaced automatically so managers can intervene before deals go cold, without holding team meetings or manually reviewing each rep’s task list.
When integrated with exactllyERP, the sales team can see which closed deals have pending invoices and outstanding collections directly from the deal record. This gives the sales team visibility into payment status so they can follow up proactively — without depending on the finance team to share updates separately.
A practical walkthrough of leads, pipeline, follow-ups, and reporting — based on how your sales team actually works.
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