CUSTOMER RELATIONSHIP MANAGEMENT
exactllyCRM

Sales doesn’t fail
because of leads.
It fails because of follow-ups.

exactllyCRM helps you capture every lead, track every follow-up, manage your pipeline, and convert opportunities directly into orders — connected to your ERP without re-entry.

A sales execution CRM built for real businesses. Not a contact manager.

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Since 1997
Business Software Experience
Lead
to Order
ERP
Integrated
Mobile
Ready
exactllyCRM — Sales Dashboard
Active Leads
147
▲ 18 new
Pipeline
₹84L
This month
Deals Won
12
▲ MTD
Follow-ups
9
Due today
Pipeline by Stage
Lead
47
Qualified
28
Proposal
18
Negotiation
9
Won
12
Conversion
25.5%
Avg Deal
₹7.0L
Cycle
18 days
AI Copilot

“Deals stuck in
Proposal > 10 days”

4 deals flagged →

Explore exactllyCRM Capabilities

Lead to Order Flow Key Capabilities Pipeline Visibility Sales Visibility AI Copilot ERP Integration Comparison FAQs
One Connected System

From the first enquiry to
invoice and payment — one connected flow.

exactllyCRM connects every step of your sales process and links directly to exactllyERP. There is no gap between the deal and the order, between the order and the invoice, or between the invoice and the payment.

Lead Capture → Assignment → Follow-up → Pipeline → Quotation → Deal Won → Sales Order (ERP) → Invoice → Collection Visibility
Sales team tracks every lead

From the first call to the last follow-up, every activity is logged. No deal disappears. No rep works without accountability.

Managers see the full picture

Pipeline value, stuck deals, rep performance, and overdue follow-ups — visible in real time without waiting for a weekly update.

Finance closes the loop

Won deals become ERP orders in one step. Invoices and collections tracked back in the same deal record. No re-entry, no delay.

The Problem

Most sales teams don’t lose deals.
They lose track of them.

The leads come in. The intent is there. But without a system, follow-ups get missed, pipeline goes invisible, and deals disappear without anyone noticing.

Leads Not Tracked Centrally

Calls logged in a notebook. Emails left unread. Walk-in enquiries in someone’s memory. No single record — so no accountability and no follow-up.

Follow-ups in People’s Heads

When the sales rep is out, the follow-up doesn’t happen. No system reminder. No handover. The deal goes cold and no one knows why it was lost.

No Pipeline Visibility

The only way to know what’s in the pipeline is to ask each rep. Numbers change by the hour. Forecasting is a guess, not a measurement based on real data.

Won Deals Re-Entered in ERP

When a deal is closed, someone re-types the customer and order details into ERP. Duplicate data. Errors introduced. No traceability from the original lead.

See how exactllyCRM tracks leads and pipeline for your sales team.

We demo around your sales process, team size, and the problems your team actually faces — not a generic walkthrough.

See all CRM features →
Request a Demo
Lead to Order — One Connected Flow

Every lead tracked.
Every step recorded.
Every deal connected to an order.

exactllyCRM follows the deal from the first contact to a confirmed sales order in ERP — with every stage, every activity, and every follow-up in between.

1
Lead Capture
Call, web, referral, exhibition
2
Assignment
Rep assigned, acknowledged
3
First Contact
Call logged, need identified
4
Follow-up
Scheduled, reminded, tracked
5
Proposal
Quotation created and sent
6
Negotiation
Revisions tracked, approval logged
7
Deal Won
Opportunity marked closed
8
ERP Sync
Sales order raised, no re-entry
9
Invoice
Generated from ERP, linked to deal
10
Collection Visibility
Payment tracked, CRM record updated
Capture & Assign

Every lead enters the system from any source. Assigned to a rep with a timestamp. No lead falls through without a record and an owner.

Track & Follow Up

Every call, meeting, and message logged against the deal. Follow-ups scheduled. Overdue tasks flagged to the rep and visible to the manager.

Move Through Pipeline

Stages reflect real progress. Pipeline value and deal age visible for every rep. Managers see where deals are stuck — at a glance, in real time.

Convert & Sync

Won deals convert to sales orders in ERP in one step. Customer and order data carried forward. No re-entry. No delay in delivery initiation.

Key Capabilities

Everything a sales team needs
to track, follow up, and close.

Each module handles a real part of the sales process. Together, they give your team and your managers complete visibility from lead to order.

Lead Management

Capture leads from calls, website, referrals, and exhibitions. Assign to reps. Track status from first contact to close with full history.

  • Source tracking and lead aging
  • Rep assignment with acknowledgement
  • Overdue and unattended lead alerts
  • Stage-wise lead status view
Contact & Account Management

One record per contact and company. Full interaction history, open tasks, linked deals, and documents — accessible in one view.

  • Contact hierarchy with decision-makers
  • Company-level account summary
  • Complete interaction timeline
  • Document and note attachments
Pipeline Management

Visual pipeline across all stages. See where every deal is, how long it has been there, and what action is needed next.

  • Configurable pipeline stages
  • Deal value and expected close date
  • Stuck-deal identification by stage age
  • Win/loss analysis by stage
Follow-up & Activity Tracking

Every call, meeting, email, and demo logged against the deal. No activity unrecorded. No follow-up left without a scheduled next step.

  • Activity log per deal and per contact
  • Scheduled reminders for follow-ups
  • Overdue follow-up alerts to reps
  • Rep-wise activity count dashboard
Sales Task Management

Managers assign tasks to reps with deadlines. Reps see their prioritised daily task list. Completion tracked and visible to managers.

  • Task assignment with deadline and priority
  • Escalation for overdue tasks
  • Manager view of rep workload
  • Task completion rate tracking
Quotation Management

Create and send quotations from within the deal. Version-controlled. Linked to the opportunity. Approval workflow for discounts.

  • Product and pricing library
  • Multi-revision quote tracking
  • Discount approval workflow
  • Quote-to-deal and quote-to-order linking
Order Conversion

When a deal is won, it converts to a sales order in ERP in one step. No re-entry. No delay. Full traceability from lead to delivery.

  • One-click deal-to-order conversion
  • Customer data carried to ERP order
  • Order confirmation back in CRM record
  • Conversion rate tracking by rep and stage
Sales Reporting & Forecasting

Pipeline value, team performance, conversion rates, and lost deal reasons — reports that let managers act, not just observe.

  • Pipeline value by stage and by rep
  • Monthly and quarterly revenue forecast
  • Win/loss reason analysis
  • Team performance scorecards
Mobile CRM

Full CRM access on mobile. Log calls, check pipeline, update deal status, and schedule follow-ups from any location.

  • Deal and lead view on mobile
  • Log activity from any location
  • Instant follow-up reminders
  • Manager pipeline dashboard on mobile
Pipeline Visibility

Know exactly where
every deal stands —
without asking anyone.

exactllyCRM gives sales managers a real-time view of the pipeline across all reps and all stages. No morning calls. No spreadsheet updates. No guessing.

Stage-wise deal count and pipeline value visible at a glance

Deals stuck in a stage for too long flagged automatically

Stage-to-stage conversion ratios measured and tracked

Rep-wise and product-wise pipeline breakdown on demand

Monthly forecasts built from actual pipeline data, not estimates

Request a Demo
Pipeline — April 2026
Lead
47 deals · ₹32.8L potential
New
Qualified
28 deals · ₹21.4L
Active
Proposal
18 deals · ₹16.2L · 3 stuck >10 days
⚠ 3 stuck
Negotiation
9 deals · ₹9.8L
Hot
Won
12 deals · ₹8.4L closed this month
✓ Closed
25.5%
Conversion
18 days
Avg cycle
₹7.0L
Avg deal size
Sales Visibility for Management

Management visibility across
every deal, owner, and stage.

exactllyCRM puts the right metrics in front of managers in real time. No reports to pull. No team meetings to get the numbers. The answer is already in the system.

Stuck Deals
Deals not moving

See every deal that has stayed in the same pipeline stage for too long. Flag them before they go cold — not after they are lost.

Overdue
Follow-ups past due

Every follow-up that was scheduled and not completed surfaces automatically. Reps are alerted. Managers can see it too without asking.

Rep Pipeline
Rep-wise breakdown

View each rep’s active leads, deals in pipeline, and deal value. Understand who is on track and who needs support before month-end.

Conversion
Conversion ratio by stage

Track what percentage of deals move from each stage. Identify where leads drop most and adjust your process or training accordingly.

Forecast
Pipeline-based forecast

Forecast revenue from what is actually in the pipeline — by stage probability, by rep, and by month. Built from data, not estimates.

Lost Reasons
Why deals are lost

Every lost deal is tagged with a reason — price, competitor, timing, product fit. Patterns emerge over time and inform strategy.

See the pipeline and management view live.

We demo the exact dashboards your managers would use — with your team structure, deal stages, and rep configuration.

Request a Demo
Who Uses exactllyCRM

Built for every role
in your sales operation.

From the rep managing daily calls to the owner reviewing monthly numbers — exactllyCRM gives each person exactly what they need.

Sales Representatives
Start every day knowing exactly what to do

Your lead list, your overdue follow-ups, and your pipeline — all in one view. Log calls and meetings in one action. End the day with every next step scheduled and nothing dropped.

  • Prioritised daily follow-up list
  • Log calls, meetings, and emails instantly
  • Pipeline view from mobile or desktop
Sales Managers
Your whole team’s pipeline and activity — live.

Every rep’s pipeline, activity count, and deal status is visible in real time. Stuck deals are flagged. Overdue follow-ups are surfaced. Assign tasks and set expectations from the same system.

  • Rep-wise pipeline and activity view
  • Stuck deal and overdue alerts
  • Task assignment and performance tracking
Business Owners
Revenue in, pipeline healthy — or not

Track deals converted, revenue this month, and pipeline forecast without waiting for a sales meeting. Know whether the team is on track before it becomes a problem at month-end.

  • Revenue and conversion summary
  • Pipeline forecast by stage and rep
  • Lost deal reason analysis
Operations & Dispatch Teams
Orders without re-entry or delay

Won deals convert to sales orders in exactllyERP in one step. Customer, product, and pricing details are carried forward automatically. Delivery can start the same day the deal is closed.

  • One-click deal-to-ERP order conversion
  • Customer master synced — no duplicates
  • Order confirmation back in CRM record
Finance Teams
From deal to invoice — with full traceability

Invoices generated in ERP are linked to the original CRM deal. Payment status is visible in the deal record. Sales and finance stay aligned without separate updates or manual data transfers.

  • Invoice linked to originating CRM deal
  • Payment and collection visibility
  • No duplicate data between CRM and ERP
AI
AI Copilot — exactllyCRM
Ask anything about your sales data
Live
AI
Good morning. What would you like to check in the pipeline today?
Show deals stuck in proposal stage for more than 10 days
AI

4 deals stuck in Proposal stage >10 days:

Deal Value Days
Mehta Agro Supply₹4.2L14d
Sunrise Traders₹2.8L12d
+2 more
AI Copilot

Sales insights
without pulling reports.

Ask a question in plain language and get an answer from your live sales data — no dashboard configuration, no waiting for a weekly report.

“Which deals are likely to close this week?” — answered instantly from your live pipeline.

Instant pipeline answers

Deal status, follow-up overdue counts, rep performance, stage conversion — available on demand without any setup.

Role-filtered results

AI answers respect access levels. Reps see their own deals. Managers see their team. Owners see the full picture.

Proactive deal alerts

Get notified about deals stuck too long, follow-ups overdue, and opportunities approaching close date — before they are missed.

ERP Integration

Won deal. Sales order.
No re-entry.
No delay.

The gap between CRM and ERP is where data gets lost and orders get delayed. exactllyCRM closes that gap. When a deal is won, the sales order is raised in exactllyERP directly — customer, product, pricing, and terms carried forward without re-typing.

Opportunity converts to sales order in exactllyERP in one action

Customer master synced — no duplicate customer creation

Delivery, invoice, and payment tracked in ERP — linked back to the CRM deal

Finance sees the revenue. Sales sees the order status. No separate updates needed.

Request a Demo
Step 1 — Deal Won in CRM

Sales rep marks the opportunity as Won. Customer, product, quantity, and agreed price are already in the CRM record from the quotation stage.

Step 2 — Sales Order Created in ERP

exactllyERP raises a sales order automatically from the CRM data. No re-entry of customer name, billing address, product, or price. Order number reflected back in the CRM deal.

Step 3 — Delivery, Invoice, Payment in ERP

Delivery is scheduled, invoice is raised, and payment is received — all in ERP. The CRM deal shows order status in real time. Finance and sales stay aligned without manual updates.

From first call to last rupee — one continuous record.

Sales activity in CRM, operations and finance in ERP — connected without duplication. No gaps between the teams.

Why exactllyCRM

Built for sales execution.
Not for contact management.

Most CRMs are storage systems. exactllyCRM is designed around the activities that actually produce revenue — follow-up, pipeline movement, and order conversion.

Follow-up discipline — not a contact list

A contact list tells you who you spoke to. exactllyCRM tells you who needs a follow-up today, which rep is responsible, and what happens if it’s missed. Overdue tasks are visible to managers — not just the rep who forgot.

ERP-native — not a connector

exactllyCRM and exactllyERP share the same data model. Won deals become sales orders without an API call, a connector script, or a manual export. Customer, product, and pricing data move without re-entry or duplication.

Accountability across every role

Reps see their pipeline. Managers see their team. Owners see revenue. Each role gets exactly what they need — without separate dashboards or custom report requests. Visibility is built into the system, not bolted on.

Lead to invoice — one continuous record

From the first enquiry to the final payment, every step is in one connected system. No separate system for operations. No handoff gap between sales and finance. The deal that came in on Monday can become an invoice by Friday.

How It Compares

Most CRMs are contact databases.
exactllyCRM is a sales execution system.

Capability
Generic CRM
exactllyCRM
Lead tracking
✕ Contact list, no lifecycle tracking
✓ Full lifecycle from source to close
Follow-up discipline
✕ Manual reminders, individually managed
✓ Overdue alerts, rep tasks, manager visibility
Pipeline visibility
✕ Static list, no stuck-deal detection
✓ Real-time stage view with age flags
Sales accountability
✕ Dependent on individual updates
✓ Manager dashboard, rep-level scorecards
Order conversion
✕ Export to spreadsheet, re-enter in ERP
✓ One-click conversion to ERP sales order
ERP integration
✕ Separate system, no connection
✓ Native sync with exactllyERP
Practical usability
✕ Built for marketing teams and SaaS companies
✓ Built for sales execution in real businesses
Common Questions

Questions sales teams ask
before choosing a CRM.

What is exactllyCRM used for?

exactllyCRM is a sales execution CRM designed for businesses that manage leads, follow-ups, and pipeline tracking. It helps sales reps log every activity, managers monitor team performance, and businesses convert won deals into sales orders in ERP without re-entry.

Can exactllyCRM track follow-ups?

Yes. Every follow-up is scheduled and tracked against the deal. Reps receive reminders before a follow-up is due. Overdue follow-ups are flagged automatically and visible to managers — ensuring no deal is dropped because of a missed call.

Does it manage a sales pipeline?

Yes. exactllyCRM gives a real-time view of the pipeline across all stages — Lead, Qualified, Proposal, Negotiation, and Won. Deals that have been in a stage too long are flagged. Stage-wise conversion ratios and deal values are tracked without any manual reporting.

Can it convert leads into sales orders?

Yes. When a deal is won in exactllyCRM, it converts to a sales order in exactllyERP in one step. Customer details, product, and pricing are carried forward automatically. There is no need to re-enter data in ERP, and the CRM deal reflects the order status in real time.

Does exactllyCRM integrate with ERP?

Yes. exactllyCRM integrates natively with exactllyERP. Won opportunities convert to sales orders, customer records sync, and order status updates back in the CRM. Sales and finance teams stay aligned without manual data transfers or duplicate records.

Can managers track team performance?

Yes. Sales managers have a dashboard showing each rep’s active leads, follow-up activity, deals in pipeline, and conversion rates. Overdue tasks and stuck deals are flagged. Managers can assign tasks and review pipeline without relying on verbal updates.

Is it suitable for small and mid-sized sales teams?

Yes. exactllyCRM is built for businesses with sales teams of any size. Whether you have 3 reps or 30, the system provides the same pipeline visibility, follow-up discipline, and manager oversight. There is no minimum team size, and the setup is straightforward.

Does exactllyCRM work on mobile?

Yes. The mobile CRM lets sales reps check their pipeline, log calls and meetings, view lead details, and schedule follow-ups from any location. Managers can review the team pipeline on mobile. Notifications for overdue tasks and follow-ups are delivered on the device.

Can exactllyCRM work with my existing ERP?

exactllyCRM integrates natively with exactllyERP. If your business is already on exactllyERP, the CRM connects to the same data — customer master, product catalogue, pricing, and orders — without a separate integration layer. Won deals convert to sales orders in one step. For businesses on other ERP platforms, data exchange options are available; the full integration benefit is realised when both systems are from exactlly.

How quickly can exactllyCRM be implemented?

For most businesses, the core lead, pipeline, and follow-up modules are up and running within a few weeks. Implementation time depends on your team size and the complexity of your sales stages. We do a structured onboarding — we map your actual sales process, configure the pipeline stages, import your existing leads, and train your reps and managers before go-live. If you are also deploying exactllyERP alongside exactllyCRM, both are set up together.

Request a Demo

From the first lead to the closed order —
see it all in one session.

A focused session on your sales process, team structure, and pipeline challenges — not a generic product tour.

No spam. No hard sell. We'll contact you within one business day.

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