Labh CRM gives you a single workspace for capturing leads, managing pipelines, automating follow‑ups and tracking revenue — tightly connected to SFA & ERP.
All touchpoints in one place — emails, calls, notes, meetings, orders and tickets.
Custom stages, probability, weighted pipeline and SLA timers to prevent slippage.
Auto-create tasks after key events. Get daily digests and snoozeable reminders.
Connect Gmail/Office 365, track opens/clicks and template follow-ups.
Price books, discounts, taxes and approval workflows to speed up closure.
Field-level security with multi-level approvals for discounts & special terms.
On lead created, stage changed, email opened, no activity for X days, deal value over ₹Y.
Assign owner, create task, send WhatsApp/SMS, update field, start sequence, notify manager.
Multi‑step email/SMS drips with delays and exit rules based on replies or status.
IF Lead Source = Website AND No response 2 days → THEN Send WhatsApp template + Create follow‑up task.
Assign scores on fit and intent: title, company size, opens/clicks, time on site and recency.
Forecasts, conversion rates, stage velocity and source ROI — export to CSV/PDF.
Admin/Manager/Rep roles with granular permissions and audit trails.
Protect sensitive fields (discounts, margins, revenue) with masking.
TLS in transit, backups and regional hosting options.
We’ll walk you through lead capture, pipeline automation and reporting tailored to your use case.