CRM Software for Sales, Lead and Customer Management
Convert More Leads and Give Sales Teams a Clear View of Every Customer
Transform Your Business with Shivit - Custom CRM Software Development Services
CRM software helps businesses manage leads, customer conversations, sales activities, follow-ups and deal progress from one connected system. Shivit CRM gives sales, marketing, customer service and management teams a shared view of every enquiry, account, opportunity and next action—helping them reduce missed follow-ups, improve pipeline visibility and move qualified deals forward faster.
Built for growing businesses that have outgrown spreadsheets, WhatsApp follow-ups and disconnected sales tools, Shivit CRM helps teams capture leads from multiple sources, assign enquiries to the right salesperson, track calls and meetings, automate follow-up reminders and monitor sales performance. Managers can see where leads are stuck, which activities are pending and which opportunities need attention before revenue is lost. Shivit can be configured around your sales process, approval workflows, customer fields and reporting needs. Connect CRM with sales orders, inventory, finance or other business systems to reduce duplicate data entry and give teams a more complete view of customer activity. Use role-based access, workflow automation and actionable reports to improve sales control as your business grows. Book a Personalised CRM Demo to see the workflow for your sales team.
CRM Features for Better Lead, Sales and Customer Control
- Lead and Opportunity Management: Capture leads from website forms, campaigns, referrals and manual entries. Assign enquiries, track lead status and manage opportunities from first contact to closure.
- Contact and Account Management: Store customer, prospect and company records in one place, including contact details, communication history, documents and account-level activity.
- Follow-Ups, Tasks and Activity Tracking: Create reminders, assign tasks, schedule calls and meetings, and track daily sales activity so important follow-ups are not missed.
- Sales Pipeline and Deal Tracking: View deals by stage, owner, value and expected closure date. Identify stalled opportunities and monitor pipeline performance.
- Email and Communication Tracking: Keep customer emails and communication activity linked to the relevant lead, contact or opportunity for better sales continuity.
- Sales Orders, Inventory and Payment Visibility: Connect CRM with sales orders, inventory and finance workflows to check product availability, order status, invoices and payment progress.
- Marketing Campaign Management: Track lead sources, campaign responses, qualified opportunities and conversion performance across marketing activities.
- Dashboards, Reports and Role-Based Access: Monitor leads, activities, pipeline value, conversions and team performance with configurable dashboards, reports and user permissions.
- Workflow Automation and Alerts: Automate lead assignment, follow-up reminders, task creation, approval steps and internal alerts based on your sales process.
Bring Every Customer Interaction into One Sales Workflow
Shivit CRM connects lead capture, follow-ups, sales activity, opportunity tracking, customer records and business workflows in one place. Sales and management teams can see the full customer journey, respond on time and make better decisions with a clear view of pipeline activity and next actions.
Book a Personalised CRM Demo to see the workflow for your sales team.