Micraft CRM — B2B CRM & Client Operations
B2B CRM for Sales Pipeline, Client Ops,
and After-Sales Excellence
Manage leads, clients, projects, invoices, and support from one unified platform. Built specifically for manufacturing, logistics, and B2B services.
What is Micraft CRM?
Micraft CRM is a comprehensive client relationship and operations platform that manages the complete lifecycle — from first inquiry to post-sale support.
While standard CRMs focus only on closing deals, Micraft CRM ensures those deals translate into successful projects, on-time invoices, and excellent support.
Core Modules
Connected features for every stage of the B2B relationship.
01.
Lead and Prospect Management
Source tracking, qualification workflows, and automated lead distribution. Capture every inquiry from web or email into a structured funnel.
02.
Sales Pipeline & Deal Tracking
Visual tracking from first contact to contract. Define custom stages, track deal value, and identify pipeline bottlenecks.
03.
360° Client Management
A central view of every client — interaction history, won deals, active projects, unpaid invoices, and open support tickets.
04.
Project Handoff (Post-Sale)
Transitions won deals directly into project delivery. Assign tasks, set milestones, and track progress against sales promises.
05.
Activity & Task Tracking
Manage meetings, calls, and follow-ups. Automated reminders ensure no prospect is forgotten and no commitment is missed.
06.
Support Ticketing System
Manage client issues with full context of their history. Assign tickets to teams and track SLAs for service excellence.
07.
GST-Compliant Invoicing
Generate invoices directly from deals. Track payment status and send automated reminders for client receivables.
08.
Subscription Renewals
For recurring contracts. Automated alerts for upcoming renewals ensures continuous revenue and client retention.
INTELLIGENT SALES
CRM Intelligence & Analytics
Measured Business Outcomes
+30%
Conversion Rate
Increase deal closures through better pipeline tracking.
-25%
Resolution Time
Faster support ticket resolution with full client context.
100%
Invoicing Accuracy
Eliminate missed billings and payment delays.
+15%
Renewal Rate
Improved retention through automated renewal alerts.
System Architecture
Technical Specifications
Secure
Deployment
Cloud-based SaaS with high availability and multi-region redundancy.
Active
Integrations
Native Gmail/Outlook sync, WhatsApp integration, and ERP connectors.
Live
Mobile Access
Responsive mobile dashboard for sales teams on the move.
Protected
Data Security
Role-based access control, IP whitelisting, and daily backups.
Advanced
Reporting
Custom report builder with automated scheduled email delivery.
Compliant
Compliance
GST-ready invoicing and Indian accounting standard compatibility.
WHO IT'S FOR
Who Micraft CRM Is Built For
Industrial
Manufacturing Sales
Managing long sales cycles with technical specs and revisions.
Logistics
Logistics & Supply Chain
Managing B2B contracts, recurring billing, and service operations.
Services
Professional Services
Where project context is essential for sales and invoicing.
Trading
Trading & Distribution
Managing high volumes of leads and qualification workflows.
Frequently Asked Questions
No. Micraft CRM is designed for every team that touches a client — sales, operations, support, and finance.
Yes. Won deals can be transitioned directly into project management for milestone tracking.
Yes. Native invoicing supports Indian GST calculations and professional document generation.
Yes. It is natively integrated and can also connect to external ERPs via REST API.
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