CRM (Customer Relationship Management)

CRM System — Complete Customer Relationship Management Software

Capture every lead, track every conversation, close every deal — and never let a customer fall through the cracks. Production-ready Laravel CRM platform with full sales pipeline, lead capture, contact management, email and SMS automation, calls, meetings, tasks, and team collaboration.

Lead Capture · Sales Pipeline · Email Automation · Calls and Meetings · Tasks · Reports · Multi-User

Why This CRM?

Spreadsheets lose leads. Generic CRMs are too expensive and bloated. This CRM is built for sales teams that want speed, focus, and Bangladesh-friendly features — bKash payment links, BulkSMSBD, WhatsApp click-to-chat — all in one place.

Remarkable Features at a Glance

  • Lead Capture from Web Forms
  • Sales Pipeline (Drag & Drop)
  • Contact & Company Management
  • Email Automation & Templates
  • SMS Automation
  • WhatsApp Click-to-Chat
  • Call Logging & Click-to-Call
  • Meeting Scheduler with Calendar
  • Task & Activity Management
  • Quotations & Proposals
  • Invoice & Payment Tracking
  • Team Collaboration & Mentions
  • Lead Scoring & Auto-Assignment
  • Sales Reports & Forecasting
  • Customer Support Tickets
  • Mobile App for Sales Reps

Main Modules

Lead Management

  • Lead capture forms — embed on any website
  • Lead import via CSV / Excel
  • Auto-assign leads by territory, product, source
  • Lead scoring with custom rules
  • Lead source tracking (organic, paid, referral)
  • Lead status flow (new / contacted / qualified / lost)

Sales Pipeline

  • Visual Kanban pipeline with drag-and-drop
  • Customizable stages (Discovery / Proposal / Negotiation / Won / Lost)
  • Deal value, probability, expected close date
  • Multiple pipelines per business unit
  • Win / loss reason tracking

Contacts & Companies

  • Complete contact database with email, phone, social
  • Company / organization profiles with linked contacts
  • Contact relationship visualization
  • Custom fields per contact / company
  • Tags and segments for marketing

Communication

  • Email composer with templates and personalization
  • Bulk email campaigns with open / click tracking
  • SMS sender via BulkSMSBD with templates
  • WhatsApp click-to-chat from contact card
  • Call logging with click-to-call (Twilio integration)
  • Meeting scheduler with calendar invite

Tasks & Activities

  • Task assignment with due date and priority
  • Recurring tasks (daily / weekly / monthly)
  • Activity timeline per contact / deal
  • Reminders and notifications

Quotations & Invoicing

  • Quotation builder with line items, tax, discount
  • Convert quotation to deal or invoice
  • Invoice generation with PDF and email
  • Payment tracking with bKash / SSLCommerz links

Reports & Analytics

  • Sales pipeline value and stage analysis
  • Win / loss report by reason and rep
  • Lead source ROI analysis
  • Sales forecast (next 30 / 60 / 90 days)
  • Activity report per rep (calls, meetings, emails)
  • Customer lifetime value (LTV) analysis

Why Choose This CRM?

  • Built for sales teams — speed and focus
  • Bangladesh-first — bKash, BulkSMSBD, WhatsApp pre-integrated
  • Visual pipeline with drag-and-drop
  • Email and SMS automation built in
  • Mobile app for reps in the field
  • Sales dashboard — pipeline value, won deals, lost deals, top performers
  • Quick-action tiles for hot leads, due tasks, today's meetings, follow-ups
  • Lead capture form — embed on any website with one line of code
  • Auto-create lead in CRM on form submission
  • Lead import via CSV / Excel bulk upload
  • Lead source tracking (organic, paid, referral, social, direct)
  • Lead scoring with custom rules (industry, budget, intent)
  • Auto-assign leads by territory, product, or round-robin
  • Lead status flow — new / contacted / qualified / unqualified
  • Convert lead to contact + deal in one click
  • Lead duplicate detection
  • Visual Kanban pipeline with drag-and-drop
  • Customizable stages per pipeline
  • Multiple pipelines per business unit / product
  • Deal value, probability, expected close date
  • Deal owner assignment
  • Win / loss reason tracking
  • Deal forecasting based on probability
  • Deal aging report (deals stuck in stage)
  • Quote-to-deal conversion
  • Contact database with email, phone, social profiles
  • Company / organization profiles with linked contacts
  • Contact relationship mapping
  • Custom fields per contact and company
  • Tags and segments for marketing
  • Contact merge to fix duplicates
  • Contact birthday and anniversary auto-greetings
  • Email composer with rich-text editor
  • Pre-built email templates with merge fields
  • Bulk email campaigns with open and click tracking
  • Drip / sequence emails (day 1, 3, 7 follow-up)
  • Email signature templates per rep
  • Email replies auto-logged to contact timeline
  • SMS sender via BulkSMSBD
  • SMS templates with personalization tokens
  • SMS campaigns with delivery report
  • WhatsApp click-to-chat from contact card
  • Call logging with notes and outcome
  • Click-to-call via Twilio or local PBX
  • Call recording integration
  • Meeting scheduler with calendar invite
  • Google Calendar / Outlook sync
  • Video meeting link (Zoom / Google Meet) on invite
  • Meeting agenda and notes
  • Task assignment with due date and priority
  • Task categories (call, email, follow-up, demo, custom)
  • Recurring tasks (daily / weekly / monthly)
  • Activity timeline per contact, deal, company
  • Reminders via email, SMS, push notification
  • Overdue task highlighting
  • Quotation builder with line items, tax, discount
  • Multi-currency quotations
  • Quotation expiry and revision tracking
  • Convert quotation to deal or invoice
  • Invoice generation with PDF download
  • Auto-email invoice to customer
  • Payment link generation (bKash, SSLCommerz)
  • Payment tracking with status (pending / partial / paid)
  • Refund processing
  • Recurring invoices for subscriptions
  • Sales pipeline value by stage
  • Win / loss report by reason and rep
  • Lead source ROI analysis
  • Lead conversion funnel report
  • Sales forecast (next 30, 60, 90 days)
  • Activity report per rep — calls, meetings, emails
  • Customer lifetime value (LTV) analysis
  • Top deals and top customers
  • Won deals by source / product / region
  • Sales rep leaderboard
  • Customer support ticket system
  • Ticket assignment with priority and SLA
  • Ticket status flow (open / in-progress / resolved / closed)
  • Knowledge base / FAQ for customers
  • Customer satisfaction survey after ticket close
  • Team collaboration with mentions (@user)
  • Internal notes on deals and contacts
  • Document attachment to deals
  • File sharing within the CRM
  • Real-time notifications (push, email, in-app)
  • Roles — Super Admin, Sales Manager, Sales Rep, Support
  • Custom roles with granular permissions
  • Territory-based access control
  • Activity log with full audit trail
  • Login history per user
  • Sales target setting per rep / team / month
  • Target vs actual progress meter
  • Commission calculation per rep
  • Branding — logo, colors, email templates
  • Multi-language support (Bangla + English)
  • Multi-currency with auto-conversion
  • Custom dashboard widgets
  • Mobile-responsive design
  • Mobile app integration ready (REST API)
  • Backup and restore from admin

No specific system requirements listed for this product.

CRM

CRM (Customer Relationship Management)

Complete CRM with leads, opportunities, contacts, sales pipeline, email & SMS automation, calls, meetings, tasks, reports and team collaboration.

BDT17,990.00
  • Secure checkout via SSLCommerz & bKash
  • Free lifetime updates
  • 24/7 email support
  • Conditional return policy
We accept
bKash Visa MC Amex Nexus SSL
Price BDT17,990.00