Visual sales pipeline, call logging, numbered follow-up scheduling, and rep performance analytics for Indian SMBs. Integrated with HR and payroll inside Avani Business OS.
Avani's drag-and-drop Kanban pipeline tracks every lead from first enquiry to closed deal. Customize stages to match your sales cycle — whether you sell industrial equipment in Ludhiana, SaaS to Pune startups, or FMCG products across Tier-2 cities. Each card shows source, assigned rep, last activity, and deal value at a glance. Stage-level conversion rates update in real time so managers always know where the bottleneck is.
Log every sales call with outcome, duration, and sentiment in under 30 seconds. The numbered follow-up engine auto-schedules follow-up #1, #2, and #3 with configurable gaps — no lead goes silent. A daily urgency dashboard surfaces overdue calls each morning so your Gurgaon or Bengaluru field reps never miss a hot prospect. Call stats by rep, by day, and by lead source are always one click away.
Send personalised email sequences directly from the CRM — no third-party tool needed. Compose bulk outreach to segmented lead lists, track open rates and reply rates, and log every reply back to the lead's timeline automatically. BCC-to-CRM support means replies from Gmail or Outlook are captured too. Ideal for B2B sales teams running cold outreach to MSMEs, distributors, or enterprise procurement teams across India.
Every lead record stores full contact history: calls, emails, notes, meetings, and status changes — all timestamped and attributed to a rep. Attach GSTIN, company PAN, HSN-linked product interest, and annual revenue to profile B2B prospects accurately. Custom fields let you capture industry-specific data like distributor territory, preferred payment terms (credit days), or referred-by source without any coding.
Set monthly or quarterly revenue targets for each sales rep and track live attainment on a leaderboard. Leads can be assigned manually or via round-robin auto-assignment for inbound enquiries. Reassignment history is fully auditable — managers always know who touched a lead and when. Target analytics break down shortfalls by product line, city cluster, or lead source so coaching conversations are data-backed.
The Avani rankings module ranks every sales rep by deals closed, revenue generated, call volume, and follow-up compliance in a single leaderboard view. Drill down into individual funnels to see stage-by-stage drop-off, average deal cycle time, and win/loss ratios. All reports export to Excel or PDF for board reviews, GST-quarter performance discussions, or MSME incentive scheme calculations.
Weighted pipeline forecasting multiplies deal value by stage probability to project monthly revenue — no more gut-feel targets. Pipeline health scores flag leads that have been stuck in the same stage too long. Managers at Delhi NCR-based trading firms and Chennai manufacturing units use these insights to rebalance territory loads and adjust promotional offers before a quarter ends.
Capture leads from web forms, WhatsApp forwards, exhibition badge scans, or bulk Excel/CSV uploads. Avani handles Indian phone formats (+91 prefix or 10-digit), mixed state name spellings, and duplicate detection by mobile number or email. A typical import of 1,000 leads from a trade fair list takes under three minutes. Newly imported leads can be auto-assigned to reps by city or product category.
Sales CRM (Customer Relationship Management) software is a tool that helps businesses capture leads, track interactions, manage a sales pipeline, and forecast revenue. Avani Business OS delivers a full sales CRM as part of its all-in-one Business OS for Indian SMBs — covering lead pipeline management, call logging with follow-up reminders, email outreach, rich contact records, sales target tracking, and rep performance rankings. Unlike standalone CRMs, Avani connects CRM data directly to HR, payroll, and project modules so incentive calculations, onboarding tasks, and GST-period reporting are seamless.
Avani uses a visual Kanban board where each lead card moves through fully customisable stages — for example, New Enquiry, Contacted, Demo Done, Proposal Sent, Negotiation, Won, or Lost. You can set probability percentages per stage so the weighted revenue forecast updates automatically as leads progress. Managers can filter the pipeline by rep, city, lead source, or product line and export a snapshot for weekly sales reviews.
Yes. Reps log every call in under 30 seconds — capturing outcome, duration, and sentiment (positive, neutral, negative). The numbered follow-up system then auto-schedules follow-up #1, #2, and #3 with configurable day gaps. A daily urgency dashboard lists all overdue follow-ups ranked by lead value, so sales managers can hold structured morning huddles without manually checking spreadsheets.
Yes. Avani includes an integrated Email-CRM module that lets you compose bulk personalised emails to segmented lead lists, track open and reply rates, and log all replies back to the lead timeline automatically. BCC-to-CRM capture means emails sent from external Gmail or Outlook accounts are also recorded. This is especially useful for B2B sales teams targeting MSME procurement heads or distributors where email is still the preferred channel.
Managers set monthly or quarterly revenue and activity targets per rep. The rankings leaderboard scores each rep on deals closed, revenue generated, call volume, and follow-up compliance — updated in real time. Drill-down views show stage-level drop-off, win/loss ratios, and average deal cycle time per rep. Because rankings feed directly into the payroll module, commission payouts, TDS on variable pay, and incentive bonus calculations happen without any manual data entry.
Navigate to Leads, click Import, and upload your .xlsx or .csv file. The column mapper handles common Indian data quirks — 10-digit mobile numbers with or without +91 prefix, abbreviated state names, and mixed city spellings. Avani deduplicates by phone and email automatically and flags potential duplicates for review. A 1,000-row trade fair list typically imports in under three minutes, after which leads can be auto-assigned to reps by city or territory.
Avani was designed from the ground up for Indian SMBs and MSMEs — businesses with 5 to 500 employees across Delhi NCR, Mumbai, Pune, Bengaluru, Hyderabad, and smaller cities. The flat-plan pricing, India-localised fields (GSTIN, PAN, city tier), Hindi and English support, and offline-capable mobile app make it far more practical than enterprise CRMs like Salesforce or Zoho CRM for growing Indian businesses that also need HR and payroll in the same platform.
Because HR, CRM, payroll, and finance are all part of the same Avani Business OS, data flows without exports or integrations. A closed CRM deal can trigger an onboarding task, update a sales incentive accrual, generate a GST-compliant invoice (with correct CGST/SGST or IGST split based on customer state), and log the transaction in the finance module — all in one workflow. TDS on commission income is calculated automatically based on rep PAN and applicable slab, eliminating reconciliation errors at quarter end.
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