Turn Every Inbound Pre-Lead Into Realized Revenue
A complete end-to-end sales lifecycle engineered for Indian enterprises. Track every prospect from initial Pre-Lead capture to Technical Enquiry, Approved Quotation, PO Received, and Order Punching without data leaks.
CRM Pre-Lead Dashboard
Get a real-time view of your pre-leads, track follow-ups, monitor conversions and manage sales ownership — all in one powerful dashboard.
Pre-Leads
to Revenue
Tracking
Higher
Conversions
Complete Pre-Lead Overview
See total, open, converted and more at a glance.
Track Conversions
Visualize your pre-lead journey from inquiry to order.
Take Action Faster
Identify pending and overdue follow-ups instantly.
Pre-Lead Trend
Recent Pre-Leads
| Pre Lead Code | Pre Lead Date | Company Name | Contact Name | Source | Status | Assigned To | Follow-Up Date | Priority | Actions |
|---|---|---|---|---|---|---|---|---|---|
| ITS-PRE-2025-001 | 28/09/2026 | Acme Solutions | Rahul Mehta | IndiaMart | Open | M Manoj | 30/09/2026 | ★★★★ | |
| ITS-PRE-2025-002 | 28/09/2026 | Shree Enterprises | Priya Sharma | Website | Follow Up | S Shivam | 02/10/2026 | ★★★★ | |
| ITS-PRE-2025-003 | 27/09/2026 | Global Tech | Amit Verma | Direct Call | Enquiry | S Suraj | 01/10/2026 | ★★★★ | |
| ITS-PRE-2025-004 | 27/09/2026 | NextGen Systems | Neha Kapoor | Referral | Open | M Mayank | 30/09/2026 | ★★★★ |
Smart Filters
Filter by date, source, status, company type, city and more.
Real-Time Insights
Track trends and measure performance over time.
Manage Sales Ownership
Know who's handling what and reduce unassigned leads.
Accelerate B2B revenue with real-time deal pipeline tracking
Give your sales leadership and reps total clarity at every turn of the customer lifecycle.
Instant visibility from lead to closure
Track every commercial inquiry with clear contract values, stakeholder contacts, and scheduled milestones. Live stage metrics keep your sales leadership updated on projected monthly turnover.
Streamlined sales progression
Watch opportunities advance seamlessly from inbound WhatsApp RFQs to manager-approved quotations and confirmed ERP Sales Orders, eliminating revenue leaks.
Auto-captured inquiry from WhatsApp & website portals
Centralized communication desk for enterprise sales teams
Keep your entire team aligned. Inbound client inquiries from WhatsApp, B2B portals, and corporate emails are consolidated into a single unified opportunity ledger with full contextual history.
WhatsApp Hub
1-Click PDF dispatch & chat syncEnterprise Mail
Linked email thread recordsB2B Webhooks
IndiaMART & web portal captureCalling Registry
Call summaries & outcome tagsGenerate compliant commercial quotations in seconds
Accelerate enterprise deal sign-offs with rapid, accurate commercial quotations. Pull verified inventory pricing tiers, calculate applicable taxes, and dispatch signed proposals in moments.
Commercial Quotation Desk
#NEPLO-00035-R0
Enterprise capabilities designed for high-velocity operations
Intelligent Workflow Automation
Auto-capture incoming pre-leads from WhatsApp and portals, assign territory reps based on deal size, and trigger follow-up reminders automatically.
Seamless ERP Data Continuity
Won quotations convert into live ERP Sales Orders in a single click, instantly syncing inventory allocations and production planning without re-entry.
High-Intent Lead Prioritization
Smart scoring algorithms rank inquiries by transaction history, response speed, and deal value so your top closers focus where it matters most.
End-to-End Sales Governance
From cold inbound ingestion to multi-tier quotation revisions, margin checks, and client approvals—monitor every rupee in your sales funnel.
Real Indian Business Workflows in Action
Engineered specifically for growing MSME manufacturers & fabricators to streamline daily operations.
Tarpaulin & HDPE Manufacturing
HDPE Tarpaulin, Tirpal & Poly-fabric ManufacturersCalculating custom quotes by GSM, roll size, eyelet counts and roll wastage took hours; leads on WhatsApp were delayed or lost.
WhatsApp inquiry with GSM & size ➔ Auto-spec logging ➔ Instant formula price calc ➔ Quotation in 60s ➔ PO Received ➔ ERP Job Card for Loom/Welding ➔ Dispatch.
Textile & Fabric Mills
Weaving Mills, Grey Cloth & Finished Fabric TradersTracking grey fabric lots, meter length variances, shade matching, and dealer follow-ups was manual across handwritten registers.
B2B dealer lead captured ➔ Meter & quality specs logged ➔ Multi-tier price quote ➔ Manager approval ➔ PO Received ➔ Live yarn & lot sync ➔ Delivery challan punched.
Industrial Manufacturing
Fabrication, Machinery & Equipment UnitsCustom engineering quotes took 4 days in Excel; leads were forgotten while checking raw material rates.
Enquiry on WhatsApp ➔ Technical specs logged ➔ Instant BOM & Price calc ➔ Quotation in 2 minutes ➔ PO Received ➔ Production Job Card auto-generated ➔ Dispatch.
Wholesale & Material Distribution
Raw Material, Yarn, Chemical & Hardware DistributorsFluctuating daily commodity rates caused billing errors and reps sold out-of-stock items.
IndiaMART & WhatsApp lead captured ➔ Live inventory check ➔ Tiered volume quotation ➔ Order Punched ➔ Nearest warehouse dispatch.
Everything You Need to Know About iTech Sarathi CRM
Common questions answered simply for business owners and sales leaders.
Ready to Transform Your Sales Pipeline into Realized Revenue?
Experience how iTech Sarathi unifies Pre-Leads, Enquiries, Quotations, and Order Punching into one seamless flow. Schedule your personalized 1-on-1 demo today.
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