Enquiries come in. Deals stop leaking out.
Aceone CRM captures every lead, keeps follow-ups on schedule and shows your whole pipeline on one board — and when a deal is won, the lead becomes a billing customer in one click, because CRM and ERP share one platform.
- No lead left behind
- Runs on your premises
- Overdue follow-ups flagged
Sales Pipeline
liveNew Leads
12Sharma Traders
Enquiry · yesterday
KV Industries
Referral
Follow-up
8Om Agro Mills
Call today 4 PM
Metro Retail
Quote sent
Won
5Krishna Foods
→ pushed to customer
City Hospital
AMC signed
Built for teams that sell on calls and visits
Every enquiry captured
Leads live in their own register — separate from your billing customers — so prospects never clutter your accounts, and none get lost.
Kanban sales pipeline
Drag leads through your stages and see the whole funnel at a glance — who's new, who's warm, who's about to close.
Follow-ups that don't slip
Every lead carries its next follow-up. Overdue ones are flagged in red on the dashboard until they're done — no deal dies of silence.
Activities & calendar
Calls, visits and meetings logged against each lead, with a calendar view of what's due today and this week.
One-click customer promotion
Won the deal? Push the lead to your customer master in one click — ready for quotation and invoicing on the same platform.
Multi-user with roles
Each salesperson sees their own leads; managers see everything. Role-based access keeps data scoped to the right people.
One platform with Aceone ERP
CRM and ERP are modules of the same system. A won lead becomes a billing customer in one click — then quotations, GST invoices, receivables and their full history live in the same place.
Common questions
Is our sales data stored in the cloud?
No — Aceone CRM installs on your own premises and runs on your local network. Your leads and customer data never leave your office.
Do leads get mixed up with our billing customers?
No. Leads live in their own register, separate from the customer master. Only when a deal is won do you promote the lead to a customer — keeping your books clean.
Can sales staff see accounts and billing?
Only if you want them to. Licensing is per module and access is role-based, so a salesperson can work the pipeline without ever seeing your financials.
How is it priced?
Quote-based, depending on users and modules — CRM can be licensed alone or together with Aceone ERP on the same platform. Request a quote and we'll respond within a working day.
See it working on your own business
Book a live demo of WhatsApp Automation or HRMS — or tell us what you need and get a quote within a working day.
