Clear Visibility Across Every Lead, Deal, and Customer Relationship.
Capture inquiries across multiple channels, monitor deal progression through structured pipeline stages, and ensure timely team follow-ups from one centralized CRM.
Guided workspace onboarding • Operational support included • Live walkthrough available
* Illustrative interface preview with sample workflow data. Does not represent actual customer performance metrics.
Direct Ingestion
Capture webhooks and IndiaMART leads automatically
Visual Deal Pipeline
Track deal progression and identify bottlenecks
Account 360 Records
Company profiles, GST numbers, and quotes
Scheduled Follow-Ups
Assign reps and never miss a client commitment
Structured for Commercial Discipline
Pravyon gives commercial teams the tools to manage conversations, enforce follow-up accountability, and turn raw inquiries into confirmed accounts.
Centralized Lead Ingestion from Multiple Sources
Eliminate messy spreadsheets and lost inquiries. Pravyon captures incoming leads directly via verified third-party integrations and developer webhooks, recording buyer requirements and contact details instantly.
- Direct IndiaMART Sync: Ingest buyer inquiries and contact data in real time.
- Inbound Webhooks: Connect custom website landing pages and web forms securely.
- Fast Manual Entry: Register walk-ins, phone calls, and exhibition leads in seconds.
Visual Pipeline Stages & Deal Progression
Gain clear visibility into where prospects stand in your sales cycle. Group inquiries by stage, track deal values, evaluate pipeline bottlenecks, and coordinate stage transitions seamlessly.
- Configurable Stages: Align deal milestones with your team's real commercial process.
- Deal Value Tracking: Monitor total pipeline value and potential conversion impact.
- Assignee Accountability: Assign sales reps to individual deals with role-scoped access.
Unified Customer Records & Contact Profiles
Maintain an organized directory of clients, contractors, and corporate accounts. Store verified GST numbers, billing and shipping locations, primary contact details, and all linked historical quotes.
- GSTIN Record Management: Store customer GST details for compliant quotations.
- Multiple Contacts: Record purchase managers, project engineers, and billing leads.
- Quotation History: Review every price estimate ever generated for an account.
Confirm receipt of revision #2 PDF and address payment term questions.
Confirm dispatch schedule with operations team.
Scheduled Follow-Ups & Task Coordination
Keep reps accountable and maintain prospect momentum. Set specific follow-up dates, log conversational outcomes, and maintain a clear record of commitments.
- Targeted Scheduling: Assign follow-up dates and times to active deals.
- Recorded Remarks: Log customer discussion notes, meeting summaries, and follow-up updates.
- Company-Scoped Security: Restrict record visibility to authorized personnel.
CRM Connected to Your Operational Workflow
Pravyon isn't an isolated contact list. Your CRM leads flow directly into quotations, staff operations, and notification workflows.
Instant Quotation Generation
Convert qualified leads directly into accurate, branded PDF quotes with line items and GST tax calculations.
Explore Quotation SoftwareWhatsApp Notification Triggers
Dispatch quotation PDFs and status alerts directly to clients using verified Meta Cloud API templates.
Explore WhatsApp IntegrationStaff Rosters & Operations
Verify sales team coverage, daily clock-in records, and shift schedules alongside pipeline execution.
Explore Team OperationsTailored CRM Workflows for Specialized Verticals
Need pre-configured pipeline stages and terminology for your specific sector? Explore our specialized industry configurations:
Wholesalers & Distributors
Bulk dealer orders, recurring stock inquiries, and high-volume client follow-up management.
General Fabrication Businesses
Custom item estimations, workshop scheduling, milestone tracking, and quotation revisions.
Manufacturing in India
B2B inquiry tracking, factory staff shifts, GST multi-rate compliance, and client history.
uPVC Fabricators
Profile dimension calculators, reinforcement costs, and instant architectural quotes.
Aluminium Window Manufacturers
Section weight estimating, glass specifications, surface finishing costs, and contractor pipelines.
Quotation & Invoicing Software
Line-item pricing, tax breakdowns, branded PDF export, and payment milestone tracking.
Frequently Asked Questions About Pravyon CRM
Factual details regarding lead management, pipeline setup, and data access.
How does Pravyon capture inbound leads automatically?
Pravyon ingests leads directly from IndiaMART buyer inquiries, inbound webhooks from custom website forms, and manual fast-entry screens. Inbound inquiries automatically populate contact data and assignees.
Can our team customize sales pipeline stages?
Yes. Pravyon allows businesses to configure stage milestones reflecting their sales process—from initial inquiry and qualification to quote dispatch, negotiation, and conversion.
How are customer records and GST details maintained?
Every customer profile maintains structured contact information, verified GSTIN data, billing/shipping addresses, recorded remarks, and an archive of historical quotations.
Does the CRM connect directly to quotation generation?
Yes. Deals in your pipeline connect directly to Pravyon's quotation engine, enabling your team to generate itemized, GST-compliant PDF quotes without re-entering customer information.
Ready to Streamline Your Sales Pipeline?
Join businesses across India gaining clear visibility over leads, quotations, and customer commitments.
Guided workspace onboarding • Operational support included • GST tax invoices provided