A capital-equipment deal is won on the twentieth touch, not the first. Fast CRM keeps every long, multi-touch opportunity alive: follow-up dashboards per pipeline stage, a task board and calendar, telecalling call plans, field-visit planning, and calls logged automatically — so the next step always has a date and an owner. Cloud or on-premise, for manufacturers of every kind across India and worldwide.
A quotation goes out and then nothing — until a competitor calls first. With no scheduled next step, a six-month deal quietly dies in the gap between month three and month four.
Who to call, when, and about what is remembered, not recorded. When a salesperson is away — or leaves — the history and the next move go with them, and months of relationship reset.
A site visit happens, a call is made, a promise is given — and none of it is written down against the deal. Two months later, no one remembers what was agreed or what to do next.
With everything in inboxes and heads, there is no view of which high-value deals have gone quiet, who is behind target, or where to spend the team's limited hours this week.
A capital-equipment deal moves slowly through the same pipeline as any other — but each stage is kept alive by tasks, calls and visits with a date against them. It runs identically in the cloud or on-premise.
Fast CRM gives long-cycle sales teams the operating rhythm they keep trying to hold in their heads — every open deal with a next step, every activity on a board, for manufacturers of every kind, cloud or on-premise.
One follow-up screen per pipeline stage — leads, enquiries, quotations, orders — each row showing the next action, its due date and its owner. Follow-up & Customer 360 means a warm quotation is never left in silence; overdue touches surface at the top, notes and history sit behind each deal, and payment follow-up chases the order once it is won.
Tasks, calls & activities gives the team a drag-and-drop board that moves work across to-do, in-progress and done, a calendar of task groups and all-user status, and team task management so cover is seamless when someone is away. Every task carries a priority, due date and action, and links back to its customer, enquiry or order — the pipeline lives on a screen, not in a head.
The call plan lists today's and pending calls with click-to-call, capturing an outcome on each — interested, not interested, transfer — and setting the next call. Cloud IVR and click-to-dial log every inbound and outbound call automatically against the customer, enquiry or order, so a conversation from month three is on the record when the deal closes in month eight. Email and SMS reminders keep the next touch on time.
Capital-equipment deals are won on site. Visit planning schedules each field visit with a priority — high, medium or low — an activity, the client name and location, and captures a visit report against the party afterwards. So the demo, the survey and the commissioning discussion all leave a trail on the deal, and the next visit is already planned before the last one ends.
Sales targets are set and tracked, and a sales dashboard shows the funnel and per-salesperson performance. Enquiry-to-order conversion analytics — reference-wise and salesperson-wise — reveal where long deals stall. Dhruv AI answers plain-English questions over the pipeline through a read-only sandbox, so a manager can ask which deals have gone quiet and get an answer, not a report request.
Follow-up dashboards for every pipeline stage with next action, due date and owner, a full customer view, and payment follow-up after the win.
A drag-and-drop task board, calendar, team task management, call planning and field-visit planning — every task linked to a deal.
Cloud IVR and click-to-dial that route and log every inbound and outbound call automatically against the customer, enquiry or order.
Lead (LD) and enquiry (EQ) as structured documents with source tracking, so long deals start on the record and reference-wise reporting works.
Quotation with configurable terms, versioned revisions and an approval gate — for the many rounds a capital-equipment deal goes through.
Won quote converts to an Order Acceptance — checked, released and completed — then handed off to production and billing with no re-keying.
Every open deal sits on a follow-up dashboard with a next action, due date and owner, and tasks, calls and visits schedule the touches — so a deal never sits in silence between stages.
Task entry with priority and due date, a drag-and-drop board, a calendar, call plans with click-to-call and outcomes, and visit planning — each linked to a customer, enquiry or order.
Yes. Cloud IVR and click-to-dial log inbound and outbound calls against the deal, so a month-three call is on the record when it closes months later.
Yes. Sales targets are set and tracked, and a sales dashboard shows the funnel and per-salesperson performance, with reference-wise and salesperson-wise conversion analytics.
Dashboards surface deals that have gone quiet and people behind target; Dhruv AI answers plain-English questions like "which deals had no touch in 14 days?" over a read-only sandbox.
No. It serves manufacturers of every kind — component and tooling makers, job shops and more — cloud or on-premise, in India and worldwide. The long-cycle angle is a lens, not a limit.
Component, tooling and automotive makers — every enquiry costed against a BOM, with sample (SMOA) and tooling (TOA) order types.
Learn moreCustom-engineering firms where every enquiry needs feasibility and estimation against a BOM/BOR before a price can be quoted.
Learn moreCapture, telephony, tasks and customer history when a sales office runs standalone and hands the confirmed order to a central ERP.
Learn moreCloud IVR and click-to-dial that route and log every call automatically against the customer, enquiry or order.
See the integrationA 30-minute demo — your pipeline, your follow-up board, your call and visit plans on screen. See how tasks, calls and logged conversations keep a months-long deal moving, cloud or on-premise.
