Enterprise Software Product · Modular Architecture
Salesyn Crm
Salesyn CRM for lead capture, pipeline management, quotations, and order conversion.
Operational Problem
Sales pipeline and quotations tracked in email and spreadsheets.
Architectural Solution
Salesyn CRM manages leads, quotes, and orders with ERP integration.
Core Features & Modules
- Lead and opportunity tracking
- Quotation and proposal generation
- Sales order integration
- Activity and follow-up reminders
- Mobile sales app support
Target Industries & Use Cases
- B2B sales
- Distribution
- Services
Enterprise Integrations
REST APIs
Connect ERP to web, mobile, and third-party systems.
Order alerts, notifications, and chatbot integrations.
Payment Gateways
Razorpay, PayU, and other Indian payment providers.
GST & Tally
GST-compliant invoicing and Tally export support.
Email & SMS
Automated alerts for orders, fees, and approvals.
Cloud Hosting
AWS deployment with backups and monitoring.
Implementation Roadmap
Week 1–2
Discovery & Planning
Process mapping, module selection, and project plan.
Week 3–6
Configuration & Build
ERP setup, custom development, and integrations.
Week 7–8
Testing & Training
UAT, data migration, and user training sessions.
Week 9+
Go-Live & Support
Phased launch with post-go-live support and AMC.