Skip to main content
QELVORATECHNOLOGIES
Sales & Client Management

Qelvora CRM

Track every lead, quotation, and client interaction without spreadsheet chaos.

A fast, clutter-free customer relationship and sales pipeline platform tailored for Indian businesses, service firms, clinics, and startups with native WhatsApp and call logging.

Qelvora CRM — Pipeline Overview
Active SprintQ3 FY26-27

Pipeline Value

₹18,40,000

Qualified Leads

34 Active

Avg. Quote Turnaround

18 mins

New Enquiries3
Aditi Logistics Pvt Ltd₹2.8L

Fleet dispatch & driver billing...

⬤ WhatsApp linkedToday, 11:20 AM
Kiran Dental Care₹85K

Patient appointment & SMS...

Callback loggedYesterday
Quote Sent (GST Ready)2
Vanguard Precision Tools₹4.2L

Custom inventory & vendor PO workflow

QT-2026-089 (18% GST)Valid 7 days
Won / Kickoff1
Nandi Hills Resorts₹3.5L

Direct booking engine & guest check-in

✓ Advance received (Sprint 1)

Who uses this CRM?

Small and medium enterprises managing 10 to 500+ client accounts
B2B service providers, agencies, and consultancies needing structured quotation pipelines
Educational institutions managing admission enquiries and follow-ups
Healthcare clinics and wellness centres tracking patient consultations
Retail suppliers and distributors coordinating client orders and payment terms

Problems this solves

Lost inquiries and unassigned leads slipping through staff chat apps and personal phones
Zero visibility into sales pipeline value, follow-up dates, and quote turnaround times
Scattered customer records across Excel files, sticky notes, and email threads
Delayed quotation generation without standardized line items or GST computation
No audit trail of customer communication history when sales representatives change

Key features

Instant WhatsApp message templates & click-to-chat triggers
Drag-and-drop lead stage kanban with rupee pipeline valuations
GST-compliant quotation and proforma PDF generator
Daily team activity digests and overdue follow-up alerts

What's inside

Lead Capture & Allocation

Consolidate website inquiries, phone calls, and manual entries into a single inbox with automatic round-robin or geography-based team routing.

Pipeline & Stage Tracking

Visual deal stages from initial contact and discovery to quotation sent, negotiation, and deal won or lost.

Task & Follow-up Scheduling

Automated reminders for callbacks, meetings, and quote follow-ups with calendar syncing and status notes.

Quotation & Proposal Generator

Generate professional, GST-calculated quotations with custom payment milestones and download branded PDFs in seconds.

WhatsApp & Call Logging

Log conversation outcomes, save customer interaction timestamps, and launch WhatsApp conversations directly from client profiles.

Reports & Performance Dashboards

Real-time visibility into conversion ratios, rep performance, revenue forecasts, and top lead acquisition channels.

Frequently asked

Can Qelvora CRM connect directly to our existing website forms and WhatsApp Business number?

Yes. We configure webhooks to pull inquiries from your existing landing pages or portals and integrate direct WhatsApp click-to-chat links and API notifications.

Is the CRM hosted on our own cloud server or a shared system?

We offer both options. You can deploy it on your private AWS/DigitalOcean server for total data sovereignty, or choose our fully managed hosted setup with automated daily backups.

Does the system support Indian GST calculations on quotations?

Yes. The quotation module handles intra-state (CGST + SGST) and inter-state (IGST) calculations, HSN/SAC codes, and customized payment terms.

Can we restrict what individual sales representatives can view?

Yes. Role-based permissions allow managers to view all deals while sales executives only see leads assigned specifically to them.

See Qelvora CRM working with your data.

Request a demo and we will show you exactly how the CRM handles your leads, follow-ups, and quotations — no generic slides.

Request a CRM demo

We reply within one business day. Your details are never shared.

We'll call or WhatsApp this number

Or call us: +91 99161 02542