Sales Pipeline + WhatsApp + ERPNext · Indian SMBs
Your sales team follows up
on WhatsApp and memory.
There's a better way.
PS Digitise CRM gives your sales team a visual Kanban pipeline, follow-up reminders via WhatsApp and email, a full activity timeline per lead, calendar view, call logs and team performance reports — all connected to ERPNext when you win a deal.
₹35,000 one-time · no monthly fee
Unlimited users
2 weeks go-live
ERPNext + Books integration
Why your sales team loses deals
Six sales problems every Indian SMB faces.
PS Digitise CRM fixes all of them.
These are the situations your sales team lives in every day. If three or more describe you, the CRM will change how your team works.
❌ Right now
Follow-ups happen when the sales rep remembers. Nobody knows which leads have gone cold.
Deals lost silently — never tracked.
✓ After CRM
Every pipeline card has a scheduled follow-up date. Overdue cards flagged in red
automatically. Manager sees exactly who is dropping the ball.
Zero missed follow-ups
❌ Right now
Manager asks for pipeline update — sales rep types a WhatsApp summary from memory.
Numbers are wrong. Nobody has the real picture at any time.
✓ After CRM
Live Kanban pipeline — every lead visible, every stage visible, every deal value visible.
Manager opens the CRM and sees the real pipeline without asking anyone.
Live pipeline · no asking
❌ Right now
Sales rep leaves. All follow-up history is in their phone's WhatsApp. New rep starts from
zero. Relationship history lost permanently.
✓ After CRM
Every call, WhatsApp message, note and meeting logged in the activity timeline per lead.
New rep picks up exactly where the old one left off.
History never lost
❌ Right now
Won a deal — manually call accounts to create the customer in Tally or ERPNext. Sales rep
re-enters name, phone, GSTIN, address. 20 minutes per deal. Errors introduced.
✓ After CRM
Win a deal → Customer created in ERPNext in one click. All contact details, GSTIN and
address transferred automatically. Zero re-entry. Zero errors.
Won → ERPNext · one click
❌ Right now
Multiple sales reps — who is working which lead? Two reps call the same prospect on the
same day. Customer embarrassed. Relationship damaged.
✓ After CRM
Each lead assigned to one owner — visible in the pipeline card. No duplication, no
collision. Manager can reassign instantly when a rep is unavailable.
Clear ownership · no collision
❌ Right now
No way to know which marketing source — Facebook, WhatsApp enquiry, referral, website
form — generates the most won deals. Budget spent blind.
✓ After CRM
Source tracked per lead — web form, WhatsApp, Facebook/Instagram, referral. Conversion
rate by source in dashboard. Spend on what converts.
Source attribution · clear
Sales pipeline — 5 configurable stages
Every lead. Every stage. Every follow-up — visible on one screen.
The five pipeline stages below are the default configuration. They are fully renamed and reordered to match your exact sales process during the 2-week implementation.
Needs Analysis
Lead captured and assigned. Initial requirements understood. First contact made.
Follow-up scheduled.
Entry stage
Qualification
Budget, authority, need and timeline confirmed. Demo scheduled or site visit done. Deal
value estimated.
BANT confirmed
Proposal / Price Quote
Written quote sent. Quotation raised in ERPNext from this stage. Proposal under review
by prospect's team.
Quote sent
Followup
Awaiting decision. Overdue follow-ups flagged in red automatically. WhatsApp and email
reminders fire on schedule.
Auto reminders
Negotiation → Won
Final terms agreed. Deal marked Won → Customer auto-created in ERPNext or Books. Revenue
recorded. Sales cycle closed.
→ ERPNext auto
End-to-end connected flow
From first enquiry to invoice —
CRM and ERPNext connected.
For businesses using both PS Digitise CRM and ERPNext, the two systems share data natively. A deal won in CRM creates a customer in ERPNext in one click. Zero re-entry across the entire sales cycle.
📥
Lead Received CRM
Lead arrives from any source — website contact form, WhatsApp enquiry,
Facebook/Instagram lead ad or referral. Lead auto-created in CRM with source tracked. Assigned to the
right sales rep by geography or industry rule.
Sources supported: web form, WhatsApp +91 number, Facebook Lead Ads, Instagram
Lead Ads, manual entry, referral. All routes converge into one CRM pipeline.
💬
WhatsApp Follow-up Scheduled WhatsApp + Email
Sales rep schedules the first follow-up — Tomorrow 10 AM, In 3 days or custom
date. Email and in-app reminder created automatically. Overdue follow-ups show a red badge on the pipeline
card so the manager sees what's being dropped.
Follow-up options: Tomorrow 10 AM · In 3 days · Next week · Custom date and
time. Reminder channel: email + in-app notification. Overdue = red badge on pipeline card.
🎯
Deal Tracked Through Pipeline CRM Pipeline
Qualified lead converted to Deal. Moves through pipeline stages — Needs Analysis →
Qualification → Proposal → Followup → Negotiation. Every call, note, WhatsApp message and meeting logged
in the activity timeline per deal.
Activity timeline captures: calls logged · notes added · WhatsApp messages sent
· emails tracked · meetings recorded · stage changes with timestamps. Full history visible to the entire
team.
📋
Quotation Created in ERPNext ERPNext
From the CRM deal page, click "Create Quotation" — ERPNext opens with customer and
deal data pre-filled. Quotation itemised, GST applied, sent to customer from ERPNext. No re-entry of
customer name, phone, email or GSTIN.
Data transferred to ERPNext: company name · contact name · phone · email · GSTIN
· deal value · deal description. Quotation sent from ERPNext with GST invoicing. Customer sees PS Digitise
letterhead.
🏆
Deal Won → Customer Auto-Created CRM + ERPNext
Mark deal as Won in CRM → Customer is automatically created in ERPNext or Books
with all contact details, GSTIN and address. No manual customer creation. No data re-entry. Revenue
recorded in CRM dashboard. Win rate tracked.
On Won: Customer created in ERPNext · All contacts linked · GSTIN and address
synced · Pipeline revenue updated in CRM dashboard · Win rate calculated per rep per period.
📊
Sales Order → Invoice → P&L ERPNext
Customer in ERPNext — Sales Order raised, production triggered for manufacturers,
Delivery Note, GST invoice with IRN auto-generated, payment tracked. GSTR-1 updated. P&L updated. Complete
cycle from enquiry to invoice.
ERPNext cycle: Sales Order → Work Order (manufacturers) → Delivery Note → GST
Sales Invoice → IRN auto-generated → Payment Entry → Outstanding in AR → GSTR-1 data auto-updated.
Every screen — exactly as your team will use it
Five screens. Every feature your sales team needs.
These are live screenshots from a working PS Digitise CRM deployment — configured for an Indian sales team with ₹ currency, Indian pipeline stages and WhatsApp follow-up workflows.
Dashboard — live sales analytics for management
The dashboard shows the full picture in real time — open pipelines, total wins,
average close time, overdue follow-ups, daily sales trend by pipeline count and funnel conversion by
stage. Manager sees the numbers without asking the team.
✓
Open pipelines — total live deals across all reps. Won pipelines this month.
✓
Average pipeline close days — how long deals take from Needs Analysis to Won.
Identify slow stages.
✓
Overdue follow-ups counter — at-a-glance number of tasks past due. Red alert for
manager.
✓
Sales trend chart — daily pipelines created vs deals won over last 30 days. Spot
seasonality.
✓
Funnel conversion — how many leads in each stage. Where the drop-off happens.
✓
Forecasted revenue — projected revenue from open pipelines with expected close
dates and probability.
CRM · Dashboard · Last 30 Days
Live
Dashboard · Last 30 Days
11
Open pipelines
3
Won pipelines
14d
Avg. close days
₹10.5L
Pipeline value
1
Overdue follow-ups
Sales trend — Daily pipelines and wins · Oct 2026
7
9
11
13
15
16
17
18
19
20
Kanban Pipeline — drag-and-drop with overdue badges
All leads and deals visible as Kanban cards. Drag a card to move it to the next
stage. Each card shows contact name, email, phone, deal value, assigned rep and time since last activity.
Overdue follow-up cards show a red badge automatically — no manual monitoring needed.
✓
Drag-and-drop stages — move a deal to next stage in one action. Stage change
logged automatically.
✓
Overdue badge in red — shows time and date of overdue follow-up. Visible to
manager on pipeline view.
✓
Deal value per stage — total pipeline value shown per column header. Revenue
visibility at a glance.
✓
Filter by rep, status or organisation — manager filters to one rep's pipeline. Rep
filters to own deals.
✓
Kanban settings — configure which fields show on each card. Group by owner or
organisation.
CRM · Pipeline / Kanban
Live
Pipeline · Kanban view · Oct 2026
Needs Analysis
8 · ₹0
Vortex Auto Parts
📧 mani@fintags.com · 1 week ago
Rajan Rice Mills
📞 +91 98765 · 2 days ago
Qualification
1 · ₹0
Kumar Textiles
📞 9585084506 · 5 days ago
Proposal/Quote
1 · ₹0
Senthil Pharma
📧 12admin@gmail · 1 week ago
Followup
1 · ₹0
⏰ Overdue · 14 Oct, 10:00 am
Murugan Traders
📧 tamill.arun@gmail · 1 wk
Follow-up Scheduler — WhatsApp and email reminder
Click the follow-up icon on any pipeline card to schedule the next contact.
Choose from quick options — Tomorrow 10 AM, In 3 days, Next week — or set a custom date and time. Add a
note. An email and in-app reminder is created for the assigned rep automatically. The follow-up appears on
the Calendar view.
✓
Quick date buttons — Tomorrow 10 AM · In 3 days · Next week — one tap scheduling
✓
Email + in-app reminder — sent to assigned rep at scheduled time. No manual check
needed.
✓
Follow-up note — optional context added: "Call back about fee structure", "Demo
rescheduled"
✓
Overdue auto-badge — if follow-up passes without action, card turns red in the
pipeline. Manager sees it immediately.
✓
Calendar sync — every scheduled follow-up appears in the Calendar view for full
weekly visibility
When will you follow up?
A task with an email and in-app reminder is created for the owner.
2026-10-22 10:00:00 ▼
Tomorrow 10 AM
In 3 days
Next week
What is the follow-up about?
(optional)
e.g. Call
back about the fee structure
Cancel
Save
What happens after Save:
✓ Task created in CRM against the deal
✓ Email reminder sent to assigned rep
✓ In-app notification at scheduled time
✓ Follow-up appears on Calendar view
✓ Overdue red badge if not actioned
✓ Email reminder sent to assigned rep
✓ In-app notification at scheduled time
✓ Follow-up appears on Calendar view
✓ Overdue red badge if not actioned
Calendar — every follow-up in one weekly view
All scheduled follow-up tasks appear in the Calendar. Day, Week and Month views
available. Filter by sales rep using the team member dropdown. Every rep sees their own schedule. Managers
see the team calendar. Never double-book a follow-up call again.
✓
Day / Week / Month views — switch between views for daily planning or monthly
overview
✓
Team member filter — manager selects any rep to see their week. Rep sees own
calendar by default.
✓
All follow-ups in one place — no more checking the pipeline card by card to find
today's tasks
✓
Overdue visible separately — past-due tasks flagged. Manager acts immediately on
what was missed yesterday.
CRM · Calendar · Week · October 2026
Week View
Calendar — October 2026 · Week view · Aran
October 2026
← Today →
Day
Week
Month
Sun
Mon
Tue
Wed
Thu
Fri
Sat
18
19
10am · Rajan Rice follow-up
20
21
Today
22
10am · Vortex proposal review
23
24
Call Logs — complete telephony history per lead
Every sales call logged against the pipeline card. Telephony medium, call type
(inbound/outbound), status, from number and to number all recorded. Full call history visible on every
contact's activity timeline. When integrated with a telephony provider, calls log automatically without
manual entry.
✓
Manual call logging — duration, outcome, notes logged against the lead in seconds
after a call
✓
Telephony integration — connect with supported telephony providers for automatic
call logging and recording
✓
Filter by medium, type, status — find all outbound calls this week, or all missed
inbound calls
✓
Call history in activity timeline — every call visible chronologically on the lead
or deal page
✓
Team call report — total calls per rep per week. Identify who is calling and who
isn't.
CRM · Call Logs · List
Live
📞
Call Logs
Every sales call
logged here — manual or automatic via telephony integration. Filter by Medium, Type
(Inbound/Outbound), Status, From Number or To Number.
Telephony Medium ▼
Type ▼
Status ▼
🔍 From Number
+ Log a Call
₹35,000
PS Digitise CRM one-timeUnlimited users · no monthly fee · ever
₹46.8L
Zoho CRM Standard · 10 users · 3 years₹800/user/month × 10 × 36 months
46×
Less expensive than Zoho CRMOn a 3-year total cost basis · 10-user team
Why PS Digitise CRM
₹35,000 once.
No Zoho bill every month — forever.
Zoho CRM Standard costs ₹800/user/month billed annually — ₹96,000/year for 10 users. PS Digitise CRM is ₹35,000 once for unlimited users. Paid back against Zoho in under 5 months.
| Feature | PS Digitise CRM | Zoho CRM Standard | Salesforce Starter |
|---|---|---|---|
| Pricing model | ₹35,000 one-time | ₹800/user/month (annual) | ₹2,500/user/month |
| 10 users · 3-year total cost | ₹35,000 total | ₹28,80,000 | ₹90,00,000 |
| Unlimited users | ✓ Yes — no per-seat fee ever | No — per user always | No — per user always |
| Visual Kanban pipeline | ✓ Drag-and-drop · custom stages | ✓ Available | ✓ Available |
| Overdue follow-up badge | ✓ Red badge · visible to manager | Manual reminders only | Third-party setup |
| ERPNext integration | ✓ Native · quotation · customer auto | Not available | Not available |
| Books integration | ✓ Native · one click | Not available | Not available |
| WhatsApp follow-up reminders | ✓ Native · WhatsApp + email | Paid add-on | Third-party only |
| Follow-up calendar view | ✓ Day · Week · Month · team filter | ✓ Available | ✓ Available |
| Call logs + telephony | ✓ Manual + telephony integration | ✓ Available | ✓ Available |
| Data ownership | ✓ Your server · source code included | Zoho servers — no export | Salesforce servers |
| Customisation | ✓ Full — fields · forms · workflows | Limited on Standard | ✓ Full — expensive |
| Go-live time | 2 weeks — included in price | Self-setup or paid onboarding | Self-setup or expensive |
| Data migration from existing CRM | ✓ Included — Zoho, HubSpot, Excel | Manual CSV import only | Manual only |
What PS Digitise clients see after CRM go-live
Real businesses. Real results. Real numbers.
₹18L
Outstanding recovered · automated follow-up sequences
"₹18 lakhs outstanding recovered in 60 days. Auto reminders went out, follow-up tasks
were created — zero manual chasing from the accounts team."
Electrical Distributor · Tamil Nadu · 4 branchesMD · PS Digitise CRM +
Books · 12 users
Zero
Missed follow-ups per week · down from 5–6 per week
"Before CRM, follow-ups happened when someone remembered. Now every lead has a scheduled
date and a WhatsApp reminder. Not one follow-up missed in 3 months."
ERP Services Company · South IndiaSales Head · PS Digitise CRM · 8 users
3×
Pipeline visibility · MD sees all leads without asking
"I used to ask my sales team for updates in WhatsApp every Friday. Now I open the CRM
and see exactly where every lead is and who's overdue. Friday calls stopped."
Manufacturing Company · CoimbatoreMD · PS Digitise CRM + ERPNext · 6
users
Fixed price · No monthly fee · 2026
One price. Unlimited users. Forever.
PS Digitise CRM is ₹35,000 one-time for new clients. No monthly subscription. No per-user charge. No annual renewal. Your CRM, on your server, forever.
Existing ERPNext clients
₹25,000
One-time · same server · 1 week setup
CRM installed on your existing ERPNext server — no additional hosting cost
Native ERPNext integration — customer master synced, quotations flow into Sales Orders
Pipeline stages configured for your industry
WhatsApp follow-up integration
Unlimited users — no per-seat fee
Existing customer contacts imported
Team training — 1 day
2 months post-launch support
New clients — Full setup
₹35,000
One-time · 2–3 week setup · unlimited users
CRM setup with 5 pipeline stages — configured for your sales process
Unlimited users — no per-seat charge ever
WhatsApp follow-up reminders — Meta Business API setup
Calendar integration — all follow-ups visible
Call logs with telephony configuration
Dashboard — sales trend, funnel, forecast
Books or ERPNext integration — 1 click Won → Customer
Data migration from Zoho, HubSpot or Excel
Full-day team training — reps and manager
3 months post-launch support
Frappe Cloud hosting — optional
From ₹410/mo
Ongoing · managed cloud · India data centre
Frappe Cloud managed hosting — Google Cloud India
Automatic daily backups — 30-day retention
SSL certificate included
Automatic CRM and ERPNext upgrades
99.9% uptime SLA
No additional cost for existing ERPNext Frappe Cloud clients
Alternative: self-host on your own server at ₹0 hosting cost
Common questions
Questions Indian businesses ask before buying CRM.
Is PS Digitise CRM really a one-time cost with no monthly fee?
Yes. PS Digitise CRM is ₹35,000 one-time for new clients and ₹25,000 for existing ERPNext
clients. There is no monthly subscription, no per-user charge and no annual renewal fee. The only ongoing
cost is optional — Frappe Cloud hosting from ₹410/month. If you are already on Frappe Cloud for ERPNext,
there is no additional hosting cost for CRM.
How does the CRM integrate with WhatsApp?
PS Digitise CRM integrates with WhatsApp in two ways. First, follow-up reminders are sent
to the assigned sales rep via WhatsApp when a follow-up task is due — so the rep is notified on the channel
they already use. Second, WhatsApp conversations with leads can be logged in the activity timeline. Meta
Business API connection is configured during implementation. WhatsApp two-way messaging from within the lead
page can be enabled when you connect the WhatsApp Business API.
Can it integrate with Books and ERPNext?
Yes — this is a key advantage. PS Digitise CRM is built on the Frappe framework alongside
Books and ERPNext. When a lead is won in CRM, it converts to a customer in Books or ERPNext in one click —
no re-entry of contact name, company, phone or email. Quotations raised in CRM flow into ERPNext Sales
Orders. All three systems share the same customer master. For existing ERPNext clients, the integration is
tightest since CRM installs on the same server.
How many users can use PS Digitise CRM?
Unlimited users — included in the one-time price. Whether you have 3 sales reps or 30, the
price is the same. No per-seat pricing. Add new team members yourself from the admin panel at any time.
Role-based permissions configured during implementation — sales reps see their own leads, managers see their
team, directors see all.
How long does it take to go live?
New clients: 2–3 weeks — server setup, pipeline configuration, WhatsApp integration, Books
or ERPNext integration, data migration from your existing CRM or Excel, user setup and one full day of team
training. Existing ERPNext clients: 1 week — CRM installs on the same server, integration is already on the
same Frappe site, and the customer master is already clean.
Can we migrate our leads from Zoho CRM or HubSpot?
Yes — data migration from Zoho CRM, HubSpot, Freshsales or Excel is included in the Full
package. We migrate contacts, organisations, pipeline data and notes before go-live so your team starts with
their full lead history in the new system. The migration is done as part of the 2-week implementation — your
team does not need to start from a blank CRM.
Where is our CRM data stored?
On your server or your Frappe Cloud instance — not on a shared SaaS platform. Your customer
pipeline, contact data and activity history are on infrastructure you control. Frappe Cloud is hosted on
Google Cloud India data centres. You can also self-host on your own server anywhere in India. The source
code is open source — you can always export or migrate your data.
Deep-dive guides
Read more about CRM for Indian businesses.
CRM Comparison · Zoho · Frappe
Frappe CRM vs Zoho CRM India 2026 — Complete Comparison for Indian Businesses
Cost comparison, features, WhatsApp integration and native ERPNext connection — honest
guide to choosing between Frappe CRM and Zoho CRM for Indian businesses.
Read guide →
Frappe CRM · Implementation · India
Frappe CRM Implementation India — WhatsApp & ERPNext Integration
Open source CRM with WhatsApp two-way messaging, visual pipeline, Facebook/Instagram lead
import and native ERPNext integration. ₹0 licensing.
Read service page →
ERPNext · Manufacturing · CRM flow
ERPNext for Manufacturing India 2026 — Complete Guide
How the CRM to ERPNext flow works for manufacturers — enquiry in CRM, quotation in
ERPNext, production triggered on won deal. End-to-end connected.
Read guide →
Fixed price in writing
No hidden charges. Price confirmed before we start. No change-request surprises.
2-week go-live
Setup, migration, WhatsApp, training and go-live in 2 weeks. Guaranteed.
Data migration included
Contacts, pipeline and notes from Zoho, HubSpot or Excel — migrated free.
Built and maintained in-house
Same team that built it supports it. No third-party dependency.
Free Demo · ₹35,000 One-Time · 2-Week Go-Live
See your sales pipeline — live, in 30 minutes.
Free demo of PS Digitise CRM — we show you a live pipeline with your own stages and WhatsApp follow-up workflow. Written quote on the same call. Go live in 2 weeks.
