CRM software to Sell more. Efficiently.

A simple CRM software to follow up with your potential customers through Enquiry/Sales life cycle, Create and share quotations on the go, Manage projects, Tasks & job works with ease and Send Invoices in a breeze. In short, become productive and focus more time in growing your business.

CRM software for small businesses

Business operation & support system

Any Device

Don’t fret on installing crm software on your computer, you can access OneDigiFlow from any device

Anytime

Our infrastructure is available 24×7 and you just need to enter your user name and password to get started

Anywhere

You just need an internet connection
and a web browser to access
OneDigiFlow

Adaptive dashboard for
up-to-date information

The dashboard with the help of our extensive algorithms and humongous lines of code learns from you adapts to you and gives it back to you. It displays important information about the quotes, estimates, invoices, etc., so that you, as a business can make meaningful decisions with just a glance.

Sorting and tracking of leads

Get a 360-degree view of all your deals on a clean, visual mobile UI. Every activity that your sales rep performs on each deal can be logged, tracked and followed upon. Setup product/service SKU, quickly create estimates and share it with your customers for instant approval. Sort the deals through its lifecycle stages.

Streamlined processes for efficient management

Countless hours and revisions have gone into designing the UI keeping in mind the end-user so as to ensure that the managers’ work of creating projects, tasks and job works are streamlined to the maximum possible level.

Convert estimates into invoices at a click of a button

After you have delivered your product or service, it’s time to issue the invoice. Don’t go anywhere else, create smart invoices with the click of a button by converting your approved estimate. Also select from multiple templates and add your company logo to reflect your brand.

Adaptive dashboard for
up-to-date information

The dashboard with the help of our extensive algorithms and humongous lines of code learns from you adapts to you and gives it back to you. It displays important information about the quotes, estimates, invoices, etc., so that you, as a business can make meaningful decisions with just a glance. 

Sorting and tracking of leads

Get a 360-degree view of all your deals on a clean, visual mobile UI. Every activity that your sales rep performs on each deal can be logged, tracked and followed upon. Setup product/service SKU, quickly create estimates and share it with your customers for instant approval. Sort the deals through its lifecycle stages.

Streamlined processes for efficient management

Countless hours and revisions have gone into designing the UI keeping in mind the end-user so as to ensure that the managers’ work of creating projects, tasks and job works are streamlined to the maximum possible level.

Convert estimates into invoices at a click of a button

After you have delivered your product or service, it’s time to issue the invoice. Don’t go anywhere else, create smart invoices with the click of a button by converting your approved estimate. Also select from multiple templates and add your company logo to reflect your brand.

Free access for life

Our CRM software gives you all you need to manage your leads

✓  Configure   Price     Quote 

Your first step towards digital business

Features that all meet your business need

Master Database

Store contacts, clients, product SKU’s and other details which can be reused for every activity

Enquiry life cycle

Align your sales process with enquiry lifecycle, gain complete control of your leads

Sales goals

Set sales goals for yourself and the team and track the progress with every enquiry won or lost.

Product SKUs

Create master SKU’s and re-use them to quickly generate estimates and invoices at your finger tips

Enquiry probability

Define probability percentage of closure for every stage to calculate accurate sales forecast

Attach documents

Save documents to your enquiries, projects, tasks and especially job works for quick reference

Interaction history

Track every step in the enquiry life cycle and tag your colleagues to write notes and provide updates

Multiple companies

Manage your branch offices or individual entities separately through multi company management

Your first step towards digital business

CRM software features that meet your business needs

Master Database

Store contacts, clients, product SKU’s and other details which can be reused for every activity

Enquiry life cycle

Align your sales process with enquiry lifecycle, gain complete control of your leads

Sales goals

Set sales goals for yourself and the team and track the progress with every enquiry won or lost.

Product SKUs

Create master SKU’s and re-use them to quickly generate estimates and invoices at your finger tips

Enquiry probability

Define probability percentage of closure for every stage to calculate accurate sales forecast

Attach documents

Save documents to your enquiries, projects, tasks and especially job works for quick reference

Interaction history

Track every step in the enquiry life cycle and tag your colleagues to write notes and provide updates

Multiple companies

Manage your branch offices or individual entities separately through multi company management

Clinets who trusts our solutions

Businesses from multi-industry domain

We are proud to be part of
#makeinindia #digitalindia initiative

Simple & intelligent platform with
evident ROI’s

%

Increase deal closure

%

Efficiency in Task Management

Faster time to generate estimates

Faster time to share invoices and get paid

Faster time to generate estimates

Free access for life

Our CRM software gives you all you need to manage your leads

✓  Configure   Price     Quote 

Frequently asked questions

If I am a mobile user, can I access my data from Web and vice versa?

If you have signed up with web app then your data is available on the mobile app and vice versa.

Do you allow upgrade or downgrade of plans?

Absolutely, you can upgrade or downgrade your subscription at any given point in time and your bills will be prorated accordingly.

What type of payment do you accept?

We accept major credit and debit cards along with net banking. 

How about my data security and privacy?

Your data is completely secured on our cloud servers as we have subscribed to highest level of security and availability from our cloud infrastructure provider. As and when required we apply security patches to our servers to ensure maximum protection from external threats. At the same time, we strongly recommend you to have strong passwords and ensure not to share them with anyone. In terms of privacy, although it’s a shared infrastructure, every single customer has its own dedicated space on the web and the data is completely isolated.

Do you provide support?

It goes without saying, we are available via chats, emails and priority phone support (For Grow users only). For any queries you may send us an email at support@onedigiflow.com

Get in touch with us

 

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