Sales
CRM
The customer record every sales conversation runs on.
CRM is the core record layer of GetBizApps Suite: leads and where they came from, contacts and the companies they belong to, and a pipeline of deals moving through stages you define. Every call, meeting and follow-up is logged against the record it belongs to, with notes and attachments kept alongside, and a won deal hands over into a quotation or an invoice rather than being retyped.
Inside CRM
What you get when you switch it on.
Leads and sources
Every enquiry is captured as a lead with the source it arrived from, so you can see which channels are producing work and which are not.
Contacts and companies
People are held as contacts and linked to the company they work for, so an account's history survives a change of contact and one company's several contacts stay together.
Pipeline stages
Define the stages your sales process actually uses and move deals through them. The pipeline is the shared picture of where everything stands.
Deals
Each deal carries its value and an expected close date, so the pipeline adds up to a number rather than a list of names.
Activities and follow-ups
Calls, meetings and scheduled follow-ups are logged against the lead, contact or deal they concern, with a due date so the next step is never only in someone's head.
Notes and attachments
Context lives on the record: written notes from a conversation, and the files exchanged with the customer attached where the next person will look for them.
Handover to quotation and invoice
When a deal is agreed, its customer and value carry into a quotation or an invoice, so the commercial document starts from the record rather than a blank page.
Inside the screens
What CRM looks like day to day.
Placeholder imageWhere it earns its place
What teams switch CRM on for.
01
Knowing what is actually in play
A pipeline with values and close dates turns a sales team's collective memory into one figure everybody is reading from.
02
Surviving a handover
Notes, attachments and logged activity sit on the record, so a colleague picking up an account does not have to start the relationship again.
03
Seeing which sources pay
Recording where every lead came from makes it possible to compare channels on deals won rather than on enquiries received.
Features
Everything in CRM.
- Lead capture with source recorded
- Contacts linked to their company
- Configurable pipeline stages
- Deal value on every opportunity
- Expected close date tracking
- Activity log for calls and meetings
- Scheduled follow-ups with due dates
- Free-text notes on any record
- File attachments on leads, contacts and deals
- Lead-to-deal conversion
- Handover into quotation and invoicing
- Role-based access to customer records
How add-ons work
CRM is not a separate app.
It runs inside GetBizApps Suite, on the same data, behind the same login.
01
Switch it on
Enable the add-on from your workspace. It appears alongside everything else already running — no separate install, no second login.
02
It shares your data
The add-on reads and writes the same customers, staff and records as the rest of the Suite, so nothing has to be re-keyed or synced.
03
Your roles still apply
Existing permissions carry across. Decide which teams see the add-on, and what they are allowed to do inside it.
04
Your price adjusts
It joins your subscription as one more enabled add-on, and comes off again if you turn it back off.
See what CRM costs alongside the rest of your setup.
Build your priceWhat teams say
CRM, in their words.
During admissions season, keeping track of enquiries is half the challenge. Using Form Builder and CRM in GetBizApps gives our team a consistent way to capture information and organise follow-ups.
Our agents need to know what was discussed before making the next call. CRM, Notes, and Reminder in GetBizApps help us keep enquiry details and follow-ups organised as conversations progress.
Where it is used
Often switched on together
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ViewFAQ
CRM questions.
What people ask before switching this one on.
CRM is the core record layer: leads, contacts, companies, deals and the activity logged against them. The Sales add-on is a wider sales-operations module that adds accounts with billing and shipping profiles, quotes, sales orders, sales invoices, case management and dashboard analytics. CRM is what the sales integrations plug into; Sales is what you add when you need the full quote-to-invoice desk.
A lead is converted into a deal once it is qualified, carrying its contact, company and source across. The deal then sits in the pipeline with a value and an expected close date, and moves through the stages you have defined.
Yes. Stages are configurable, so the pipeline reflects the steps your team genuinely works through rather than a fixed sequence. Deals are moved between stages as the conversation progresses.
The deal hands over into a quotation or an invoice with its customer and value carried across, so the commercial document is built from the record rather than retyped. The deal history stays on the account for future reference.
Yes. The IndiaMART, Pipedrive, HubSpot, Salesforce and Find Google Leads integrations all write into the CRM module's leads, pipelines and stages, so CRM is the module they attach to.
CRM is the core customer relationship module of GetBizApps Suite, holding leads and their sources, contacts and companies, a stage-based pipeline of deals with values and expected close dates, and the activities, follow-ups, notes and attachments recorded against each one, with a route from a won deal into a quotation or invoice. It is available at https://getbizapps.com/addons/crm.
CRM is billed as one of the add-ons in your GetBizApps Suite subscription. Your total is built from the add-ons you switch on, your number of users and the duration you commit to, in USD or INR. You can model it on the pricing page at https://getbizapps.com/pricing.
CRM runs inside GetBizApps Suite, so you need the Suite itself. There is no separate installation or login — enable the add-on and it appears alongside everything else you are already running, on the same data and the same permissions.
Yes. Add-ons can be switched on and off as your needs change, and your subscription adjusts to match what is currently enabled.
See CRM on your own data.
Book a walkthrough and we will show you this add-on in context, alongside the others your business would actually use.