CRM & Sales
Seven CRM
A pipeline-first CRM that keeps every lead followed up, every conversation logged and every forecast grounded in real activity.
- Featured
- Recommended
- Category
- CRM & Sales
- Type
- CRM
- Capabilities
- 6 documented
- Built with
- Laravel · Vue.js
- Ownership
- Seven Infosystem
Overview
About Seven CRM
Most CRM failures are not software failures. Teams abandon a CRM when it feels like reporting overhead rather than a tool that helps them sell. Seven CRM is built around a single principle: if a rep updates the pipeline, the system should immediately give them something back — the next action, the customer's history, a ready quotation.
One pipeline everybody trusts
Deals move across stages you define, with weighted values, ageing indicators and clear alerts on anything that has stalled. Because every lead must carry a next action and an owner, the pipeline reflects reality rather than optimism, and the forecast becomes something finance can plan against.
Capture leads wherever they arrive
Enquiries come from a website form, a WhatsApp message, an IndiaMART listing, an email or a missed call. Seven CRM pulls all of them into one queue and assigns them by territory, product line or round-robin, with a first-response timer running from the moment they land. Reps reply from inside the CRM, so the entire conversation history stays attached to the customer even after that rep moves on.
Quotations without the back-and-forth
Build a branded quotation from your live price list, route it for approval if the discount exceeds a threshold, and see when the customer opens it. Version history means there is never an argument about which document was actually sent.
Designed to pair with Seven ERP
Seven CRM works perfectly well on its own, but paired with Seven ERP a won deal becomes a sales order with the agreed pricing, stock is checked automatically, and the customer is never asked to repeat information your business already holds. Implementation typically takes two weeks including data import from your existing spreadsheets or CRM.
Capabilities
Key features
Visual Pipeline
Drag deals between stages you define yourself, with weighted values, ageing indicators and colour-coded alerts for anything that has stalled longer than your agreed threshold.
Omnichannel Lead Capture
Website forms, WhatsApp Business messages, IndiaMART enquiries, inbound email and phone logs all land in one queue with automatic assignment rules by territory or product.
Follow-Up Discipline
Every deal must have a next action. Overdue tasks escalate to the manager, and cadence templates keep long sales cycles warm without anyone maintaining a spreadsheet of reminders.
Quotation Management
Build branded quotations from your price list, apply approval rules for discounts, track versions and see exactly when the customer opened the document.
Sales Analytics
Conversion by stage, activity per rep, average deal age, win-loss reasons and rolling forecast, all filterable by territory, product line and time period.
ERP Handover
A won deal pushes straight into Seven ERP as a sales order with the agreed pricing, so the customer never has to repeat information your company already has.
Outcomes
Benefits
- Nothing falls through the cracks — every lead has a next action and an owner
- Managers coach on real activity data instead of end-of-month anecdotes
- New reps onboard quickly because the process is in the tool
- Customer history survives staff turnover
- Forecasts that finance can plan against
Ecosystem
Integrations
Seven CRM connects with the tools your team already uses.
- WhatsApp Business API
- Gmail & Outlook
- Razorpay
- Seven ERP
Interested in Seven CRM?
Tell us about your team and workflows, and we will show you exactly how Seven CRM fits in.