Enquiries get lost
They arrive on WhatsApp, phone and email, and live in personal chats and notebooks.
MaithilCRM · Customer & sales management
A CRM built around the way you sell.
Generic CRM software makes every business follow the same steps, so your team ends up adapting to the software. MaithilCRM is customised to your sales process, because no two businesses sell the same way.
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maithiltechnology.com
Sound familiar?
Where sales slip away
Follow-ups are forgotten
A quotation goes out, and nobody calls back until the customer has bought elsewhere.
Managers cannot see the pipeline
Knowing what is likely to close this month means asking every salesperson.
Lead to revenue
Follow one enquiry to revenue
A manufacturer sends an enquiry for industrial equipment. Here is how your team takes it from lead to quotation to order, step by step.
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1 The lead
The enquiry is captured and assigned
The enquiry is logged as a lead with its source, requirement and contact details. It is assigned to a salesperson with a follow-up date, and its stage moves from new to qualified.lock maithiltechnology.com
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2 The quotation
The quotation is prepared with GST
The quotation goes through your approval steps, with IGST or CGST and SGST worked out from the place of supply. It is sent to the client, who can accept it online.lock maithiltechnology.com
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3 The sales order
The order is confirmed with the customer's PO
Once the customer sends their purchase order, it is recorded against the deal with its number, date and amount, and the deal moves on to delivery.lock maithiltechnology.com
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4 The invoice
The invoice is raised from the quotation
The tax invoice is linked to the original quotation, with the customer's GSTIN, billing address and due date. Payments are recorded against it until it is fully paid.lock maithiltechnology.com
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5 The renewal
Contracts and renewals are tracked
Annual maintenance contracts and subscriptions are tracked with their price, billing cycle and expiry date, so renewals are raised before they lapse.lock maithiltechnology.com
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Request a walkthrough
See this enquiry flow in a live demo
We'll walk you through the live system with sample data, focused on the parts of your workflow you care about.
What's included
Every MaithilCRM module
The complete module list. We enable the modules you need and adapt each one to your process.
- domain Customers Company accounts
- contacts Contacts People and roles
- person_search Leads Enquiries and qualification
- handshake Opportunities Deals and customer POs
- request_quote Quotations GST quotations
- description Invoices Tax invoices
- payments Payments Receipts and dues
- autorenew Subscriptions Recurring contracts and AMC
- shopping_bag Purchase orders Orders to suppliers
- support_agent Tickets Service requests
- location_on Visits & meetings Field activity
- category Products & assets Catalogue and installed assets
- calendar_month Calendar Follow-ups and schedules
- bar_chart Reports Charts, exports and schedules
- groups Teams Teams and departments
- admin_panel_settings Users & roles Permissions by role
Built-in reports include
View as charts or tables, export, and schedule.
- bar_chartPipeline Value by Owner
- bar_chartOpportunity Stage Report
- bar_chartWon vs Lost Deals
- bar_chartOpen Deals Closing This Month
- bar_chartQuotations by Status
- bar_chartLeads by Sales Rep
- bar_chartLeads by State
- bar_chartFollow-Ups Due Today
- bar_chartCustomer Visit Report
- bar_chartCompanies by Industry
- bar_chartCompanies With Open Deals
- bar_chartDormant Companies Report
Integrations
Works with the tools you already use
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chat
WhatsApp
Send messages and updates to customers on WhatsApp.
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mail
Email
Quotations and invoices sent directly from the CRM.
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verified
Online acceptance
Clients review and accept quotations through a secure link.
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Excel & CSV
Import customers and leads; export any list or report.
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webhook
Webhooks
Send events to your other systems as they happen.
Customisation
Shaped to your sales process
Your CRM is a dedicated codebase, so customisation goes beyond settings. We change the software itself to match how you sell.
- checkPipeline stages, fields and approval rules
- checkQuotation and invoice formats in your company style
- checkRoles and permissions for owners, sales, accounts and service
- checkReports and dashboards for management
Is it right for you?
Who MaithilCRM is for
info Probably not the right fit if you
- closeSell mainly to consumers through an online store
- closeNeed only a contact list or an email marketing tool
- closeNeed a system live this week with no setup
check_circle A good fit if you
- checkSell to businesses through enquiries, quotations and visits
- checkTrack leads and follow-ups in WhatsApp, Excel or notebooks today
- checkNeed GST quotations and invoices the Indian way
- checkWant a CRM that follows your sales process
Implementation & support
How MaithilCRM goes live
A typical rollout takes a few weeks, depending on how much we customise and how much data we migrate. You will have the plan and the price before we start.
How we scope, build and release arrow_forward
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Workflow study
We map your current process with the people who run it and agree what to customise.
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Dedicated setup
Your own codebase, server and database are provisioned, configured and secured.
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Data migration
We import your customers, products, stock and open orders from Excel or your old system.
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On-the-job training
We train each team on their own screens, using their own data, until they are confident.
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Ongoing support
A direct line to the engineers who built your system, with clear response targets.
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Read our security, hosting and support practices →
Changes on request
New features and changes are quoted, tested and released only when you approve them.
Make sure no enquiry slips through again.
Tell us how your team handles enquiries, quotations and follow-ups today. We will show you MaithilCRM set up for your sales process.