TL;DR — 6 systems
- Custom CRM (your pipeline, your fields)
- Dealer / distributor portal (orders + tracking)
- Lead capture (IndiaMART / JustDial / website / WhatsApp)
- Tally / Zoho integration (invoice + payment auto-sync)
- Field-rep mobile app (offline-first)
- Owner + manager dashboards
The pain pattern (we've seen 60+ times)
- Sales tracked in 4 spreadsheets, leads in WhatsApp groups
- Order intake by phone / email / WhatsApp — nothing systematic
- Tally manual entry from copy-paste of email orders
- Dealers calling for stock + price + dispatch update — no portal
- Owner spends 3 hrs/day reconciling Excel
- Paying ₹3-8L/year for 5 SaaS subs that don't talk to each other
System 1 — Custom CRM
Your pipeline (not Salesforce templates), your custom fields, your routing rules. Multi-team (sales + ops + accounts). 5-25 users typically. Rebuild your workflow correctly, not patch what was broken.
System 2 — Dealer / distributor portal
Dealers log in → see prices, place orders, track shipments, raise complaints. Replaces phone/WhatsApp chaos. Frees up sales team for new business.
System 3 — Lead capture (multi-source)
- IndiaMART / JustDial leads → API pull → CRM
- Website forms → CRM
- WhatsApp inbound → BSP → CRM
- Phone calls → log via mobile app → CRM
All routed by territory + product, no manual sorting.
System 4 — Tally / Zoho integration
Invoice raised in CRM → posts to Tally with HSN codes + GST. Payment received in Tally → updates CRM. End of double entry. Detailed integration patterns →
System 5 — Field-rep mobile app
Sales rep on field logs meetings on phone. Offline-first (rural beats have flaky 4G). Photo + voice notes. Auto-sync when back on Wi-Fi.
System 6 — Owner + manager dashboards
| Role | Sees |
|---|---|
| Owner | All branches, consolidated, daily snapshot via email |
| Sales manager | Their team's pipeline, conversion, aging |
| Sales rep | Their leads, tasks, performance vs target |
| Accounts | Aging invoices, overdue, payment forecasts |
| Ops | Order pipeline, dispatch, fulfilment |
Real client outcome
Mumbai SME consultancy was paying ₹3L/yr for 3 SaaS tools. Custom CRM built in 8 weeks (₹2L). Replaced all 3. Conversion 11% → 27%. Payback in 4 months.
Cost ladder
| Stage | Cost |
|---|---|
| Starter CRM (5-10 users) | ₹50K-1L |
| CRM + Tally + WhatsApp + dealer portal | ₹1.5-3L |
| + Field-rep app + multi-branch | ₹3-5L |
Manufacturing / B2B SME digital systems: ₹50K-5L. Always with Tally integration + WhatsApp + dealer portal + dashboards. Manufacturing industry page →
Last reviewed: 27 April 2026.
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