All-in-One Solution

Everything You Need to
Run Your Business

Stop juggling multiple disconnected tools. TargetCRM brings your Leads, Sales, and Operations into one unified platform.

Lead Management

Sales

Capture, track, and score leads from Facebook, WhatsApp, and Web Forms automatically.

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Auto Lead Distribution

Sales

Automatically route leads to the right sales agent based on rules and availability.

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Contact Management

Admin

A 360-degree view of your customers, including history, documents, and interactions.

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Quotation Management

Sales

Generate professional, branded quotations in seconds and track their status.

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Sales Order

Sales

Convert quotes to sales orders instantly and reserve stock for processing.

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Job Order

Operations

Manage service jobs, track progress, and assign field technicians efficiently.

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Invoice & Billing

Finance

Automate invoicing and payment reminders. Integrate seamlessly with accounting software.

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Delivery Order

Operations

Track shipments and generate delivery orders to ensure on-time fulfillment.

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Contract Management

Sales

Manage recurring contracts, warranty periods, and automated renewal alerts.

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Task & Activity

Operations

Assign tasks, set deadlines, and track team productivity in real-time.

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File Sharing

Operations

Securely store and share documents related to customers, deals, and projects.

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User & Role

Admin

Granular access control. Define who can see what with custom permission roles.

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Dashboard & Reporting

Admin

Visual insights into your sales pipeline, revenue, and team performance.

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Not Sure Which Modules You Need?

Our customized solution lets you pick and choose. Talk to our consultants to design your perfect package.