CRM and Sales Pipeline Software, in the Same Login as Your Back Office
A CRM that sits apart from invoicing and stock means someone re-enters every won deal. Zavik’s Sales & CRM module sits alongside Finance, Inventory and HR under one login, so a customer, a quote and an order are records in the same system.
Here is what the module covers and what it costs.
From lead to order
The Sales & CRM module follows a deal through its stages:
- Leads with lead scoring, and a visual pipeline
- Opportunities, accounts and contacts, with calls, meetings and tasks
- Quotes, price books and a products and services catalogue
- Orders and contracts
- Email sequences, sales forecasts, quotas and territories
Why one login helps
Orders, invoices, payments and stock all live in the same system, so the team that sells and the team that bills read the same customer record. Role-based access controls who can see what.
Price and trial
Sales & CRM is included from the Starter tier at ₹170 per user per month. The 5-day free trial unlocks all 14 modules and needs no card, so you can import a few real leads and see how the pipeline feels.
Frequently asked questions
Does Zavik include lead scoring?
Yes. The Sales & CRM module includes lead scoring, alongside a visual pipeline, opportunities, accounts and contacts.
Can I send quotes?
Yes. The module includes quotes, price books and a products and services catalogue.
Is CRM included in the Starter plan?
Yes. Sales & CRM is part of Starter, at ₹170 per user per month.
Can sales and finance see the same customer?
Yes. All modules share one login and one set of records, with role-based access deciding who sees what.
Load a few real leads and see
Start the 5-day trial, or tell us how your sales process works.