Most CRMs stop at "deal won". Pushpendra Connect carries on: the deal becomes a client, the client gets a project, the project gets a team, and the invoice is paid against the same record.
Lead → Call → Follow-up → Quotation → Deal won → Project → Invoice paid
Who imported it, who it was given to, every call and its outcome, every WhatsApp and email, every follow-up and quotation — in order, with names. When a salesperson leaves, the history stays.
Move a deal along as it moves in real life. Send a quotation as a PDF link, see it in the deal, and turn the deal into a client the day they say yes.
The call queue, follow-ups and today's numbers live in the app every salesperson carries. One tap opens the dialler; the outcome is asked for when they come back.
CRM (customer relationship management) software keeps every lead and customer in one place: who they are, every conversation with them, what was quoted and what was won. Pushpendra Connect adds what happens after the sale — the project, the team and the invoice.
Yes. Upload an Excel or CSV file, match the columns once, and Pushpendra Connect adds the leads — skipping numbers already in the system and flagging any that cannot be rung.
Yes. Salespeople work their call queue, follow-ups and deals from the PT Connect app on Android and iPhone, and from a browser on a computer.
No. The same sign-in covers HR, attendance, payroll, projects, client communication, quotations and GST-ready invoices, all working on the same records.
Book a demo. We set up your workspace, import your first sheet of leads with you, and show your team the app.
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