From Lead to Invoice
Built for Manufacturers & Distributors
From Lead to Invoice. Zero Leakage.
TejoCRM is not a tracking tool — it’s a sales execution system that drives every inquiry through a structured, guided workflow all the way to a closed invoice.
1-month free trial · No credit card · Instant setup
3 invoices generated today
₹9.6L invoiced this week
Live Pipeline — Today
Leads
12 active
Inquiry
8 in progress
Quotation
5 sent
Order
3 confirmed
Invoice
3 generated
Trusted by manufacturers & distributors across India
- Capital Goods
- Rotating Equipment
- Sheet Metal
- Electronics
- MHE / EP
The Problem
Where revenue slips through the cracks
Generic CRMs stop at lead tracking. Manufacturing and distribution businesses need structured execution — not another spreadsheet.
Quotations in Excel
Versions get lost, approvals delayed, and pricing errors slip through to customers.
Missed Follow-ups
Hot leads go cold because nobody knows who should call next or when.
Sales–Ops Disconnect
Orders confirmed by sales but execution teams have no visibility until it's too late.
No Visibility on Pipeline
Management has no real-time picture of where revenue stands or what's at risk.
The TejoCRM Way
One guided flow. Zero leakage.
Every stage is structured, trackable, and connected — with automatic notifications keeping all teams aligned.
1
Lead
Capture from any source
2
Inquiry
Qualify & scope
3
Quotation
Structured quote builder
4
Order
Convert & confirm
5
Invoice
Close & collect
Features
Built for daily discipline
Every feature is designed to help your sales team know exactly what to do, when to do it, and with whom.
Smart Follow-up Priority
Daily answer to "Who should I call first?" — hot leads, pending decisions, and stale opportunities surfaced automatically.
Actionable Dashboard
Not just reports — clear daily priorities with stuck lead alerts, closure probability, and next-best-action suggestions.
Structured Quotation Builder
No more Excel. Quote revisions tracked, discount patterns captured, and conversion ratios visible at all times.
Mobile-First Execution
TejoCRM mobile app for field pipeline management. TejoLead app for instant lead capture at events and site visits.
Today’s Priorities
Mon, 27 Apr 2026
Hot Leads
4
Follow-ups Due
7
Quotes Pending
3
Stuck Leads
2
Next Best Actions
Ajay Engineering – ₹8.4L
Desai Pumps – ₹3.1L
Kotak Industries – ₹5.6L
Mehta Fabricators – ₹1.8L
Intelligence Layer
Practical, not fancy
Rule-based logic that actually helps your team act — no complexity, no black boxes. Just clear signals.
Lead Health Score
Hot / Warm / Cold / At Risk based on last interaction, follow-up discipline, stage, and deal age.
Closure Probability
Active engagement raises probability; no response drops it. Clean, rule-based logic your team can trust.
Source Quality
Which channels convert best? Which are low ROI? Stop spending on sources that don't close.
Stuck Lead Alerts
No activity, missed follow-ups, or stage stagnation — triggered before the deal goes cold.
Loss Reason Analysis
Capture price, feature gap, budget, competitor, or no response — monthly patterns surface what to fix.
Future AI Layer
Lead summaries, draft follow-ups, sentiment detection, and similar deal suggestions — coming soon.
Pricing
Simple, transparent, predictable
One company, one subscription, one expiry. Add users any time with pro-rata billing. Start with a free 1-month trial — no card required.
Quarterly
₹ 1,850
per user / month
Save 7.5%
- Full feature access
- Billed every 3 months
- 7-day grace period
Half-Yearly
Half-Yearly
₹ 1,700
per user / month
Save 15%
- Full feature access
- Add users pro-rata
- T-7 expiry reminders
Annual
₹ 1,500
per user / month
Best Value — 25% Off
- Full feature access
- Priority support
- Renewal flexibility
All plans include a 1-month free trial with full feature access. No credit card required to start.
Getting Started
Up and running in minutes
No lengthy implementation. No consultants. Just register, configure, and start converting leads.
01
Register & Configure
Register your company admin, define team structure, set up users and login credentials through the guided setup wizard.
02
Choose Your Plan
Select monthly, quarterly, half-yearly, or annual — secure Razorpay payment, instant activation, transparent billing.
03
Execute & Close
Your sales team logs in to an actionable dashboard — priorities, follow-ups, pipeline stages, and next actions all in one place.
Start closing more deals today
Join manufacturers and distributors across India who’ve replaced spreadsheets and scattered CRMs with one structured execution system.
- 1-month free trial
- No credit card required
- DPIIT-registered startup
- Hosted on UTHO India
From Lead to Invoice
A product of ExpandX Solutions Pvt. Ltd. — Manufacturing SaaS for discrete and industrial manufacturers and distributors across India.
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