ERP Testing Sales Performance CRM
A secure business management platform used by our authorized company employees — Directors, Managers and Sales teams — to manage leads, meetings, customers, orders and performance in one place.
Access is limited to authorized company employees. This is not a public sign-up service.
What the CRM does
Every module below is part of the live system used by our team.
Lead Management
Capture, organise and track every lead through its full pipeline.
Lead Assignment
Assign and reassign leads to the right team members with a full audit trail.
Customer Management
Maintain customer records created from closed deals, with order history.
Meetings
Schedule and track meetings — Phone, Office Visit, Site Visit and more.
Follow-ups
Never miss a follow-up with built-in reminders and notifications.
Orders & Sales
Punch orders against customers and track sales value and dispatch.
Targets & Performance
Set monthly targets and measure actual vs target for every metric.
Reports & Comparison
Pipeline, performance and activity insights, plus new-vs-existing comparison.
Leaderboard
See who is leading the pack across the team, month by month.
Notifications
Timely in-app alerts for assignments, meetings and follow-ups.
Employee & Role Management
Manage employees, branches, departments, roles and permissions.
Google Calendar Integration
Employees can connect their own Google account — see the note below.
Meetings & Google Calendar
The CRM supports several meeting types — Phone, Office Visit, Site Visit and more — each working exactly as before.
Google Calendar integration is available: each employee can securely connect their own Google account from their profile. Automatic Google Meet link generation and calendar event create/update/delete are being implemented and are not yet fully live.
- Each employee connects their own Google account separately
- One employee's connection is never shared with another
- OAuth tokens are stored securely (encrypted) on the server
- Employees can disconnect their Google Calendar at any time
- Google Meet auto-generation & calendar sync — being implemented
Role-based access
Authorized users get access strictly according to their assigned CRM role and permissions.
Permissions are enforced by the CRM — this public page never exposes any CRM data.
Security
Authorized access only
Only authorized company employees can sign in and use the CRM.
Role-based permissions
What each user can see and do is governed by their role and capabilities.
Secure authentication
Login uses the platform's standard secure authentication.
Data protection
CRM data is kept within the system and shown only to authorized users.
OAuth integrations
Google authorization uses OAuth; tokens are stored encrypted where applicable.
Employee control
Employees can connect or disconnect their own Google account at any time.