Lead to enquiry, estimation to quotation, quotation to a confirmed order — one document-driven pipeline, follow-up dashboards that chase every open deal, and a Customer 360 with every call logged. No lost enquiry. No re-keying on conversion.
When leads live in notebooks, WhatsApp and someone's memory, follow-ups get missed and the order goes to whoever called the customer back first.
A customer calls, someone jots it on a pad, and it is never followed up. You find out only when they buy from a competitor.
Every quotation is built from scratch in Excel. By the time it goes out, the customer has cooled off or gone elsewhere.
You cannot say which enquiries are hot, which quotes are still pending, or why sales dipped this month.
Fast CRM keeps every lead, enquiry, quotation and order in a single, tidy pipeline. Your team can see exactly where each deal stands, who needs a follow-up today, and what was promised to whom. Nothing slips through the cracks, and nothing is re-typed when an enquiry becomes an order.
Every call, email and website enquiry lands in one list, tagged to the right customer, so not one is lost.
Turn an enquiry into a neat, professional quotation with prices and terms, and send it before the customer moves on.
The system tells your team who to chase today, so open deals keep moving instead of going cold.
Every enquiry is tracked and followed up, so you win business you used to let quietly slip away.
Quotes go out the same day, giving you the edge while the customer is still ready to buy.
See every open deal and the stage it is at on one screen, so you always know your sales position.
A won quote becomes a confirmed order in one step and flows straight to production and billing.
Fast CRM carries every deal through one document-driven pipeline, from first lead to a confirmed order — then hands that order straight to the factory and accounts, with nothing re-keyed.
A lead or enquiry can arrive from a referral, a campaign, your website, an exhibition or an existing customer — and every one lands in the same place. Field staff log leads on mobile; the office raises an enquiry as a real document with the customer, the enquired items, drawings and terms, plus a record of exactly how it arrived. From that moment it is a numbered enquiry at status 31, on the pipeline.
Because the source is captured on every enquiry, reference- and salesperson-wise conversion reporting shows which channels actually turn into orders — and enquiries you choose not to pursue are regretted, not deleted, so they stay in the analytics.
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A captured enquiry is first assessed for feasibility, then costed — and Fast CRM costs it properly, by building an estimation structure against a BOM/BOR, the same engine the factory uses. So the price you quote is derived from real material and process cost, with a techno-commercial review before it goes out.
The quotation carries your configurable commercial terms, supports revisions with full version history, and is gated by an approval step before release. A quotation comparison view lines up revisions or competing options side by side — and the quote references its source enquiry, so the whole chain is reconstructable.
Follow-up dashboards keep every open deal in view — leads, enquiries, quotations and orders, each with its next follow-up date and ageing, by salesperson and customer. But Fast CRM also runs the work itself: tasks are created and allocated to users with a priority, a due date and a status workflow, and moved across a drag-and-drop board or seen on a shared calendar and team view.
Telecalling has its own desk — today's and pending call lists, click-to-dial, and outcomes captured as lead-received, not-interested or transfer — and field sales run on visit plans with client, location and activity. Targets and task dashboards turn all of it into accountability, so managers see who is doing what, today.
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Behind the pipeline sits a Customer 360 built on the shared party master: contacts, addresses, references, notes, agreed item rates and discounts, and the full document history — every enquiry, quotation and order the customer has ever had, in one view that billing and service use too.
Cloud IVR and click-to-dial route inbound calls and log every conversation against the customer's enquiry, order or ticket, and dial outbound follow-ups from the record. After the sale, feedback is scheduled and captured, and any issue becomes a complaint or service ticket on the same engine — closing the loop from enquiry to satisfaction.
Fast CRM ships with the dashboards and MIS a sales team actually runs on — follow-up by stage, conversion analytics, quotation comparison, salesperson performance — plus Dhruv AI, our own AI layer for the questions a fixed report can't answer.
The sales control tower — funnel by stage, open enquiries and quotes, win rate and salesperson performance — the one screen the business-development head runs the review meeting on.
One screen per stage — leads, enquiries, quotations, orders — each open item with its next follow-up date and ageing, by owner and customer. The operational heart of daily chasing.
The number that matters most — how many enquiries became orders, by period, customer, item and salesperson — so you know your true win rate, not just your closed deals.
Line up quotation revisions or competing options side by side, and slice quotations by status, customer, item and amount — so no quote sits sent-and-forgotten.
Because every enquiry carries its source, reference-wise reporting shows which channels — referral, website, campaign, exhibition — actually convert, so you spend where it pays.
The order-status roll-up for confirmed orders in progress, plus payment follow-up on what has been invoiced but not yet paid — the two lists that protect revenue after the win.
The team's day at a glance — tasks by user and status on a drag-and-drop board, an all-user calendar, visit plans and call targets, with task graphs showing load and completion.
Dhruv AI, our own AI engine, gives sales leaders a live dashboard over the pipeline data, with AI insight summaries and clustering of enquiry and feedback remarks into recurring themes.
"Which salesperson has the best enquiry-to-order conversion this quarter?" Dhruv AI turns the question into a safe, read-only query and answers with the data and a summary.
Fast CRM is one of 12 integrated Fast Technology products built on a single platform. The order it produces is the exact order Fast ERP and Fast Production build, Fast Billing invoices, and Fast Complaint services — all on one Party master and one document chain, with zero re-entry.
The full superset. Fast CRM is its sales front end — the released order flows straight into purchase, production, inventory, quality and accounts.
Builds the order. The released OA generates process sheets and work orders — and CRM's estimation reuses the very same BOM/BOR engine to cost the quote.
Invoices the order. Dispatch and GST invoice run against the same OA, with order-vs-invoice reconciliation confirming every order is fully billed.
Services the customer. Feedback and complaint/service tickets share the same party, telephony and ticket engine — closing the loop from sale to satisfaction.
Clears the order to ship. Pre-dispatch and in-process inspection gate the goods produced against the customer's order before dispatch.
Ships the order. Finished goods for the order are picked, dispatched and decremented from the same stock the whole suite shares.
We map your sales process first — how leads arrive, how enquiries are estimated, how quotes are chased, where deals stall, gap analysis. Then we configure Fast CRM to fit the way your team already sells. Not the other way around.
Post go-live is not where we disappear. Dedicated support team, multiple channels, monthly review meetings, and patches issued on feedback. We treat support as part of the product.
When every sale starts as a technical enquiry and closes only after a costed, negotiated quotation, a generic contact CRM falls short. Fast CRM fits the quotation-driven, make-to-order sales cycle the way your team already works.
Component and engineering manufacturers selling machined parts, tooling, assemblies and NPD or sample work — every enquiry costed against a BOM before it is quoted and won.
Custom-engineering and job-shop firms where each enquiry needs an estimation against a BOM/BOR before a price can be quoted — feasibility, costing and techno-commercial review built in.
Capital-equipment and industrial-product makers with long, multi-touch sales cycles that must be chased across months — follow-up dashboards and logged calls keep every deal alive to close.
Sales offices of a manufacturing group that need lead capture, telephony and customer history but hand production to a central ERP — run Fast CRM standalone and export the confirmed order.
Businesses that win work through sample and tooling orders before series production — Fast CRM tracks sample (SMOA) and tooling (TOA) orders as their own types with their own follow-up.
Funnel, conversion and salesperson-performance dashboards instead of a spreadsheet — who owns which deal, what is overdue, which source converts, and where the pipeline really stands.
Deals move on the channels your customers use. Fast CRM meets them there: cloud IVR routes and logs every call, WhatsApp handles enquiry intake and quote follow-up, email and SMS send quotations and reminders, and Dhruv AI reads the whole pipeline for you — while the won order hands off natively to production and billing. Your channels. One pipeline.
See all integrationsSee how Fast CRM handles your exact enquiry-to-order pipeline. Live demo, your sales process, your quotations, your questions. No generic slideshow.
