CRM Software for Small Businesses
Most small businesses run their sales pipeline on memory and a WhatsApp thread. It works until two enquiries arrive in the same week and one of them quietly goes cold. QuickBillBook includes a proper pipeline — and because it sits in the same system as your billing, an enquiry that turns into an order does not have to be typed in again.
What happens without a pipeline
Enquiries go cold unnoticed
Nobody decides to drop a lead. It just stops getting followed up.
Nobody knows where anything stands
Asking for a status update means asking three people.
Quotations disappear
A quote goes out and then nothing happens, because no one owns the follow-up.
Sales data lives apart from billing
The CRM says the deal closed; the billing system has never heard of it.
The pipeline in QuickBillBook
Stages from lead to payment
New Lead, Follow Up, Quotation, Negotiation, Order Confirm, Development, Installation and Training, Complete, Bill Generated, Payment Follow Up, Payment Received, Lost.
A count on every stage
Open the CRM board and see immediately where enquiries are stacking up.
Enquiry source tracking
Record where each lead came from, so you learn which channels are worth the money.
Configurable statuses
Enquiry Status and Source of Enquiry are masters you control.
Connected to billing
A confirmed enquiry flows into quotation and invoice without re-entry.
Payment follow-up as a stage
Chasing money is part of the pipeline, not an afterthought.
Working an enquiry
- 1
Log the enquiry with its source.
- 2
Move it through follow-up and quotation as it progresses.
- 3
On confirmation, raise the order and then the invoice from the same record.
- 4
Track payment follow-up until the money is in.
Frequently asked questions
Is the CRM included in my plan?
No. CRM is a separate add-on priced at ₹3,000 per year plus GST. It can be added to any plan.
Can I change the pipeline stages?
Enquiry status and source of enquiry are masters you can edit.
Can I see where every enquiry is?
Yes. The board shows each stage with a count and a drill-down.
Does an enquiry become a quotation?
Yes, without re-entering the details.
Can I track where leads came from?
Yes, using the source of enquiry master.
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See QuickBillBook working on your own business scenarios.