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Sales Made Simple,
Growth Made Scalable.
NotchCRM gives your team everything they need to plan, track, and close deals without wasting time on disconnected tools
Why Choose NotchCRM for Sales?
Your sales team needs clarity, speed, and accuracy. With NotchCRM, every stage of the sales cycle is streamlined, so you can focus on closing business instead of managing complexity.
Unified platform
Everything you need, all in one place—including prospecting, engagement, lead generation, and communication capabilities.
Lower total cost of ownership
No one likes hidden fees. Our Sales module offers lower total cost of ownership from setup to ongoing maintenance.
Simple setup
NotchCRM Sales features an intuitive, conversational interface built around everyday sales activities, making it extra easy to use.
Popular Features
Pipeline Visibility
Gain real-time visibility into deals, track progress, and identify risks before they stall growth.
Sales Automation
Create your own customised sales process workflow or use a default one. Assign leads, send reminders, and manage approvals automatically, removing manual bottlenecks.
Invoice
Create and share professional quotes, convert them into invoices instantly, and manage recurring billing with ease.
Sales Planner
Plan schedules, get insights into client visits and meetings, and monitor sales rep activities.
Pipeline Visibility
See your organisation’s wide performance at a glance. Identify loopholes early enough and fix them.
Sale’s Process Automation
Create your own customised sales process workflow or use a default one. Assign different workflows or specific ones across teams or products.
Invoice
Close more deals and create invoices (one-off and recurring) for clients within the assigned credit limit and easily share with them.
Subscription
Manage client subscriptions with ease. Automate renewals, send reminders, and issue invoices on time—without manual follow-ups.
Sales Order Workflow
Streamline the financial execution of sales. Automate approvals, transitions, and order processing so nothing stalls.
Deals
Track every opportunity from lead to win. Add deals, assign tasks, and prioritise top prospects in a unified view.
Subscription
Manage client subscriptions seamlessly. Automate reminders and invoices for renewals.
Sales Workflow Order
Easily manage transitions involved in the financial execution of sales via sales order workflow automation.
Quotation
Close deals faster with all-in-one sales tools. Create quotes, collect signatures, and get paid – all in one place.
Deals
Manage deals & prospects seamlessly. Add deals, assign tasks, track top leads – all in one place
Benefits of NotchCRM for sales teams
- Work without delays: Fast-loading screens and a clean blade view keep your team moving.
- Stay on track: Automate tasks and build workflows so every deal follows the right steps.
- Pipeline clarity: Customise lead stages and always know exactly where opportunities stand.
- Smarter communication: Send one-to-one or bulk emails directly from NotchCRM. Sync your email client to keep every conversation in context.
- Quotes made easy: Generate accurate quotes quickly with the right products and pricing built in.
- Sell on the move: Access your deals, contacts, and pipeline from any device while you’re on the road.
How does NotchCRM Sales Module impact your revenue?
Improvement in lead conversion rates
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%
Revenue increase per sales person
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%
Improvement in customer retention rates
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%
Increase in customer satisfaction rates
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%
Sales Professionals Use NotchCRM to make their numbers. Get a good look at how they do it
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