From a tip in the field to a closed deal.
Most CRM tools are sold to the head office. Vendix CRM is built for the people who actually meet the customer - your sales reps, area managers, and territory leads. Capture a lead on the phone, push it to the team, watch the funnel move. No re-entering data. No fragmented tools.
- Lead → Deal
- One platform
- Mobile
- Capture anywhere
- Auto
- Follow-up emails
Open opportunities
142
Rs. 38.4 M total value
Stale leads
7
No activity in 14+ days
Closed this month
23
↑ 18% vs last month
Win rate
34%
Pipeline by stage
Know which deals are real. And which aren't.
Sales forecasts based on a rep's optimism are a recipe for surprise. Vendix CRM tracks every opportunity through a clean, configurable stage model - prospecting, qualified, proposal, negotiation, closed - and surfaces stale leads automatically so nothing slips through the cracks.
- One-click lead conversion into a fully-formed opportunity with auto-numbered reference (OPP-2026-000482).
- Stale-lead alerts - automatic reminders when a lead has had no activity for 14 days.
- Manager hierarchy scoping - reps see their own pipeline, ASMs see their area, RSMs see their region. Same dashboard, role-correct numbers.
- Live dashboard with a stale-lead ribbon, four KPI tiles, funnel doughnut, pipeline bar chart, and recent activities table - refreshed every 15 minutes.
A lead's journey · seven days
- D1
Captured on the phone
Rep meets a prospect at an outlet, taps "New lead" in the app.
- D1
Owner assigned · welcome email sent
Auto-routed to the territory rep. Email triggered automatically.
- D3
Activity logged
Rep records a follow-up call. Activity timeline updated.
- D5
Converted to opportunity
One click. OPP-2026-000482 created. Stage: Prospecting.
- D7
Stage moved · stakeholder notified
Manager gets a stage-change email. Forecast signal updated.
Activity timeline · Sunil's Grocery
Call - 12 min
Discussed bulk pricing for Q3. Decision-maker available next week.
Today · 11:42
Stage change email sent
Auto-triggered when stage moved to Proposal.
Yesterday · 16:08
Document uploaded
price-proposal-q3-v2.pdf - 412 KB
Yesterday · 14:21
Visit - 35 min
Owner Anil and son both engaged. Competitor X currently servicing.
2 days ago
Every touch. Every email. Every document. In one place.
When a deal goes cold, the question is always "what was the last thing we tried?". Vendix CRM stitches calls, visits, emails, attachments, and competitor mentions into a single timeline per lead and per opportunity, so the next conversation always picks up where the last one ended.
- Five default email templates ship with the platform - welcome, owner-assigned, stage-change, stale-lead reminder, won/lost notification. Customisable per tenant.
- Competitor tracking - log which competitor each opportunity is up against, so you can see win-rate per competitor over time.
- Document attachments per opportunity - proposals, contracts, signed agreements - all in the same record.
Capture leads on the move. Sync when there's signal.
A field rep meeting a new prospect shouldn't have to remember to enter the lead at 7 p.m. when they get home. Vendix CRM lives inside the same Android app reps already use for orders and visits - capture a lead in a few taps, the data syncs to the head office automatically, the territory owner sees it on their dashboard the moment connectivity returns.
- Lead capture on Android - works offline. The lead is on the head-office dashboard the moment sync completes.
- Activity logging on the move - call, visit, or note - one tap each. Auto-timestamped, GPS-stamped where appropriate.
- 10 sync endpoints covering leads, opportunities, accounts, contacts, activities, and the lookup data the mobile app needs to render the right options.
What syncs to and from mobile
No-coverage protection
Every captured record carries a unique client identifier. If a sync retries after coverage returns, duplicates are detected and ignored automatically.
Everything you'd expect. And what you'd otherwise build.
Accounts + contacts
Companies and people, with relationships, addresses, contact preferences. Standard, well-understood building blocks.
Leads with sources
Track where each lead came from - referral, event, call-in, mobile - so marketing knows what works.
Opportunity stages
Configurable per tenant. Default ladder is prospecting → qualified → proposal → negotiation → closed.
Email automation
Welcome, stage-change, owner-assigned, stale-lead reminders. Templates customisable per tenant.
Live dashboard
Stale-lead ribbon, four KPI tiles, funnel doughnut, pipeline bar, recent activities. Updates every 15 minutes.
Hierarchy-correct views
Reps see their pipeline, ASMs their area, RSMs their region. Same dashboard, scoped numbers.
Reports + history
Pipeline conversion, win rate per stage, win rate per competitor, days-in-stage. All in the same star schema as the rest of Vendix.
Lead conversion
One click turns a qualified lead into an opportunity with a fresh OPP- reference number. No copy-paste.
Document attachments
Proposals, contracts, NDAs - attached per opportunity, accessible from web or mobile.
See your pipeline on a sandbox tenant.
On a demo we'll seed a CRM with a handful of accounts, contacts, leads, and opportunities, then walk you through a typical day - capture, follow up, convert, close.