Convert More Leads. Manage Customers Better. Grow Your Business.
Digizai CRM is a powerful, flexible and business-focused Customer Relationship Management solution designed to help organizations manage their complete customer journey — from lead generation and enquiry management to sales conversion, customer engagement, follow-ups and long-term customer relationships.
Instead of managing leads, customer information, quotations, follow-ups and sales activities across spreadsheets, emails and different applications, Digizai CRM brings everything together in one centralized platform.
One CRM.
One Customer Database.
One Complete Sales Process.
- See where every lead sits in the pipeline
- Know which follow-ups are due
- Track quotations, wins and losses
Why Digizai CRM?
Every business wants more leads, faster follow-ups and higher conversions. Digizai CRM gives management a clear view of the entire sales process.
- Where every lead is in the sales pipeline
- Which leads require follow-up
- Which sales executives are handling which customers
- Which quotations are pending
- Which opportunities are likely to convert
- Which customers need attention
- Which activities have been completed or are pending
- How much business is being generated by the sales team
Complete CRM Solution
Twenty connected modules covering every stage of the customer relationship.
Lead Management
Capture, organize and manage leads from the beginning of the sales journey.
Key Features
- Lead creation & registration
- Lead source management
- Assignment to executives
- Lead status management
- Lead qualification
- Lead categorization
- Priority management
- Follow-up scheduling
- Activity history
- Conversion tracking
- Notes & comments
- Search & filtering
- Duplicate lead management
- Ownership & responsibility
Lead Lifecycle
Customer Management
Maintain a centralized database of customers and prospects — accessible from one place.
Customer Information
- Customer/company details
- Contact persons
- Phone numbers
- Email addresses
- Business information
- Customer category
- Customer source
- Customer status
- Customer history
- Sales history
- Communication history
- Follow-up history
- Notes & remarks
Sales Pipeline Management
A complete visual overview of every sales opportunity, so action items are never missed.
Pipeline Features
- Opportunity management
- Sales stage tracking
- Opportunity value
- Expected closing date
- Salesperson assignment
- Probability tracking
- Follow-up dates
- Opportunity notes
- Pipeline filtering
- Won/Lost analysis
- Sales forecasting
Pipeline Stages
Sales Follow-Up Management
Never miss an important customer follow-up — schedule and manage daily activities.
Activities
- Phone calls
- Customer meetings
- Demonstrations
- Follow-up calls
- Emails
- Tasks
- Reminders
- Notes
- Next-action scheduling
Quotation & Proposal Management
Create and manage professional quotations and proposals directly from the CRM.
Features
- Quotation creation
- Proposal management
- Customer-specific pricing
- Product/service selection
- Discounts
- Taxes
- Terms & conditions
- Quotation status & history
- Follow-up against quotation
- Convert into sales process
- Accepted / rejected tracking
Quotation Lifecycle
Sales Management
Manage the complete sales journey from enquiry to customer conversion.
Sales Features
- Sales opportunities
- Sales orders
- Customer requirements
- Proposal & quotation management
- Sales activities
- Follow-ups
- Team assignment
- Sales targets
- Conversion tracking
- Sales reports
Customer Communication
Keep every customer interaction organized, centralized and accessible to your team.
Communication Management
- Communication history & internal notes
- Follow-up records & activity tracking
- Email & WhatsApp communication
- Customer updates & reminders
WhatsApp CRM & Engagement
Structured customer communication and engagement across sales and marketing.
CRM Activities
- Lead communication
- Customer follow-ups
- Campaign communication
- Promotional messages
- Sales updates
- Customer notifications
Marketing & Lead Generation
Manage marketing-generated leads and understand which channels perform best.
Marketing Features
- Lead source tracking
- Campaign management
- Lead generation tracking
- Conversion analysis
- Customer segmentation
- Marketing automation
Lead Sources Tracked
Customer Service & Helpdesk
CRM doesn't stop after the sale — manage support and service requests too.
Helpdesk Features
- Support requests
- Ticket creation & assignment
- Ticket status & priority
- Customer communication
- Resolution tracking
- Service history & reports
Customer 360° View
A single customer record showing the complete relationship, end to end.
Activity Logs & Reminders
Every important sales activity is tracked for accountability.
Track
- Who & what activity
- Related lead/customer
- Activity & next follow-up date
- Pending / completed status
- Remarks & notes
Sales Team Management
A structured workflow for your sales team, with full manager visibility.
- Executive management
- Lead & opportunity assignment
- Customer assignment
- Follow-up & activity tracking
- Performance monitoring
- Pipeline visibility
CRM Dashboard
Important sales information, at a glance, for management.
- Total / New / Qualified leads
- Active, Won & Lost opportunities
- Pipeline & quotation value
- Sales conversion
- Pending & overdue follow-ups
- Salesperson & source performance
Reports & Business Insights
Turn CRM data into useful business information.
- Lead & lead source reports
- Conversion & pipeline reports
- Won/Lost & follow-up reports
- Salesperson performance
- Quotation & customer reports
- Campaign & ticket reports
Win / Loss Analysis
Understand why opportunities are being won or lost.
- Won & lost opportunities
- Lost reasons
- Salesperson & lead source
- Opportunity value
- Competitor information
- Closing information
Role-Based CRM Access
Give employees access according to their responsibilities.
CRM Automation
Reduce repetitive manual work — spend more time selling, less time managing tasks.
- Automatic lead assignment
- Follow-up & activity reminders
- Lead status updates
- Customer notifications & sales alerts
- Task creation & escalation
- Workflow-based actions
API & Integrations
Digizai CRM can be integrated with other business systems where required.
CRM for Different Industries
Configured to fit the sales and customer management needs of your industry.
Complete CRM Sales Journey
From first enquiry to a loyal, long-term customer.
Lead Generation
Capture leads from different sources.
Lead Management
Qualify, categorize and assign leads.
Follow-Up
Schedule calls, meetings, tasks and reminders.
Opportunity
Convert qualified leads into sales opportunities.
Proposal / Quotation
Prepare and send quotations and proposals.
Negotiation
Track customer discussions and sales activities.
Conversion
Mark the opportunity as Won or Lost.
Customer Management
Maintain complete customer information and history.
Customer Service
Manage support requests and customer requirements.
Customer Retention
Continue engagement, communication and follow-ups.
What Management Gets
Better visibility into the complete sales operation.
- How many leads do we have, and where are they coming from?
- Which salesperson is performing best?
- Which opportunities are likely to close?
- Which quotations are pending, which customers need follow-up?
- How many deals were won — and why are deals being lost?
- What is our current sales pipeline, and what's pending?
- Which lead sources generate the best business?
What Sales Teams Get
One place to manage everything — instead of spreadsheets, notebooks and WhatsApp chats.
Key Benefits
Increase Sales Productivity
A structured process for daily sales activities.
Improve Lead Conversion
Qualified leads receive timely follow-ups.
Never Miss Follow-Ups
Activities, reminders & pending-task tracking.
Centralize Customer Data
All information & history in one place.
Improve Management Visibility
Clear view into leads, deals and activity.
Reduce Manual Work
Automate repetitive CRM workflows.
Improve Relationships
Organized communication & service history.
Make Better Decisions
Reports & dashboards on sales performance.
Digizai CRM — From Lead to Loyal Customer
Digizai combines technology, business process expertise and digital capabilities to help organizations improve the way they manage customers, sales processes and business operations. Digizai's current service portfolio includes applications, digital operations and platforms, cloud services, consulting, data, analytics and AI.