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Sales CRM

A pipeline that matches how your team actually sells — from the first enquiry to the paid invoice. On the web for the office, and in a mobile app for the field.

Industry templatesGST & TDS invoicingUPI QR paymentsMobile app
Book a demo Mobile app

Live at crm.faznops.com — web app and mobile app on the same account.

Key features

What's in it.

From lead to payment in one place — set up for your industry and your team.

Pipeline & deals

  • Visual sales pipeline — drag deals between stages
  • Weighted forecast & won value on the dashboard
  • Full deal & activity timeline — every touchpoint, in order
  • Reopen, reassign or merge when things change

Leads & follow-ups

  • Lead capture from your website form
  • Follow-up tasks with reminders, so nothing goes cold
  • WhatsApp, SMS or email — set per template
  • Company/account tracking for B2B deals

Quotes, invoices & payments

  • Quotes → invoices, with GST, discounts & HSN
  • TDS on sales & purchases, with a TDS register
  • UPI QR on every unpaid invoice
  • Record payments, receipts & receivables

Purchasing

  • Vendor purchase orders & vendor records
  • GST & TDS on purchases, mark paid
  • Combine documents into one chain

Fits any business

  • 6 industry templates — real estate, education, insurance, clinics, IT/B2B & general
  • Rename stages, fields and even 'Lead'/'Deal'
  • Automations for repetitive steps
  • CSV import & export

Team & reports

  • Owner and sales-rep roles — reps see only their own records
  • Team performance — activity and conversion by rep
  • Lost reasons & lead-source reports
  • Business profile, GSTIN & bank details on documents

Mobile app

Sell from anywhere.

The FaznOps CRM app is built for people who sell on the move: add leads from your contacts, call or WhatsApp in a tap, check in at site visits, and send a GST invoice with a UPI QR before you leave.

Leads from your contactsPick a lead straight from the phone's contact list.
One-tap call & WhatsApp…then log how it went the moment you're back.
Follow-up remindersPhone notifications so nothing goes cold.
GPS site-visit check-inLog field visits with location, right from the deal.
Pipeline on the moveMove deals between stages wherever you are.
Quotes & GST invoicesCreate, share as PDF and record payments.
UPI QR on invoicesCustomers scan and pay the exact amount.
Team & reportsOwners see the whole team; reps see their own.

Want to see it running?

Book a demo and we'll walk you through Sales CRM live — pipeline, invoices and the mobile app.

Book a demo