CRM Software for Indian Businesses
Novrex CRM is a customer relationship management system for Indian trade and distribution businesses. It captures leads from every source — walk-ins, calls, WhatsApp, campaigns — then tracks follow-ups, quotations and orders through to fulfilment, on the same data layer as your inventory and accounts.
- 10
- Sales & CRM modules
- ₹1,000
- Per user / month
- 9
- Trade editions
- Tally
- Sits on top of it
What does a CRM actually do for a trade business?
For a showroom or distributor, a CRM is not a contact list — it is the record of every enquiry that walked in and what happened to it. Novrex CRM logs the walk-in, attaches the requirement, assigns the follow-up, and holds the quotation and the order against the same customer. Nothing lives in a salesperson’s notebook.
- Walk-in Management — Track showroom visitors, capture requirements, and convert walk-ins with smart follow-ups.
- Lead Management — Capture leads from every source, qualify them, and nurture through automated workflows.
- Enquiry Management — Centralise every enquiry with tracking, response management, and conversion analytics.
- Field Sales Tracker — Real-time GPS tracking with route optimisation, visit verification, and meeting records.
- Follow-up Automation — Automated reminders, escalations, and smart scheduling — no follow-up is ever missed.
Why does lead leakage happen, and how does Novrex stop it?
Leads leak at the handover points: an enquiry taken on a phone that never reaches the pipeline, a follow-up promised and forgotten, a quotation sent with no owner. Novrex closes each gap with a named owner, an automated reminder and an escalation if the reminder is missed. Every campaign response lands directly in the pipeline as a qualified lead rather than in a shared inbox.
Can a CRM track field sales and showroom visits together?
Yes. Field Sales Tracker records real-time GPS location, route, visit verification and meeting notes for staff on the road, while Walk-in Management covers the showroom floor. Both feed the same pipeline, so a manager sees one number for the day rather than reconciling two reports.
How does CRM connect to quotations, orders and stock?
A quotation is built from live stock and live prices, so a salesperson cannot promise what is not there. Approving it creates the order, reserves the stock, and hands dispatch a collection-ready list. Because the CRM and the inventory sit in one system, no re-keying happens between the sale and the delivery.
Every module in Novrex CRM
Every module listed here ships today.
Sales & CRM · 10 modules
Walk-in Management
Track showroom visitors, capture requirements, and convert walk-ins with smart follow-ups.
Lead Management
Capture leads from every source, qualify them, and nurture through automated workflows.
Enquiry Management
Centralise every enquiry with tracking, response management, and conversion analytics.
Field Sales Tracker
Real-time GPS tracking with route optimisation, visit verification, and meeting records.
Follow-up Automation
Automated reminders, escalations, and smart scheduling — no follow-up is ever missed.
Quotation Management
Custom templates, room-wise selection, an approval matrix, and full version tracking.
Order Management
Capture to fulfilment with real-time stock reservation, collection-based dispatch, and status tracking.
Incentive Management
Performance-based incentives with target tracking and automatic calculations.
Project Management
Project-based sales with milestones, deliverables, and customer approvals.
Architect Management
Manage architects and trade influencers with referral tracking, rewards, and commissions.
CRM in a spreadsheet vs CRM in Novrex
| Spreadsheet + WhatsApp groups | Novrex CRM | |
|---|---|---|
| Where a lead lives | A salesperson’s phone | The pipeline, with a named owner |
| Follow-ups | Remembered, or not | Scheduled, reminded and escalated |
| Quotation prices | Copied from an old file | Built from live stock and live rates |
| Order handover | Re-typed into billing | Same record, stock reserved on approval |
| Manager visibility | A Monday-morning report | Live pipeline by stage and owner |
₹1,000 per user / month
The CRM plan covers lead capture and scoring, the sales pipeline, 360° customer profiles, the quotation builder, follow-up automation and communication logs. ₹900 per user / month on annual billing.
GST-exclusive. Upgrading to Trading ERP (₹1,500) adds finance, purchase, inventory and HR on the same records.
Questions people ask
Is Novrex CRM separate from the ERP?
No. CRM is the Sales & CRM surface of Novrex ERP. You can subscribe to the CRM plan alone at ₹1,000 per user per month, and later add finance, purchase, inventory and HR without migrating data — the records are already in the same system.
Does Novrex CRM work with Tally?
Yes. Novrex is built to sit on top of an existing Tally deployment rather than replace it, so your accountant keeps working the way they already do while sales, stock and follow-ups move into Novrex.
Can leads from WhatsApp campaigns land in the CRM automatically?
Yes. With the AI Marketing add-on, every campaign response is captured as a lead and synced two-way into the ERP pipeline, pre-scored, rather than sitting in a shared inbox.
How long does a CRM rollout take?
Novrex ships pre-configured for nine Indian trades, so implementations are measured in weeks rather than the six-month rebuild a generic ERP requires. The exact timeline depends on how much historical data you migrate.
Can I track architects and trade influencers who refer business?
Yes. Architect Management tracks architects and trade influencers with referral attribution, rewards and commission calculations against the orders they influenced.