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CRM & ERP Software

Connect Your Business Operations in One Digital System

Eliminate spreadsheet chaos and operational blindspots. BTPL designs custom, configurable CRM and ERP systems that unite sales pipelines, inventory, purchasing, invoicing, and team accountability into one reliable digital hub.

What We Deliver

CRM & ERP Software illustration

Custom CRM Development

Centralized lead management, automated status progression, and sales rep activity tracking.

ERP-Lite for SMEs & Manufacturers

Streamlined purchasing, inventory tracking, work orders, and billing workflows.

Sales Pipeline & Deal Tracking

Visual pipeline stages to track deal values, proposal submissions, and closing probabilities.

Order & Quotation Management

Generate branded PDF quotations, proforma invoices, and GST invoices with one click.

Inventory & Stock Tracking

Real-time stock alerts, batch tracking, reorder thresholds, and warehouse allocation.

Automated WhatsApp Notifications

Instant alerts to customers on order dispatch, payment dues, and quotation approvals.

Role-Based Access & Security

Granular permissions for sales reps, accountants, warehouse managers, and leadership.

Executive BI Dashboards

Live operational metrics showing revenue, margins, aging receivables, and sales velocity.

Who It's For

Designed specifically for ambitious organizations seeking measurable capability:

Industrial ManufacturersWholesale Distributors & StockistsReal Estate Agencies & DevelopersProfessional Service FirmsHealthcare Providers & Diagnostic LabsEducation & Training Institutes

Common Business Use Cases

High-impact touchpoints where our implementation creates immediate operational leverage:

Tracking lead inquiries from website and ads directly to sales team assignment
Eliminating manual quotation preparation with automated GST and freight calculators
Managing inventory across multiple warehouses with low-stock reorder triggers
Automating payment reminder follow-ups on WhatsApp for overdue client balances
Providing executive leadership with real-time gross margin and cashflow reporting

How We Work

1

Operations Audit

Analyze your existing sales stages, inventory movement, and invoice workflows.

2

System Specification

Define database tables, custom fields, user permissions, and automation rules.

3

Core Development

Build responsive CRM/ERP modules with fast database queries and clean UI.

4

Integration & Testing

Connect WhatsApp API, payment gateways, and existing accounting systems.

5

Data Migration

Cleanse and import existing customer, lead, and product data from spreadsheets.

6

Onboarding & Training

Conduct live team training sessions and provide comprehensive user documentation.

Why Partner with Bhagirath Technologies

01

Tailored, Not Bloated

You get the exact features your business needs without paying for complex enterprise bloat.

02

Zero Per-User Licensing Fees

Custom software built for your organization means no recurring user subscription taxes.

03

Native WhatsApp Integration

Send quotes, payment links, and dispatch updates directly via WhatsApp Business API.

Related Industry Solutions

See how we adapt this solution across specialized industry workflows:

Frequently Asked Questions

Q.Is this a ready-made SaaS ERP or custom built?

We build custom, configurable business systems tailored specifically to your company's operational rules, avoiding the bloat and per-user monthly costs of generic enterprise ERPs.

Q.Can it connect with our accounting software?

Yes. We can integrate your custom CRM/ERP with Tally, Zoho Books, QuickBooks, or custom accounting databases for seamless ledger syncing.

Q.Can our sales team access the CRM on mobile?

Yes. All CRM/ERP interfaces are 100% responsive and optimized for smartphones, allowing sales reps to update leads and check inventory on the go.

Q.How is data backed up and secured?

We configure automated daily encrypted database backups, multi-factor authentication options, and secure cloud server infrastructure.

Discuss My CRM / ERP

Discuss your business requirements with our technology consultants.

Ready to accelerate your growth?

Partner with BTPL for CRM & ERP Software. We deliver measurable business value with robust engineering and high-performance execution. Get in touch for a custom proposal tailored to your business needs.

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