LEAD
Lead Capture
Capture leads from website forms, WhatsApp, IndiaMART, calls, trade shows and manual entry.
CRM
Never lose a deal because someone forgot to follow up.
Capture leads from every source, assign them instantly, keep every salesperson accountable, and give owners one live view of the entire revenue pipeline.
Lead CaptureCapture leads from website forms, WhatsApp, IndiaMART, calls, trade shows and…
Live
Auto AssignmentRoute leads by round-robin, territory, product line or manager rule with time…
Live
Pipeline ManagementTrack deals through configurable stages with deal value, age and expected clo…
Live
Follow-Up EngineCreate due follow-ups automatically and remind salespeople before leads go cold.
Live
Activity TimelineLog calls, meetings, notes, WhatsApp messages, emails, quotations and deal ou…
Live
I.Product system / Core capabilities001 / 008
Core Capabilities
A CRM designed around Indian SMB selling habits.
Built for teams that sell through phone calls, WhatsApp, IndiaMART enquiries, field visits and repeated follow-ups.
ASSIGN
Auto Assignment
Route leads by round-robin, territory, product line or manager rule with timestamps.
PIPE
Pipeline Management
Track deals through configurable stages with deal value, age and expected close date.
TASK
Follow-Up Engine
Create due follow-ups automatically and remind salespeople before leads go cold.
ACT
Activity Timeline
Log calls, meetings, notes, WhatsApp messages, emails, quotations and deal outcomes.
QUOTE
Quotation Module
Generate branded, GST-compliant quotation PDFs directly from deal records.
WA
WhatsApp Notifications
Send salesperson reminders and customer messages on the channel teams already use.
ACC
Contact and Account Records
Maintain companies, decision makers, contact details and full conversation history.
STALE
Stale Deal Alerts
Highlight opportunities that have not moved or been contacted within the defined window.
REP
Owner Dashboard
Show live pipeline by stage, salesperson, source, value and close date.
SRC
Lead Source Analytics
Measure conversion from IndiaMART, website, referrals, campaigns and events.
ADMIN
Admin Controls
Configure pipeline stages, roles, product catalogue, teams and permissions.
II.Workflow / Sales engine002 / 008
Workflow
How the sales engine works
Every lead gets an owner, a next action and a visible pipeline status.
01
Capture Lead
Bring enquiries into one CRM from all channels.
02
Assign Owner
Route each lead to the right salesperson.
03
Qualify Deal
Convert promising leads into pipeline opportunities.
04
Follow Up
Schedule calls, visits and WhatsApp reminders.
05
Send Quote
Generate a proposal from the deal record.
06
Close and Report
Win, lose or nurture with clear analytics.
III.Product modules / Operating layers003 / 008
Operating Layer 1
Lead Management
No enquiry is left without a responsible owner.
- ✓ Website and manual lead entryNo enquiry is left without a responsible owner.
- ✓ IndiaMART-ready capture flow
- ✓ Assignment and acknowledgement tracking
Website and manual lead entry1.1
IndiaMART-ready capture flow1.2
Assignment and acknowledgement tracking1.3
Stage-based pipeline2.1
Deal age and stale alerts2.2
Forecast by salesperson and date2.3
Operating Layer 2
Pipeline and Deals
Give owners real visibility into what may close.
- ✓ Stage-based pipelineGive owners real visibility into what may close.
- ✓ Deal age and stale alerts
- ✓ Forecast by salesperson and date
Operating Layer 3
Activities and Follow-Ups
Make the next action impossible to miss.
- ✓ Call and meeting logsMake the next action impossible to miss.
- ✓ Due date reminders
- ✓ WhatsApp salesperson alerts
Call and meeting logs3.1
Due date reminders3.2
WhatsApp salesperson alerts3.3
GST-ready quotations4.1
Lead source reporting4.2
Team performance dashboard4.3
Operating Layer 4
Quotations and Reporting
Move from sales conversation to professional proposal quickly.
- ✓ GST-ready quotationsMove from sales conversation to professional proposal quickly.
- ✓ Lead source reporting
- ✓ Team performance dashboard
IV.Buyer fit / Who it helps004 / 008
Who It Helps
Built for teams that need practical daily control.
Each module is shaped around real operating pain in Indian SMBs, not enterprise complexity.
B2B Trading and Distribution
Manage active accounts, repeat orders and follow-ups across field teams.
B2B Services Companies
Track long-cycle deals, proposals and multi-stakeholder conversations.
Manufacturers Selling Direct
Control trade show, IndiaMART and referral enquiries with proposal tracking.
Professional Services
Give small teams a simple system for warm prospects and proposal follow-ups.
V.Positioning proof / QGenx vs manual005 / 008
Positioning Proof
QGenx vs Manual Operations
Why growing SMBs move from spreadsheets, paper and WhatsApp chaos to a structured QGenx workflow.
| Business Need | QGenx Approach | Manual Approach |
|---|---|---|
| Lead Ownership | Assigned owner and timestamp | Leads scattered across phones and notebooks |
| Follow-Up | Due tasks and WhatsApp reminders | Salesperson memory |
| Pipeline | Live stage and value view | Friday verbal updates |
| Quotation | Generated from deal record | Separate Excel quotation file |
| History | Customer timeline in CRM | Personal WhatsApp chats leave with employee |
| Team Collaboration | Shared leads, notes, and reminders across the sales team | Individual Excel sheets and personal memory |
| Mobile Access | Full CRM on mobile with WhatsApp integration | Only works from office desktop |
VI.FAQ / CRM buyer questions006 / 008
FAQs
Frequently asked questions about QGenx CRM.
Eight practical answers for teams moving from scattered spreadsheets to a structured CRM workflow.
Can QGenx CRM work as a separate product?
Yes. QGenx CRM is a standalone product and can be used without POS, HRM, purchase order or any other QGenx module.
Does it support IndiaMART lead capture?
Yes. The CRM is designed to accept IndiaMART enquiries and route them to the right salesperson automatically.
Can teams send quotations from the CRM?
Yes. Branded, GST-compliant quotation PDFs can be generated directly from deal records.
Can sales activities be tracked across multiple channels?
Yes. Calls, meetings, WhatsApp messages, emails and notes can be logged against each lead or deal.
Can stale deals be flagged automatically?
Yes. Deals that have not moved or been contacted within a defined window are highlighted for manager attention.
Does the CRM work on mobile browsers?
Yes. The full CRM interface works on mobile browsers, making it easy for field sales teams to use.
Can lead sources be tracked for conversion analytics?
Yes. Every lead carries a source tag so conversion from IndiaMART, website, referrals and campaigns is measurable.
How does AI help inside CRM?
AI can help highlight stale deals, suggest next actions, summarise customer history and identify patterns across the pipeline.
VII.Customer success / Proof console007 / 008
Customer Success
Trusted by sales teams that follow up faster.
VIII.Contact / Next action008 / 008
Ready to make every follow-up visible?
Bring leads, deals, reminders, quotations and customer history into one lightweight CRM.