From first enquiry to final payment — one system, built for India.

Built for

• Distributors and traders — Quote, invoice and dispatch from multiple warehouses.
• Manufacturers — Track batches, lots and serial numbers from stock to delivery.
• Service businesses — Run sales and customer service cases in the same system.

One record from enquiry to payment

• Leads in spreadsheets, quotations in Word and invoices in a separate tool
• GST calculations checked by hand for every invoice
• Stock and dispatch status unknown to the sales team

• Leads convert to accounts, opportunities, quotes and orders without re-entry
• CGST, SGST, UTGST and IGST calculated from place of supply
• Stock ledger, reorder alerts and delivery status visible alongside each order

Features

Every module is configurable — fields, layouts, workflows and numbering.

Sales and CRM

Capture, qualify and convert leads.

• Lead management, sources, ratings and BANT qualification
• Lead assignment, transfer and conversion
• Business and person accounts, contacts and opportunities
• Configurable sales stages, forecasts and campaigns

Quotes and pricing

Professional quotations with your pricing rules.

• Products, categories, price books and quantity-based pricing
• Branded PDF quotations and email delivery
• Quote acceptance, revision and conversion to orders
• Payment milestones

GST invoicing and payments

GST-ready invoices and payment tracking.

• CGST, SGST, UTGST and IGST calculations based on applicable rules and place of supply
• HSN/SAC, reverse-charge flag, round-off and Indian number formatting
• Full, partial and milestone invoices
• Manual payment recording, refunds, credit notes and payment reminders

Inventory and dispatch

Stock you can trust across warehouses.

• Multiple warehouses, batches, lots and serial numbers
• Complete stock ledger and transfers
• Reorder alerts
• Dispatch-related stock deductions and delivery status

Customer service

Cases tied to the customer record.

• Cases, priorities, assignments, comments and closure or reopening

Reports

Dashboards and GST registers.

• Sales, marketing and service dashboards
• Configurable report builder
• GST sales register, HSN summary, product sales, stock and outstanding invoices
• Excel, CSV and PDF exports

Administration

Shape the system to your business.

• Custom fields, modules and page layouts
• Workflow automation and email templates
• Configurable document numbering
• Role-based permissions and audit trail

APIs and deployment

Connect and deploy your way.

• REST API and API documentation
• Scoped API keys and webhooks
• CSV and Excel import and export
• Cloud hosting or deployment on your own server

Made for Indian business

• GST by place of supply — Intra-state, inter-state and union territory tax handled on each invoice.
• Indian number formatting — Amounts shown in lakhs and crores.
• Your server or ours — Use cloud hosting or deploy on your own infrastructure.

How it works

• Capture — Leads arrive, are rated and assigned.
• Quote — Send a branded PDF quotation from the opportunity.
• Invoice — Convert the accepted quote to an order and GST invoice.
• Deliver and collect — Dispatch from stock and record payments against the invoice.

Questions about OneBharatCRM

Does OneBharatCRM connect to other systems?

It provides a REST API, scoped API keys and webhooks. Integrations with other systems can be developed on top of these.

Can it be hosted on our own server?

Yes. It can be cloud hosted or deployed on your own server.

Can we import existing data?

Yes, through CSV and Excel import.