CRM Module in Ultro ERP
Ultro CRM is designed to unify your sales process across B2B and B2C channels — enabling your teams to capture leads, track deals, share insights, generate estimates, and monitor field activity using GPS-based mobile apps. Whether you're handling a complex sales cycle or high-volume consumer leads, Ultro CRM keeps your teams aligned and in control.
Built for Growing Sales Teams
B2B CRM with Long Sales Cycles & Multi-Stakeholder Engagement
B2C CRM with High Lead Volumes & Conversion Workflows
Field Sales Teams, Area Managers, Franchise Sales, Inside Sales
Multi-Location or Multi-Team Sales Environments
Close More Deals, From Anywhere — with CRM Powered by Ultro.
From lead to closure, Ultro CRM helps you manage customer relationships, track field reps, and grow revenue — faster and smarter.
Key Features of Ultro CRM
Lead Capture & Auto-Assignment
Capture leads from web forms, campaigns, WhatsApp, or integrations — auto-assign based on region, product, or team.
🔹 Campaign Mapping | 🔹 Territory Assignment | 🔹 Multi-Channel Entry
Sales Pipeline & Estimation Tools
Manage opportunities by stages, prepare custom estimates or quotations, and forecast pipeline value.
🔹 Deal Stages | 🔹 Estimation Templates | 🔹 Approval Workflows
360° Customer View & Activity Logs
See all communications, tasks, documents, visits, and past quotes in one timeline.
🔹 Contact History | 🔹 Meeting Notes | 🔹 Document Hub
Team Collaboration & Handoffs
Enable seamless handover between pre-sales, sales, technical, and finance teams.
🔹 Internal Comments | 🔹 Task Delegation | 🔹 File Sharing
Field Sales GPS & Route Tracking
Track field team movements via mobile GPS, check-ins, and live map view.
🔹 Geo Attendance | 🔹 Client Visit Logs | 🔹 Daily Route Maps
Reminders, Follow-Ups & Notifications
Never miss a beat with smart reminders, follow-up tasks, and automated nudges.
🔹 Next Action Alerts | 🔹 Email/SMS Reminders | 🔹 Sales Nudges
Analytical Dashboards & Trends
Track sales team performance, conversion rates, campaign ROI, and lead funnels.
🔹 Stage-Wise Funnel | 🔹 Team Scorecards | 🔹 Source Performance
Document Control & Versioning
Store SOPs, regulations, and certification references in a central, version-controlled space.
🔹 Upload Audit Protocols | 🔹 Role-Based Access | 🔹 Audit Trail Logs
Ultro Benefits
Unified B2B & B2C CRM
Real-Time Field Sales Tracking
Faster Quoting & Estimation
Improved Team Collaboration
Auto Lead Distribution
Strong Sales Reporting & Forecasting
Seamless Integration with Ultro ERP Ecosystem
Ready to Elevate Your Sales Operations?
Ultro CRM gives your teams the tools to collaborate, quote, track, and win — wherever they are.
What you will get
A Seamless Experience
Quick, Reliable Support
Complete Access & Control
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