T3 CRM Smart CRM connects leads, customer interactions, quotations, approvals, sales orders and follow-ups in one platform—helping Indian businesses respond faster, automate tasks and convert deals into ERP orders.
As sales teams grow, enquiries start coming from website forms, WhatsApp, calls, exhibitions, marketplaces, email and field visits.
Without one connected CRM, leads get missed, follow-ups depend on memory, quotation revisions stay outside the system and won deals need to be re-entered into ERP.
Leads from web, phone, WhatsApp, email, imports and marketplace sources are captured into one CRM funnel, so sales teams do not depend on separate spreadsheets or personal inboxes.
The CRM checks phone, email, GSTIN and company name before creating a record, helping teams merge, link or reject possible duplicates instead of creating multiple versions of the same customer.
Assignment rules, round-robin routing and first-response reminders make sure new leads reach the right sales owner quickly, improving response speed and reducing leakage.
Tasks, activities, reminders and escalation rules ensure every call, meeting, demo and follow-up is tracked against the lead or customer timeline.
Quotes, revisions, approvals and GST calculations remain inside the system, and accepted quotations convert into sales orders without re-keying customer or product data.
T3 Smart CRM follows a clear lead-to-order workflow. Every stage has an owner, status, activity history and next action, so sales teams and managers can see exactly where each opportunity stands.
Capture leads from website forms, WhatsApp-style intake, telephony, email, e-commerce, marketplace feeds, bulk import or manual entry.
Check phone, email, GSTIN and company name to merge, link or reject duplicate customer records.
Assign owners by territory, round-robin, language, product interest or load and prioritise Hot, Warm or Cold leads.
Track calls, meetings, demos, emails, WhatsApp interactions, site visits, reminders and escalations.
Create quotations with products, discounts, taxes, revisions, PDF sharing and approval routing.
Convert won quotations into sales orders while dashboards track funnel, forecast, source ROI and sales performance.
This section covers the core CRM controls that help teams manage incoming demand, customer context, ownership, sales activities and automation in one place.
Smart CRM does not stop at lead management. It connects quotation, approval, sales order conversion, reporting, mobile activity and integrations so that sales execution stays close to ERP reality.
T3 Smart CRM keeps CRM, quotation, sales order, service and finance connected instead of operating as separate systems.
Customer data flows smoothly from the first lead through sales execution, fulfilment, invoicing and collection.
Leads, accounts, contacts, quotations, sales orders, invoices, collections and service records share the same data foundation.
Automate lead assignment, reminders, escalations, approvals and follow-up activities through configurable business rules.
Manage product lines, discounts, taxation and Indian GST treatment from quotation through sales order conversion.
Configure custom fields, layouts, statuses and validation rules to match different business processes.
Capture leads, update activities, manage follow-ups and share quotations while working outside the office.
Permissions, company-level access, approval trails and audit history protect customer and commercial information.
Find answers to common questions about T3 Smart CRM, lead management, quotations and mobile sales.
Manage leads, follow-ups, quotations, approvals, sales orders and customer information with T3 Smart CRM.
