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SYSBI Smart CRM
All-in-One CRM & Business Management Suite
Streamline your entire business — from first contact to final delivery and beyond. SYSBI Unified Web App & Sales CRM (Web & Mobile App) is a powerful, integrated platform designed to handle every stage of your business lifecycle — from lead generation and sales to after-sales support, employee management, payroll, and vendor coordination.
All Features
Pre Sales CRM
Turn prospects into opportunities. Manage leads, track interactions, automate follow-ups, and nurture prospects from multiple sources & channels.
- Lead capture & scoring
- Automated follow-ups
- Sales pipeline tracking
- Task and calendar integration
Sales CRM
Simplify the sales process with real-time pipeline visibility, deal tracking, and activity logs. This module provides complete control and clarity over your transactions.
- Field Sales Tracking Deal management
- Quotation & proposal generation
- Role-based access for sales teams
- Custom workflows and approvals
Vendor/Marketing
Simplify your vendor lifecycle — from onboarding to payment. Track procurement and monitor vendor performance.
- Vendor onboarding & categorization
- Separate Vendor Web App
- Contract and compliance tracking
- Performance reviews
HR Management
Empower Your People
- Employee records & attendance
- Leave & shift management
- Centralized employee database
Payroll Management
Simplify Salary Management
- Automated payroll processing
- Statutory compliance (PF, ESI, TDS, etc.)
- Salary structure and payslip generation
Post Sales
Keep customers happy and loyal with built-in tools for support, service tickets, renewals, and communication.
- Ticketing system
- Customer feedback
- SLA monitoring
Auto Call Alert
The SIM-Based Auto Call Dialer is a lightweight, mobile-friendly solution that enables businesses to automate one-to-one customer calls using a standard SIM card. Ideal for sales reps, field agents, or customer service teams, this tool allows you to reach out to customers directly—without needing a cloud call center or internet-based calling.
- Telecalling & Telesales Teams
- Field Executives
- Real Estate & Insurance Agents
- Customer Service Representatives
- Freelancers & Small Businesses
Field Sales Tracking
Empower your sales operations with Field Sales Tracking with Live Image—a smart solution designed to give real-time visibility into your field team's activities. Track location, check-in/out times, and capture live images to ensure authentic visits and improved accountability.
- Real-Time Location Tracking
- Live Check-Ins with Photo Verification
- Task & Route Management
- Offline Support
- Secure Image Capture
Inventory Listing
Streamline your product management with an Inventory Listing system that lets you clearly categorize items as Active or Inactive, while also enabling quick sharing via WhatsApp, email, or direct URL links.
- Active/Inactive Toggle
- URL-Based Sharing
- WhatsApp & Multi-Channel Sharing
- Real-Time Updates
Unified Hub Insight
Sysbi Unified Hub, the flagship solution from Sysbi and developed by Infoaadi Softwares Private Limited, seamlessly integrates all critical business functions—including Pre-Sales, Sales, Post-Sales, HR, Payroll, and Marketing management. Engineered as a unified platform, it delivers robust customisation capabilities, enabling organisations to tailor workflows and features precisely to their unique operational needs.
Sysbi Unified CRM manages your entire Pre-Sales team with a fully customisable pipeline — from lead capture and qualification to seamless handoff to the sales team, all in one centralized platform.
