Leads And Follow-ups In One CRM

Swaraj CRM, from Swaraj IT Services, is built for teams that lose enquiries in notebooks, Excel and personal WhatsApp. Everyone works from one customer record: who called, what was promised, and what is due next.

Capture leads, assign owners, track the pipeline and see business activity without chasing the salesperson who “has it on their phone”.

What Swaraj CRM Includes

Lead capture

Log website enquiries, calls, walk-ins and referrals with source, so you know where business comes from.

Follow-ups

Reminders and a clear next action so hot leads are not forgotten after a busy day.

Sales pipeline

Move deals from enquiry to quotation to closed — with a view for the owner and for management.

Customer history

Notes, calls and documents stay on the account so a new team member can continue the conversation.

Team activity

See who is following up, who is stuck, and which stages need help — without a separate status meeting for every row.

Reports

Leads by source, conversion, pending follow-ups and sales movement for weekly reviews.

Who It Is For

Service businesses – Consultancies, agencies and IT companies
Education & healthcare – Admission and patient enquiry follow-ups
Retail & distribution – Dealer and B2B relationship tracking
Growing sales teams – More than one person touching the same customer

How We Deliver

01. Map your sales stages

We use your real pipeline language — not a generic foreign CRM template.

02. Configure users & sources

Roles, lead sources and assignment rules match how your office already works.

03. Connect enquiries

Website forms and other intake paths can land in the CRM instead of a personal inbox.

04. Adopt & review

We train the team and help you run the first reporting cadence so the CRM actually gets used.

Why Choose Swaraj IT Services?

Made for how you sell

Custom fields and stages for Indian SMEs and service companies, not a bloated enterprise suite.

Works with our other products

Website leads, School ERP enquiries or eStore customers can feed the same follow-up habit.

Support after go-live

We stay available for extra fields, reports and workflow changes as the team grows.

Put Every Lead On A Follow-up

Send an inquiry for a walkthrough of Swaraj CRM, a trial setup, or a quote for your team size.

Swaraj IT Services
Software • Web • Mobile • AI • Digital Solutions

Swaraj CRM