CRM Software
GSS CRM — Customer & Revenue Operations Platform
Turn relationships into revenue. One governed commercial workspace.
Active Pipeline
$2,055,000
9 Active DealsConversion Velocity
+42%
Stage-gatedQuotes Built
28 Quotes
PDF GeneratorTier-1 exterior systems supplier — Global Dealer CRM License
Follow-up logged for Tier-1 integrator
Quotations V2 sent · Response expected in 24h
CRM Software, explained
A short narrated walk-through, with captions.
FROM FIRST CONTACT TO REVENUE
From lead qualification to billing handoff — one thread.
LEAD
Inbound & outbound capture
QUALIFY
Fit & intent evaluation
CONTACT / COMPANY
Structured relationship master
OPPORTUNITY
Deal scope & value definition
PIPELINE
Stage tracking & gating
QUOTE
Formal price list & proposal
WIN
Commitment & contract
REVENUE
Handoff to ERP billing
A DISCOUNT IS A DECISION, NOT A FIELD.
Pricing approval, GST and the difference between accepted and won, built into the quote.
- 01
Revise pricing
The rep sets the discount and says why. Over policy, the quote reads Approval Pending and Send is disabled, with the reason shown.
- 02
Manager decides
The sales manager gets the request in their notifications and approves it, or rejects it with guidance.
- 03
Resubmit
The rep revises within policy. The version goes up and the earlier terms stay on the Revisions tab.
- 04
Send the quote
The deal moves to Negotiation, and never moves backwards.
- 05
Customer accepts
Acceptance is recorded, but the deal stays open. Accepting is the customer’s answer; closing is yours.
- 06
Close as won
The company becomes an active customer. Revenue is the pre-tax value, not the GST-inclusive total.
- 07
Or close as lost
A deal cannot be lost without a reason, and the reason shows in its history and in the reports.
GST on every quote
The quote taxes the supply as IGST when the customer is in another state than the issuer, and as CGST plus SGST when it is in the same state.
Ten ways a lead gets in
- Manual entry
- CSV import
- Website form
- Inbound email
- Meta and Instagram lead ads
- Marketplace
- Missed call
- SAP
- AI chatbot
Every channel feeds one pipeline, where leads are matched, enriched, routed by rules and scored. A repeat enquiry enriches the existing lead instead of creating a second one, and suspected duplicates go to a review screen where they are merged. Channels that need a provider’s approval, such as WhatsApp, are connected for each client.
SALES SHOULD NOT LIVE IN FRAGMENTED SYSTEMS.
The whole commercial journey on one governed spine.
The Fragmented Reality Today
- Leads disconnected from customer records: Enquiries sit in mailboxes without account history context.
- Opportunities without clear ownership: Active deals stall without stage duration tracking or clear action items.
- Pipeline visibility gaps: Management relies on manual status calls rather than real-time deal stage data.
- Follow-ups spread across personal tools: Meeting notes and task reminders vanish when sales reps transition.
- Quotations disconnected from opportunities: Price proposals built in standalone docs create margin discrepancies.
With GSS CRM Workspace
- Centralized Lead-to-Account Conversion: Enquiries seamlessly convert into structured company and contact profiles.
- Gated Opportunity Pipeline: Stage criteria enforce clear next actions, owner accountability, and probability rules.
- Unified Revenue Visibility: Executives monitor weighted pipeline value, conversion rates, and deal velocity in real time.
- Integrated Activity Calendar: Meeting logs, call records, and follow-up tasks remain bound to the account timeline.
- Native PDF Quote Builder: Quotes pull price book lines directly from opportunity records with discount approvals.
TEN PURPOSE-BUILT REVENUE MODULES
Every capability maps to a specific commercial workflow.
LEADS
Capture and manage potential customers
Centralize leads from web forms, campaigns, and sales outreach. Automate lead scoring, assignment rules, and qualification workflows before conversion into company records.
- Automated lead capture & deduplication
- Source attribution & scoring rules
- Qualification checklists & SLA tracking
- Ten intake channels with a duplicate review screen
CONTACTS & COMPANIES
Maintain structured customer and organization records
Build complete organizational trees with parent-subsidiary company hierarchies, multiple contact roles, key decision-maker tracking, and account-level interaction histories.
- Account hierarchy & parent/child trees
- Multi-contact roles & decision maps
- Unified activity & communication timeline
OPPORTUNITIES
Track potential business through the sales lifecycle
Define commercial deal scope, target closing dates, weighted probability, decision criteria, and competitor activity for every active sales opportunity.
- Custom opportunity fields & deal types
- Weighted pipeline valuation
- Competitor tracking & win/loss analysis
- A reason is required to close a deal as lost
PIPELINE
Visualize and manage active opportunities
Interactive stage-by-stage Kanban pipeline with drag-and-drop deal management, stage duration warnings, probability gating, and velocity monitoring.
- Visual Kanban & list pipeline views
- Stage exit criteria & mandatory fields
- Pipeline velocity & bottleneck alerts
ACTIVITIES & TASKS
Coordinate follow-ups and sales actions
Log calls, meetings, emails, and follow-up tasks linked directly to contacts, companies, and opportunities. Set automatic reminders and escalation triggers for idle deals.
- Call logs, meeting notes & email records
- Automated task assignments & reminders
- Idle deal escalation alerts
CALENDAR
Organize sales activities and scheduled work
A unified schedule showing sales appointments, product demonstrations, contract review meetings, and follow-up deadlines across sales representatives.
- Team schedule visibility
- Meeting outcome logging
- Task deadline synchronization
PRODUCTS
Maintain products associated with commercial activity
Manage product masters, tiered pricing structures, volume discount rules, and recurring billing terms associated directly with opportunity proposals.
- Product catalog & price books
- Volume & tier discount matrix
- Standardized line-item pricing
QUOTATIONS
Manage quotation workflows associated with opportunities
Generate multi-currency formal PDF quotes directly from opportunity deal items. Manage revision history, approval chains for non-standard terms, and quote acceptance.
- 1-click PDF quote builder
- Approval workflows for custom discounts
- Quote versioning & audit trail
- GST by state, with accepted kept separate from won
REPORTING
Provide visibility into sales activity and performance
Real-time dashboards providing executive and manager visibility into conversion rates, sales rep throughput, stage duration averages, and win/loss statistics.
- Conversion velocity metrics
- Sales rep activity throughput
- Win/loss distribution analytics
SALES INTELLIGENCE
Surface useful insights from CRM data
Contextual insights highlighting deal stall risks, account engagement health, upcoming decision milestones, and historical win patterns based on past deal outcomes. The scores come from transparent rules and are labelled as estimates wherever they appear.
- Deal stall risk indicators
- Account engagement health score
- Historical deal pattern matching
ONE WORKSPACE FOR THE REVENUE JOURNEY
Pick a tab to see how CRM records interact day to day.
Active Sales Pipeline View
Stage gating, probability tracking, and deal ownership
Tier-1 exterior systems supplier
Global Dealer CRM License
Tier-1 systems integrator
Multi-Plant CRM Rollout
CV fleet operator
Fleet Dealer Integration
SEE THE BUSINESS MOVING.
Five stage-gated phases, tracked for velocity and value.
New
$185,000
Precision machining group
Tier-1 Component Tracking
Heavy engineering group
Spares Portal CRM
Tier-1 forging supplier
Quality Audit Workflow
Qualified
$310,000
CV fleet operator
Fleet Dealer Integration
Commercial vehicle OEM
Assembly CRM & Spares
Proposal
$420,000
Tier-1 systems integrator
Multi-Plant CRM Rollout
Tier-1 braking systems supplier
After-sales Ops Suite
Negotiation
$530,000
Tier-1 exterior systems supplier
Global Dealer CRM License
Tier-1 switches & lighting supplier
Sales & Service CRM
Won / Closed
$620,000
Tier-1 fastener maker
OEM Distribution CRM
Tier-1 ride-control supplier
Regional Sales CRM
FROM SALES ACTIVITY TO DECISION.
Live reporting on velocity, pipeline and team throughput.
Total Weighted Pipeline
$2,055,000
Across 5 active stage gates
Pipeline Velocity
+42%
Average stage progression rate
Quotation Throughput
3.2×
Quotes generated per sales rep
Active Deals
11 Deals
In active qualification & closing
TAILORED FOR EVERY COMMERCIAL ROLE
Reps, managers and admins each see only what they need.
SALES REPRESENTATIVES
Empowers reps with clean daily activity queues, rapid lead logs, deal stage updates, and quotation generation without administrative overhead.
- Personal task & activity calendar
- Instant lead-to-opportunity conversion
- Quotation generation in 3 clicks
- Activity timeline with contact history
SALES MANAGEMENT
Provides team-wide pipeline visibility, weighted revenue forecasting, approval chains for custom discount thresholds, and bottleneck detection.
- Real-time team pipeline dashboard
- Discount approval & override workflow
- Stage duration & deal stall metrics
- Rep activity throughput analysis
SYSTEM ADMINISTRATION
Governs role-based permissions, customizable lead source masters, product price books, pipeline stage definitions, and system audit logs.
- Granular role & territory permissions
- Custom stage gating & mandatory fields
- Product master & multi-tier price lists
- System-wide audit trail & security
BUILT FOR COMPLEX B2B RELATIONSHIPS.
Built for multi-stakeholder decisions and long closing cycles.
Automotive
OEM, Tier-1 supplier, dealer network, and enterprise aftermarket account management.
Manufacturing
B2B engineering enquiries, multi-plant accounts, and quotation workflows.
Industrial
Complex capital equipment, industrial spares, and structured customer relationship cycles.
Enterprise
Structured customer and revenue operations across multi-division B2B enterprises.
PART OF THE GSS SOFTWARE ECOSYSTEM
Alongside our manufacturing and service operations platforms.
Ready to put CRM Software to work?
- Free discovery call
- NDA on request
- Reply within 24 hours