Tejaxo CRM
Tejaxo CRM takes an enquiry through follow-ups, quotation and sales order to dispatch, invoice and service – in the same system as your production, stock and accounts. Sales sees what the plant can deliver, and the plant sees what sales has promised.
✓ Leads to orders to service tickets ✓ One database with Tejaxo ERP
Why manufacturers lose orders
In many plants the sales team keeps enquiries in diaries and Excel, quotes from old price lists and promises dates without checking stock or capacity. Orders are retyped into the ERP, and nobody can see the whole journey from enquiry to payment.
Leads are lost when follow-ups are not recorded.
Rates and stock are checked by phone.
Accepted quotes are entered again as sales orders.
Nobody sees enquiry, order, dispatch and payment together.
From enquiry to cash
Enquiry captured with duplicate check, custom fields and an alert to the owner of the lead.
Quote from ERP items and price lists, sent as a branded PDF, with mail-sent tracking.
Accepted quote becomes a sales order with delivery schedules per line – no retyping.
Packing slip, invoice and bill-wise receipt from the same order.
What Tejaxo CRM does
Lead entry with duplicate detection, custom fields and instant notifications, on desktop or phone.
Drag leads to the next stage; each move triggers the right notifications and tasks.
Follow-up reminders so no enquiry is left waiting.
Items and price lists from the ERP, branded PDFs and mail-sent tracking.
Delivery schedules per order line, linked to stock and production.
Leads by source, status and owner, with stage conversion and team performance.
Shared WhatsApp inbox and chatbot flows – see our WhatsApp CRM page.
Customers raise service requests, which are tracked to closure.
For the owner
See the pipeline, order intake, order backlog and receivables together – the whole journey of every customer, not just the part each team owns.
New orders by customer, product and salesperson.
What has been promised and is still to ship.
Role-based rights and every action recorded.
Reports owners use
Leads by source and status · stage conversion · team performance · quotation register · order intake and backlog · day-wise schedule and OTIF · top customers and margin analysis · receivables ageing – plus live dashboards and Power BI.
Where we work
Tejaxo implements on-site and remotely across India, with fast on-site support from our Palwal office in Faridabad, Gurugram, IMT Manesar, Bhiwadi, Noida and the rest of Delhi NCR.
Related: WhatsApp CRM · production planning and MRP · AI ERP vs traditional ERP · how we implement · interactive demo
FAQ
A CRM that follows a customer from enquiry to quotation, sales order, dispatch, invoice and service, using the same items, prices and stock as the production and accounts system.
No. It works on the same data as Tejaxo ERP, so an accepted quotation creates the matching ERP record without double entry.
Yes. Quotations are built from ERP items and price lists and sent as branded PDFs, with mail-sent tracking.
Yes. Lead entry works on mobile, and WhatsApp conversations come into a shared inbox.
This page covers the full sales process; the WhatsApp CRM page explains the shared WhatsApp inbox and chatbot flows in detail.
Yes. The lead dashboard shows stage conversion and team performance.
Book a free demo at your plant or online. The second demo runs on your own items and customers.
Manufacturing ERP with AI, WhatsApp approvals and SCADA / IIoT - designed, built, implemented and supported by one team since 2017.
Tejaxo Technologies Pvt. Ltd.ERP insights, product updates and automation tips for manufacturers.
