Try: job work, SCADA, GST, Faridabad, pharma
Try: job work, SCADA, GST, Faridabad, pharma
Tejaxo CRM · WhatsApp
Capture every enquiry, answer customers on WhatsApp from one shared inbox, move leads through a pipeline and send quotations built from live ERP prices and stock – so a won quote becomes a sales order without typing it twice.
✓ Leads to orders to service requests ✓ Built and supported by Tejaxo in-house
Why enquiries are lost
In most companies, enquiries arrive on salespeople’s personal WhatsApp numbers, quotations are typed in Word or Excel from old price lists, and nobody knows which lead is waiting for a reply. When a salesperson leaves, the conversations leave too.
Customer conversations are spread across team members’ numbers.
Leads go cold because nobody owns the next step.
Rates and stock are checked by calling the office.
An accepted quote is retyped as a sales order.
From enquiry to order
Website and WhatsApp enquiries become leads, with duplicate detection and an alert to the right person.
The team replies from one shared WhatsApp inbox with templates and canned replies.
Quotations are generated from ERP prices and items and sent as branded PDFs.
An accepted quote creates the matching record in the ERP – no retyping.
What the CRM does
All customer and lead chats in one searchable place; assign chats, set priority and track response times.
Build WhatsApp conversation paths visually, without coding, with conditional routing and ERP data.
Kanban pipeline with drag-and-drop stages; each stage change triggers notifications and tasks.
All leads by source, status and owner, with stage conversion and team performance.
Quotes built from ERP items and price lists, sent as branded PDFs, with mail-sent tracking.
CRM quotes create the corresponding ERP records; prices, stock and customer data stay aligned.
New website-lead alerts, invoices, reports and payment reminders sent on WhatsApp.
Customers can place orders and raise service requests on WhatsApp.
For the owner
The lead dashboard shows every enquiry, who owns it, what stage it is in and how long it has waited. Conversations stay with the company even when people change.
Where leads drop out of the pipeline.
Leads, quotes and response times by person.
Role-based rights and every action recorded.
Reports owners use
Leads by source, status and owner · stage conversion · team performance · quotations sent and mail-sent tracking · order intake · top customers – 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. For ERP alerts and approvals on WhatsApp, see ERP with WhatsApp automation.
Related: WhatsApp ERP automation · AI ERP vs traditional ERP · interactive demo · ERP guide for small manufacturers
FAQ
A CRM that brings customer WhatsApp conversations into one shared inbox and links them to leads, quotations and orders, so the whole team works from the same history.
Yes. All chats come into one shared inbox where they can be assigned to team members, prioritised and tracked for response time.
Yes. Quotations are built from ERP items and price lists and sent as branded PDFs; an accepted quote creates the matching ERP record.
No. The flow designer is visual, with conditional routing based on customer replies and connections to CRM and ERP data.
Yes. Website leads are captured and an alert is sent on WhatsApp.
This page is about sales: leads, chats and quotations. The WhatsApp ERP page covers ERP alerts, approvals and questions answered on WhatsApp.
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.
