Eight integrated modules that replace scattered tools and unify your entire business workflow.
01
🎯
Lead Management
Capture and move every business opportunity through a structured, trackable pipeline.
Website & campaign lead capture
Pipeline & assignment tracking
Follow-up reminders & logs
Full interaction history
02
📄
Proposal Management
Generate professional proposals in seconds and track every client approval seamlessly.
Customizable proposal templates
Client approval tracking
Proposal history linked to leads
One-click invoice conversion
03
🧾
Invoice Management
Instant invoicing, payment tracking and GST-compatible billing — no external tools needed.
Instant invoice generation
Payment & billing tracking
GST-compatible invoicing
Complete invoice history
04
⚙️
Operations Management
Allocate tasks, track project progress, and ensure on-time delivery after every deal closes.
Task allocation to members
Project timeline tracking
Execution monitoring
Internal team coordination
05
🎫
Support & Tickets
Structured support with priority management, assignments, and full resolution history.
Client ticket creation
Priority & status management
Resolution history tracking
Team assignment & comms
06
💬
Built-In Team Chat
Keep all project conversations inside the system — linked to tasks, clients, and updates.
Internal team messaging
Task-based discussions
Real-time notifications
Project-linked communication
07
👥
Client Management
Maintain detailed client profiles with complete interaction history and communication preferences.
Complete client profiles
Contact history tracking
Client segment management
Communication preferences
08
📊
Analytics & Reports
Real-time dashboards and detailed reports for sales, revenue, pipeline health, and team performance.
Sales pipeline analytics
Revenue forecasting
Team performance metrics
Custom report builder
Role-Based Dashboards
A panel for every role
Client Facing
Client Panel
Give clients complete visibility into proposals, invoices, tickets, and project progress — all in one transparent dashboard.
View proposals & approvals
Access invoices & billing
Raise support tickets
Track project progress
Team Members
User Panel
Every team member gets a personalized dashboard tailored to their assigned leads, tasks, and responsibilities.
Manage assigned leads
Track tasks & projects
Update work progress
Communicate with team
Management
Admin Panel
Full oversight of sales, operations, billing, and support with management-level visibility and control.
Monitor all sales activities
Track invoices & billing
Manage user roles
Review team performance
System Master
Super Admin Panel
Complete system configuration, user management across multiple organizations, and compliance control.
Multi-organization management
User role configuration
System settings & integrations
Audit logs & compliance
Built For
Who uses BOT CRM?
Any business managing multiple clients and internal teams benefits from a structured, unified system — replacing scattered tools with one powerful platform.
Digital Marketing AgenciesService-Based CompaniesConsulting FirmsSales-Driven OrgsGrowing Startups
Active Leads
247
↑ 18% this month
Pending Invoices
₹4.2L
12 invoices outstanding
Task Completion
89%
On-time delivery rate
Support Tickets
3
Resolved in <2 hrs avg
BOT CRM
Ready to run smarter?
Experience how BOT CRM transforms your business operations — from first lead to final invoice.
"BOT CRM has completely transformed how we manage clients. We've reduced proposal time from 2 days to 30 minutes. Our team loves the simplicity."
R
Rajesh Kumar
Founder & CEO @ Digital Bloom Agency
⭐⭐⭐⭐⭐
"The invoicing and payment tracking alone has saved us hours every week. Plus, clients love the portal visibility. Couldn't imagine going back."
P
Priya Sharma
Operations Manager @ ConsultPro Services
⭐⭐⭐⭐⭐
"Finally, a CRM that doesn't feel like a burden. The pipeline management is intuitive, and the team chat keeps everything organized in one place."
A
Amit Patel
Sales Director @ DataDriven Solutions
⭐⭐⭐⭐⭐
"Support tickets, operations tracking, and invoicing all in one platform. It's like having 3 different tools but actually integrated. Game changer."
N
Neha Verma
Project Lead @ Creative Minds Studio
Connected Ecosystem
Integrations you trust
💬
WhatsApp Business
Connected
Send & receive updates directly to WhatsApp
📧
Gmail
Connected
Email tracking & integration with leads
📅
Google Calendar
Connected
Sync meetings and follow-ups
💳
Razorpay
Available
Payment processing & autoreconciliation
💰
Stripe
Available
Direct payment integration
⚙️
Zapier
Available
Connect with 1000s of apps
💼
Slack
Coming
Team notifications & alerts
📊
Google Sheets
Coming
Data sync & reporting
For Every Business
Built for your industry
🎨
Digital Marketing Agencies
Lead pipeline management
Proposal-to-invoice tracking
Client visibility
Team project coordination
💼
Consulting Firms
Client project tracking
Hours & billing management
Team billing allocation
Client deliverables tracking
🚀
Tech Startups
Fast-growing team support
Client & product management
Scalable operations
Real-time visibility
🏗️
Service Companies
Project lifecycle management
Task allocation & tracking
Client satisfaction surveys
Team performance metrics
Common Questions
Frequently asked questions
What is BOT CRM?▼
BOT CRM is an all-in-one business management platform that unifies sales (leads, proposals), operations (tasks, projects), finance (invoicing, payments), and support (tickets). It replaces the need for multiple scattered tools.
Who should use BOT CRM?▼
Digital marketing agencies, consulting firms, service-based companies, sales-driven organizations, and growing startups. Anyone managing clients and teams benefits from unified workflows.
How does it handle invoicing and payments?▼
BOT CRM generates GST-compatible invoices instantly from proposals. You can track payment status, send reminders, and see outstanding amounts. No external tools needed.
Can clients see their progress?▼
Yes. The Client Panel lets clients view proposals, invoices, raise tickets, and track project progress—complete transparency without giving them access to sensitive data.
What about team communication?▼
Built-in team chat keeps all conversations inside the system, linked to projects, tasks, and clients. Real-time notifications ensure nothing gets missed.
Is it GST-compliant?▼
Yes. All invoicing and billing features are fully GST-compliant for Indian businesses, with support for other regional tax requirements.
How do I onboard my team?▼
Add team members in the Admin Panel with specific roles and permissions. They get instant access to their personalized dashboard tailored to their responsibilities.
Can I customize workflows?▼
Yes. Configure lead pipelines, proposal stages, task templates, and role-based permissions to match your exact business process.