Email & WhatsApp Campaigns
Segmented campaigns with open, click and reply tracking tied straight back to the pipeline.
SegmentationTemplatesClick Tracking
CRM Software
Turn every leadinto a tracked, won deal
Nxtgen CRM links leads, pipeline, support and marketing in a single system, so sales, marketing and support teams work from the same live customer record.
- 40%Faster lead-to-close cycle
- 95%Follow-ups automated
- 15+Years of CRM & sales-tech expertise
- 10+Industries served
Nxtgen CRM · Pipeline Dashboard
Pipeline value
$1.8M
+18%
Open deals
246
+9%
Deals wonLast 12 months
Pipeline by stage
Qualified88%
Proposal64%
Negotiation41%
Live sync
Mobile & desktop synced
99.9%
uptime
Smart lead scoring
Auto-prioritized follow-ups
360° view
Every customer touchpoint
Why Nxtgen CRM
Everything your revenue team needs,built in from day one
Pipeline, marketing, support and analytics come as standard. No add-ons and no parallel versions.
Unified Contact & Account 360°
Every call, email, deal and support ticket on one timeline, so no team works off stale information.
Visual Sales Pipeline
Drag-and-drop deal stages, weighted forecasts and win/loss tracking that keep every rep focused on what moves revenue.
Lead Capture & Scoring
Capture leads from web forms, calls and campaigns, then route and score them automatically for faster follow-up.
Marketing Campaigns
Email and WhatsApp campaigns, segmentation and performance tracking, tied directly to pipeline results.
Customer Support & Ticketing
Case management with SLAs, escalations and a shared history so support and sales never lose context.
Sales Analytics & Forecasting
Pipeline health, rep performance and revenue forecasts on live dashboards built for sales leaders.
Workflow Automation
Automate follow-ups, approvals and hand-offs between sales, marketing and support with no-code workflows.
Mobile CRM App
Log calls, update deals and check customer history on the move, fully synced with the desktop CRM.
Every pipeline, report and workflow can be shaped around how your teams sell.
Request a demoCRM modules
Eight core modules. One customer record.
Start with leads, pipeline and support, then switch on marketing, automation and renewals as you grow.
Lead Management
Capture, score and route leads from every channel into one qualified pipeline.
Sales Pipeline & Deals
Stage-wise deal tracking with forecasts, quotes and approval workflows.
Contact & Account Management
A single 360° view of every contact, company and interaction history.
Marketing Automation
Campaigns, segmentation and nurture sequences across email and WhatsApp.
Customer Support & Ticketing
Case management with SLAs, escalation rules and shared customer context.
Reporting & Forecasting
Pipeline, revenue and team-performance dashboards with exportable reports.
Workflow & Task Automation
Automated reminders, approvals and hand-offs between sales, marketing and support.
Renewals & Retention
Track renewal dates, upsell opportunities and at-risk accounts before they churn.
Sales & ops solutions
Keep pipelines moving,teams aligned and leaders informed
Run campaigns, log every touchpoint, route leads and quote fast, then watch it all on live dashboards.
Call & Meeting Logging
One-tap call logging and calendar-synced meetings so no customer touchpoint goes unrecorded.
Click-to-CallCalendar SyncAuto Logging
Lead Routing & SLAs
Automatic lead assignment by territory or product, with SLA timers that flag slow follow-ups.
Auto AssignmentSLA AlertsTerritory Rules
Quote & Proposal Builder
Generate branded quotes and proposals straight from the deal, with approval routing built in.
Branded QuotesApproval RoutingE-Signatures
Mobile Sales App
Update deals, log visits and check customer history from the field, fully synced in real time.
Field UpdatesOffline ModeReal-time Sync
Graphical Sales Dashboards
Pipeline value, conversion rates and rep leaderboards on live dashboards for sales leaders.
Pipeline ViewConversion RatesRep Leaderboards
Want to see it with your own pipeline and customers? Book a walkthrough.
Book a live demoWho we serve
Shaped around how your team sells
Pick your industry and start from pipelines already proven in it, all inside one product version.
B2B Sales & Distribution
Manage long sales cycles, multiple stakeholders and territory-based teams from one pipeline.
Territory RulesDeal StagesQuotesForecasting
Travel & Tour Operators
Track enquiries, itineraries and bookings across branches and agents, with fast quote turnaround.
Enquiry TrackingItinerary QuotesMulti-branchFollow-up Automation
Pharma & Healthcare Distribution
Plan doctor and chemist visits, log field activity, and tie orders back to each account.
Visit PlanningField ActivityOrder BookingAccount History
Real Estate & Construction
Follow property buyers and project enquiries from first site visit to signed proposal, with scoring, reminders and a complete interaction history.
Lead ScoringSite Visit LoggingQuotes & ProposalsFollow-up Reminders
Rental & Leasing
Turn rental and leasing enquiries into signed deals with fast quotes, timely follow-ups and renewal tracking that flags accounts before their term ends.
Enquiry TrackingQuick QuotesRenewal TrackingAt-risk Accounts
Don't see your industry?
It's still the same product underneath. Tell us how your team sells and we'll map it for you.
Talk to usOne version for every sales team
Every industry workflow lives in the same product, so upgrades never split into separate editions.
SalesMarketingSupportField ForceRenewalsTravelPharma
Customer stories
Measurable results for real sales teams
How distributors, travel agencies and pharma field teams use Nxtgen CRM to close faster and see their pipeline clearly.
B2B DistributionB2B Distributor: 40% Faster Lead-to-Close
A regional B2B distributor automated lead scoring and follow-ups, cutting their average sales cycle significantly.
40% faster cycleAutomated scoringZero lost leads
TravelTravel Agency Chain: Unified Bookings & Leads
A multi-branch travel agency centralized enquiries, quotes and follow-ups across all its branches on one CRM.
6 branches syncedFaster quote turnaroundHigher repeat bookings
Pharma DistributionPharma Distributor: Structured Field Sales
A pharmaceutical distributor brought field reps, doctor visits and order booking onto one mobile-first CRM.
Structured visit plansFaster order bookingFull visit history
Services
One team from first workshop to long-term support
We study your sales and support workflows, configure and extend the CRM, train your teams and stay on to keep it running well.
CRM Strategy Consultancy
Sales-process mapping and pipeline design so the CRM reflects how your teams actually sell.
Custom Workflow Development
Bespoke automations, scoring models and integrations built around your sales motion.
Sales & Support Team Training
Role-based training for reps, managers and support agents to drive fast adoption.
Implementation & Data Migration
Clean migration of contacts, deals and history, with configuration and go-live support.
24/7 Support & Maintenance
Ongoing technical support, monitoring and proactive maintenance for a mission-critical system.
Ongoing Optimization
Continuous refinement of pipelines, scoring and automations as your sales process evolves.
Planning a CRM rollout? Talk to a consultant about scope, timeline and budget.
Book a consultationMore from SRSBiz
Explore our other products
The same team designs, builds and supports ERP, hospital and CRM software, with no resellers in between.
Nxtgen ERP
Manufacturing, distribution & retail
Sales, finance, production, inventory and HR in one connected system, with mobile apps for field teams.
- Six core modules on one database
- Manufacturing with BOM, MRP & lot costing
- Van sales, delivery & merchandiser apps
Nxtgen HMS
Hospital Management Software
Registration, OPD, IPD, pharmacy, labs and billing working from the same live patient record.
- OPD queues, IPD wards & bed status
- Pharmacy, laboratory & radiology
- Insurance, TPA claims & billing
- Viewing now
Nxtgen CRM
Sales, marketing & support
Leads, pipeline, campaigns and support tickets on one customer record, so sales, marketing and support work from the same information.
- Visual pipeline & lead scoring
- Email & WhatsApp campaigns
- Support tickets with SLAs
Implementation
Go live in 2 to 4 monthswith a proven method
Our Structured Software Implementation Methodology (SSIM) takes you from process study to go-live in four clear stages.
- 1Phase 1
Business Process Analysis
User interviews, process mapping, and workflow analysis before configuration.
Week 1-2 - 2Phase 2
Solution Prototype & CRP
Conference Room Pilot with hands-on demo, gap analysis, and requirements documentation.
Week 2-3 - 3Phase 3
Customization & Development
Custom development, testing, and deployment of tailored features.
Week 3-5 - 4Phase 4
UAT, Training & Go-Live
User testing, training, data migration, and production go-live.
Week 5-8
2-4 Months
Typical Timeline
From kickoff to production go-live
Customization
Included in SSIM
Gap customization with future upgrade support
Full Ownership
Direct from SRSBiz
No external resellers, complete accountability
About us
About SRSBiz Consultancy
We design, build and support Nxtgen ERP ourselves, backed by 15+ years of ERP experience and 100+ man-months of product development.
- Complete in-house IPR with direct accountability and no external dependencies
- Single-version architecture that serves every industry without compatibility issues
- All customizations carried forward and supported in future upgrades
- Proven across Food, Textile, FMCG, and Retail implementations
- 15+
- Years of ERP expertise
- 100+
- Man-months of development
- 10+
- Successful implementations
- 1
- Single version for all industries
FAQ
Questions we hear most about Nxtgen CRM
What is included, how it connects to the ERP, campaigns, scoring, mobile access and rollout time.
What does Nxtgen CRM include?
Lead capture and scoring, a visual sales pipeline with forecasts, email and WhatsApp campaigns, customer support ticketing with SLAs, sales analytics, workflow automation and a mobile CRM app.
Can Nxtgen CRM work alongside our ERP?
Nxtgen ERP connects with CRM applications through open REST and SOAP APIs. SRSBiz Consultancy designs, builds and supports both Nxtgen CRM and Nxtgen ERP, so one team can scope how the two work together for your business.
Can we run email and WhatsApp campaigns from the CRM?
Yes. Build segments, send email and WhatsApp campaigns and track their performance, with responses landing back on the customer timeline.
How does lead scoring work?
Leads are captured from web forms, calls and campaigns, then routed and scored so sales teams follow up the most promising ones first.
Is there a mobile CRM app?
Yes. Field teams can log calls, update deals and check customer history on the move, fully synchronised with the desktop CRM.
How long does a CRM rollout take?
The same SSIM method applies: process study, prototype, customization, then user testing, training and go-live, typically within 2 to 4 months.
Have a question that is not covered here?Ask our team
Contact us
Tell us about your business
Share what you need and an SRSBiz Consultancy ERP consultant will get back to you.
Talk to an expert
Prefer to go straight to the right desk? Start a sales enquiry or email our support team.
We typically respond within 24 hours.
See Nxtgen CRM run your pipeline
Book a free demo and we will walk through the lead, deal and support workflows that matter most to your team.