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.
Pipeline, marketing, support and analytics come as standard. No add-ons and no parallel versions.
Every call, email, deal and support ticket on one timeline, so no team works off stale information.
Drag-and-drop deal stages, weighted forecasts and win/loss tracking that keep every rep focused on what moves revenue.
Capture leads from web forms, calls and campaigns, then route and score them automatically for faster follow-up.
Email and WhatsApp campaigns, segmentation and performance tracking, tied directly to pipeline results.
Case management with SLAs, escalations and a shared history so support and sales never lose context.
Pipeline health, rep performance and revenue forecasts on live dashboards built for sales leaders.
Automate follow-ups, approvals and hand-offs between sales, marketing and support with no-code workflows.
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 demoStart with leads, pipeline and support, then switch on marketing, automation and renewals as you grow.
Capture, score and route leads from every channel into one qualified pipeline.
Stage-wise deal tracking with forecasts, quotes and approval workflows.
A single 360° view of every contact, company and interaction history.
Campaigns, segmentation and nurture sequences across email and WhatsApp.
Case management with SLAs, escalation rules and shared customer context.
Pipeline, revenue and team-performance dashboards with exportable reports.
Automated reminders, approvals and hand-offs between sales, marketing and support.
Track renewal dates, upsell opportunities and at-risk accounts before they churn.
The NxtGen CRM product overview: part of NxtGen Vision ERP. Same login, same data, zero duplicate entry.
The problem
01 / 08Leads go cold because nobody owns the follow-up.
Deals are not linked to the orders and invoices they become.
Every salesperson keeps their own version of the truth.
Deleted records are gone for good.
The solution
02 / 08NxtGen CRM runs inside NxtGen Vision ERP. Leads become deals, deals become sales orders, and every account carries its full order, invoice and payment history in one place.
Captured, qualified and assigned
Stages, value and forecast
Full order, invoice and payment history
Calls, meetings, notes and next steps
Raised in the ERP from the closed deal
The pipeline
03 / 08Capture, qualify and assign. Nothing sits unowned.
Stages, value and forecast, visible to the whole team.
Full history: calls, meetings, notes and the next step.
Built for your industry
04 / 08Beyond a generic CRM: textile brokerage settlements and matrix order entry are built in for apparel and trading businesses. Not a workaround, a real module.
Track and settle textile brokerage deals inside the same CRM record.
Enter size-and-colour matrix orders the way the trade actually works.
Not a bolt-on
05 / 08No sync jobs, no duplicate customer masters. A deal closes and the sales order, dispatch and invoice are right there, in the same database, under the same login.
Safe by design
06 / 08Recover a deleted lead, deal or account in seconds.
Every change logged: who, what and when.
See only the accounts and deals you are allowed to.
NxtGen AI · built in
07 / 08NxtGen AI answers from your live pipeline. No report request needed.
Let's talk
08 / 08Bring your leads, deals and accounts and see them run through NxtGen CRM, live.
01 / 08
Run campaigns, log every touchpoint, route leads and quote fast, then watch it all on live dashboards.
Segmented campaigns with open, click and reply tracking tied straight back to the pipeline.
One-tap call logging and calendar-synced meetings so no customer touchpoint goes unrecorded.
Automatic lead assignment by territory or product, with SLA timers that flag slow follow-ups.
Generate branded quotes and proposals straight from the deal, with approval routing built in.
Update deals, log visits and check customer history from the field, fully synced in real time.
Pipeline value, conversion rates and rep leaderboards on live dashboards for sales leaders.
Want to see it with your own pipeline and customers? Book a walkthrough.
Book a live demoPick your industry and start from pipelines already proven in it, all inside one product version.
Manage long sales cycles, multiple stakeholders and territory-based teams from one pipeline.
Track enquiries, itineraries and bookings across branches and agents, with fast quote turnaround.
Plan doctor and chemist visits, log field activity, and tie orders back to each account.
Follow property buyers and project enquiries from first site visit to signed proposal, with scoring, reminders and a complete interaction history.
Turn rental and leasing enquiries into signed deals with fast quotes, timely follow-ups and renewal tracking that flags accounts before their term ends.
It's still the same product underneath. Tell us how your team sells and we'll map it for you.
Talk to usEvery industry workflow lives in the same product, so upgrades never split into separate editions.
How distributors, travel agencies and pharma field teams use Nxtgen CRM to close faster and see their pipeline clearly.
B2B DistributionA regional B2B distributor automated lead scoring and follow-ups, cutting their average sales cycle significantly.
TravelA multi-branch travel agency centralized enquiries, quotes and follow-ups across all its branches on one CRM.
Pharma DistributionA pharmaceutical distributor brought field reps, doctor visits and order booking onto one mobile-first CRM.
We study your sales and support workflows, configure and extend the CRM, train your teams and stay on to keep it running well.
Sales-process mapping and pipeline design so the CRM reflects how your teams actually sell.
Bespoke automations, scoring models and integrations built around your sales motion.
Role-based training for reps, managers and support agents to drive fast adoption.
Clean migration of contacts, deals and history, with configuration and go-live support.
Ongoing technical support, monitoring and proactive maintenance for a mission-critical system.
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 consultationThe same team designs, builds and supports ERP, hospital and CRM software, with no resellers in between.
Manufacturing, distribution & retail
Sales, finance, production, inventory and HR in one connected system, with mobile apps for field teams.
Hospital Management Software
Registration, OPD, IPD, pharmacy, labs and billing working from the same live patient record.
Sales, marketing & support
Leads, pipeline, campaigns and support tickets on one customer record, so sales, marketing and support work from the same information.
Our Structured Software Implementation Methodology (SSIM) takes you from process study to go-live in four clear stages.
User interviews, process mapping, and workflow analysis before configuration.
Week 1-2Conference Room Pilot with hands-on demo, gap analysis, and requirements documentation.
Week 2-3Custom development, testing, and deployment of tailored features.
Week 3-5User testing, training, data migration, and production go-live.
Week 5-8We design, build and support Nxtgen ERP ourselves, backed by 15+ years of ERP experience and 100+ man-months of product development.
What is included, how it connects to the ERP, campaigns, scoring, mobile access and rollout time.
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.
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.
Yes. Build segments, send email and WhatsApp campaigns and track their performance, with responses landing back on the customer timeline.
Leads are captured from web forms, calls and campaigns, then routed and scored so sales teams follow up the most promising ones first.
Yes. Field teams can log calls, update deals and check customer history on the move, fully synchronised with the desktop CRM.
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
Share what you need and an SRSBiz Consultancy ERP consultant will get back to you.
Prefer to go straight to the right desk? Start a sales enquiry or email our support team.
Book a free demo and we will walk through the lead, deal and support workflows that matter most to your team.