01
Configure CRM
Set up the policies, structures, and ownership rules required to run crm inside your business.
Engagement module
CRM
Keep sales, account, and operations teams aligned with shared customer context, activity tracking, and follow-up visibility.
Outcome focus
Customer context
Centralized
Stop losing sales history across personal notes and spreadsheets.
Handoff gain
Operations aligned
Connect commercial visibility to the rest of the business system.
Benefits
Why teams adopt crm first.
The strongest module rollouts create immediate operational gains while improving trust in the wider ERP program.
Better lead continuity
CRM helps teams deliver this outcome without fragmented follow-up or reporting gaps.
Stronger customer context
CRM helps teams deliver this outcome without fragmented follow-up or reporting gaps.
Cleaner handoffs to operations
CRM helps teams deliver this outcome without fragmented follow-up or reporting gaps.
Features
Lead and customer record management
Follow-up tracking and relationship history
Connected visibility with finance and projects
Best fit
Service businesses
ERP sales teams
Project-led organizations
Workflow
How CRM runs from setup to reporting.
Each module follows the same product discipline: configure once, capture clean data, route approvals, and report confidently.
02
Capture live activity
Bring daily actions, requests, approvals, and records into one governed workflow instead of separate spreadsheets or chats.
03
Review and approve
Managers and admins can validate exceptions, approvals, and operational decisions before they affect reporting or downstream teams.
04
Report with confidence
Leadership gets a clearer view of crm outcomes through dashboards, KPIs, and audit-ready history.
Dashboard preview
A leadership dashboard built for real operational questions.
Live visibility
Payroll and workforce trend
Rs 4.8 Cr
This month
Jan
Feb
Mar
Apr
May
Jun
Jul
Leave analytics
214
Pending, approved, and exception cases by branch.
Department mix
12 depts
Live headcount and role distribution.
Expense watch
7 alerts
Outlier claims and late approvals surfaced automatically.
Customer context
Centralized
Stop losing sales history across personal notes and spreadsheets.
Handoff gain
Operations aligned
Connect commercial visibility to the rest of the business system.
FAQ
Answers for buying teams, operations leaders, and implementation stakeholders.
Keep the evaluation process clear. The questions below cover scope, rollout, security, support, and operational fit.
UabIndia ERP is a cloud platform for HR, payroll, attendance, finance, procurement, inventory, CRM, projects, assets, help desk, and reporting in one secure operating system.
Related modules
Pair CRM with the rest of the platform for stronger outcomes.
ERP value compounds when modules share workflow logic, reporting, and governance.
People
HRMS
Employee lifecycle, records, onboarding, self-service, and workforce visibility in one secure system.
Faster onboarding
Cleaner employee records
Stronger manager visibility
Finance
Payroll
Payroll runs, statutory processing, payslips, components, arrears, and reimbursements under one governed flow.
Lower payroll error rate
Faster cycle closure
Better statutory confidence
People
Attendance
Track attendance with shift rules, geo logic, biometric inputs, and live exception visibility.
Higher attendance accuracy
Reduced disputes
Cleaner payroll inputs
People
Leave
Leave policy configuration, requests, balances, approvals, and manager visibility with payroll alignment.
Clear leave accountability
Fewer policy disputes
Reliable balances
People
Recruitment
Vacancies, candidate tracking, interview coordination, offer workflows, and hiring visibility in one pipeline.
Structured hiring
Better pipeline visibility
Faster onboarding handoff
People
Performance
Goal cycles, reviews, manager feedback, and employee performance visibility aligned with organizational structure.
Clear review ownership
Visible goal progress
Better talent decisions
Module walkthrough
See how CRM fits your current operating model.
We can walk through workflows, roles, reports, and rollout dependencies based on your real process environment.