Customer Relationship Management
Customer Relationship Management

Every customer.
Every touchpoint.

Sales pipeline, opportunity tracking, account management, contact management, activity logging, win-loss analysis. The customer-360 hub that sales reps live in.

360°

customer view

Pipeline

tracked

Activity

logged

Win-loss

analyzed

How It Works

Pipeline Flow

Leadcaptured
Qualifiedfit + budget
Proposalquote sent
Negotiationiterate
Won / Lostloss reason
Pipeline Management
Pipeline Management

Pipeline Management

Every opportunity. Every stage.

Visual sales pipeline with stages (Lead → Qualified → Proposal → Negotiation → Won/Lost). Drag-drop progression; weighted forecast; per-rep targets.

  • Visual Kanban pipeline
  • Customizable stages per business
  • Weighted revenue forecast
  • Per-rep + per-territory targets
  • Forecast accuracy tracking
  • Stalled-deal alerts
Activity Logging
Activity Logging

Activity Logging

Calls, emails, visits, samples.

Log every customer interaction — calls, emails, on-site visits, sample dispatches, complaint resolution. Complete customer history in one timeline.

  • Calls, emails, meetings logged
  • Sample dispatch tracking
  • Complaint history
  • Email integration with auto-log
  • Mobile log-on-the-go
  • Per-rep activity dashboard
Account 360
Account 360

Account 360

One screen. Everything.

Single screen view of customer — orders, invoices, payments, complaints, samples, contacts, credit, activity history. No more 'let me find that file'.

  • Order + invoice + payment history
  • Complaints + resolutions
  • Sample dispatch history
  • Multi-contact per account
  • Credit + payment behavior
  • Activity timeline

Integrations

Works with everything else.

Every CRM action flows into the other modules — no manual data re-entry, no reconciliation pain.

CRMSales

Won deal → SO

Auto-create sales order

CRMParty

Account master sync

Single customer record

CRMEmail Hub

Email log → activity

Auto-track communications

CRMAI

Lead scoring

Prioritize hot leads

Paper mill

Ready to modernize your mill?

See Papyrus BPApp
in your mill.

Book a personalized demo. We'll walk through every module relevant to your operation — from Deckle optimization to GSTR-3B compliance.

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