One record per customer
Enquiries, quotes, orders and complaints on the same account, visible to whoever picks up the call.
crm.kaizensparktech.com/dashboard
Kaizen CRM
DashboardLeadsAccountsDealsActivitiesQuotesReports
One record per
account, not per rep.
account, not per rep.
Pipeline
Every conversation against the account it belongs to
This monthKC
Open deals34₹68L weighted
Due today11calls and follow-ups
No contact 14 days6going quiet
Won this month4from 23 qualified
Stage movement
Deals entering each stage, by week
Today
Sorted by what goes cold first
| Item | Stage |
|---|---|
| Sundar Textiles · Call | Overdue |
| Anand Motors · Quote | Today |
| KR Logistics · Demo | Today |
| Vel Industries · Follow-up | Done |
| Priya Foods · Proposal | Done |
Interface illustration, drawn with this site’s own design tokens. Sample figures, not a running system.
Leads, quotations, follow-ups and orders held against one customer record, so nobody has to ask which spreadsheet is current. The pipeline is tracked by stage, and the history of every conversation stays attached to the account.
This is one of our own products, not a client build. Ask us what it does today before you plan around it — we will tell you what is running and what is not.
What is in it
The areas Kaizen CRM covers.
These are the sections of the system, and they are the same ones shown in the interface above — the page and the screen are generated from one description, so they cannot disagree.
DashboardLeadsAccountsDealsActivitiesQuotesReports
Not every area is needed by every operation. Which ones apply, and which need writing rather than configuring, is what the discovery conversation is for. How we deliver →
How it works
Three things that shape how Kaizen CRM is built.
01
02
Pipeline by stage
Deals move through stages you define, with ageing, so a stalled deal surfaces instead of quietly sitting.
03
Follow-ups that do not get missed
Reminders, call logs and WhatsApp or email touchpoints scheduled against the record rather than somebody's memory.
Before you commit
Is this the right starting point?
A
Who it is for
Typically an operator running one or more sites who has outgrown the spreadsheet.
B
What it usually replaces
In most cases, a spreadsheet per department, plus email for approvals — and the person whose job has quietly become moving figures between the two.
C
What we will not tell you
We do not publish a feature matrix or a saving figure for this product. Ask us what it does today, and what it does not, before you plan around it.
Every engagement starts the same way whichever product is involved: written scope before any code, an explicit out-of-scope list, documented handover, and IP transferred to you on final payment. How we deliver →
Talk to us
Ask what it does today.
Tell us the process you are trying to fix and we will say whether Kaizen CRM is the right starting point — including when it is not.
Business