Sales CRM software from first enquiry to signed deal
Sales CRM software that keeps leads, contacts, companies, pipeline, proposals and client handover in one connected workspace — from the first enquiry to a signed deal.
Sales CRM software earns its place by closing the gaps between the first enquiry and the signed order. In most small teams those gaps are where deals stall: the lead sits in an ad account, the contact in someone's phone, the quote in a document and the approval in a chat thread. DigiPix Flow keeps all of it on connected records, so whoever picks up a deal sees its whole history.
Leads arrive from Meta, Google Ads lead forms, IndiaMART, your website and the lead API into one inbox, where each one is checked for duplicates, scored and routed to a rep. A qualified lead becomes a contact linked to its company, and a deal on the pipeline board, which moves through the stages you define, with rules on what each stage needs before a deal can move on.
When the deal needs a price, the quotation is built on the deal itself, with line items, discounts and tax, and large discounts go to an approver before the quote leaves. The customer accepts it online. Once the deal is won, it becomes a client record with a structured handover, so the delivery team starts with everything sales learned.
Underneath sit the tools that keep the data clean: duplicate desks where likely duplicates are reviewed and merged, imports with column mapping, exports in CSV, Excel or JSON, and custom fields, lead statuses, sources and lost reasons that match the words your team already uses.
Every one of these steps respects the roles you set, so reps work their own leads and deals while managers see the team's, and every change lands in the audit trail. The same records feed the reports, so the pipeline in the Monday review is the pipeline the team actually worked.
Leads & capture
Every enquiry from Meta, Google Ads lead forms, IndiaMART, your website and the lead API lands in one inbox — checked for duplicates, scored and routed to a rep on arrival.
- ✓All Leads, Lead Inbox, My Leads and Unassigned queues
- ✓Lead 360 with timeline, scoring and activity history
- ✓Import, export, duplicate detection and merge
- ✓Assignment and scoring rules on arrival
Contacts
A searchable directory with Contact 360 views — every call, email and deal linked to the person, not scattered across tools.
- ✓Contact directory with filters and saved views
- ✓Contact 360 with linked companies and deals
- ✓Import, export and duplicate management
Companies & accounts
Every business you sell to as one company record, with its contacts, leads, deals, timeline and files — so reps sell to organisations, not isolated records.
- ✓Company directory and Company 360 views
- ✓Linked contacts, deals, activities and documents
- ✓One owner and one domain per company
Pipeline & deals
One board that moves deals from New to Won, with custom stages, stage rules and Deal 360 context at every step.
- ✓Visual pipeline board with drag-and-drop stages
- ✓Pipeline and stage configuration with transition rules
- ✓All, My, Open, Won and Lost deal views
- ✓Deal 360 with products, services and lost reasons
Proposals & quotations
Build the quote on the deal, have big discounts approved first and let the customer accept online — without leaving the CRM.
- ✓Line items with quantity, price, discount and tax
- ✓Quotation management and versioning
- ✓Discount approvals before the quote goes out
Clients & handover
Convert won deals into client records with a structured sales handover — so delivery teams inherit full context from day one.
- ✓Client directory and Client 360 views
- ✓Linked contacts, deals and documents
- ✓Sales handover workflow to delivery teams
Approvals center
One inbox for deal and proposal approvals — rules by amount, discount and stage, routed to the right role with a due time on every request.
- ✓Approval rules for proposals and deals
- ✓Requests routed by role, skipping the requester
- ✓Due times with overdue filters and reassignment
Duplicates & data quality
Review likely duplicates across leads, contacts, companies and deals, merge the ones that match and dismiss the ones that don't.
- ✓Duplicate desks for leads, contacts, companies and deals
- ✓Merge with a choice of values, field by field
- ✓Dismissed pairs are remembered
Import & export
Bring leads and contacts in from spreadsheets with field mapping and duplicate checks, and export your records as CSV, Excel or JSON.
- ✓Lead and contact import with column mapping
- ✓Import jobs with an errors file to fix and retry
- ✓Exports in CSV, XLSX or JSON, on demand or scheduled
Custom fields & masters
Add the fields your business needs to leads, contacts, companies and deals, and set your own lead statuses, lead sources and lost reasons.
- ✓Nine field types across four record types
- ✓Your own lead statuses and lead sources
- ✓Lost reasons your team picks from
Related integrations
Connect the channels and sources that power sales.
Frequently asked questions
What does sales CRM software do?
It keeps every lead, contact, company and deal on connected records, so the team works from one history instead of scattered spreadsheets and chats. In DigiPix Flow that runs from the first enquiry, through the pipeline and the quotation, to the handover once a deal is won.
How do leads get into the CRM?
They arrive from Meta Lead Ads, Google Ads lead forms, IndiaMART, website forms and the lead API into one inbox, and spreadsheets can be imported too. Each lead is checked for duplicates, scored and routed to a rep by your assignment rules.
Can we set our own pipeline stages?
Yes. You define the stages and the rules for moving between them, and every deal shows its products, services and lost reasons on its record.
Can customers accept a quotation online?
Yes. Quotations are built on the deal with line items, quantity, price, discount and tax, versioned as they change, and accepted by the customer online. Discounts above your limit go to an approver first.
What happens after a deal is won?
It converts into a client record with a structured handover that links the contacts, the deal and its documents, so the delivery team inherits the full context from day one.
How are duplicate records handled?
Duplicate desks show likely duplicates across leads, contacts, companies and deals. You merge the ones that match, choosing the value to keep field by field, and the pairs you dismiss are remembered.
Core sales features available from Starter plans and above.