Prabandh CRM
Know which quotation is live, and who is allowed to see it.
Leads through to cash on one chain, with quotation revisions resolved at read time so a superseded price can never be quoted by accident. Row-level access decides what each rep sees.
Bought by
Sales head · business owner
Instead of
Bought instead of Zoho CRM or Freshsales, where the pipeline has to reach an invoice without an integration
What is inside it
6 capabilities.
Each maps to screens a customer can open today.
Leads, pipeline and activities
A Kanban and a grid over the same records, with stage history, win and loss reasons, and activity timelines.
Quotation revision chains
Revising creates a new revision and supersedes the old one. The current revision resolves at read time, so a stale pin can never quote a dead price.
Inquiry to cash
Sales inquiry, quotation, sales order, invoice and delivery challan as one linked chain, each step traceable to the last.
Customer and Supplier 360
Everything about a party on one page — orders, invoices, payments, activities, outstanding, ageing.
Collections and dunning
Ageing buckets, reminder stages, payment runs and a statement of account.
Row-level access
Own, department or all — enforced in the query, not in the UI, so a scoped rep cannot reach another rep’s record by guessing an id.
Where CRM stops today
Stated here rather than discovered three weeks into an evaluation.
- No marketing automation — campaigns, drip sequences and lead scoring are not built.
- No native telephony or call logging.
- Territory management is by owner and department, not by geography or product line.
Packaging
Buy it alone, or in a bundle.
Preconfigured for
An industry solution is this product plus preconfiguration — seeded masters, workflows, naming rules, roles and compliance frameworks — so it arrives configured rather than empty.
The rest of the portfolio
Prabandh Finance
Close the books on real entries, not a reconciliation exercise.
PBD-PPLPrabandh People
Pay people correctly, and be able to prove it a year later.
PBD-MFGPrabandh Manufacturing
Plan against what is actually on the floor and in the godown.
PBD-QMSPrabandh Quality
Answer "is this part controlled?" without leaving the record.
PBD-PLMPrabandh PLM
One number, one lifecycle, one audit trail — for every object.
PBD-RTLPrabandh Retail PLM
Plan the range, cost it honestly, and know what is actually shippable.
PBD-DOCPrabandh Document Control
A controlled document, attached to the thing it describes.
PBD-CMPPrabandh Compliance
Turn the audit question into a query instead of a search of email.
Ready to take command?
See Prabandh live in 30 minutes. We'll walk through your specific use case — no generic demos.