CRM SOFTWARE

JBX CRM V.1 — Never Lose Track of a Lead Again.

Capture leads, track your sales pipeline, manage follow-ups, and close deals faster — with full visibility across your entire sales team.

WHY JBX CRM

Give your sales team one place to work from.

JBX CRM V.1 replaces scattered spreadsheets and notebooks with a structured pipeline — every lead, quotation, and follow-up logged and visible to the whole team.

Built for Indian sales teams, JBX CRM tracks the full customer journey from first enquiry to closed deal, with reminders that make sure nothing falls through the cracks.

Managers get real-time visibility into pipeline value, rep performance, and conversion rates — without chasing status updates.

What's included

  • Lead capture from web forms, calls & referrals
  • Visual sales pipeline & stage tracking
  • Quotation & order generation
  • Automated follow-up reminders
  • Email & SMS integration
  • Role-based access for teams
  • Sales analytics & performance reports
CORE MODULES

What's inside JBX CRM V.1.

Everything your sales team needs to manage the full customer lifecycle.

Lead & Contact Management

Centralised database of leads, contacts, and accounts.

Sales Pipeline Tracking

Visual stage-by-stage view of every opportunity.

Quotation & Orders

Generate and track quotations through to closed orders.

Follow-Up Automation

Task reminders so no lead goes cold.

Email/SMS Integration

Send and log outreach directly from the CRM.

Sales Analytics

Pipeline value, conversion rates, and rep performance.

Support Ticketing

Track post-sale customer queries in one place.

Role-Based Access

Team and manager views with controlled permissions.

HOW WE DELIVER

Our JBX CRM rollout process.

01

Discovery

Map your current sales process and pipeline stages.

02

Configuration

Pipeline stages, forms and templates set up for your team.

03

Data Import

Existing leads and contacts migrated into JBX CRM.

04

Team Training

Hands-on training so your team adopts it from day one.

05

Go-Live & Support

Go-live support with ongoing helpdesk access.

FAQs

Common questions about JBX CRM V.1.

What does JBX CRM V.1 include?
JBX CRM V.1 covers lead & contact management, sales pipeline tracking, quotation & order management, follow-up automation, email/SMS integration, and sales analytics.
Can multiple sales reps use it together?
Yes. JBX CRM supports multi-user role-based access so managers can track team-wide pipeline and performance.
Does it send automated follow-up reminders?
Yes, follow-up and task reminders are built in, along with email and SMS integration for outreach.
Can it generate quotations and orders?
Yes. Quotation and order management is part of the core module set.
What reporting does it provide?
JBX CRM includes sales analytics dashboards covering pipeline value, conversion rates, and rep-wise performance.

See JBX CRM V.1 in action.

Book a free walkthrough tailored to your sales process — no cost, no obligation.