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CRM Platform

Close More Deals. Retain More Clients.

Product

CRM Platform

BGadi CRM — 360° customer view, pipeline management and sales automation to close more deals.

  • Lead Management
  • Pipeline & Deals
  • Customer 360°
  • Email & Call Tracking
  • Sales Forecasting
  • Automated Follow-ups
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Key Outcomes

Fast
Go-live in 60–90 days with full support
Scalable
Grows with your business — no switching costs
Integrated
Works seamlessly with all other BGadi products
Supported
24/7 support with SLA-backed response times
Full Feature List

Everything Included

Lead Management

Capture, score and assign leads from website, email and campaigns automatically.

Pipeline & Deals

Visual sales pipeline with drag-and-drop stages and deal probability tracking.

Customer 360°

Complete customer history — calls, emails, meetings, purchases and support tickets.

Email & Call Tracking

Log every interaction automatically with Gmail, Outlook and VoIP integrations.

Sales Forecasting

AI-powered revenue forecasting based on pipeline health and historical data.

Automated Follow-ups

Drip sequences, task reminders and WhatsApp/SMS triggers for your sales team.

Quotes & Proposals

Generate branded quotations and proposals directly from the CRM.

ERP Integration

Seamlessly connected to BGadi ERP — no duplicate data entry, ever.

See It Live — Book a Free Demo

Our team will walk you through the product tailored to your industry and business size.