Labh CRM gives you a single workspace for capturing leads, managing pipelines, automating follow‑ups and tracking revenue — tightly connected to SFA & ERP.
All touchpoints in one place — emails, calls, notes, meetings, orders and tickets.
Custom stages, probability, weighted pipeline and SLA timers to prevent slippage.
Auto-create tasks after key events. Get daily digests and snoozeable reminders.
Connect Gmail/Office 365, track opens/clicks and template follow-ups.
Price books, discounts, taxes and approval workflows to speed up closure.
Field-level security with multi-level approvals for discounts & special terms.
Configure triggers, actions and sequences dynamically to close deals without manual interventions.
On lead created, stage changed, email opened, no activity for X days, deal value over ₹Y.
Assign owner, create task, send WhatsApp/SMS, update field, start sequence, notify manager.
Multi‑step email/SMS drips with delays and exit rules based on replies or status.
IF Lead Source =
Website AND No response 2 days
→ THEN Send WhatsApp template +
Create follow‑up task.
Assign scores on fit and intent: title, company size, opens/clicks, time on site and recency. Quickly filter high-intent leads.
Forecasts, conversion rates, stage velocity and source ROI — ready-to-view and easy to export to CSV/PDF.
Illustrative bar representation. Real-time dashboards included.
Your customer data is protected through rigorous security parameters and strict privacy controls.
Admin/Manager/Rep roles with granular permissions down to individual views and complete audit trails.
Protect sensitive fields (discounts, margins, revenue) with masking and strict hierarchical editing rights.
TLS encryption in transit, strict database backups, SOC-2 alignment, and regional hosting options.
Everything you need to know about the LabhForce CRM platform.
We’ll walk you through lead capture, pipeline automation and reporting tailored precisely to your use case.