If your customer information lives in Excel, notebooks and chat threads, you're losing money — through forgotten follow-ups, duplicated effort and zero visibility.
Signs you need a CRM
- Leads slip through the cracks.
- You can't see which salesperson is following up with whom.
- Reporting takes hours.
- Customer history disappears when staff leave.
Features that matter
- Lead capture from website, Facebook and WhatsApp
- Pipelines, tasks and reminders
- Quotations and invoices
- Team roles and permissions
- Reports and dashboards
- Local fit: NPR, Nepali calendar (BS) and local payments
How to choose
- List your top five must-have workflows.
- Trial with real data and real users.
- Check mobile usability and local support.
- Understand the total cost as you add users.
