Stop Losing Deals Inside WhatsApp Chats And Registers.
Your enquiries live in three sales reps' phones, quotations sit in Word files, and you have no idea which follow-up went cold. AstraAutomate engineers a bespoke CRM & ERP around your actual Gujarat trade workflow - not a rigid imported SaaS template. Pipeline tracking, 1-click quotes, Tally sync and team accountability in one private, owned system.
IndiaMART, WhatsApp and walk-in enquiries drop into one shared inbox - never a personal phone again.
Rate-list driven quotation engine fires a branded PDF over WhatsApp with your credit terms applied.
Automated nudges chase cold buyers while reps log calls against each dealer ledger, on any device.
Confirmed orders push bi-directionally into Tally Prime with correct GST - no re-typing, no errors.
Spreadsheets & Registers Are Silently Eating Your Margin
Generic CRMs imported from the US assume a software sales rep with a laptop. Gujarat trade runs on relationships, credit ledgers, rate lists and WhatsApp. Here is how we rebuilt the model.
Pick The Modules Your Trade Actually Needs
Start lean with sales pipeline and grow into full ERP. You only ever pay for what your business uses - and you own the source code.
A single source of truth for every enquiry, quote and order - mapped to your real trade stages, not a generic funnel.
Build a professional, GST-correct quotation in seconds from your live rate list and dispatch it straight to the buyer's WhatsApp.
Confirmed orders flow into Tally without anyone re-typing a single line - and masters stay in sync both ways.
Know exactly what your reps did today - visits, calls, samples sent and collections - without chasing them for updates.
Connect the WhatsApp Business API so enquiries, order updates and payment reminders run automatically - logged against the right party.
Open your phone and see the whole business: sales trend, top parties, pending orders, slow-moving stock and collections - updated live.
From First Call To Go-Live In 14 Days
We sit with your team, learn your actual process, and ship a working system fast - no six-month discovery decks.
We map your live sales, quotation and dispatch process exactly as it runs today.
A 48-hour interactive demo on your own data so you sign off on real screens.
Modules built, WhatsApp API and Tally Prime sync wired and tested end-to-end.
Legacy parties and items imported; your team trained in Gujarati/Hindi walkthroughs.
System live on your private High-Performance VPS with full source-code handover.
Integrations That Fit Gujarat Trade Reality
Bi-directional XML sync for orders, masters, stock and outstanding.
Official API for automated enquiry capture, quotes and reminders.
GSTIN validation, HSN handling and e-invoice readiness built in.
Razorpay, UPI links and bank-statement reconciliation automations.
Your CRM becomes a hub that triggers 100+ downstream automations.
Godown stock-in/out scanning and low-stock WhatsApp alerts.
Imported SaaS CRM vs AstraAutomate Custom CRM
| Criteria | Global SaaS CRM | AstraAutomate Custom CRM |
|---|---|---|
| Per-User Fees | ₹1,000-3,000 / user / month, forever | One-time build · ₹0 per user |
| Workflow Fit | Forced into a fixed foreign template | Built around your trade process |
| Tally / Busy Sync | Rare, paid add-on or unsupported | Native bi-directional sync included |
| WhatsApp Quotations | Manual copy-paste at best | 1-click branded PDF on WhatsApp |
| Data & Source Code | Locked on their servers | 100% owned, on your High-Performance VPS |
| Support Language | English ticket queue | Gujarati / Hindi direct support |
Start Lean, Scale As You Grow
Every package is a one-time build with full source-code ownership. Final scope is confirmed after a free workflow audit call.
For trading firms and small manufacturers who need a shared, owned pipeline.
- check Lead & pipeline tracking
- check Dealer ledger view
- check Follow-up reminders
- check Up to 5 users
For manufacturers and exporters who quote daily and need Tally alignment.
- check Everything in Starter
- check 1-click quotation engine
- check Bi-directional Tally sync
- check WhatsApp automation
- check Up to 20 users
For multi-branch factories needing inventory, production and analytics depth.
- check Everything in Growth
- check Inventory & godown management
- check Production & job-work tracking
- check Custom MIS & BI dashboards
- check Unlimited users & branches
Custom CRM FAQs
Will my team actually use it? expand_more
Yes - because it mirrors how you already work. It is built in Gujarati/Hindi-friendly screens with mobile access for field reps, so there is no foreign-jargon barrier that kills adoption.
Do I keep my data and the code? expand_more
Always. The system runs on your private High-Performance VPS and full source code is handed over at go-live. No lock-in, no ransom retainers.
Can it connect to my existing Tally? expand_more
Yes. We integrate bi-directionally with Tally Prime (and Busy), syncing orders, party masters, stock items and outstanding so nothing is entered twice.
How long and how much? expand_more
Most builds go live within 14 days at roughly 60% lower CapEx than traditional enterprise IT quotes. Final scope and pricing are confirmed on a free workflow audit call.
What if our process changes later? expand_more
Because you own the code, modules can be added or changed any time. Unlike SaaS plans, there are no per-user upgrade walls when your business grows.
See Your Own Workflow Inside A Working CRM
Share a few details and we will build a clickable demo on your data within 48 hours - no obligation, no per-user fees.
Request Received!
Our team will contact you shortly to schedule your free CRM workflow demo. A concept UI will follow within 48 hours.