Everything your sales team needs in one CRM
Leads → deals → quotations → orders, wrapped in automation, governance and analytics. Here's the full picture.
The sales lifecycle, end to end
The day-to-day workspace your reps and managers live in.
Lead Management
Capture, score (A–D grade) and auto-route leads from every channel: web, WhatsApp, calls and field teams.
Deals & Kanban
A configurable pipeline with drag-and-drop stages, deal probabilities, and clean won/lost tracking.
Quotations
Line items, pricelists, country-wise tax and versioning: export to 5 PDF templates and email straight to the customer.
Multi-level Approvals
Threshold-based approval chains on quotes so discounting stays under control as deals scale.
Sales Orders
Turn an accepted quotation into a sales order in one click and carry the deal into fulfilment.
Activities
Calls, emails, WhatsApp, meetings and notes: every touch logged with a full timeline and templates.
Calendar
An Outlook-style calendar for meetings, follow-ups and recurring activities across the team.
Reports & Dashboard
Pipeline value, win/loss analysis, team performance and conversion insights at a glance.
Accounts & Contacts
Customer 360°: orders, calls, quotations, documents and communication on one record.
Tasks
Due dates, reminders and next-steps linked to any record so nothing slips.
Knowledge Base
Rich-text articles and playbooks to keep your sales team aligned and ramped.
Demos
Book a product demo against a lead, staff a lead engineer plus whoever else is attending, and move it through your own stages to a recorded outcome. Invite and follow-up templates go out by email or WhatsApp.
Sample Orders
Send samples with line items, paid or free, then track courier, docket number and the dispatch and delivery dates until it lands.
Site Visits
Schedule a survey, installation or commissioning visit, and complete a structured report on site with readings, checks, photos and the customer's signature.
Sales Targets
Set targets by salesperson, team, product, region and period: attainment updates itself from confirmed orders, so the scorecard is never a spreadsheet.
Mobile App
A mobile companion for Android & iOS: log visits, capture orders and manage leads on the go.
Connects to the channels your sales team already uses
The differentiators that make it scale
Automation, data hygiene and governance: the parts enterprise buyers actually evaluate.
Workflow Automation
Rules on leads & deals: trigger, conditions and ordered actions (assign, task, notify, set field, move stage) with {token} templating and SLA sweeps.
Lead Scoring
A transparent 0–100 model (profile, engagement, intent, firmographic fit) with an A–D grade and an explainable breakdown.
Lead Routing
Ordered assignment rules match leads by source, industry, country or area and assign an owner: or round-robin a pool.
Global Search (⌘K)
A cross-entity command palette to jump to any lead, deal, account or quote instantly.
Notifications Center
In-app bell for approval and assignment events so the right person acts in time.
Document Management
Attach and manage documents on every record: a DMS built into the CRM.
CSV Import / Export
Templated import with preview, rectify and commit: plus one-click export of any list.
Bulk Actions
Multi-select rows to delete or reassign in bulk across every list.
Saved Views
Per-user named presets, search, filters and sort, on every list, star-to-default.
Duplicate Merge
Scan accounts, leads and contacts, cluster duplicates and merge into a chosen master: fully audited.
Multi-currency & Tax
Multi-currency pricing with country-wise tax (GST/IGST/VAT) for export-oriented sales.
RBAC & Audit Log
Capabilities, row-level sales-hierarchy scoping and a field-level audit log on every record.
AI Dossiers
AI-generated company research and findings to prep reps before every conversation.
Full Change Log
Every editable record keeps a complete, attributable history of what changed and when.
Email Marketing & Sequences
Campaigns and multi-step drip sequences with templates, open and click tracking, consent records and suppression lists.
Reply Detection
A real reply from a real person stops the sequence: read over IMAP or your email provider, so nobody gets chased after they have already answered.
Custom Forms
Build a form once from text, number, date, select, boolean, photo and signature fields, then attach it to a site visit. Every response is versioned against the form it was filled on, so editing the form later never rewrites what was already recorded.
Offline Field Capture
Fill in a report with no signal at all. Answers, photos and the signature are held on the phone and sync themselves the moment it reconnects, so a basement plant room is not a reason to write it on paper.
Lead Connectors
Pull enquiries from your website or a partner feed on a schedule: mapped to leads, de-duplicated, and carrying the products each enquiry asked about.
1 user, free for lifetime
Run your full sales pipeline on VIDU CRM at no cost, no credit card, no trial clock. Upgrade only when your team grows.
Prefer to talk first? Contact our team.