Lead, Sales & Business Management Software

Turn Every Enquiry into Organised Business Growth

Adwing CRM+ brings leads, follow-ups, clients, sales pipeline, quotations, invoices, payments, tasks, employees and business reporting into one practical web-based system for growing organisations.

Cloud-Based AccessMulti-User CRMRole PermissionsCustomisable Workflow
Implementation SupportTeam TrainingData Setup AssistanceAfter-Sales Support
Real-Time Sales Pipeline
Follow-up Control
Adwing CRM software dashboard for lead sales and follow-up management
Centralised Lead DataKeep enquiries, contacts and conversations organised.
Never Miss Follow-UpsTrack due dates, reminders and pending actions.
Visible Sales PipelineMonitor opportunities from new lead to won deal.
Business ReportingReview sales, payments, tasks and team performance.
About Adwing CRM+

A Practical CRM Built Around Your Daily Business Process

Adwing CRM+ is designed for small and growing organisations that need more control than scattered spreadsheets, diaries and WhatsApp chats can provide. The system connects sales, customer management, operations and finance in one structured workflow.

Modules and automation can be configured according to business nature, employee count, branches, user roles and reporting requirements.

Access through a web browserOrganised customer historyCustom lead stages and sourcesRole-based user accessExportable operational dataConfigurable company settings
Sales ControlLead ownership, status, follow-up and pipeline monitoring.
Payment VisibilityInvoice, received payment and outstanding balance tracking.
Team AccountabilityTasks, due dates, assignees, workload and activity history.
Management InsightDashboards, summaries and reports for faster decisions.
Complete Module Scope

Everything Needed to Manage Leads, Sales and Operations

The following module groups describe the available CRM scope. Final modules depend on the selected package and implementation plan.

Sales & Customer Management

Capture, qualify, convert and maintain customer relationships.

DashboardTotal leads, open leads, won deals, pipeline value, overdue follow-ups and outstanding payments.
LeadsOrganisation, contact person, phone, email, source, status, deal value, assigned user and next action.
Follow-UpsScheduled calls, meetings, reminders, due dates, outcomes and overdue action tracking.
ClientsConverted customer profiles, business details, contacts, services, account status and history.
ProposalsProposal number, customer, scope, amount, status, validity and sales follow-up.
Sales PipelineLead, qualified, proposal, negotiation, won and lost opportunity stages with values.

Products, Billing & Payments

Connect quotations and sales activity with commercial records.

Products & ServicesItem catalogue, service type, pricing, tax configuration, unit and active status.
InvoicesCustomer invoice, item details, GST fields, totals, due date, status and printable records.
PaymentsReceived amount, mode, reference, invoice mapping, pending balance and collection date.
FinanceIncome, expenses, GST summaries, profit-and-loss visibility and outstanding payment overview.
Company SettingsOrganisation, GST, bank details, invoice preferences, contact and branding information.
Commercial ReportsSales value, collections, dues, product performance and period-wise finance summaries.

Employees, Tasks & Productivity

Assign ownership and create clear accountability across the team.

EmployeesEmployee profile, role, department, manager, joining date, contact and active status.
TasksAssignee, priority, due date, status, progress, reminder and relationship to CRM records.
CalendarCombined schedule for follow-ups, meetings, due tasks and important business actions.
Team WorkloadOpen tasks, due today, overdue work and user-wise assignment visibility.
Activity LogSearchable history of important actions, record changes and operational events.
Operations DashboardOpen tasks, completed work, due activities and operational performance indicators.

Communication & Customer Engagement

Keep sales communication connected to the customer journey.

Communication CentreCommunication actions and customer-facing messages from supported CRM records.
WhatsApp WorkflowOpen prefilled WhatsApp messages for enquiry, follow-up, proposal and payment communication.
Email ActionsPrepare and send supported emails for customer and sales communication.
Website Lead CaptureConnect website forms and popup enquiries directly with the CRM lead sheet.
Lead Source TrackingIdentify enquiries from website, WhatsApp, referral, campaign, marketplace and other channels.
Follow-Up TemplatesMaintain consistent customer communication across common sales stages.

Users, Roles & Security

Control what each user can view and what actions they can perform.

Multi-User LoginIndividual user accounts with login session and account status controls.
Role PermissionsConfigure module access for Super Admin, Admin, Sales, Accounts, Employee and Viewer roles.
Action PermissionsControl create, edit, delete, export and communication actions by role.
Login AuditTrack login activity, user, time, action, status and security-related details.
Password ControlsPassword change requirement, failed-attempt handling and account locking support.
User AdministrationCreate users, assign employees, activate accounts and manage authorised access.

Reports, Settings & Administration

Support management decisions and system control from one place.

ReportsLead, follow-up, client, pipeline, invoice, payment, finance and task-based summaries.
Search & FiltersLocate records using status, employee, customer, date, source and other available filters.
Data ExportExport permitted records and reports for management review or offline use.
Master SettingsConfigure lead sources, stages, statuses, tax, company, workflow and standard options.
Data ArchivingArchive and hide older operational sheets or records according to the supported setup.
Customisation ScopeAdd approved fields, dropdowns, reports and workflow adjustments for the organisation.
Connected Business Journey

From First Enquiry to Payment Collection

Adwing CRM+ creates one continuous process rather than separate, disconnected records.

01

Capture Lead

Add enquiries manually or receive supported website form submissions.

02

Qualify & Assign

Set source, status, value, owner, requirement and next action.

03

Schedule Follow-Up

Plan calls, meetings, reminders and outcome-based next steps.

04

Share Proposal

Track scope, proposal value, validity and customer decision.

05

Convert Client

Move successful opportunities into organised customer records.

06

Invoice & Collect

Record invoices, payments, due balances and collection references.

07

Assign Tasks

Coordinate implementation, service, support and internal responsibilities.

08

Review Reports

Measure pipeline, sales, collections, workload and pending actions.

Implementation Scope

More Than Software—A Complete CRM Setup Service

Adwing Technologies can support system setup, workflow configuration, onboarding and practical adoption within the agreed project scope.

Business Process Consultation

Understand how enquiries, sales, billing and customer service currently work.

  • Requirement discussion
  • Process and pain-point mapping
  • Module suitability assessment
  • Implementation recommendation

CRM Configuration

Prepare the CRM structure according to the approved business workflow.

  • Lead sources and statuses
  • Sales stages and dropdowns
  • Company and GST settings
  • User and permission setup

Data Setup & Migration

Assist with importing suitable existing data into agreed CRM templates.

  • Lead and customer templates
  • Product or service masters
  • Basic opening records
  • Data validation support

User Training

Help employees understand the correct CRM workflow for their roles.

  • Admin orientation
  • Sales-user training
  • Accounts workflow guidance
  • Daily-use best practices

Website Lead Integration

Connect supported contact forms and popup enquiries to lead capture.

  • Form field mapping
  • Lead-source tagging
  • Website integration testing
  • Enquiry workflow setup

Support & Enhancement

Provide remote assistance and approved changes after implementation.

  • Go-live support
  • Issue resolution
  • Usage assistance
  • Quoted custom enhancements
Controlled Team Access

Give Every User the Right Level of CRM Access

Role-based access helps separate sales, accounts, employee and management responsibilities. Administrators can configure permitted modules and actions according to the organisation’s internal process.

Individual CRM user accountsModule-wise permissionsCreate, edit and delete controlsExport and send permissionsLogin audit recordsUser activation and status
Example Role Access
RoleSalesFinanceAdmin
Super AdminFullFullFull
Sales UserYesLimitedLimited
AccountsLimitedYesLimited
EmployeeAssignedNoNo
ViewerReadReadNo
Suitable Business Types

CRM Software for Service, Sales and Distribution Teams

The workflow can be configured for organisations that manage enquiries, quotations, follow-ups, customer accounts, tasks and payments.

💼Consulting Companies
💻IT & Software Services
🏗️Contractors & Projects
☀️Solar & Energy Sales
🏢Real Estate Teams
🛍️Retail & Distribution
🏥Healthcare Services
🎓Education & Training
🚗Automotive Services
📣Marketing Agencies
🧪Labs & Diagnostics
🏨Hospitality Businesses
Adwing CRM Plus dashboard demo showing leads pipeline follow-ups and reports
See the CRM in Action

Book a Guided Demo Based on Your Business

A useful CRM demo should not be a generic tour. Share your business type, team size and current process so the demonstration can focus on the modules that matter to your organisation.

Lead capture and assignmentFollow-up remindersPipeline and proposalsInvoices and paymentsTasks and employeesRoles and reports
Free CRM Consultation

Request a Demo & Requirement Assessment

Tell us about your organisation. Adwing Technologies will review your team size, process and required modules before suggesting the suitable CRM scope.

Business-specific CRM walkthrough Module and workflow recommendation Implementation quotation after assessment Call or online meeting coordination
Required Modules
Frequently Asked Questions

Adwing CRM Software FAQs

What type of businesses can use Adwing CRM+?

It is suitable for organisations that manage enquiries, follow-ups, proposals, customer accounts, tasks, invoices or payment collection. The exact configuration depends on the business process and selected scope.

Can multiple employees use the CRM?

Yes. Supported deployments can include individual user accounts, employee mapping, role-based module access and action permissions. The number of users depends on the selected plan and implementation.

Can our existing Excel or Google Sheet data be imported?

Suitable data can be reviewed and mapped into agreed CRM templates. Data cleaning, restructuring and large or complex migration may require a separate quotation.

Can website enquiries enter the CRM automatically?

Supported website forms and lead popups can be connected to the CRM lead-capture endpoint. Field mapping and testing are included only when website integration is part of the approved scope.

Can modules or fields be customised?

Approved fields, dropdowns, reports and workflow adjustments can be quoted according to feasibility. Major custom development is assessed separately from the standard CRM setup.

Is training and support provided?

Adwing Technologies can provide remote setup, administrator orientation, user training and go-live support according to the selected package or service agreement.

How much does Adwing CRM cost?

Pricing depends on employee count, CRM users, modules, data migration, website integration, customisation and support requirements. Submit the enquiry form for a business-specific quotation.

Stop Managing Leads in Scattered Sheets and Chats

Book an Adwing CRM+ demonstration and see how your sales, follow-ups, clients, tasks and payments can work together.

Feature availability depends on the selected version, implementation scope and approved customisation. Screens shown are representative product visuals. Final workflow, user limits, integrations, hosting, support, pricing and delivery timelines will be stated in the commercial proposal.