Mobile-First CRM for
Growing
Sales Teams
Capture leads, manage every stage of your pipeline, send quotations, and track your entire sales cycle — from mobile and desktop
Request a demo
Sales Doesn't
Happen Only
at Desks.
Your CRM Shouldn't Either.
Your sales team is always on the move — calls, meetings, site visits, demos. Traditional CRMs are built for people who sit in front of a laptop. Entries CRM is built for people who sell.
Lead to
closure
in one app
Send quotations
from your phone
Assign leads &
tasks
to your team
Real-time
pipeline
visibility
A mobile-first, desktop-ready CRM that lets your team capture leads, update stages, send quotations, and follow up — anytime, anywhere. Book a demo
What Entries CRM Helps
You Achieve
Never Miss a Lead
Capture leads from calls, meetings, forms, and imports — and assign them instantly to the right rep.
Stay on Top of Every Deal
Visual pipelines, clear stages, and qualification scores help your team focus on what's most likely to close.
Close Faster with Instant Quotations
Create and share professional quotations directly from mobile or desktop in minutes, not hours.
Full Visibility for Managers
Track tasks, follow-ups, and performance across your sales team with real-time dashboards.
One CRM. Seamless on
Mobile and Desktop.
Work the way your team actually works.
Mobile App
Capture leads, update stages, add notes, create tasks, and send quotations right after client meetings or calls.
Desktop App
Review pipelines, configure stages, manage teams, run reports, and handle bulk actions with ease.
Capture Every Lead.
Route It to the Right Owner
Entries CRM centralises all your leads from different channels into one clean inbox. No more scattered sheets or missed follow-ups
- Add leads manually from mobile or desktop
- Capture leads from website forms and campaigns (with tags & source)
- Import existing leads from spreadsheets
- Assign leads to reps, teams, or regions
- Auto-assignment rules (optional as future feature)
Visual Pipelines That Match
Your Sales Process
Create custom stages like New, Contacted, Qualified, Quotation Sent, Negotiation, Won/Lost — and move leads through the pipeline with a simple update.
- Drag-and-drop or quick stage updates
- Stage-wise lead and value visibility
- Conversion rate tracking per stage
- Expected probability and forecast view
Send Professional Quotations
in Minutes
Turn conversations into business quickly. Create and send quotations the moment the customer says, “Send me the details.”
- Create quotations directly from any lead or opportunity
- Add products, pricing, quantity, discounts, and taxes
- Use saved templates for standard offerings
- Send via email, link, or WhatsApp from the app
- Track quotation status: Sent, Viewed, Revised, Accepted
Never Forget
a Follow-Up
Entries CRM makes sure your sales day is always planned — and nothing slips through the cracks.
- Create tasks for calls, demos, site visits, and document collection
- Set due dates, priorities, and reminders
- “My Tasks / Today’s Tasks” view for each rep
- Manager views for pending, completed, and overdue tasks
- Notes & activity timeline for every lead
Know Which Deals
Deserve Your Time
Not all leads are equal.
Entries CRM lets you score
opportunities based on budget, need,
authority, fit, and urgency
—
so your team knows where to focus.
- Customizable qualification criteria
- Score for each opportunity (e.g., 0–100)
- Highlight high-score deals for focused follow-up
- More realistic forecasting for managers
Sales Performance
at a Glance
Get real-time answers to the questions every sales leader has.
- Leads by source, stage, and owner
- Pipeline value by stage and close date
- Conversion rates across stages
- Top performing reps and teams
- Stuck deals and ageing analysis
- Forecast vs actual performance
Built for Sales Teams
Across Industries
Entries CRM is ideal for growing businesses that need a simple, powerful, mobile-first way to manage their sales.
- B2B sales teams
- Startups and SMBs
- Field sales and on-ground teams
- Distributors & channel partners
- Service companies sending frequent quotations
Part of the Entries
Business
Suite
Use Entries CRM as a
standalone sales tool — or connect
it with Entries.ai for a full
business suite that covers
Accounting, Inventory, ERP,
HRMS & Payroll, and Compliance.
- Seamless data flow from leads to invoices (future or optional)
- One platform for operations and finance
- Faster quote-to-cash cycle
Give Your Sales Team a CRM
They'll
Actually Use
Make it easy for your team to capture leads, send quotations, and close deals — from wherever they are.
Enterprise-Grade
AI, Built
Into
-
AI-driven workflows & automation
-
Intelligent book-close & reconciliation
-
Proactive compliance intelligence
-
AI compliance & policy assistant
-
Real-time operational & CFO insights
-
Automated document intelligence
Frequently
Asked
Questions.
Entries.ai is a powerful accounting software designed for startups and mid-sized companies. It integrates bookkeeping software, expense management, payroll, and compliance into one cloud accounting software platform—delivering enterprise-grade features at a startup-friendly price point
Our platform automates payroll and integrates seamlessly with expense management and accounts payable, reducing manual effort and improving accuracy. With one unified dashboard, finance teams can manage everything from salary disbursements to statutory deductions with ease.
Absolutely. Entries.ai functions as a complete GST accounting software and includes built-in e-invoicing software for automated invoice generation. You can also use our online invoicing software to send compliant invoices, track payments, and manage accounts receivable effectively.
Our system includes robust purchase order management features, allowing users to create, approve, and track purchase orders in real time. You can also generate and send sales quotations directly from the platform to streamline your sales pipeline.
Yes, Entries.ai enables instant migration from platforms like Tally and Zoho. Your accounting software data, including ledgers, payroll, and accounts payable/receivable history, is securely imported into our cloud accounting software with minimal disruption.
Bill of Materials (BOM) is a structured list of all components, materials, and operations required to manufacture a product. With Entries AI, you can build a comprehensive Bill Of Materials, define costs for each material, include scrap material mapping, and enforce quality control standards.
Work Smarter. Grow Faster
Simplify your operations with our unified bookkeeping software, advanced expense management, and real-time insights—all powered by Entries AI
