Retail & Business Software
Medhavya Manage
Billing, inventory, staff and daily reporting for small and mid-sized businesses.
Lifecycle status: Private PilotDemo listing
Retail & Business Software
Medhavya CRM
Leads, customers, follow-ups and sales pipelines for growing teams.
Lifecycle status: BetaDemo listing
Demo listing. Product details on this page are illustrative and will be confirmed before launch. Ask us for the current scope and availability.
The problem
Customer conversations live in personal phones and spreadsheets, so leads are lost and nobody has the full history.
Medhavya CRM gives sales and service teams a clear pipeline, a single customer history and reminders that keep follow-ups from slipping — without enterprise-level configuration.
Intended outcomes
- 01Every enquiry captured and assigned
- 02Shared customer history across the team
- 03Pipeline reporting owners can read in minutes
Modules & features
What Medhavya CRM does
- 01
Lead capture
Collect enquiries from forms, calls and walk-ins into one queue.
- 02
Pipeline board
Move opportunities through configurable stages with clear ownership.
- 03
Follow-up reminders
Tasks and reminders tied to each customer and deal.
- 04
Customer timeline
Notes, calls, quotes and orders in a single history.
- 05
Quotations
Create and track quotations from the opportunity record.
- 06
Reports
Conversion, source and team activity reports.
Workflows
How teams use it
Enquiry to order
- 1Capture the enquiry
- 2Assign to a salesperson
- 3Send quotation
- 4Convert and hand over to fulfilment
Every step is designed around the people doing the work — with clear ownership, an audit trail, and nothing changed without the right person’s approval.
- Built for
- Sales teams, Business owners, Customer service teams
- Deployment
- Cloud (managed)
- Integration areas
- Email · Messaging platforms · Medhavya ERP
- Support
- Beta customers receive email support during business hours (IST).
Industries: Retail & Distribution, Manufacturing, Hospitality, Real Estate
FAQs
Questions buyers ask
Can we import existing contacts?
Yes, spreadsheet import is part of onboarding. Data mapping is reviewed with your team.
Is there a mobile app?
The interface is responsive for mobile browsers. A native app has not been announced.
Related products
See Medhavya CRM with our team.
We will walk through the workflows relevant to you and be clear about what is available today and what is on the roadmap.