About ABSS CRM
ABSS CRM is a complete sales and lead-management platform built for Indian businesses. It handles the full sales lifecycle — from capturing a lead and running campaigns, through visits, tasks, and quotations, to confirmed sales orders that flow straight into ABSS Books — in one integrated system.
Who uses ABSS CRM?
Core modules
ABSS CRM is organised into modules. Each module has its own documentation section accessible from the sidebar.
Lead Management
Capture, qualify, and track leads from first contact to a closed deal. Bulk import from spreadsheets, log activities, and keep a full change history on every lead.
Sales
Turn leads into GST-compliant quotations, then convert accepted quotes into confirmed sales orders that flow straight into ABSS Books — no re-entry.
Field Activity
Record on-site visits with check-in / check-out sessions and outcomes, and assign follow-up tasks with due dates so nothing about a prospect slips.
Masters
Customers, items, item groups, industries, and tags — the shared data that powers every quote and order. Configured once, used everywhere.
Banking
Maintain your company's bank accounts and choose a primary account whose details print on your quotations, sales orders, and invoices.
Key capabilities
India-first design: GST-ready quotes and orders that hand off cleanly to ABSS Books
QR-code lead capture at trade shows and via web forms
Bulk import for leads, customers, and items from spreadsheets
Geographic lead routing and territory management
Full activity timeline and change history on every lead
Role-based access control for sales reps, managers, and admins
Real-time data shared with ABSS Books — one customer and item master
Mobile-responsive web app — works on any device, no app install needed
How ABSS CRM connects with ABSS Books
ABSS CRM and ABSS Books share a single database. When a deal is won in CRM, the customer record, pricing, and line items flow directly into Books — no re-entry. Payments recorded in Books update the customer's status in CRM automatically.
Quote → Sales Order
An accepted quotation converts to a sales order in one step
Sales Order → Invoice
The order flows into ABSS Books for delivery and invoicing
Shared Customer Master
The same customer record is used across CRM and Books
Shared Item Master
Pricing, HSN codes, and GST rates stay in sync automatically
Payment Status Sync
Payments recorded in Books reflect on the customer in CRM
One Login
Sales and accounts teams work from the same live data