SALES & CUSTOMER SERVICE

Every enquiry followed up, nothing left in someone’s inbox.

Capture leads from every channel, see exactly where each deal stands, and give your team a next action instead of a spreadsheet.

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Sales teams, service desks and client-facing professional firms Cloud / Hybrid

Sales pipeline and customer relationship management dashboard

VEKSA CRM Cloud / Hybrid

WHAT IT DOES

Built around how the work actually happens.

VEKSA CRM is configured to your process during implementation rather than forcing your team to adopt someone else's.

Leads land in one place

Website forms, WhatsApp messages, inbound calls and email enquiries all arrive in the same queue with a source tag, so you can tell which channels actually produce revenue.

A pipeline your team will actually update

Stages are configured around how your business really sells. Drag a deal forward, log what happened, and the next follow-up schedules itself.

Follow-ups that do not depend on memory

Automated reminders and reassignment rules mean an enquiry cannot sit untouched for a week because someone was on leave.

Reporting that answers real questions

Where do deals stall? Which source converts best? Which rep needs support? Answers come from the data your team already enters, not a separate reporting exercise.

MODULES INCLUDED

Scope, stated plainly.

Everything below is part of VEKSA CRM. Anything you need beyond it can be built as a custom module.

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Multi-channel lead capture — web, WhatsApp, phone, email
Visual pipeline with configurable stages
Automated follow-up reminders and task assignment
Quotation and proposal tracking
Customer service tickets and SLA timers
Call logs, notes and full interaction history
Conversion, source and rep-performance reporting
Role-based access for reps, managers and owners

Common questions

Straight answers to what buyers ask us first.

Can VEKSA CRM capture leads from WhatsApp?

Yes. WhatsApp enquiries can be routed into the same lead queue as web forms and calls, tagged by source so channel performance is measurable.

Will it work alongside the tools we already use?

Generally yes. VEKSA CRM can integrate with email, telephony and accounting systems via API. We map the specific integrations you need during scoping.

Can we control what each person sees?

Yes. Role-based access means reps see their own accounts, managers see their team, and owners see everything — configured to your reporting structure.