Know moreProgbiz ERP gives Indian SMBs and service providers a single system to manage enquiries, projects, and daily tasks. Every lead gets tracked from first contact to close, with nothing left to memory or guesswork.
OverviewSales and project data for Indian SMBs was spread across ad platforms, phone logs, and individual team members' memory. Progbiz ERP was built to pull enquiry sources, call activity, project stages, and daily tasks into a single dashboard that any team member can act on.
The ChallengeTeams couldn't tell which ad spend actually produced paying customers. Calls went unrecorded against the enquiries they belonged to, field staff skipped CRM updates when they were away from a desk, and when a lead didn't convert, nobody could say why it was lost.
Our ApproachWe built around the full path a lead takes: where it came from, who owns it, what was said on the call, and what happens if it stalls. That meant tagging every source at entry, automatically syncing call recordings, and logging a reason the moment a lead is marked lost, so patterns show up rather than disappear.
The SolutionProgbiz ERP tags each enquiry by source and status, automatically links call recordings to the correct customer record, and surfaces reasons for loss so teams can see why deals slip. Branch and executive performance are visible at a glance, projects are tracked from creation through completion with expenses and stages attached, and the mobile app means field teams can log updates without ever sitting down at a desk.
