Smarter Lead Management. Faster Revenue.
Clientfisher gives your sales team a single-page Lead Worker Dashboard where every action - checking follow-ups, reviewing past interactions, adding updates, scheduling the next follow-up and changing workflow stages - happens in one place, without switching pages. As leads progress, classify them into Contacts, Prospects, and Opportunities so your team always knows exactly where each lead stands and what needs to happen next.
Inventory Management with Zero Blind Spots
Track raw materials and finished goods across multiple warehouses in real time. Bulk upload your inventory and stay updated on every movement, addition, or deduction. Connect inventory items to specific warehouses for accurate location-based tracking. Always know what's in stock and where, so operations never slow down due to inventory gaps.
Generate Quotations In Less Than a Minute
Create professional, customised quotes for your customers in less than a minute. Have your logo, terms and conditions, product images preconfigured and choose from a preloaded product catalogue for quick selection. Apply overall or product-level discounts and taxes with ease. Configure multiple quote profiles so your team can generate accurate quotes faster without starting from scratch every time.
Deals and Orders - From First Quote to Final Closure
Manage multiple deals or orders under each customer with clear stage-wise workflows. Every deal moves through its own defined process, and can be marked as Closed Won or Closed Lost at the end. Get full visibility into your active pipeline and take action before opportunities slip through.
Project Management That Keeps Every Deadline on Track
Link customers directly to their projects and manage all project details, timelines, and tasks in one place. Teams can track activities, log updates, and stay aligned to client requirements without switching tools. Get a 360-degree view of each customer that combines their interaction history with project performance. Ensure nothing gets missed with built-in follow-ups and task management throughout the delivery cycle.
Contract Management Built for Long-Term Customer Relationships
Manage all your contracts, AMCs, and service schedules from a single, organised workspace. Automate service scheduling and renewal reminders so nothing lapses without notice. Handle service requests and customer support directly within each contract record. Simplify the entire contract lifecycle from creation to closure without manual follow-up.
Support & Ticket Management - Faster Resolutions
Organise, track, and resolve customer complaints or service requests with a structured ticketing system. Classify tickets by type and manage them based on turnaround time to ensure timely closures. Automate customer interactions on ticket creation or resolution to keep customers informed at every step. Your support team gets full visibility into pending, in-progress, and closed tickets without manual tracking.
Asset Management with Full Lifecycle Visibility
Track and manage all company assets throughout their complete lifecycle from procurement to retirement. Search and monitor assets in real time and maintain a full history including warranties and service records. Keep asset data accurate without relying on spreadsheets or manual logs. Give your team instant visibility into what assets exist, where they are, and their current status.
Simple and Powerful HR Management for Growing Teams
Manage all employee records, documents, and HR processes from one centralised system. Track & handle leave requests and approvals, and maintain a yearly holiday calendar with ease. Manage resources allocated to employees and keep everything organised without manual paperwork. A simple and efficient HR tool built for growing Indian businesses.
Track, Submit and Approve - Expense Management Made Simple
Allow your sales team and managers to submit expenses on the go via the mobile app with all supporting documents attached. Set expense limits for individuals or teams to keep spending within budget. Expenses go through a streamlined approval workflow so managers can review and approve quickly. Reduce paperwork and maintain a clean, auditable record of all business expenses.