Capture
A website form, phone call, or campaign creates a lead with its source recorded.
Available
Customer relationship management
Sales, service, and marketing on one customer record.
Capture leads from your website, move them through a pipeline your managers can inspect, resolve service cases with full history, and report on the whole customer lifecycle.
Vishan CRM
Vishan CRM is the customer system the rest of the suite connects to. Leads arrive from your website, get owners and follow-up tasks, and move through stages you define, so nobody has to reconstruct a conversation from memory.
We set it up as a private workspace on a dedicated subdomain for your organisation, with access configured for the people who need it.
12
Modules included
6
Core capabilities
How it runs
From first record to finished work
Qualify
The lead gets an owner, a follow-up task, and a pipeline stage.
Convert
Qualified leads become an organisation, a contact, and an opportunity.
Retain
Support tickets, contracts, and renewals continue against the same customer record.
What is included
Modules in Vishan CRM
Every module shares the same record structure, permissions, and reporting behaviour, so the system stays predictable as you add people to it.
- Leads, contacts, and organisations
- Opportunities and pipeline stages
- Quotes, sales orders, and invoices
- Purchase orders and vendors
- Support tickets and service contracts
- Products, services, and price books
- Campaigns and lead sources
- Projects, tasks, and milestones
- Calendar, activities, and reminders
- Documents and file attachments
- Email templates and mail manager
- Reports and dashboards
Why it holds up
The details that matter in daily use
Dedicated subdomain
Your organisation gets a private web address and a workspace configured around the way your team works.
Four access levels
Super admin, master admin, admin, and standard user, so operators and customers see different things.
Workflow automation
Rules fire on record changes to send mail, update fields, and create follow-up tasks.
Custom fields and layouts
Add fields and rearrange detail screens per module without touching code.
Website lead capture
Website enquiry forms post straight into the CRM with source and page context attached.
Plans and limits
Each workspace carries its own status, expiry date, and user limit.
Shared foundation
The same platform behind every Vishan system
Vishan CRM is not a one-off build. It sits on the foundation shared across the suite, which is why the same team can support all of them.
Custom fields and layout editor
Add your own fields, group them into blocks, and reorder the detail screens.
Roles and permissions
Per-role control over who can see, edit, and delete each kind of record.
Dashboards and widgets
Configurable dashboard widgets for the numbers each team watches.
Saved list columns
Every user can choose the columns they want on list screens.
Theme settings
Match the interface to your branding without a rebuild.
Related record tabs
Open a record and see everything connected to it in one place.
Next step
See Vishan CRM on your own data
Tell us how you work today. We will walk through the system with your records in mind, and cover migration from whatever you are using now.
Request CRM demo