The B2B CRM for inquiry-to-invoice sales
B2B deals are won over weeks: inquiry, quotation, revision, negotiation, PO, payment. Sales Daddy keeps that whole thread on one record — portal inquiries in, GST quotations out, every revision and follow-up logged until the invoice is paid.
Why teams switch
IndiaMART digests in one inbox, quotations made in Word, sent from personal WhatsApp — the deal exists in fragments no one can assemble.
Rev 3 replaces Rev 2 in the same file. When the buyer says “your earlier price”, nobody can say what that was.
A 45-day deal gets three touches in week one and silence after. Without scheduled follow-ups, long cycles become lost deals.
Quote in one tool, invoice in another, payment tracking in a third — with retyping and errors at each hop.
Last year’s orders, rates and complaints are not visible at inquiry time, so the rep re-negotiates from scratch.
From first inquiry to done
- 1Inquiry lands with full detailIndiaMART, TradeIndia, Justdial and website inquiries sync within minutes with product, quantity and buyer details.
- 2Qualify and scope the requirementCalls from the rep’s SIM and WhatsApp threads capture specs, quantities and delivery terms on the lead.
- 3Quote with GST, from the recordLine items, HSN, GST and terms — the quotation is built on the lead and sent as PDF over WhatsApp or email.
- 4Revise without losing historyEach revision is a new version on the same deal; the negotiation trail stays intact.
- 5Follow up through the cycleScheduled tasks keep 30-, 45- and 60-day deals alive; overdue follow-ups surface to managers.
- 6Invoice and collectConvert the accepted quote to a GST invoice and send a Razorpay link; payment closes the loop on the record.
What your team actually sees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| SS-304 Sheet 2mm · 4×8 ft | 40 nos | ₹6,200 | ₹2,48,000 |
| SS-316 Rod 12mm | 200 kg | ₹385 | ₹77,000 |
| Transport & loading | 1 | ₹8,500 | ₹8,500 |
| GST @ 18% | ₹60,030 | ||
| Total | ₹3,93,530 | ||
From inquiry to quotation — line items, GST and status on the deal itself.
AI keeps long deals documented
Over a 45-day cycle, memory fails. The record should not.
- Every call is recorded, transcribed and summarized on the deal
- Specs and quantities mentioned in conversations are extracted to fields
- Follow-up drafts recall the last discussed price and open points
- A new rep can take over mid-negotiation from the timeline alone
Everything this runs on
Inquiry to quotation
IndiaMART, TradeIndia and Justdial inquiries in one list within minutes.
Line items, HSN codes, GST rates and terms — PDF ready in a minute.
Every version preserved on the deal, so the negotiation trail is auditable.
The long middle
Dated tasks across weeks-long cycles, escalating when overdue.
Specs, approvals and POs logged against the deal, not a personal inbox.
Past orders, rates and conversations visible at the next inquiry.
Closing and cash
Convert accepted quotations to invoices without retyping.
Razorpay links for advances and balances; status updates automatically.
Deal-value reports in ₹ lakh, by stage, rep and source.
Related solutions
Questions teams ask us
Can I create GST quotations inside the CRM?
Yes — line items, HSN codes, GST rates, terms and validity, generated as a PDF from the deal record and sent over WhatsApp or email. Accepted quotations convert to GST invoices without retyping.
How are quotation revisions handled?
Each revision is saved as a new version on the same deal. You can always answer “what did we quote them in June?” — the full negotiation trail stays on the record.
Does it suit long sales cycles?
That is the design. Follow-up tasks span weeks, overdue deals surface to managers, and AI summaries let anyone pick up a 45-day negotiation mid-way with full context.
How do IndiaMART inquiries come in?
Automatically, within minutes, with product, quantity and buyer details attached. Duplicate inquiries from the same buyer join the existing account instead of creating a new row.
Can I track advances and part payments?
Yes. Send Razorpay links for advances and balances; each payment logs against the deal, and pending amounts get scheduled reminders until collected.
Do repeat customers keep their history?
Yes. When a known buyer inquires again, the rep sees previous orders, quoted rates and past conversations on the same account — pricing and terms start from history, not from scratch.
See it working with your own leads
Free trial, no card. Connect a lead source, make a call, send a payment link — then decide.