Skip to main content
Apragya AI
Sign inRegister
CRM feature

Deals Software for Indian Businesses: One Record From Enquiry to Invoice

For owners and sales heads who ask for a status sheet every week: one board where every deal shows its stage, value, owner and next step.

Start freeTalk to sales
A delivery man sets down four cartons of terminals in a market shop while the owner takes a sealed invoice sheet at the counter

Deals software gives a sales head one board where every live enquiry sits with its stage, its value in rupees, its owner and its next follow-up date. The owner reads the board; nobody has to prepare a status sheet.

Without it, deals live in a sheet updated when someone remembers, quotations are retyped from the last file, and a won order is keyed in again at billing. Each retyping is a chance to lose a discount condition or the right GSTIN.

Here is an illustrative deal from first enquiry to invoice, how Apragya runs the pipeline, and why the pipeline should end where the money starts.

An example: a Jaipur rooftop solar installer

Take an illustrative solar installer in Jaipur that sells rooftop systems to schools and small factories. An enquiry comes in from the website for a 50 kW system at a school.

One enquiry, one record, start to finish

  1. Enquiry sorted

    Web form creates a scored lead with an owner.

  2. Deal opened

    Value, stage and expected close date set.

  3. Quotation sent

    Built from the price list and pricing rules.

  4. Follow-ups logged

    Site survey and two calls on the deal.

  5. Invoiced and paid

    Won deal becomes an order and GST invoice.

The quotation step is where pricing rules keep the discount honest.

The school asked for a revised quote after the site survey, and the new rate stayed within the discount rule. When the deal was marked won, the order and invoice took the customer and GSTIN from the record: one enquiry moving through sorting, quotation and follow-up to a paid invoice.

An isometric track showing one coloured sheet moving from an enquiry tray through sorting, quotation and follow-up to a sealed bill at a billing counter
One enquiry moving through sorting, quotation and follow-up to a paid invoice.

How sales deal tracking software works in Apragya

Step 1 of 5

Qualify

A scored lead becomes a deal on the customer account.

  1. Qualify: A scored lead becomes a deal on the customer account.
  2. Move: Stages, value and close date updated from the browser.
  3. Quote: Quotations follow the customer's price list and your pricing rules.
  4. Review what AI drafts: Agents flag risk on the deal; a person approves, modifies, rejects or escalates.
  5. Close and bill: With the Sales app in use, a won deal becomes an order and a GST invoice.

Where a spreadsheet pipeline leaks

Stale stages

The sheet says quotation; the customer has already bought elsewhere.

Discounts nobody approved

Rates are typed freely, with no rule behind them.

Retyping at every step

Enquiry, quote, order and invoice each re-enter the same details.

Deals lost in handovers

The history is in the owner's phone.

Why deal management software in India should end at the invoice

A pipeline that stops at "won" leaves billing to retype the order. When the deal, quotation, order and invoice share one record, the tax split, the agreed rate and the customer details carry through, and the sales head can see what is still to collect.

A spreadsheet pipeline, against Apragya

FeatureEmail and a shared sheetApragya deals
New enquirySits in one inboxCaptured, scored and owned
Stage and valueUpdated when rememberedFields on the deal, from any device
QuotationRetyped from the last fileFrom the price list and rules
Won dealRe-entered in billingBecomes an order and invoice
Who changed whatNobody can sayImmutable audit trail
Who can see itThe whole sheetRole-based access

Checked against public information on 16 September 2026.

What sets Apragya's pipeline apart

GST carried through

CGST, SGST or IGST applied by place of supply on the invoice.

Pricing rules

Discounts follow limits you set, not the invoice line.

Agents bound to deals

They run on events or a schedule and save their output on the deal.

Updated in the field

Salespeople move their deals from the phone.

Follow-up built in

Email sequences and WhatsApp campaigns sit on the same deal.

Audit and access

Every change recorded; visibility set by role.

Read next: leads, activities and sales order management.

Moving your pipeline onto the board

  1. Agree your stages, no more than six.
  2. Enter live deals with value, owner and expected close date.
  3. Attach each deal to its customer account.
  4. Set pricing rules for the discounts you allow.
  5. Run the next weekly review from the board.

If the board is the only place deals are updated, it becomes the status report on its own.

What it costs to start

Free
Up to 3 users
With CRM, HRMS and one Additional App of your choice
1,000
AI Credits
On the Free Plan
INR 3,999
Starter, a month
Up to 10 Users and 2,000 AI Credits

Deals software, answered

How do I track deals in CRM without daily updates?
Each person updates the deals they own with stage, value and next date. The board is then the report.
Can I set my own pipeline stages?
Yes. Stages are configured for your business rather than fixed.
Does a won deal connect to invoicing?
Yes, when the Sales app is in use: the deal becomes an order and a GST invoice with IRN, QR and e-way bill where needed.
Can managers see every deal while salespeople see their own?
Yes. Role-based access sets that, down to sub-features.
What does it cost to start?
CRM is part of the free plan, which covers up to 3 users with CRM, HR and one Additional App of your choice and 1,000 AI Credits. Starter, at INR 3,999 a month, covers up to 10 users and adds a choice of enterprise apps.

Put your pipeline on one record

Move your live deals onto the board and run next week's review from it.

Start freeTalk to sales