Product
White-Label CRM Software: Leads, Follow-ups, Quotes and Sales
Want a CRM with your own name on it? We build it for you. Your sales team gets one place for leads, follow-ups, quotes and sales. Your service team gets tickets, service visits and AMC renewals. Everything shows your name, your logo and your colours.
We do not start from zero. Our CRM is already built and working. We set it up for your business, add the fields and steps you need, and put it on your own server. You get the full source code, so the CRM is yours to keep. That is why white-label CRM software from us takes weeks, not months.
See it working before you decide
We keep a demo CRM filled with sample leads, customers, quotes and tickets. Send us a message and we will show it to you on a call, then give you a demo login to try it yourself. You can follow one lead from first enquiry to quote, to won deal, to service.
Web, any browserDashboards and reportsSettings and rolesWhat you get
A CRM has to work for the people who sell, the people who manage them, and the people who look after customers after the sale. Our CRM software has a part for each:
- Sales screens: leads, a pipeline board, contacts and companies, follow-ups, a calendar and quotes.
- Manager screens: a dashboard, 24 ready reports and approvals for big discounts.
- After-sales screens (switch on if you need them): customer equipment, service visits, AMC contracts and support tickets.
- Admin settings: users, roles, branches, your own fields, your own pipeline stages, your brand, and on/off switches for each module.
- Server: keeps your data, sends reminders and emails, and runs on your own server or cloud account.
All the features, already built
Every feature below is in the CRM today. Each module can be switched on or off from the settings, so your team only sees what it uses.
Quotes with GST, ready to send
Most sales teams lose time making quotes in Excel. In this CRM, the quote is made from the lead. Pick the products, add a discount, and the CRM works out the tax. In India it adds CGST and SGST for buyers in your state, and IGST for buyers in other states. It checks the buyer's GSTIN and prints HSN/SAC codes on each line.
The quote gets its own number, like QT/2026-27/0001, and a PDF with your logo, bank details and terms. Send it by email, or open WhatsApp with the quote message ready. If the price is below the minimum you set, a manager must approve it first. When the customer accepts, the stock is kept aside and the lead can be marked won.
Leads from everywhere, in one place
Leads come from many places. The CRM brings them into one list, so none are lost in someone's phone or inbox.
When a lead comes in, rules can give it to the right person, add a tag or make a call task. You set these rules from the settings, without a developer.
The sales screens
This is where your sales team spends the day: finding leads, calling, logging what happened and setting the next step.
The quote screens
Reports for managers
Managers get a dashboard and 24 ready reports. Every report has filters for person, team, branch and source, and prints or exports to Excel. Click any number on the dashboard to see the leads behind it.
After the sale: service, AMC and partners
If you sell products that need service, switch on the after-sales modules. A won deal can create the customer's equipment record, and the service team takes it from there. If you don't need them, keep them off.
Settings: make it fit your business
Your admin can change most things without a developer: who sees what, pipeline stages, fields, forms, rules and your brand.
How we build your CRM
- Free demo call. We show you the demo CRM with sample data and note how your team sells today.
- Plan and quote. We agree your pipeline stages, fields, roles, reports and the modules you need, and give you a fixed quote.
- Your brand and your fields. We put in your CRM name, logo, colours, quote format, tax and your own fields and lists.
- Your data. We bring in your old leads, contacts and products from Excel, or from your old CRM.
- Your server. We set up the CRM on your own cloud or hosting account, with your domain, email and backups.
- Training and support. We train your team and stay with you after launch to fix issues and add features.
What it is built with
- Server: Node.js (NestJS) with a PostgreSQL database and Redis for background jobs and reminders.
- Web screens: Next.js and React. Works in any browser, on a computer or a phone.
- Built-in services: your own email account for sending, any SMS gateway (with Indian DLT rules), WhatsApp Business through your provider, and Excel export.
It is the same stack we use in our other SaaS development work, so any good developer can pick up the code later. Want a phone app for your sales team too? We build that as part of our mobile app development work.
CRM projects we have built
White-label: your name on everything
Your team and your customers see your brand, not ours: your CRM name, logo and colours on every screen, quote PDF and email. You get the full source code, so there is no monthly fee per user to us and no lock-in. You can also sell it to your own clients under your name.
Get a quote for your CRM
Sales, quotes, follow-ups, reports and the after-sales modules you need, with your brand, set up on your own server. Tell us how your team sells and what you want to track, and we will send a fixed quote.
- Full source code, yours to keep
- Your pipeline stages, fields, roles and quote format
- Your old leads and contacts brought in from Excel
- Training for your team and help after launch
Frequently asked questions
What is white-label CRM software?
It is a CRM that is already built, which we set up with your name, logo and colours. Your team and your customers only see your brand. You get the full source code, so you own it.
Can I see the CRM before I pay?
Yes. We show you the demo CRM with sample leads, quotes and tickets on a free call, and give you a demo login to try it yourself.
Do I get the full source code?
Yes. You get all the source code for the server and the web screens. You can change it, host it on your own server and use it under your own name, with no monthly fee per user to us.
Can it make quotes with GST?
Yes. Add products and discounts, and the CRM works out CGST and SGST inside your state, or IGST for other states. It checks GSTIN numbers and prints HSN/SAC codes. It also supports VAT, simple tax or no tax for other countries.
Can my team send quotes on WhatsApp?
Yes. One click opens WhatsApp with the quote message ready to send. If you have a WhatsApp Business account with a provider, we connect it so messages go out from the CRM directly.
Can I add my own fields and stages?
Yes. Your admin can add fields, dropdown lists, pipelines and stages from the settings, without a developer. If you need a bigger change, we build it for you.
Can I bring in leads from my website and IndiaMART?
Yes. The CRM makes enquiry forms for your website, and each enquiry becomes a lead. Leads from IndiaMART, TradeIndia and JustDial can come in too; we connect them with your own account during setup. Old data comes in from Excel.
Can I control what each user sees?
Yes. Each role can see only its own records, its team's, its branch's or all of them. You also choose what each role can add, change, delete or export.
Is there a mobile app?
The CRM works in the browser on any phone. If your sales team needs an Android or iPhone app, we build it as part of the project.
How much does a CRM cost?
It depends on the modules, the number of changes and how much old data you have. Tell us what you need and we will send a fixed quote. The demo and the first call are free.
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Written by
PRS Admin
Building software at PRS India.
