Marketing and Sales

Track open and closed opportunities for the Year/Quarter/Month. Maintain year over year or month over month closing trends. Understand and manage your inbound lead flow.


  • Multi-Product Lead and Opportunity Management
  • Auto and Manual Lead Assignment
  • Email Integrations for First Response
  • Third Party Lead Generator Integrations (Just Dial and Others)
  • Multi Phase, Multi Stage Lead Funnel
  • Lead Heat Map – Analysis Matrix
  • Lead Workflow Management
  • Multiple Executive Credit

Marketing | Sales | Lead Management | Opportunity Management | Lead Flow | Open Leads | Closed Leads | Sales Funnel | Sales Automation | Marketing Automation | Sales Management | Marketing Management | Lead Generation


Your people, with you… always !

We know that Contacts are actually about relationships. Contact fragmentation causes unproductivity.

EdifyBiz presents Contact Management, a database of contacts and clients organized in an easy accessible manner, to be accessed anytime and anywhere. Contacts may include intra-organizational contact details that include Customers, Supplier, Associates, Contractors, Agents and Business Contact Details – B2B or B2C.


  • Company / Contact Detailed Profiling
  • Multi-Category Assignment for MIS
  • Multi-Person, Multi-Address, Multi-Bank
  • Multi-Product Relationship
  • Sourcing Management
  • Followup, Minutes of Meeting, Activity
  • Third Party Mapping for Integrations(Tally and Others)
  • Get-In-Touch Campaign Assignment
  • Person Demographics Verifier Assignment

Marketing | Sales | Contact Management | Communication Management | Contacts |  Contact Fragmentation | Contact Details | Business Contact Details | Customer Contact Details | Supplier Contact Details | Database of Contacts | Contact Database


TELL the right to SELL the right !

A good business is the one that has a smooth hurdle-free one point center to answer all incoming inquires… after all inquiries bring business!

Edifybiz has Inquiry Module that enables any business house to satisfactorily answer all inquiries of their clients. Right words and rights numbers reach the clients through an effective Quotation Module, where in the prices and quotations are sorted category wise and can be accessed without any interference or misinterpretation, leaving no possibility for miscommunication.


  • Workflow & Approvals
  • Multi-Template Formats
  • Multi-Vendor Price List
  • Sourcing Management
  • Integrated DMS, Task and Followups

Marketing | Sales | Inquiry | Quotation | Inquiry Module | Quotation Module  | Client Quotations | Client Inquiries | Purchase |


Product presentation with prudence !

All your product details are just a click away. Easy accessibility to product profile, categorization and price trends always keeps you and your staff updated enhancing company’s relationship with clients and suppliers.

EdifyBiz CRM updates your sales and marketing staff on the latest discounts, special offers, seasonal/festive discounts and schemes associated with your product. It also keeps track of what products are sold to which client, which helps you maintain customer satisfaction and gain loyalty.

You don’t just profit from EdifyBiz, you GAIN!



  • Product Profiling
  • Multi Variant
  • Multi-Contact Relationship
  • Sourcing Management
  • Tax Compliant
  • Inventory Management
  • Up-Sales and Cross-Sales
  • Bill of Material (Raw vs Finished)
  • Support and Service Specifics

Marketing | Sales | Product Management | CRM | Customer Satisfaction | Product Categorization | Clients | Suppliers

EdifyBiz - Product Management


Evaluate, Execute !

Just one click opens up the entire intra-organisational statistics, evaluates business opportunities and processes data and collected information through detailed INFO-GRAPHICS Representations.

  • Interactive Dashboards
  • Drill – Down Graphs
  • Extended MIS Reports
  • Advanced Filtering on Reports
  • Export to XLS / Print to PDF / E-Mail
  • Integration to EdifyBiz BI

Marketing | Sales | MIS Analysis | MIS Reporting | Info-graphics | Management Information System | Data Analysis | Data Reporting | Information Analysis | Information Management


Empowering sales ! Empowering Growth !

Sales team can perform productively only in an information fed scenario. Only when the sales team works on a definite timeline of work, can they bring out desired output.

Pre-sales Timeline Management Module of EdifyBiz is an innovative centralized repository of detailed layout of info-graphical information structure. Company information, pre-sale research, follow up plan, schedule chart, minutes of meetings, proposals and every possible information is well fed in the module that enables the sales team to follow a stringent work pattern and has details on their fingertip.

  • Hub – A 360degree integrated approach to Business
  • Customer / Product / Executive centric timeline

Marketing | Sales | Pre-sales | Pre-sales Timeline Management | Sales Team | Pre-sale Research  | Follow up plan | Minutes of Meetings | MOM |

EdifyBiz - Presales
EdifyBiz - Sales and Target


Analytical Approach … Road to betterment !

A business thrives on its sales team, target achievements and outstanding performance of the marketing and sales personnel. EdifyBiz helps you to track the same in the most effective way. EdifyBiz enables the company in assigning targets, keeping a track of how close the team is to the target and then a detailed analysis of the working pattern of the teams individually and collectively; thus accelerating the productive workforce in a profitable way.

  • Multi-Dimensional sales analysis
  • Target setting on various Activities and Sales
  • Customer / Product / Executive centric performance measures
  • Advanced Funnels for Drill Down Analysis

Marketing | Sales | Sales Analysis | Target Analysis | Performance Analysis | Sales Funnel | Salesforce | Sales Workforce | Sales management | Sales Automation


Business tours made easy !

Business trips, sales tours, visits by marketing team or be it any other kind of tour related to the company, now it’s easy to have a control, check and watch on the entire tour plan and its expenses with EdifyBiz. Our Tour manager module sets every detail of tour from scheduling to assigning targets of the tour to recording of expenses to expense integration into accounts. The module also keeps a track of sales order booking and does the overall structuring of the tour with productive objectives.

  • Advanced Tour Manager with Workflow
  • User Defined Policy for Executive Spendings
  • Advanced Mobile based Expense Upload
  • Third Party Integration for Expense Management

Marketing | Sales | Tour Expenses | Tour Management | Expense Management | Tour Planning | Expense Integration | Business Trips | Sales Tours |


Always on track !

EdifyBiz CRM’s GPS Mobile Tracking feature enables you to keep a track on the movement of your sales executive/employees, whenever and wherever required through Employee real time location tracking. All these features keep you in constant touch with your people. EdifyBiz CRM also provides you with Previous date locations log, through which you can never miss any important movement of your people.


  • Realtime GPS Tracking and Monitoring
  • Attendance In-Out / Meetings Check In-Out
  • Salesperson based area coverage
  • Advansed MIS and Analytics Reporting

Marketing | Sales | GPS | CRM | Mobile Tracking | GPS Tracking | Global Positioning System | Tracker |


Sales bring Scales !

SALES – the most significant term in the entire business industry irrespective of the sector, size or location. The onus of a company’s growth rests on the ‘Sales’ pattern. The whole biography of the company can go for a toss if the ‘Sales’ aspect is not taken care of. Proper planning, effective navigation system for the sales team, a definite framework of targets and an effective analytical measure in case of any crisis – all these need a professional hand. EdifyBiz Sales Module facilitates the smooth functioning of all the sub-lines of the Sales department, hence enabling the company to foster a strong network of clients and dealings

  • Infographical Dashboard with Indepth Insights
  • Complete 360 Degree Sales Process coverage
  • Sales Target Management
  • Workflow for Delivery and Installation
  • GST Taxation with Reporting
  • Self Design Template Format

Marketing | Sales | Sales Automation | Sales Management | Sales Facilities | Sales Services | Navigation System |

EdifyBiz - Sales
EdifyBiz - Document Management


Paperless Power !

No more dust smeared stack of files, no more searching fanatically.

The Document management System (DMS) by EdifyBiz fits  large volumes of documents into its unlimited storage system with easy and secured systematic accessability when needed.

Archiving of documents into DMS; file sharing under Public and Private categories; scanning documents; management of files through effective search and filters; and easy access to DMS through any mode.You can edit, upload, delete and change the document as and when you want, and can save it accordingly.


  • Integrated to all core EdifyBiz Modules
  • Manage it as Private, Public and Shared
  • Supports all File Formats
  • Multi Tag Meta Descriptions
  • Multi Version Support
  • Share File Links with Security
  • Request File Links with Security
  • Unlimited Storage with Extended Access Security

Marketing | Sales | Document Management | DMS | Document Management System | Documents | Paperless | Cloud-Based | File Sharing | Files Management


Bring Order to Chaos !

EdifyBiz’s Task Management Module helps you to manage your time and resources. It increases Team Collaboration and productivity. Create tasks, assign tasks, delegate and prioritise your to do list. Ensure that you miss nothing. EdifyBiz helps you to monitor and manage your workload and workforce. Dashboard gives you the snapshot of your workday.


  • Task Management Dashboard
  • Process Automation through Task Automator
  • Checklist and Preset Checklist Management
  • Group Task with Extended Flexibility
  • Task Monitor – Drill-Down Task Monitoring
  • Task Quadrant for Task Importance and Urgencies

Marketing | Sales | Task Management | Team Collaboration | Productivity | Tasks | Dashboard | Business Automation Software | Complete Business Solution | CRM | Salesforce