CRM & RevOps
The revenue side of the same ledger
Leads, pipeline, follow-ups, tasks, field visits, collections and campaigns — sitting on the same customer records the invoices post against.
Desktop covers customer insights, churn risk and salesman analysis. Leads, pipeline, follow-ups and the sales copilot are Cloud.
Explore the Desktop Suite →What CRM does
One customer record
CRM and accounting share the party master, so a collections call knows the actual outstanding rather than a synced copy of it.
Collections that prioritise
Ageing plus payment behaviour ranks who to chase, and bulk dunning sends the reminders with the statement attached.
Field visits and beats
Visit logging with route and salesman analysis, for businesses whose sales happen on foot.
Customer 360
Every document, interaction, task and payment for a party on one screen.
AI capabilities
Sales copilot
ComputedRecommendations, deal-risk scoring and upsell suggestions — computed from your own history, and available even with AI narration off.
Who uses it, and for what
- Collections clerk
Deciding who to chase this morning
Ageing plus payment behaviour ranks who to chase, and bulk dunning attaches the statement
- Field salesman
Back from a day on the beat
Visit logging with route and salesman analysis, for the sales that happen on foot
- Sales head
Quarter-end and the pipeline needs a hard look
Deal-risk scoring computed from your own history, not a model’s hunch
Industries that lean on it
Questions
Is CRM a separate product?+
No — it runs on the same customer master and the same permission model as the accounting side.
Is CRM in both the Desktop and Cloud editions?+
Yes — CRM ships in both the Desktop Suite and the Cloud Suite. The Desktop edition runs it against a local database on your own machine with the network unplugged; the Cloud edition runs it in the browser with roles, approvals and an audit trail over the same books. You choose the edition when you sign up, and the application is the same one either way.
Is CRM the same in both editions?+
No, and the difference is worth knowing before you choose. Desktop covers customer insights, churn risk and salesman analysis. Leads, pipeline, follow-ups and the sales copilot are Cloud. We flag this on the application card itself rather than in a footnote, because "it has CRM" meaning two different things across editions is exactly the gap a business discovers after paying.
What does CRM actually include?+
Leads, pipeline, follow-ups, collections and copilot. In practice that means one customer record, collections that prioritise, field visits and beats and customer 360 — each of which is a working screen rather than a line on a roadmap. The full breakdown, with what every one of them does, is on this page above.
What else comes with CRM?+
CRM sits in the Sales & CRM group of the catalogue, alongside Sales. They are separate applications with their own screens, not modules of each other — but they share one database, so what you enter in any of them is immediately real to the rest.
Does CRM work offline?+
On the Desktop edition, yes — completely. CRM runs against a database on your own machine, so it behaves identically with the network unplugged; only AI and billing reach out. On the Cloud edition it runs in the browser and needs a connection, with the POS till the one deliberate exception.
What does the AI in CRM actually do?+
Sales copilot is computed by tested engines, not by a language model — switch the AI off and those figures are all still there and still correct. What the model contributes is the sentence around the number and the routing that brings it to you. Nothing writes to your books without you approving it.
Which businesses is CRM for?+
It is built for Legal & Consulting, Wholesale & Distribution and Real Estate & Developers in particular, and it is not exclusive to them — CRM is part of the horizontal suite, so any business on LekhaPro can switch it on. Those trades are named because their industry pages describe how CRM is used in that specific line of work.
Can I control who sees CRM?+
Yes. Access is by role rather than all-or-nothing, so a billing clerk can reach CRM without reaching the books behind it, and an approver can see what needs a decision without editing anything else. On the Cloud edition every change also carries who made it and when.
Does CRM cost extra?+
CRM is part of the suite, not a paid add-on billed per use. What your plan tier decides is reach and depth — how many devices connect, multi-branch and multi-warehouse reporting, and whether the conversational AI copilots are switched on. The full accounting core is in every plan, including the entry tier.
See CRM on your own books
Start a free trial, or have us walk you through it with your numbers in front of you.
Looking for the detail? CRM & RevOps Software for Indian SMEs