SIDBI CRM

SIDBI CRM

CRM for Business Leads

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Details

  • Released
  • Updated
  • March 10, 2026
  • July 21, 2026

Features

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About

Mobile Lead Management Tool is an intuitive, end‑to‑end platform designed for sales teams, field agents, marketing operations, and service providers who need to manage leads efficiently on the move. Gain complete visibility into your sales pipeline with automated tasks, real‑time updates, and a mobile‑first experience built for speed and simplicity. Key Features • Capture & prioritize leads from multiple channels with complete interaction history. • Automate workflows including follow‑ups, reminders, and lead assignments. • Collaborate seamlessly with team members through task assignment, field tracking, and real‑time alerts. • Monitor performance using dashboards and conversion metrics
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What's New in SIDBI CRM

1.5.1

July 21, 2026

New Customer Interaction section in Customer 360. HRMS integration in Source By field. LLP CIN validation added. Enhanced Dropped Status controls. Forced update support, performance improvements, and bug fixes.

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