SM CRM

SM CRM is a smart business management app built for sales teams, distributors, and growing companies. Manage your entire sales pipeline — from first lead to closed deal — along with customers, products, and inventory in one place. Whether you run an agro business, trading firm, or sales-driven company, UpLeads helps your team stay organized, follow up faster, and close more business. KEY FEATURES • Capture and track leads in one dashboard • Assign leads to sales persons • Set priority levels and conversion status • View lead source and product details • Export lead data by date range :busts_in_silhouette: Customer Management • Maintain complete customer records • Store contact details, GSTIN, PAN, and business information • Search and filter customers quickly • Update customer data on the go :office_worker: Sales Team Management • Manage sales persons and admin users • View user roles and responsibilities • Keep your team aligned on daily sales activity :package: Inventory & Products • Manage product categories and HSN codes • Track stock levels by unit (kg, litre, piece, etc.) • Add, edit, and organize your product catalog • Export inventory data to Excel :gear: Customizable Settings • Configure lead priorities • Set conversion statuses with color labels • Manage lead sources • Add additional notes for flexible tracking :office: Company Accounts • Register your company and create your workspace • Secure login for authorized users • Built for multi-user business operations WHY UPLEADS? :heavy_check_mark: Simple and easy to use :heavy_check_mark: Designed for real sales workflows :heavy_check_mark: Centralized data for leads, customers, and inventory :heavy_check_mark: Helps teams work faster with less paperwork :heavy_check_mark: Suitable for field sales and office teams WHO IS IT FOR? • Sales teams and field representatives • Agro, trading, and distribution businesses • Small and medium businesses managing leads manually • Companies that need lead tracking + customer + inventory in one app SUPPORT & PRIVACY For support, contact: info@upheadstrategy.com Developed by Uphead Management Consulting Private Limited. Download UpLeads today and take control of your sales pipeline!