KOREFIRST business software

CRM and Lead Management Software

KOREFIRST CRM helps a team record an enquiry, assign responsibility, track its pipeline stage and plan the next follow-up. Lead activity and related quotations stay connected so the next person can understand the customer context.

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What your team can manage

Lead records

Capture the contact, source, type and product interest so enquiries can be reviewed consistently.

Pipelines and stages

Organize sales work by pipeline and stage instead of relying on separate spreadsheets.

Assignments and visibility

Assign team members and use configured permissions to control which leads and actions are available.

Activities and follow-ups

Record customer interactions and schedule the next action using the configured activity types.

A typical workflow

  1. Create the lead with the available customer details and source.
  2. Select the appropriate pipeline and stage, then assign the responsible team.
  3. Record the conversation and schedule a follow-up when the activity requires it.
  4. Open the related quotation workflow and review progress as the enquiry develops.

Plan your setup

Available pipelines, stages, activities and records depend on company setup and user access. A saved activity does not automatically mean a message has been sent to the customer.

Pricing depends on the modules your business needs. Discuss your requirements with the team for a tailored quote.

Common questions

Can I keep quotations linked to a lead?

Yes. Use the lead-linked quotation workflow to carry customer context into the quotation. Available actions depend on your permissions and setup.

Does every user see every lead?

Visibility depends on company access, permissions and configured assignments or pipeline restrictions. Review these rules during onboarding.

Step-by-step help

Read the detailed guides for prerequisites, fields and troubleshooting.

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CRM and Lead Management Software →

Organize leads, sales pipelines, assignments and follow-ups with KOREFIRST CRM. Keep customer activity connected to quotations and your business workflow.

Inventory and Stock Management Software →

Manage stock items, variants, godowns and stock movements with KOREFIRST. Trace inventory through stock entries and the Stock Ledger.

Billing, Quotations and Sales Workflow Software →

Create quotations and manage sales documents with KOREFIRST. Connect orders, dispatch, invoices and payments through configured voucher workflows.

Production and Work Order Management Software →

Track production work orders, process assignments, deadlines and batches in KOREFIRST. Connect production planning with materials and progress records.

HRMS and Employee Management Software →

Organize employees, attendance, leave and payroll records with KOREFIRST HRMS. Give teams structured access to supported employee workflows.