Sales opportunities enter through calls, web forms, referrals, campaigns, and WhatsApps. While one enters the leads into an Excel sheet, another does so via a notebook, while the third saves all the data in chat history. Quotations are done separately. The managers get updates only during meetings.

Choosing business software is no longer simply a question of buying an accounting package or subscribing to a CRM. As companies add teams, branches, sales channels, inventory, approvals and reporting needs, software starts influencing how efficiently the entire organisation works