Sriven CRM

Sriven CRM is the sales app for the Sriven Groups team. Every enquiry, site visit, quotation and booking in one place, on your phone.

LEADS
• See and add leads, with their requirement, budget and preferred projects
• Units that match a lead's requirement, and hold one for them
• A full timeline of every call, visit, message and status change

FOLLOW-UPS AND SITE VISITS
• Today's, overdue and upcoming tasks, with outcomes and the next step
• Schedule site visits and check in at the site
• Reminders before a visit or an overdue follow-up

QUOTATIONS AND BOOKINGS
• Cost sheets with GST, print or share as PDF
• Convert a quotation to a booking, record payments, see what is due

WHATSAPP CHATS
• Customer WhatsApp conversations, with reply from the notification
• Send approved templates, brochures and quotation PDFs, always after you have seen the message and pressed Send

FOR MANAGERS AND ADMINS
• Team performance, six sales reports and the team map during work hours
• Company settings, quotation defaults and the AI assistant

Accounts are created by your company's admin. There is no public sign-up: sign in with the mobile number your admin registered.