From a WhatsApp enquiry to money in the bank, on one record
A real week, step by step, on USR Apps: USR CRM Lite, USR Sales Assistant, USR Quotes, USR Billing, USR Tally and USR Dealer Portal.
- Pipeline by stage
- Forecast against target
- Win and loss reasons
- Activity by rep
- Quote to close time
- Collections due this month
Your week, end to end
- An enquiry arrives at 9:40 pm
From your website, WhatsApp or email, the lead is captured, de-duplicated and assigned by territory.
USR Assist: Replies within a minute with a brochure and books a call.
USR CRM Lite - The rep walks in prepared
A brief on the account, past orders, open tickets and the likely objection, ready before the call.
USR Assist: Writes the brief and the follow-up email after the call.
USR Sales Assistant - A quote in minutes, with GST
Price book in INR or USD, discounts over your limit go for approval, and the customer signs online.
USR Assist: Explains the discount impact on margin before you approve.
USR Quotes - The invoice goes out by itself
The signed quote becomes a GST invoice, the customer pays by UPI, card or bank transfer.
USR Assist: Drafts polite reminders for anything over 30 days.
USR Billing - Your accountant sees it in TallyPrime
Customers, invoices and payments sync to TallyPrime, with anything unclear held for a decision.
USR Tally - Targets flow into reviews
Won value per rep updates their PMS goals, so the review uses real numbers.
USR Assist: Spots deals stuck for 14 days and suggests the next step.
USR CRM Lite
Can it handle…?
The cases that break most tools, answered.
Can USR handle territory reassignment?
Yes. History moves with the account to the new rep.
Can USR handle duplicate leads from many sources?
Yes. Matched on phone, email and company before they reach a rep.
Can USR handle iNR and USD price books?
Yes. Quote in either currency, with GST only where it applies.
Can USR handle a discount approval chain?
Yes. Limits by role, with the margin shown to the approver.
Can USR handle lost deal reasons?
Yes. Captured on every lost deal and reported by product and rep.
Can USR handle field visits?
Yes. Check-ins, notes and photos from the phone.
Can USR handle dealers and distributors?
Yes. Orders, schemes and credit limits in the Dealer Portal.
Can USR handle part-payments?
Yes. Each payment is matched and the balance chased automatically.
What you keep
Connected through USR Connect and single sign-on.
See your week on USR Apps
A demo set up for your role, or start free with sample data.