The Expandx familyExpandxTejoERPTejoCRMTejoIQinfo@expandx.in
Lead to Invoice

One connected sales process.

Capture every lead, send quotations in minutes, convert to orders and raise GST invoices — without re-typing anything. Built for Indian sales teams by the makers of TejoERP.

  • 15-day free trial
  • Get a quote for your team
  • IndiaMART & WhatsApp ready
1

Lead

From IndiaMART, website, WhatsApp or a call

2

Enquiry

Requirement, items and follow-up date

3

Quotation

Priced, taxed and sent in minutes

4

Order

One click from the approved quote

5

Invoice

GST-ready, with payment follow-up

Interactive demo

Take one deal from lead to invoice

Click through a real flow. Change the quantity or price — watch it carry through to the order and invoice.

New lead
Source: IndiaMART · 10:42 am
Hot
CompanyShree Ganesh Engineering, Nashik
ContactRahul Patil · Purchase Manager
NeedSS hex bolts M12 — monthly requirement
OwnerAuto-assigned to Priya (Nashik territory)
  • Lead captured automatically from IndiaMART
  • WhatsApp greeting sent to Rahul
No copy-paste from email or IndiaMART.
Enquiry ENQ-1042
Shree Ganesh Engineering
Follow-up today 4 pm
ItemQtyNotes
SS Hex Bolt M12 × 501000Grade A2, monthly
  • Lead details carried over — nothing re-typed
  • Reminder set for Priya
Every enquiry has an owner and a next step.
Quotation QT-881
Valid 15 days · Payment 30 days
Draft
ItemQtyRateAmount
SS Hex Bolt M12 × 50
GST 18%
Total
Sent as PDF by email or WhatsApp in one click.
Sales Order SO-2417
From QT-881 · PO ref SGE/PO/339
Confirmed
ItemQtyAmount
SS Hex Bolt M12 × 50
Order value (incl. GST)
  • Quotation converted — prices and terms locked
  • Dispatch date shared with Rahul on WhatsApp
Need stock or production planning here? That's where TejoERP takes over.
Tax Invoice INV-0937
Against SO-2417 · Due in 30 days
Sent
Taxable value
GST 18%
Invoice total
  • Payment reminder scheduled
  • Deal closed: lead to invoice, nothing re-typed
That's the whole process, connected.Start your 15-day free trial
Features

Everything a growing sales team needs. Nothing it doesn't.

Lead capture

Pull leads from IndiaMART, your website and the TejoLead Chrome extension. Auto-assign by territory or product.

Follow-ups that happen

Every enquiry has an owner and a next date. Reminders keep deals from going cold.

Quotations in minutes

Item rates, taxes and terms filled in. Send by email or WhatsApp.

Orders from quotes

Convert an approved quotation into a sales order in one click — no re-typing.

GST invoices

Raise invoices against orders and keep payment follow-ups on track.

Pipeline & reports

See leads, conversion, quotation value and salesperson performance at a glance.

Live in a day

From sign-up to your first quotation — today

We measure success by your first real quotation, not by how many accounts get created. The setup guide gets you there fast.

1

Create your workspace

Company, GSTIN and logo.

2

Import customers & items

Upload from Excel or Tally exports.

3

Connect lead sources

IndiaMART and website forms.

4

Send your first quotation

Then invite your team.

Grow without switching

When sales isn't the only problem, TejoERP is one step away

TejoCRM shares its data model with TejoERP. Add modules only when you actually need them — your customers, quotations and history come with you.

You are here

TejoCRM

Lead → enquiry → quotation → order → invoice.

+ Inventory

Promise delivery dates against real stock.

+ Purchase & production

Turn orders into POs and job cards.

+ Finance

Accounts, GST and MIS in one system.

Frequently asked questions

What is TejoCRM?
TejoCRM is a lead-to-invoice CRM for growing Indian businesses. It connects leads, enquiries, quotations, orders and invoices in one sales process, so nothing is re-typed between steps. It's built by Expandx, the makers of TejoERP.
How is TejoCRM different from a regular CRM?
Most CRMs stop at the deal. TejoCRM carries the deal through quotation, order and GST invoice, and can grow into TejoERP for inventory, purchase, production and accounts.
Does TejoCRM work with IndiaMART and WhatsApp?
Yes. IndiaMART leads can flow in automatically and quotations and updates can be shared on WhatsApp.
Can I upgrade from TejoCRM to TejoERP later?
Yes. TejoCRM and TejoERP share one data model, so your customers, items, quotations and history carry over when you add ERP modules.
How do I get TejoCRM pricing?
TejoCRM is quoted to your team size — get a quote. Every account can start with a 15-day free trial.
How do I get started?
Start your 15-day free trial, enter your details and follow the setup guide to send your first quotation. If you'd rather be guided, book a walkthrough with our team.

Stop losing deals between steps

Try it free for 15 days, or get a quote for your team.