Lead management
Capture prospects, assign owners, qualify interest and keep track of the next follow-up.
INOVATE SOLUTION TECHNOLOGY · CUSTOMER MANAGEMENT
Better conversations.
Stronger customer relationships.
Bring leads, customer records, deals, activities, support requests and follow-up tasks into one organized CRM workspace. Built for teams that need clarity, ownership and practical next steps.
✓ Role-based access✓ Customer context✓ Team visibility
CUSTOMER WORKFLOW● ● ●
One connected journey
01New leadCapture a prospect
02QualifyRecord customer needs
03OpportunityPlan the next action
04Follow upKeep the relationship moving
Lead → Contact → Deal → Follow-up↗
ONE WORKSPACE, END TO END
Everything a growing team needs to stay connected
Move from scattered notes and disconnected spreadsheets to a structured view of your customers and work.
Contacts & accounts
Keep companies, key contacts, notes and related activity connected to customer records.
Sales pipeline
Follow opportunities from qualification to closed won or lost with transparent sales stages.
Tasks & reminders
Organize assignments, due dates, priorities and completed work so next steps stay visible.
Activity history
Record calls, meetings and emails as manual customer-interaction logs in one place.
Support & reporting
Track customer support tickets, review stage reports and understand the active pipeline.
A PRACTICAL WORKFLOW
From the first enquiry to the next opportunity
IST CRM organizes the customer lifecycle around what your team needs to know and do next.
See how each module works ↗1
Capture the opportunity
Add a lead, source and initial notes, then assign an owner.
2
Build context
Qualify the lead, add conversations and link the relevant account and contact.
3
Move forward
Track the deal stage, next action, due dates and ongoing customer requests.
PEOPLE & PERMISSIONS
Clear visibility for every role
Keep the right customer information with the right team members using built-in access controls.
Administrators
Manage teams, user accounts, record access, history and system oversight.
Sales managers
View team-owned records, help representatives and monitor sales progress.
Sales & support
Follow up with assigned customers, record conversations and respond to requests.
FREQUENT QUESTIONS
Get to know IST CRM
What is IST CRM used for?
IST CRM is a customer relationship management application for organizing leads, accounts, contacts, deals, conversations, tasks and support tickets.
Can different staff members use the same CRM?
Yes. Administrators can add accounts with administrator, manager, sales and support permissions, and customer records are scoped by ownership and role.
Does the CRM send emails or WhatsApp messages?
Not automatically. The current application records manual customer communications but does not send outbound email, WhatsApp messages or make calls.
Can leads be imported or exported?
The CRM supports a reviewed CSV lead-import workflow and CSV exports for supported records.
YOUR TEAM. YOUR CUSTOMER CONTEXT.
Go to secure sign in ↗Keep your next customer conversation organized.
Sign in to manage customer relationships with IST CRM.