Shipzy CRM

Turn every enquiry into an export order.

Capture exhibition leads, website enquiries, referrals, WhatsApp and email in one sales CRM. Track every discussion and follow-up—even when a salesperson leaves. When a deal is won, continue quotation and export operations through Shipzy.

Built for exporters and manufacturers. Keep exhibition leads, customer conversations and team follow-ups in one searchable system.
Shipzy CRM Dashboard — pipeline with export order hand-off
Built for exporters

Built around the way export sales actually work

One system that follows your deal from the first enquiry to the shipment leaving the port — no spreadsheets, no lost follow-ups.

Merchant Exporters Manufacturer Exporters Export Houses Manufacturers
One connected business journey
1Enquiry 2Follow-up 3Proposal 4Deal Won 5Quotation 6Export Order 7Documentation 8Shipment
The exporter's sales problem

Where are your last three years of exhibition leads?

Exporters invest heavily in trade fairs and exhibitions, but valuable leads often disappear into visiting cards, spreadsheets, WhatsApp chats and individual salespeople's phones. Shipzy CRM keeps every exhibition lead, discussion, owner and next action visible.

01

Where did your old exhibition leads go?

You collected hundreds of leads across several exhibitions, but today you cannot quickly find who was contacted, what the buyer needed or why the opportunity was lost.

02

A salesperson left. Did the sales history leave too?

When a team member resigns, their calls, emails, WhatsApp discussions, quotations and promises should remain with the company—not disappear with them.

03

You shared new leads. What is happening now?

See which exhibition leads were assigned, contacted, followed up, qualified, won or ignored—without asking every salesperson for an update.

One searchable sales history

Every exhibition lead becomes company knowledge.

Shipzy CRM centralises the exhibition name, lead source, buyer details, product interest, conversations, follow-ups, deal stage and ownership. Management can monitor current leads and reopen opportunities from previous exhibitions.

Search old exhibition leads Preserve sales conversations Track ownership and next action Review exhibition follow-up
One CRM, every view

Get more done with Shipzy CRM

Switch between the views your team uses every day — pipeline, mail, activity, contacts and dashboard — all in one place.

See every deal at a glance

Track deal value, stage and next action across all your pipelines without switching screens.

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Dashboard view
Pipeline screenshot Recommended 1200 × 750px
Complete sales control

Everything your team needs to move deals forward.

Simple enough for daily adoption, structured enough for management visibility, and designed for the longer exporter journey.

Pipelines & opportunities

See every deal. Know the next move.

Create separate pipelines for products, regions, teams or business models. Track deal value, stage, expected closing date and next activity at a glance.

Multiple customizable sales pipelines
Lead and opportunity management
Drag-and-drop deal stages
Deal value and closing-date visibility
Pipeline
Active Deals
12 opportunities across 3 pipelines
Total value
₹42.8L
Won this month
₹11.2L
Customer intelligence

Keep the complete customer picture together.

Store contacts, companies, exhibition source, product interests, past conversations and open opportunities in one organised place.

Contacts and company records
Exhibition source and lead history
Excel import for old lead databases
Conversation history stays when salespeople change
Customer
Raj Global Exports
Dubai · Spices · 4 open opportunities
Open value
₹8.4L
Next activity
Price follow-up
Today, 4:30 PM
Activities & automation

Follow up on time, every time.

Plan tasks, calls and meetings, set reminders and automate routine actions so opportunities keep moving even when the team gets busy.

Tasks, calls, meetings and reminders
Workflow automation
Activity ownership and accountability
Clear daily priorities for every user
Call buyer about revised priceToday · 11:30 AM · Assigned to Priya
Send product specificationToday · 2:00 PM · Automated reminder
Follow up after sample deliveryTomorrow · 10:00 AM · High priority
Update proposal statusWorkflow action · After customer reply
Connected communication

Email and WhatsApp in the sales context.

Keep communication linked to the relevant customer and deal. Capture website enquiries using forms and respond with the full opportunity context.

Email integration
WhatsApp integration
Web-to-lead forms
Communication history against the deal
W
Buyer: Please share CIF Dubai priceWhatsApp · Linked to "500 MT Cumin"
E
Re: Product specification approvedEmail · Linked to Raj Global Exports
+
New website enquiry capturedWeb form · Assigned automatically
Reports & governance

Know what is moving and what is stuck.

Give salespeople a clear daily view and leadership a reliable picture of exhibition follow-ups, pipeline health, team activity and expected business.

Exhibition lead status and source performance
Pipeline and stage analysis
User roles and permissions
Mobile access for teams on the move
Pipeline
₹42.8L
Won this month
₹11.2L
Stage movement
The Shipzy advantage

Close the deal. Continue the work in Shipzy.

When an opportunity is won, move it into Shipzy Export Operations. Create the quotation, continue the order, prepare documents, manage compliance and execute the shipment in the same Shipzy platform.

1
Opportunity marked Closed WonCustomer, product and deal context is ready
2
Continue in Shipzy Export OperationsMove the confirmed business into execution
3
Create quotation and export orderStart the commercial and operational workflow
4
Documentation, compliance and shipmentComplete the export journey with Shipzy
Feature overview

A complete CRM for growing sales teams.

All the core tools needed to capture enquiries, manage relationships, improve follow-ups and create a disciplined sales process.

01
Multiple pipelinesManage different products, teams or markets.
02
Leads & opportunitiesTrack every enquiry from first contact to closure.
03
Contacts & companiesCentralise the complete customer relationship.
04
ProductsLink relevant products with each opportunity.
05
Activities & remindersTasks, calls, meetings and timely follow-ups.
06
Quotation handoffCreate quotations through Shipzy Export Operations.
07
Email integrationKeep important communication in context.
08
WhatsApp integrationConnect buyer conversations with opportunities.
09
Workflow automationAutomate repeatable sales actions.
10
Web formsCapture website enquiries directly in CRM.
11
Reports & dashboardsSee performance, pipeline health and forecasts.
12
Mobile appManage sales activity wherever work happens.
13
Roles & permissionsControl visibility and actions by user role.
14
Excel importMove existing customer and lead data quickly.
15
Deal-to-order conversionContinue won business in export operations.
One Shipzy platform

Start with what you need. Add more as you grow.

Use Shipzy CRM independently, or bring sales and export execution together for one connected business flow.

Sales

Shipzy CRM

Enquiries, contacts, companies, opportunities, pipelines, follow-ups, communication, automation and sales reports.

Operations

Shipzy Export Operations

Quotation, export orders, documentation, compliance, inventory, production, shipment execution and operational visibility.

Frequently asked questions

Questions before you start?

Can I use Shipzy CRM without Shipzy Export Operations?

Yes. Shipzy CRM can be purchased and used independently for lead, customer, pipeline and follow-up management.

Who is Shipzy CRM designed for?

It is built mainly for exporters and manufacturers whose sales cycles involve multiple enquiries, products, quotations, follow-ups and team coordination.

Can Shipzy CRM manage leads collected at trade exhibitions?

Yes. You can import old exhibition lead lists from Excel, capture new leads, record the exhibition and source, assign each lead to a salesperson, schedule follow-ups and track every opportunity until it is won, lost or reopened later.

What happens to customer discussions when a salesperson leaves?

The customer, company, email, WhatsApp, activity, follow-up and deal history remains inside Shipzy CRM. A manager can transfer ownership to another team member without losing the sales context.

Can we manage more than one sales process?

Yes. You can create multiple sales pipelines for different teams, products, regions or business models.

What happens after a deal is won?

The won deal can continue into Shipzy Export Operations, where the team can create the quotation, start the export order and manage the remaining operational workflow.

Does Shipzy CRM support email, WhatsApp and mobile access?

Yes. Email integration, WhatsApp integration and a mobile app are included in the launch feature set.

Start selling with more control

Bring sales and export operations together.

Start with Shipzy CRM today and build a connected process from the first enquiry to the final shipment.