YantrAdhigam presents
ViDU CRMViDU CRM

The sales CRM for growing businesses is launching

Going live Monday 14 September at 10:45 AM IST

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VIDU CRMViDU CRM
VIDU Suite • Sales CRM

Sell faster. Smarter. Predictably.

VIDU CRM is an enterprise-grade B2B sales platform for leads, deals, quotations and orders, with workflow automation, lead scoring and a mobile app. Built for distributors, manufacturers and export-oriented sales teams.

No credit card 1 user free for lifetime Set up in minutes
The VIDU CRM dashboard: open pipeline, win rate and lead KPIs above pipeline value by stage and leads by classification
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Core modules

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Quotation PDF templates

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Sales-hierarchy levels

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Cost to start

The CRM built for high-performance sales teams

Empower your team to close more deals with structured pipelines, automated tasks and explainable insights, all with the simplicity of VIDU's modern UX.

Unified sales workspace

Leads, opportunities, calls, follow-ups and meetings in one place. No tab-hopping.

Automation first

Lead scoring, routing, reminders and follow-ups handled by the system, not sticky notes.

Explainable insights

Transparent scores and clear pipeline analytics: decisions you can defend to your board.

Complete CRM modules

A unified CRM for every sales process

Lead Management

Capture, score (A–D grade) and auto-route leads from every channel: web, WhatsApp, calls and field teams.

Deals & Kanban

A configurable pipeline with drag-and-drop stages, deal probabilities, and clean won/lost tracking.

Quotations

Line items, pricelists, country-wise tax and versioning: export to 5 PDF templates and email straight to the customer.

Multi-level Approvals

Threshold-based approval chains on quotes so discounting stays under control as deals scale.

Sales Orders

Turn an accepted quotation into a sales order in one click and carry the deal into fulfilment.

Activities

Calls, emails, WhatsApp, meetings and notes: every touch logged with a full timeline and templates.

Calendar

An Outlook-style calendar for meetings, follow-ups and recurring activities across the team.

Reports & Dashboard

Pipeline value, win/loss analysis, team performance and conversion insights at a glance.

Accounts & Contacts

Customer 360°: orders, calls, quotations, documents and communication on one record.

Workflow automation

When stage = X, do Y, automatically

Build rules on leads and deals with a trigger, conditions and ordered actions, assign an owner (or round-robin a pool), create a task, notify, set a field or move a deal stage. Time-based SLA sweeps fire once per record so nothing goes stale.

  • Triggers: created, updated, stage-changed, time-based SLA
  • Actions: assign, task, notify, set field, move stage
  • {token} templating with a per-rule run log

Rule · High-value deal escalation

WHEN deal stage changes to Negotiate
IF amount > ₹10,00,000
THEN assign owner → Regional Manager
THEN create task → “Approve discount”
THEN notify → Sales Head

Acme Textiles Pvt. Ltd.

Grade A
Lead score86
Profile completeness24 / 25
Engagement recency22 / 25
Intent / priority20 / 25
Firmographic fit20 / 25
Auto-routed to West Zone · Priya S. via round-robin rule.
Lead scoring & routing

Every lead scored, graded and sent to the right rep

A transparent 0–100 model built on profile completeness, engagement recency, intent and firmographic fit, with an A–D grade and an explainable breakdown. Ordered assignment rules then route each lead by source, industry, country or area, or round-robin a pool and notify the new owner.

Round-robin assignment Explainable A–D grade
Field work

The work between the quote and the order

Demos, samples and site visits usually live in a WhatsApp group and somebody's notebook, which is why nobody can answer “what am I doing tomorrow?” or “did we ever send that sample?”. In VIDU they are real records, booked against the lead, staffed with a lead engineer and whoever else is going, and visible on that engineer's own home screen and calendar.

  • Demos. Your own stages, a closing checklist and a recorded outcome. Invite and follow-up templates go out by email or WhatsApp.
  • Sample orders. Line items, paid or free, then courier, docket and the dispatch and delivery dates.
  • Site visits. A structured report completed on site: readings, checks, photos and the customer's signature.
Site visit report
Machine conditionServiceable
Floor level checkedYes
Three-phase availableYes
Overhead clearance4.2 m
Site photos6 attached
Customer signatureCaptured on site
Filled in with no signal. Answers and photos wait on the phone and sync when it reconnects.
On the phone

The same CRM, in the pocket of whoever is on site

Not a cut-down viewer. The Android and iOS app carries the pipeline, the day's calendar, the demos and site visits each person is staffed on, and their target for the period. Reps capture a lead at the stand, scan a business card into it, and complete a site report on the factory floor.

  • Tap-to-call, WhatsApp and email on every contact
  • Business-card scan straight into a lead
  • Your week's demos, samples and site visits
  • Reports filled in offline, synced later
  • Your target and how you are tracking
  • Quotations, orders and approvals
The VIDU CRM mobile app home screen: pipeline and lead KPIs, this month's calendar, and today's sample order and site visit

Why sales teams choose VIDU CRM

Faster conversions

Auto follow-ups and next-best-action recommendations keep every deal moving.

Better sales discipline

Never miss a call, task or follow-up again: the system keeps reps honest.

Field-sales ready

A mobile app for visit logging, check-ins and order capture on the road.

Retention intelligence

Surface churn risks and high-value customers before they slip away.

Manager visibility

Team performance, pending activities and bottlenecks in real time.

Configurable to your org

A 7-level sales hierarchy (org → channel → division → area → office → team → route) that maps to how you actually sell.

Enterprise trust

Governance built into every record

Role-based access control with capabilities, row-level sales-hierarchy scoping and a field-level audit log, so the right people see the right data, and every change is accountable.

Explore security & trust

RBAC + capabilities

Row-level scoping across your 7-level sales org.

Field-level audit log

A complete, attributable history on every record.

Encrypted end-to-end

Data protected in transit and at rest.

Multi-currency & tax

Country-wise GST/IGST/VAT for export sales.

Connects to the channels your sales team already uses

WhatsAppEmail / SMTPMicrosoft 365Website formsOutlook CalendarCSV import/exportMobile appWebsite enquiry APIIMAP mailboxesWhatsAppEmail / SMTPMicrosoft 365Website formsOutlook CalendarCSV import/exportMobile appWebsite enquiry APIIMAP mailboxes

Built for teams like yours

VIDU CRM adapts to how you actually sell, across industries and field-heavy teams.

Manufacturing & distribution

Structured pipelines, quotations with pricelists and stock-aware selling for makers and distributors.

Export-oriented B2B

Multi-currency deals and country-wise tax for teams selling across borders.

Field sales teams

Mobile capture, territory routing and manager dashboards for teams on the road.

Service organisations

Customer 360°, activity history and follow-up automation for relationship-led sales.

FAQ

Questions, answered

Is VIDU CRM really free?

Yes, 1 user is free for lifetime. No credit card, no trial countdown. You get the full pipeline, quotations and activities. Paid team plans arrive later; you only upgrade when you add users.

Can it handle multi-currency and export sales?

Absolutely. VIDU supports multi-currency pricing and country-wise tax (GST/IGST/VAT), so export-oriented B2B teams can quote and sell across borders.

Is there a mobile app?

Yes, a mobile companion app for Android & iOS. Field reps log visits, capture orders and update follow-ups from anywhere with a connection.

How do quotation approvals work?

Quotes run through multi-level, threshold-based approval chains, with versioning and a run log, so discounting stays governed as your team grows.

Can I bring my existing data in?

Yes. The Utilities module offers templated CSV import with preview, rectify and commit steps, plus one-click export of any list and duplicate detection & merge to keep data clean.

How is my data secured?

Role-based access control with capabilities, row-level sales-hierarchy scoping and a field-level audit log on every record. Data is encrypted in transit and at rest.

Can my team see each other's leads?

Only where you want them to. Visibility follows your sales hierarchy, which runs seven levels from organisation down to route, so a rep sees their own book, a manager sees their team's and an administrator sees everything. Every workspace is isolated from every other at the database level, not by a filter in the application.

Does it handle demos, samples and site visits?

Yes, as real records rather than diary notes. Book a demo, a sample order or a site visit against a lead, staff it with a lead engineer and whoever else is attending, move it through your own stages, and it appears on each person's home screen and calendar. Sample orders carry line items, courier, docket number and dispatch and delivery dates.

Can an engineer fill in a site report with no signal?

Yes. Build the report form once from text, number, date, select, boolean, photo and signature fields, and the mobile app completes it offline. Answers, photos and the customer's signature are held on the phone and sync themselves when it reconnects, so a basement plant room is not a reason to write it on paper.

Can I set sales targets and track attainment?

Set targets by salesperson, team, product, region and period. Attainment updates itself from confirmed orders, so the scorecard is never a spreadsheet, and each person sees their own target and pace on their home screen on both web and mobile.

Can enquiries from my website come in automatically?

Yes. A lead connector polls your website or a partner feed on a schedule, maps each enquiry to a lead, de-duplicates against existing contacts by phone or email, and resolves the products each enquiry named against your catalogue so you can report on what people are actually asking for.

How much storage do I get?

Free includes 1 GB, Starter 5 GB, Professional 15 GB and Enterprise 50 GB, covering documents, business cards and site-visit photos. Usage is metered and shown against your plan in Settings and in the mobile app, and uploads are checked against the limit before they are stored.

What does it cost to get started, and how long does setup take?

Nothing, and minutes. Sign up, confirm your email and your workspace is provisioned with sensible master data already in place. Add your team, import your existing contacts through the templated CSV import, and you are running.

Free forever

1 user, free for lifetime

Run your full sales pipeline on VIDU CRM at no cost, no credit card, no trial clock. Upgrade only when your team grows.

No credit card Full pipeline included Upgrade only when you grow

Prefer to talk first? Contact our team.