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.

Core modules
Quotation PDF templates
Sales-hierarchy levels
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.
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.
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
Acme Textiles Pvt. Ltd.
Grade AEvery 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.
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.
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

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.
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 & trustRBAC + 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
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.
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.
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.
Prefer to talk first? Contact our team.
