our solutions



What is CRM?

Wikalp CRM and Project Management System is complete dynamic multi-login software which manages the daily sales, customer follow-ups, meetings, invoices, marketing, services & orders. Wikalp CRM (Customer Relationship Management) and Project Management software solution is best suitable for managing customers & their requirements. Wikalp CRM can help you look more professional to your customers.

The customer lead is properly tracked through work history maintained by salesperson assigned to work on it. Every order invoices and payments are very well managed by the software. Further software is enabled for notifications for today & missed follow-ups through mails (auto send). Through various reports, one can see their daily/monthly sales to track their progress.

Years experience


Years experience
Certified experts


Certified experts
End user satisfaction


End user satisfaction
Global reach


Global reach
Service desk


Service desk

Our CRM system will help you succeed. Let’s get started


Comprehensive IT services include

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    A sale is a transaction between two or more parties where the entity or product from the seller is exchanged with the buyer for different assets, mostly money. Wikalp  CRM extends its effort in managing 7 types of sales. They are Invoices, Credit Notes, Quotes, Proposals, Contracts, and Recurring Invoices within limited time along with backup feature and many more.

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    The Wikalp generates the meticulous invoice on confirmation of the products by the customers. Invoice contains all the product details along with taxes, discounts and total price. Invoice has an option that initiates the payment process for the products through different gateways.

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    Wikalp has the feature of creating recurring invoices that can be configured to a specific period of time of the day and hour when the action to be performed. It triggers the invoice generation when the specific time by alerting with quick notification.

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    The Purchase Order explains the material details to be purchased from the supplier to the Customer. The Wikalp facilitates many features for a Purchase order module with more flexibility. They are Creation of Purchase Order which allows to create a purchase order, Summary used to display the progress of existing orders, Customize filters that help to search for a particular material. Listed purchase orders can also be viewed with more details, edited or deleted

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    Wikalp justifies all the users by providing them an option to raise a refund in case of damages or issues regarding the products. A credit note can be closed by refunding the customer directly or by deducing the amount from the previous unpaid invoice. In Spite of that miscellaneous Credit, note can be generated without the details of the products.

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    Wikalp has the ability to send quotes to the customer except leads before the payments are made with all the product details including taxes, discounts, and fixed prices. Quotes, in other words, are a preview of product details before confirmation by the customer.


Our services provide a unique range of benefits


    Wikalp has a feature of sending proposals to all the users that contain product details. Quotes and proposals have the same features and work the same way while proposals are extended to all the customers including leads.


    The Wikalp provides an agreement service to make the process of creating a new project to be assigned. It generates Agreements, Quotes and other documents that ensure accuracy and compliance with an intuitive guided creation flow, Avoid mistakes by using pre-approved templates, Easily edit and change terms.


    Wikalp manages all the products through this module. Product management allows admin to manage all the properties of a product like brand, product transfers, measuring units, warehouses, and categories of the products.


    As the main aspect of CRM is recording contacts’ details and tracking their interactions with a business, Wikalp provides a huge space for managing contacts through contact management module in order to improve sales and service levels leveraging a wider range of data.


    User management functionality that can be tailored to reflect any specific administrative structure, as well as to group users in any other way and to define the access and permission settings.

Stop wasting time and money on technology. Let’s get started

NanoSoft are always accommodating our diverse needs and we feel like they are a part of our company rather than an external supplier.
John H. Bedard, Jr
Pricing and Plan

3 monthly fee for all IT services. No costly surprises
Free till 30th Sept Lets get Started