Deeply explore the features that make Delta iCRM the preferred choice for growing Indian enterprises. From lead capture to deal closure.
Experience the sidebar-driven lead management system. Manage every potential client with custom stages and real-time status updates.
Dynamic sidebar list for fast navigation
Custom lead stages (New, Contacted, Proposal, etc.)
One-click conversion into Inquiry or Quote
Comprehensive lead activity timeline
Stop manual entry. Delta iCRM captures leads directly from the platforms Indian businesses use most.
Native IndiaMART API integration
Meta (Facebook/Instagram) Lead Ads sync
Justdial enquiry capturing
Website lead form API
Distribute your sales load effectively with geography-based auto-assignment rules.
Auto-assign by State, District, and City
Bulk assignment tools for large datasets
Instant notifications to assigned sales reps
Custom territory mapping for each team member
Track specific product or service requirements as first-class modules, linked directly to leads or customers.
Dedicated Inquiry module with items tracking
Document and requirement attachment
Convert Inquiry directly into a pending Quote
Internal comments and stakeholder tracking
Generate professional, GST-compliant quotations in seconds. Download and print PDFs with your branding.
Automatic itemized pricing and totals
Bank details and T&C template manager
Custom PDF generator with company logo
Quote status tracking (Sent, Won, Revise)
A robust master database for your converted leads. Maintain long-term relationships and record history.
Address tagging with GSTIN and PAN support
Multiple contacts per organization
Complete transaction & activity history
Tag by Industry and Project Type
Never miss a follow-up. Integrated calendar view for calls, meetings, and visits.
Color-coded activity categories
Bidirectional Google Calendar sync
Desktop and Email reminders
Drag & drop re-scheduling
Data-driven insights to monitor team performance and sales forecasting.
Real-time KPI dashboard tiles
User-wise lead conversion metrics
Export data to Excel, CSV, or PDF
Custom date range performance analysis
Granular access control to ensure data security and organizational hierarchy.
Role-based module permissions
Enable/Disable user access instantly
Activity logs and login auditing
Team and territory based access filters
Total control over the CRM core configuration. Tailor the system to your business terminology.
Manage lead sources and industry lists
Item category and unit manager
Company branding and bank info setup
Restore deleted records and data cleanup
