Sales & CRM
Manage Accounts, Contacts, Leads, and Deals with custom views, global search, and lead conversion to opportunities.
Metadata-driven CRM
Run your entire customer pipeline in one place
CRM Aide is a modern, Zoho-inspired CRM built for sales teams, commerce workflows, and day-to-day customer management — with dynamic layouts, role-based access, and Gmail integration.
Everything you need to grow relationships
From first touch to closed deal and beyond — configurable modules, layouts, and workflows without hard-coded screens.
Commerce workflow
Quotes, Sales Orders, Purchase Orders, and Invoices with line items, payments, and balance tracking.
Metadata-driven UI
Admins configure modules, fields, and layouts in Setup — forms and lists render dynamically for every role.
Gmail integration
Connect Gmail to read, send, and sync mail. Messages auto-link to Contacts, Leads, and Vendors.
Roles & sharing
Profiles control permissions; roles and data-sharing rules determine who sees and edits which records.
Activities & HR
Tasks, Calls, Meetings, employee records, payroll allowances, deductions, and payslip generation.
Ready to streamline your CRM?
Sign in to your workspace or ask your administrator for access. Google SSO supported for existing users.