TG CRM
CRM Software That Helps Your Team Sell and Serve Better
TG CRM gives sales, marketing and service teams one view of every customer. AI scores leads, suggests next actions and automates follow-ups so reps spend more time selling and less time updating records.
- Sales force automation
- AI insights
- Omnichannel inbox
- Journey orchestration
- Customer success
Capabilities
Everything you need in one CRM Software platform
Leads, deals, follow-ups and customer service in one place.
Sales force automation
Leads, deals, quotes and forecasts in a pipeline your team will actually use.
AI insights
Lead scoring, deal-risk alerts and next-best-action recommendations.
Omnichannel inbox
Email, phone, WhatsApp, web chat and social conversations in one timeline.
Journey orchestration
Trigger personalised campaigns and tasks based on customer behaviour.
Customer success
Onboarding, health scores and renewal tracking to reduce churn.
Mobile & secure
Full CRM on mobile with role-based access, audit logs and encryption.
Ask TG CRM questions in plain language
Type what you want to know and TG CRM answers from your own data, showing only what your role is allowed to see. The panel shows the kind of questions people ask, with sample data.
- Questions and reports without building filters
- Alerts when something looks unusual
- Approvals from the answer, with a full audit trail
Which deals are most likely to close this month?
8 deals have a win probability above 70%, worth ₹2.3 Cr. Two have had no activity for 9 days — I drafted follow-ups.
Summarise my last call with Al Noor Trading
They want a 3-branch rollout by March, are price-sensitive on licences and asked for an Arabic interface. Next step: proposal by Friday.
Why TG CRM
Built for the way your team really works
TG CRM gives sales, marketing and service teams one view of every customer. AI scores leads, suggests next actions and automates follow-ups so reps spend more time selling and less time updating records.
- Sales force automation — Leads, deals, quotes and forecasts in a pipeline your team will actually use.
- AI insights — Lead scoring, deal-risk alerts and next-best-action recommendations.
- Omnichannel inbox — Email, phone, WhatsApp, web chat and social conversations in one timeline.
- Journey orchestration — Trigger personalised campaigns and tasks based on customer behaviour.
TG CRM modules
Explore every TG CRM module
Use the full suite or start with the modules you need. Every module shares the same data, so information flows without re-entry.
Sales Force Automation
Automate lead capture, assignment, follow-ups and quotations so every opportunity moves forward without manual chasing.
Learn moreCustomer Success
Track onboarding, product adoption and account health so your team can act before customers churn.
Learn moreProcess Management
Design your sales and service processes visually and enforce stages, checklists and approvals at every step.
Learn moreOmnichannel Engagement
Talk to customers on email, phone, WhatsApp, chat and social while keeping every interaction on a single timeline.
Learn moreCustomization
Shape the CRM around your business with custom modules, fields, layouts and automation — no coding required.
Learn moreCRM Analytics
Dashboards and reports show pipeline health, conversion rates and team performance in real time.
Learn moreSales Performance
Set targets, track attainment and motivate teams with leaderboards and incentive tracking.
Learn moreJourney Orchestration
Create personalised, multi-step customer journeys triggered by actions, dates or data changes.
Learn moreAI in CRM
Built-in AI scores leads, summarises calls and emails, drafts replies and forecasts revenue more accurately.
Learn moreSales Enablement
Give reps the right content, scripts and playbooks at every stage of the deal.
Learn moreMobile CRM
Field teams update deals, log visits and approve quotes from their phones, even offline.
Learn moreSecurity
Protect customer data with role-based access, field-level permissions, audit logs and encryption.
Learn moreAccessibility
An interface designed for everyone, with keyboard navigation, screen-reader support and multilingual options.
Learn moreHow it works
A simple path from setup to growth
Set up & customise
We configure TG CRM around your workflows, import your data and train your team — most customers go live in weeks, not months.
Run & automate
Daily work moves into TG CRM: approvals, documents and notifications run automatically, and you can ask questions in plain language.
Analyse & grow
Dashboards and reports show what is working, so you can decide faster and add modules as you grow.
Industries
Trusted across industries
Good to know
TG CRM — frequently asked questions
What makes TG CRM different?
AI is built into every screen: it scores leads, summarises conversations, drafts emails and highlights deals at risk, while integrating natively with TG ERP and TG Books.
Does TG CRM integrate with WhatsApp?
Yes. WhatsApp Business conversations, templates and campaigns are available alongside email, calls and chat.
Can we customise fields and pipelines?
Yes. Custom fields, multiple pipelines, layouts and automation rules can be configured without code.
Is there a mobile app?
Yes. Android and iOS apps include offline access, check-ins, call logging and approvals.
Works better together
Related TG products
TG ERP
One ERP for finance, sales, purchase, inventory, HR and operations.
ExploreTG Manufacturing ERP
Plan production, control the shop floor and track true cost from raw material to dispatch.
ExploreTG Procurement
Source-to-pay automation with vendor portal, RFPs, contracts and spend analytics.
Explore
Free consultation
See TG CRM in action
Book a personalised TG CRM demo. We’ll walk through your processes and show exactly how TG CRM fits your business.
- Prefer to talk?
Call or WhatsApp +91 99674 70207
- Visit us
206 Vasudev Sky High CHS Ltd, Kanakia Road, Mira Road East