Lead & Sales Management

Track every lead from inquiry to closure. Automate follow-ups and manage your entire sales pipeline in one place for faster deal conversions.

Team Collaboration & Task Tracking

Keep your sales, marketing, and support teams connected. Assign tasks, share updates, and stay organized with real-time collaboration tools.

Reports & Analytics

Make smarter decisions with detailed insights. Get customizable reports on leads, performance, and revenue to measure growth effectively.

The Complete CRM Software for Every Business

Volo CRM is a powerful SaaS-based CRM software designed for businesses across all industries. From managing leads and automating sales to streamlining customer service and reporting, it brings everything you need into one intuitive platform.

Explore our comprehensive CRM modules below to see how Volo CRM can simplify your operations and accelerate business growth.

Dashboard with Birds Eye

Stay in control with an intelligent CRM dashboard that gives you a real-time overview of your entire business. Monitor sales performance, leads, revenue, and activities in one clean and customizable interface ideal for data-driven decision-making.

Customers Management with 360 View

Manage your customer relationships efficiently. The Customer Management module lets you store contact details, communication history, deals, and documents, giving you a complete 360° view of every client interaction.

Customer Portal

Empower your customers with a secure self-service portal where they can view invoices, proposals, payments, and support tickets anytime. Improve transparency, reduce manual communication, and enhance client satisfaction.

Sales Management

Drive conversions with a structured sales management CRM. Track leads, deals, and opportunities from first contact to closure. Automate follow-ups, set reminders, and analyze sales pipelines for higher efficiency.

Proposals Management

Create professional and customizable proposals within minutes. Use templates, add branding, and track client engagement. Close deals faster with digital signatures and automated notifications.

 

Send Estimates

Generate quick and accurate cost estimates with our quotation management tool. Customize pricing, taxes, and terms  and instantly convert approved estimates into invoices with one click.

Create and Send Invoices

Simplify billing with the Invoice Management System built into Volo CRM. Send branded invoices, automate recurring billing, and integrate payment gateways to keep your cash flow steady and stress-free.

Payments Receipts and Reminder

Track all customer payments in real time. Whether online or offline, the Payment Tracking feature ensures every transaction is recorded and reconciled, giving you a clear financial overview.

Credit Notes

Manage credit notes and refunds seamlessly. This module ensures your financial records stay accurate and compliant while improving your customer refund experience.

Items / Products / Services Management

Organize all your products and services with the Services / Item Management feature. Maintain pricing, categories, and stock details for smoother billing and inventory operations.

Customer Subscriptions Management

Automate recurring payments and renewals through the Subscription Management System. Ideal for SaaS businesses and service providers that rely on subscription-based billing.

Expenses Management

Record, categorize, and analyze your expenses effortlessly. The Expense Tracking module helps you control spending and maintain profitability with clear, real-time insights.

Manage Contracts

Manage all client and vendor contracts digitally. Set reminders for renewals, attach related documents, and stay compliant with a secure Contract Management System.

Projects Management

Plan and manage your projects efficiently with Project Management Tools built inside Volo CRM. Assign tasks, monitor milestones, and track time to ensure on-time delivery and team productivity.

Tasks Management

Boost team productivity with a streamlined Task Management feature. Assign responsibilities, set priorities, and monitor progress to keep your team aligned and accountable.

Help Desk / Support

Deliver exceptional customer service with a built-in Support Ticket System. Track issues, assign tickets to agents, and ensure every customer gets quick and reliable assistance.

Leads Management

Capture and manage leads from multiple sources effortlessly. Automate lead distribution, track communication, and convert opportunities faster with Lead Management CRM tools.

Estimate Request

Allow clients to submit estimate requests directly from your website or customer portal. Streamline the quoting process and respond faster to potential customers.

Reports

Turn data into actionable insights with powerful CRM analytics and reporting tools. Generate detailed reports on sales, revenue, expenses, leads, and performance to make informed business decisions.

Why Choose Volo CRM?

  • All-in-One SaaS CRM Solution – Manage your entire business from a single cloud-based platform.
  • Built for Every Industry – Retail, healthcare, real estate, education, or services — Volo CRM fits all.
  • Easy to Use & Scalable – Intuitive interface with the flexibility to grow as your business expands.
  • 100% Secure & Reliable – Hosted on secure servers with complete data privacy and uptime assurance.