CRM Software That Turns Every Lead Into a Closed Deal
Lead capture, sales pipeline, WhatsApp inbox, field visits and quotations - in one CRM built for Pakistani sales teams
Your sales team is not slow. Your follow-up is leaking.
Team Suite CRM - one place for every lead, chat, visit and quotation.
Team Suite CRM is a cloud-based customer relationship management and sales force automation
system for businesses in Pakistan. It captures leads from your website, WhatsApp and field
teams, moves them through your own sales stages, generates quotations, verifies field visits with GPS
check-in, and reports what actually closed - on web, Android and iPhone.
No more enquiries buried in a personal WhatsApp, deals tracked in a spreadsheet that only one person
updates, or a field team whose day you cannot see. Every conversation, commitment and rupee of pipeline
sits in one system that your managers can open at 9 a.m. and trust.
Everything a sales team needs - in one CRM
From the first enquiry to the signed order and the next repeat sale
Lead Capture
Customer & Contact Directory
Sales Pipeline & Opportunities
WhatsApp Business Inbox
Field Force & Visit Tracking
Quotations & Invoices
Day Plans & Reminders
Email & SMS Campaigns
Sales Dashboards
Website Lead Analytics
Android & iPhone App
Teams, Rights & Territories
Follow the money - the way Team Suite CRM works
Nine steps from a stranger's first enquiry to a repeat customer
01
Capture every lead, from every channel
A lead that never reaches the CRM is a sale you already lost. Team Suite pulls enquiries in from every
direction and stamps each one with its true source, so nothing waits in someone's inbox.
- Web leads - enquiry forms on your website post straight into the CRM
- WhatsApp - an inbound chat becomes a lead in one tap
- Field teams - sales officers add leads from the mobile app while on the road
- Campaigns & referrals - lead source, campaign and "came from" platform recorded automatically
- Bulk import - bring your existing customer lists in on day one
02
Know who you are talking to
One customer record, not five spellings of the same company name. Businesses, contact persons, cities,
verticals and customer groups are held together so any team member can pick up the conversation.
- Customer and people directory with contact types and multiple contact persons
- Customer groups and verticals for segmentation and targeted campaigns
- Advanced search across business name, city, cellphone, landline and email
- Transfer a customer to another owner with the history intact
- Duplicate-resistant records that stay clean as the database grows
03
Move deals through a pipeline you designed
Your business does not sell the way a textbook says it does. Build your own pipelines and stages, then
watch every opportunity move - or watch it stall, which is the part that actually makes you money.
- Multiple pipelines for different products, regions or business lines
- Custom stages, lead statuses and opportunity statuses
- Expected amount, probability % and expected close date on every opportunity
- Key Account Manager ownership and team assignment
- Loss reasons captured on every lost deal - so you fix the pattern, not the person
- Total pipeline view: what is committed, what is at risk, what is fantasy
04
Reply on WhatsApp - as a team, not as one person's phone
Your customers already message you on WhatsApp. Team Suite turns that into a supervised sales channel with
an official WhatsApp Business inbox shared by the whole team.
- One shared queue - claim, assign or forward a conversation to a colleague
- Chips for unread, no agent reply and open 24-hour window so nothing goes cold
- "Came from" referral tracking - see which ad or campaign started the chat
- Convert a chat into a lead, customer or quotation without leaving the thread
- Call the customer from the header; look up their other numbers automatically
- Block & report abuse, archive, restore and export an audit pack
- WhatsApp Center dashboard - daily volume, agent activity and outcome by source
05
Run your field force with proof, not promises
For distribution, FMCG and service businesses, the sale happens on the road. Field force automation plans
the day, records the visit where it actually happened, and gives the manager a review queue instead of a
phone call.
- Visit plans and day plans assigned to each officer or team
- Today board - what every field member is expected to do today
- GPS check-in against mapped customer locations in the visit register
- Follow-ups logged with the next action and date
- Review queue for supervisors to approve, question or reject visits
- Field overview with planned versus actual coverage by territory
06
Quote in minutes, while the customer is still interested
The fastest quotation usually wins. Set your pricing logic up once, then let any salesperson produce a
correct, branded quotation - from a laptop or from a chair in the customer's office.
- Quotation templates with your own parameters and parameter mapping
- Add-ons and optional items priced automatically
- One-time cost and monthly recurring cost handled on the same document
- Branded PDF quotation generated and shared on WhatsApp or email
- Convert an accepted quotation into a sale invoice
07
Stay in front of customers between deals
Most revenue is lost in silence. Marketing tools inside the CRM keep your database warm using the segments
you already maintain.
- Marketing lists built from customer groups, verticals and cities
- Email templates with your branding, plus custom HTML when you need it
- Bulk email campaigns with attachments and sender identity control
- Bulk SMS to any list or segment
- Reminders and activity plans so follow-ups happen on the day they were promised
08
See the numbers before the month ends
Sales dashboards answer the three questions every management meeting starts with: what is in the pipeline,
who is performing, and where are the leads coming from.
- Sales dashboard - pipeline value, conversion and closures by period
- My performance for each salesperson, and agent performance for managers
- Website analysis - monthly lead trend, leads by page, top cities and countries, traffic by domain, device and browser breakdown
- WhatsApp insights - demand, capability and commercial outcome by acquisition source
- Export any view for board packs and incentive calculations
09
Your CRM in your pocket - Android & iPhone
The Team Suite CRM mobile app is built for people who sell standing up. It carries the same data as the
web, so the field never works from yesterday's list.
- Leads, customers and customer locations on the map
- Daily plan and field board with check-in and visit capture
- WhatsApp inbox on the phone, with push notifications for new assignments
- Generate quotations and sale invoices as PDFs from the field
- Secure login tied to the same roles and rights as the web CRM
- Download free on Google Play or the App Store
Download the Team Suite CRM app
Free for every licensed user. Your sales officers get their leads, daily plan, visit check-in,
WhatsApp inbox and quotations on the phone - Android and iPhone.
Already a customer? Sign in with your existing Team Suite credentials - the app uses the same roles and
rights as the web CRM.
Faster response to every enquiry
Zero untracked follow-ups
Field visits verified by GPS
One honest pipeline number
A CRM that already knows your organisation
Because it sits on the same platform as your HR, attendance and payroll
Most companies buy a CRM, then spend a year re-entering their own staff list, reporting lines and
territories into it. Team Suite CRM is a module of the same platform that runs
Team Suite HRIS, attendance and payroll - so your sales
structure is already there on day one.
- One login for HR self-service and CRM
- Teams, roles and rights inherited from the employee record and reporting line
- Field attendance and visit data in the same system - see who was working and what they closed
- Sales incentives calculated in payroll from real closed-deal data
- Cloud hosted, encrypted and backed up, with on-premise deployment available
Built for how Pakistan sells
Distribution runs, dealer networks, tenders, quotations and WhatsApp - all of it
Distribution & FMCG
Telecom & Internet Providers
Manufacturing & Industrial
Real Estate & Developers
Financial Services & Insurance
Retail Chains & Franchises
Pharma & Healthcare
B2B & Professional Services
CRM software FAQs
Straight answers to what buyers ask us before a demo
-
What is Team Suite CRM?
Team Suite CRM is a cloud-based customer relationship management and sales force automation platform. It captures leads from your website, WhatsApp and field teams, moves them through configurable sales pipelines, generates quotations, plans and verifies field visits with GPS check-in, and reports on sales performance from one dashboard - on web, Android and iOS. -
Does Team Suite CRM support WhatsApp Business?
Yes. Team Suite CRM includes a shared WhatsApp Business inbox. Incoming chats land in one team queue where agents claim, assign or forward conversations, see whether the 24-hour reply window is still open, know which campaign or ad the chat came from, and convert a chat into a lead, customer or quotation without leaving the thread. Every conversation is archived for audit and export. -
Can Team Suite CRM track field sales teams and their visits?
Yes. Field force automation lets managers build visit plans and day plans, publish a today board for each rider or sales officer, capture GPS-tagged check-ins against mapped customer locations in the visit register, log follow-ups, and approve or reject visits in a review queue. Managers see planned versus actual coverage per territory. -
Can I generate quotations from the CRM?
Yes. You define quotation templates with your own parameters, add-ons and pricing rules once, then generate a branded PDF quotation against any lead or opportunity in a few clicks - from the browser or from the mobile app while sitting with the customer. Accepted quotations can be converted into sale invoices. -
Is there a mobile CRM app for Android and iPhone?
Yes. The Team Suite CRM mobile app is available for Android and iOS. Field teams can view leads and customers, follow their daily plan and field board, record visits and customer locations, reply in the WhatsApp inbox, and issue quotations and sale invoices from the field, with push notifications for new assignments. Get it on Google Play or the App Store. -
Does the CRM work together with Team Suite HR and payroll?
-
How does Team Suite CRM capture leads from my website?
Website enquiry forms post directly into the CRM as web leads. The website analysis dashboard then shows monthly lead trends, which pages produce leads, top cities and countries, traffic by domain and device or browser breakdown - so you can see which marketing spend actually creates pipeline. -
Can I control which salesperson sees which customers?
Yes. Access is controlled by role-based rights, teams and key account manager ownership. Customers and leads can be transferred between owners with a full history, and supervisor-only actions such as forwarding, archiving or exporting conversations are restricted to managers. -
Which businesses in Pakistan use Team Suite CRM?
Team Suite CRM is used by distribution and FMCG companies with field sales teams, telecom and internet service providers, manufacturing and industrial suppliers, real estate and financial services firms, and B2B service businesses that sell through quotations and follow-ups. -
How do I get started with Team Suite CRM?
Request a demo or call +92-42-35972130. Our team maps your sales stages, lead sources, territories and quotation formats, imports your existing customer data, and trains your sales and field staff before go-live.
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