Bebaak Connect · CRM & Relationships
Every lead, conversation and follow-up in one place.
Connect is Bebaak's CRM, built on ERPNext CRM. It tracks leads, opportunities, contacts and follow-ups, with a simple lead score so your team focuses on the enquiries most likely to buy.
Live₹ 299/month · excl. GST
Who should use it
- Owners who sell personally and lose track of follow-ups
- Small sales teams
- Service firms with long sales cycles
Problems it solves
- Leads sit in WhatsApp and notebooks
- Follow-ups missed
- No idea which enquiries are worth chasing
Features by workflow
How Connect works, step by step
1
Capture
- Leads with source and contact details
- Website enquiries into leads (Bebaak's own site uses this)
2
Follow up
- Opportunities with stage and value
- Activities, notes and next-step dates
- Lead scoring
3
Convert
- Convert opportunity to quotation (with Sell)
- Customer history in one view
Sample screen
What it looks like
Illustrative data. Your own figures appear once your books or files are in.
Open leads48
Hot (score ≥ 70)9
Pipeline value₹ 22 L
| Lead | Source | Score | Next step |
|---|---|---|---|
| Anand Engg. | Website | 82 | Demo Tue |
| Priya Textiles | Referral | 71 | Send quote |
| Lotus Foods | Exhibition | 44 | Call back |
Example workflow
Start to finish
- Capture the lead from your website, call or referral
- Qualify it; the lead score helps you prioritise
- Create an opportunity with value and stage
- Log calls and set the next follow-up
- Convert to a quotation in Sell when ready
Reports & outputs
- Lead source analysis
- Pipeline by stage
- Follow-ups due
- Conversion rate
Configuration & integrations
- Custom lead sources and stages
- Assignment by user
- Works with Sell
Plan & price
Connect pricing
Per organisation per month, excluding GST. Annual billing saves up to 10%.
Connect₹ 299/month · excl. GSTLive
14-day free trial. Plans include 1 / 5 / 10 users and 1 / 5 / 10 GB storage (Starter / Business / Professional).
See full pricingFAQs
Questions about Connect
Can I import my existing contacts?
Yes, from Excel/CSV.
Does Connect send WhatsApp messages?
Not automatically today. Use it to track follow-ups; messages are sent from your WhatsApp.
Works well with
Related apps and solutions
Try Connect free for 14 days
Start with one app. Join our first 25 design partners.