Pothera CRM · LeadX · Service X
Pothera CRM — the CRM that lives inside your ERP
Pothera CRM is customer relationship management software for Indian manufacturers and traders. Use LeadX for pre-sales, Service X for post-sales and AMC, or both. It is the same CRM that is built into Pothera ERP — so when you are ready, your sales and service teams move onto the ERP with their customer data, not into a new system.
What is an ERP-native CRM — and why does it matter to a manufacturer?
An ERP-native CRM is a CRM that is part of the same system as the ERP. Sales, service, stores, production and accounts share one record for each customer, item, order, stock position and invoice — instead of two applications kept in step by an integration.
For a manufacturer, almost every customer conversation depends on operations: Is it in stock? When can you dispatch? Has the invoice been paid? Is the machine still under warranty? A CRM that cannot see those answers sends your team back to the phone and the spreadsheet.
| What your team needs to know | Standalone CRM | CRM connected to an ERP by integration | ERP-native CRM (Pothera) |
|---|---|---|---|
| Stock and dispatch date while quoting | Not available — ask stores | Available if the sync is working and current | Same live record the stores team uses |
| Outstanding payments before a new order | Not available — ask accounts | Depends on the integration | Same ledger accounts uses |
| Warranty status when a complaint arrives | Entered manually | Depends on the integration | Linked to the original invoice and dispatch |
| Customer and item masters | Maintained separately | Maintained in two places, mapped | One master |
| Integration upkeep | None, but data is siloed | Ongoing — breaks on upgrades or field changes | None required |
| Best suited to | Sales-only or service-only teams | Businesses already committed to two separate systems | Manufacturers and traders who want one system |
Four ways to use Pothera CRM — choose what fits today
Pre-sales
Pothera CRM – LeadX
For teams that lose enquiries or follow-ups. Capture every enquiry, assign it, follow it up, send quotations and track the pipeline to order.
Post-sales
Pothera CRM – Service X
For companies that install, maintain or repair what they sell. Manage complaints, technicians, warranty, AMC/CMC renewals, preventive maintenance and spare parts.
Complete CRM
LeadX + Service X together
One customer record from first enquiry to AMC renewal — sales can see service history, and service can see what was sold.
One system
Pothera ERP — CRM included
For manufacturers and traders who also want production, inventory, purchase, quality and GST-ready accounts. The complete CRM is part of Pothera ERP.
Quick guide
| If your main problem is… | Start with |
|---|---|
| Enquiries from the website, email, WhatsApp and trade shows slipping through; slow follow-ups; no pipeline view | LeadX |
| Missed AMC renewals, untracked complaints, technicians without schedules, warranty disputes | Service X |
| Sales and service both working from spreadsheets and phone calls | LeadX + Service X |
| Sales, stores, production and accounts all on different tools (Tally, Excel, WhatsApp) | Pothera ERP with CRM included |
One customer record, from first enquiry to AMC renewal
This is the full journey a B2B manufacturer manages. Pothera CRM covers the customer-facing steps; inside Pothera ERP, the operational steps sit on the same record.
- Enquiry capturedFrom website, email, WhatsApp or imported lists — duplicates removed, source tracked. LeadX
- Assigned and followed upBy territory or workload, with reminders and a weekly planner. LeadX
- Quotation and orderQuotations, targets and order management; pipeline and forecast. LeadX
- Make, dispatch, invoiceProduction, stock, dispatch and GST invoicing. Pothera ERP
- InstallationInstallation scheduled and recorded against the customer and product. Service X
- Warranty and complaintsComplaints logged and allocated to technicians; warranty checked. Service X
- MaintenancePreventive maintenance plans, checklists, spare-part consumption. Service X
- AMC / CMC renewalContract status and renewal reminders; service quotations. Service X
- Repeat business360° customer view gives sales the full history for the next enquiry. LeadX + Service X
What Pothera CRM does
Pre-sales — LeadX
- Lead generation and enquiry capture from website forms, landing pages, email, WhatsApp and bulk imports
- Automatic de-duplication and source tracking
- Lead scoring and prioritisation
- Assignment by territory or workload, with follow-up reminders
- Advance weekly planner and activity management
- Quotations, order management, targets and projections
- Configurable pipeline stages, forecasting and win/loss reasons
- Sales dashboard, customised reports, SMS and email notifications
Post-sales — Service X
- Complaint management and technician allocation
- Installation management
- Warranty management
- AMC / CMC contracts, status tracking and renewal reminders
- Preventive maintenance plans and checklists
- Service quotations
- Spare-part consumption
- Repair centre management — inward, job card, testing, dispatch
- 360° customer view with complete service history
Who Pothera CRM is built for
Equipment and machinery makers
Enquiry-heavy sales, installation at customer sites, warranty and AMC revenue.
Component and industrial suppliers
Repeat B2B orders, long quotation cycles and key-account follow-up.
Distributors and traders
High enquiry volume from portals and WhatsApp, fast quotations, dealer follow-up.
Medical and electronic equipment companies
Installed-base tracking, preventive maintenance and service contracts.
Real estate and project businesses
Enquiry capture, site-visit follow-up and post-sale customer service.
Service centres and repair networks
Inward registration, job cards, spare parts and turnaround tracking.
A strong fit if you…
- Sell B2B, with enquiries, quotations and follow-ups that decide revenue
- Install, maintain or repair what you sell, or earn from AMCs
- Want the option to run your whole business on one ERP later
Probably not the right fit if you…
- Run a consumer marketing operation centred on email campaigns and ad audiences
- Need a free or lowest-price contact manager only
10 questions to ask before you choose a CRM for a manufacturing business
Use these with every vendor, including us. Ask to see each one on your own enquiries and customers.
- Enquiry sources: Can every channel your enquiries arrive through be captured automatically, without re-typing?
- Duplicates: What happens when the same buyer enquires twice through two channels?
- Follow-up discipline: How are follow-ups assigned, reminded and escalated when missed?
- Quotations: Can sales quote with current prices, stock and delivery dates?
- Credit and payments: Can sales see outstanding payments before accepting a new order?
- After-sales: Are installation, complaints, warranty and AMCs in the same customer record as the sale?
- Renewals: How are AMC and warranty expiries flagged, and to whom?
- Field teams: Can sales and service staff work from mobile at customer sites?
- Growth path: If you later need ERP, do you keep your CRM data — or start again?
- Support: Who implements, who supports you after go-live, and what does annual maintenance cover?
Pothera CRM — frequently asked questions
What is Pothera CRM?
Pothera CRM is customer relationship management software from Bsquare Solutions, Noida, for B2B manufacturers and traders. It covers pre-sales (Pothera CRM – LeadX) and post-sales (Pothera CRM – Service X). It is the same CRM that is included in Pothera ERP.
Does Pothera ERP include CRM?
Yes. Pothera ERP includes a complete CRM covering pre-sales and post-sales. Pothera CRM is also available on its own for businesses that need only CRM: LeadX for pre-sales, Service X for post-sales, or both together.
What is the difference between LeadX and Service X?
LeadX handles pre-sales: enquiries, follow-ups, quotations, the sales pipeline and conversion reporting. Service X handles post-sales: complaints, installation, warranty, AMC and CMC contracts and renewals, preventive maintenance, service quotations, spare parts and repair centres. You can buy either one, or both together.
Can we start with Pothera CRM and move to Pothera ERP later?
Yes. The standalone Pothera CRM is the same CRM that is inside Pothera ERP, so a CRM customer can move to Pothera ERP and bring their customer data into it. The ERP then runs complete operations with the CRM included.
Why choose a CRM that is part of an ERP?
In a manufacturing business, a customer conversation touches stock, production, dispatch, invoices and service. When the CRM is part of the ERP, sales and service teams see the same customer, item, order and invoice records as operations and accounts, so there is no duplicate data entry, no integration to maintain and no disagreement about which system is right.
Is a standalone CRM better for some businesses?
Yes. If you only need to manage enquiries and quotations, or only after-sales service and AMCs, a standalone Pothera CRM – LeadX or Service X is the simpler choice. If you also need to run production, inventory and accounts, Pothera ERP with its built-in CRM avoids running two systems.
Does Pothera CRM manage AMC renewals and warranty?
Yes. Pothera CRM – Service X manages warranty, AMC and CMC contracts, contract status and renewal reminders, preventive maintenance schedules, complaints and technician allocation, service quotations and spare-part consumption.
Which channels can LeadX capture enquiries from?
LeadX captures enquiries from website forms and landing pages, email, WhatsApp and bulk imports such as trade-show lists, removes duplicates across channels and tracks the source of every enquiry.
How much does Pothera CRM cost?
Pothera CRM is quoted per requirement. The quote depends on the number of users, whether you need pre-sales, post-sales or both, the customisation involved, cloud or on-premise deployment, and annual maintenance (AMC).
Is Pothera CRM available on cloud and on mobile?
Pothera CRM is available on cloud, with on-premise deployment also supported, and field sales and service teams can use it on mobile.
Related products and guides
Pothera CRM – LeadX
Pre-sales and lead management.
Pothera CRM – Service X
After-sales service, warranty and AMC.
Pothera ERP
Complete ERP with CRM included.
Pothera Lite
Fast-track ERP for growing traders and distributors.
ERP for auto components
Schedules, job work, quality and traceability.
ERP vs CRM
What each system does and when you need both.
See Pothera CRM with your own enquiries
Bring a week of enquiries, a quotation and one service contract. We will show you how they run in Pothera CRM — and whether LeadX, Service X or Pothera ERP is the right starting point.
How much does Pothera CRM cost?
Pothera CRM is quoted per requirement. Your quote depends on the number of users, whether you need pre-sales (LeadX), post-sales (Service X) or both, the customisation involved, cloud or on-premise deployment, and annual maintenance (AMC). If you plan to move to Pothera ERP, tell us at the start — the CRM carries across.