CRM Software Nepal
ग्राहक व्यवस्थापन
Every lead, call and deal — in one place
लिड, कल र डील — एउटै ठाउँमा
Lead capture, activity timelines, pipelines with drag-and-drop stages, tasks, reminders and win/loss analytics.
लिड क्याप्चर, गतिविधि टाइमलाइन, पाइपलाइन, कार्य, रिमाइन्डर र win/loss विश्लेषण।
विशेषताहरू
यस मोड्युलमा के के छ?
Everything this module ships with — ready to use from day one.
तपाईंको व्यवसायमा तुरुन्तै प्रयोग गर्न सकिने मुख्य सुविधाहरू।
Why CRM
Why Choose NitiERP CRM Software in Nepal
For businesses in Kathmandu, Pokhara, Biratnagar, and across Nepal, managing sales leads across WhatsApp chats, personal phone notebooks, and messy Excel spreadsheets causes costly sales leakage. When prospect follow-ups get forgotten, quotes take days to send, and field sales teams operate in the dark, revenue drops. NitiERP CRM Software Nepal unifies your entire sales cycle — from multi-channel lead capture to visual deal pipelines, automated Sparrow SMS follow-ups, instant quotation generation, and real-time conversion into IRD VAT invoices starting at just Rs. 1,099/month.
Leads Lost Across Personal WhatsApp & Notebooks
A centralized lead inbox captures inquiries from Facebook Lead Ads, website contact forms, WhatsApp messages, and phone calls into a single pipeline. Every prospect is assigned to a sales rep with automated notifications so no inquiry falls through the cracks.
Delayed Quotations Cause Lost Deals
Generate professional, branded PDF quotations in Nepali or English in under 60 seconds. Product prices, VAT, and terms are pulled directly from your inventory catalog. Send proposals instantly via WhatsApp or email before competitors even respond.
Zero Visibility Into Field Sales Reps & Client Visits
Field sales teams use our GPS-enabled mobile app to log client check-ins, record meeting notes, and update deal stages on the spot across Kathmandu Valley and regional commercial hubs.
Sales Disconnected from Accounting & Inventory
When a deal is marked 'Won', convert the approved quotation into a Sales Order and IRD-approved CBMS VAT invoice with a single click. No duplicate data re-entry into Tally or separate billing systems.
Missed Follow-Ups & Forgotten Callbacks
Automated task reminders, deal stage stagnation alerts, and scheduled SMS/WhatsApp messages ensure your sales reps follow up on high-value prospects consistently, boosting lead conversion rates by over 40%.
Complete Features
Top CRM Software Nepal Features
Multi-Channel Lead Capture
Automatically aggregate leads from Meta (Facebook & Instagram) Lead Ads, website contact forms, WhatsApp inquiries, walk-ins, and incoming phone calls into one organized dashboard.
Visual Kanban Deal Pipelines
Track deals across customizable stages (New Lead, Contacted, Meeting Scheduled, Proposal Sent, Negotiation, Closed Won). Drag and drop deals as they progress through your sales funnel.
1-Click Quotation & Proforma Generator
Create beautiful, IRD-ready quotations with item rates, discounts, and VAT in seconds. Convert approved quotes into sales orders and tax invoices instantly without re-typing data.
WhatsApp & Sparrow SMS Automation
Trigger automated greeting messages, follow-up reminders, quotation delivery links, and payment reminders via official WhatsApp Business API and Sparrow SMS gateway in Nepal.
Mobile CRM for Field Sales Reps
Equip your sales team with an Android and iOS mobile app for GPS client visit check-ins, offline contact access, call logging, and instant quotation dispatch on the go.
Customer 360° Profile & History
View complete client profiles including past purchases, pending invoices, communication logs, meeting notes, outstanding payments, and support tickets in one timeline.
Bikram Sambat (BS) Follow-Up Calendar
Schedule follow-up tasks, client callbacks, contract renewals, and delivery commitments natively on the Bikram Sambat (BS) Nepali calendar alongside Gregorian (AD) dates.
Sales Target & Commission Tracking
Set monthly or quarterly sales quotas for individual representatives and teams. Track target achievement percentages and automate sales commission calculations linked to closed revenue.
Telecalling & Call Log Notes
Log call durations, outcomes (Interested, Callback, Not Reachable, Junk), and next scheduled actions directly within each prospect's activity timeline.
Win/Loss Analytics & Revenue Forecasts
Analyze why deals were won or lost, measure lead source ROI (Facebook vs Google vs Referrals), and forecast upcoming monthly cash flow based on weighted pipeline probability.
Use Cases
Best CRM Software Nepal for Growing Businesses
Trusted by forward-thinking companies across Nepal to organize client inquiries, boost sales conversions, and eliminate lead leakage.
B2B Wholesalers & Commercial Distributors
Manage large retailer accounts, track territory sales reps visiting dealers across Narayanghat, Butwal, and Biratnagar, and generate bulk quotations with trade discounts.
Real Estate Developers & Housing Agencies
Capture inquiries for apartments and plotted land, schedule site visits, track buyer budget preferences, and nurture long-cycle property investments.
Education Consultancies & Visa Centers
Track student inquiries for Australia, UK, USA, and Canada. Manage document submissions, IELTS/PTE counseling stages, university applications, and visa progress in one secure pipeline.
IT Companies & Digital Marketing Agencies
Track custom software, web design, and digital marketing inquiries. Send detailed scopes of work, track proposal approvals, and manage client onboarding contracts.
Travel, Tours & Trekking Agencies
Handle trekking and tour inquiries from international and domestic travelers. Generate custom itinerary quotations, manage hotel/transport bookings, and track payment schedules.
Industrial Machinery & Heavy Equipment Suppliers
Track multi-lakh machinery procurement deals, maintain warranty service history, schedule routine maintenance follow-ups, and manage government tender submissions.
Pricing
Affordable & Transparent CRM Software Pricing in Nepal
While global CRM solutions like Zoho CRM and HubSpot charge between $14 to $50+ per user per month in US Dollars — requiring expensive foreign currency credit cards (bypassing Nepal's restrictive $500 annual dollar card cap) and offering zero local support — NitiERP CRM Software Nepal is available for a transparent price of just Rs. 1,099 per month.
Your subscription includes multi-channel lead capture, customizable Kanban deal pipelines, instant quotation generation, activity logging, and seamless integration with NitiERP's IRD-approved accounting and inventory modules without punitive per-user fee escalations.
Compare this to lost client inquiries, missed follow-ups worth tens of thousands of rupees, and the hours wasted manually drafting quotes on Microsoft Word. Experience complete sales automation with a risk-free 14-day trial.
What's Included
- Rs. 1,099/month transparent modular pricing (paid in NPR via Fonepay, ConnectIPS, or eSewa)
- 14-day free trial with no credit card required
- Unlimited lead capture and customizable deal pipelines
- 1-click quotation generation and IRD VAT invoice conversion
- Sparrow SMS & WhatsApp follow-up automation integration
- Local customer support based in Kathmandu in Nepali and English
Comparison
NitiERP CRM vs Zoho CRM vs HubSpot vs Excel Spreadsheets
See how NitiERP CRM compares with expensive foreign SaaS suites, free-tier traps, and manual spreadsheets in Nepal.
| Feature | NitiERP | Others |
|---|---|---|
| Pricing & Currency | Transparent Rs. 1,099/month in NPR (Fonepay/ConnectIPS/Bank) | Zoho: $14–$52/user/mo in USD; HubSpot: $50+/mo in USD; Excel: Free but costly lead loss |
| Dollar Card Requirement | No dollar card needed (Pay locally in Nepali Rupees) | Zoho & HubSpot require international credit cards subject to Nepal's $500 yearly limit |
| Local SMS & WhatsApp Integration | Built-in integration with Sparrow SMS, Aakash SMS & WhatsApp | Foreign tools require complex 3rd-party webhook bridges and expensive add-on costs |
| Full ERP & Accounting Sync | Won deals convert to IRD-approved CBMS VAT invoices instantly | Zoho/HubSpot require manual re-entry into separate Nepali accounting software |
| Bikram Sambat (BS) Calendar | Native Nepali BS calendar follow-up dates & fiscal cycles | Foreign CRMs support Gregorian (AD) calendar only |
| Field Sales Mobile GPS Check-In | Included in mobile app with client location logs | Available only in expensive high-tier enterprise enterprise plans |
| Local Onboarding & Support | Dedicated Kathmandu support team in नेपाली and English | Offshore ticket-based support with days of delay |
Pricing & Currency
Dollar Card Requirement
Local SMS & WhatsApp Integration
Full ERP & Accounting Sync
Bikram Sambat (BS) Calendar
Field Sales Mobile GPS Check-In
Local Onboarding & Support
While foreign CRMs charge hefty USD subscription fees without Nepali tax compliance or SMS integrations, NitiERP delivers a complete, localized sales CRM built specifically for Nepali business realities.
Get Started
Automate Your Sales Pipeline in 3 Simple Steps
Import Your Leads & Contacts from Excel
Upload your existing client database, past prospects, and contact numbers using our ready-made CSV template in under 5 minutes.
Customize Your Deal Stages & Connect Lead Channels
Set up your sales pipeline stages (e.g., Inquiry, Site Visit, Proposal, Won) and connect your Facebook Ads, website form, or WhatsApp number.
Equip Your Sales Reps & Start Closing Deals Faster
Assign incoming leads, log meeting notes from mobile, dispatch instant quotations, and track sales conversions on your live owner dashboard.
Ready to stop losing leads and accelerate your revenue? Book a free demo of NitiERP CRM Software in Nepal today.
Book a Free DemoDedicated Solutions
End-to-End Sales Pipeline, WhatsApp Follow-Up & ERP Invoicing
Stop Losing Leads Across Scattered WhatsApp Chats & Excel Sheets
Discover how NitiERP CRM unites multi-channel lead capture (Facebook Ads, Web forms, WhatsApp), Kanban deal pipelines, instant quotation generation, and 1-click conversion into IRD-compliant VAT invoices starting at Rs. 1,099/month.
Industry fit
Built into 4 industry packs
CRM is part of the ready-made stack for these industries — see how it fits yours.
Explore more modules
Build your complete stack
NitiERP is modular — pair this with other modules and pay only for what you use.
Customers
ग्राहक
360° customer profiles with ledgers
- Credit limits
- Price lists per customer
- Payment terms
Parties
पार्टीहरू
One master for customers, suppliers and agents
- PAN / VAT fields
- Bank details
- Opening balance
Payments
भुक्तानी
Cash, bank, wallet, cheque — all reconciled
- Cash, bank, wallet, cheque
- Invoice matching
- Partial & advance payments
Expenses
खर्च
Track every rupee that leaves the business
- Expense categories
- Receipt attachments
- Approval workflow
Products
वस्तु / सेवा
Catalog with variants, units and prices
- Variants & attributes
- Alternate units of measure
- Tax rules
Brands
ब्रान्ड
Organize catalog by brand and line
- Brand master
- Brand-level reports
- Brand margin rules
FAQ
CRM — common questions
What is the best CRM software in Nepal?+
NitiERP is widely rated as the best CRM software in Nepal. It combines multi-channel lead capture (Facebook & Instagram Ads, Web forms, WhatsApp), visual Kanban sales pipelines, 1-click quotation to IRD VAT invoice conversion, Sparrow SMS reminders, and field sales mobile check-ins starting at just Rs. 1,099/month in Nepali Rupees.
Can NitiERP CRM capture leads from Facebook Ads and website forms automatically?+
Yes. NitiERP integrates directly with Meta (Facebook and Instagram) Lead Ads webhooks, Google Forms, and website contact forms. When an interested prospect submits an inquiry online, their contact details, budget, and inquiry message are instantly logged into your CRM pipeline and assigned to a sales representative.
Does NitiERP CRM support WhatsApp and Sparrow SMS in Nepal?+
Yes. NitiERP integrates with Sparrow SMS, Aakash SMS, and the official WhatsApp Business API. You can send automated thank-you messages when an inquiry arrives, send quotation PDF download links, and trigger automated follow-up reminders before a scheduled client callback.
How does NitiERP compare to Zoho CRM and HubSpot in Nepal?+
While Zoho CRM and HubSpot charge between $14 to $50+ per user per month in US Dollars (requiring international dollar cards and lacking Nepali VAT invoicing or local SMS gateways), NitiERP costs just Rs. 1,099/month in NPR, includes full double-entry accounting integration with IRD CBMS tax clearance, and offers local Kathmandu phone and in-person support.
Can I convert CRM deals into quotations and IRD tax invoices?+
Yes. Unlike standalone CRMs where won deals must be manually copied into billing software, NitiERP connects CRM directly to sales and accounting. You can generate an official quotation from the deal record, email it to the client, and convert it into an IRD-certified CBMS tax invoice with one click upon approval.
Does NitiERP CRM have a mobile app for field sales executives?+
Yes. Sales representatives on the road can use NitiERP on Android and iOS to check client contact details, log meeting notes, verify GPS check-ins at client offices, check inventory availability, and send proforma invoices on the spot.
Does it support the Bikram Sambat (BS) calendar for follow-up dates?+
Yes. All task reminders, deal expected closing dates, and client follow-up appointments can be scheduled using native Bikram Sambat (BS) Nepali months (Baishakh to Chaitra) as well as Gregorian (AD) dates.
Can I track individual sales rep performance and commissions?+
Yes. Management can set monthly sales targets per representative or branch. The system tracks closed-won revenue, conversion rates from lead to customer, average deal cycle length, and automatically calculates agent commission percentages based on paid invoices.
Can I import my existing customer contacts and leads from Excel?+
Yes. NitiERP provides a simple 1-click Excel/CSV import tool. You can migrate your existing lead database, customer contact details, phone numbers, addresses, and PAN numbers in minutes.
Is customer data private and protected with role-based access control?+
Yes. You can assign fine-grained permissions. Sales representatives can only view and manage their assigned leads, while sales managers and directors have complete visibility across all company branches, deals, and revenue pipelines.
Get started
आजै निःशुल्क डेमो लिनुहोस् — १४ दिन ट्रायल
Book a free live demo with our team. We'll walk you through the modules that fit your business and help you migrate your data from Excel or your current system.