Follow-upDue 4:30 PM
THE CONNECTED CRM OPERATING SYSTEM
Manage every customer journey from first enquiry to post-sales service
Prellum connects customer management, follow-ups, quotations, orders, payments, deliveries, installations, warranty and service in one operating workspace.P12345
CUSTOMER 360
Live customer journeyAarav Shah
CURRENT STAGEOrder confirmed
NEXT ACTIONSchedule delivery
COMMERCIAL STATEPaid in full
EnquiryFollow-upQuotationOrderPayment6Delivery
QuotationApproved
OrderConfirmed
Payment₹39,900 paid
Delivery24 Jul scheduled
InstallationPending
ONE OPERATING WORKSPACE
Replace fragmented customer operations with a connected record.
SpreadsheetsWhatsApp-only follow-upsScattered quotationsSeparate order trackersManual delivery registersInstallation sheetsService logsDisconnected customer records
COMPLETE CUSTOMER JOURNEY
Every stage gives teams an action, a record and shared visibility.
CORE MODULES
The essential workflow from acquisition through service.
Customers and Leads
One customer record for contact details, requirements, ownership and history.
Tasks and Follow-ups
Daily actions, due dates, priorities and accountability.
Product Catalogue
Products, variants, pricing and availability for commercial teams.
Quotations
Structured offers connected to customer requirements.
Orders and Payments
Confirmed orders, collections and commercial continuity.
Delivery and Installation
Scheduled fulfilment, assignments and completion timelines.
Warranty and Service
Coverage and post-sales service connected to customer history.
Communications
Calls, WhatsApp and interaction context where integrations are configured.
Reports and Dashboards
Pipeline, workload and execution visibility for managers.
ROLE-BASED EXPERIENCE
One system, focused for every role.
Admin
Business visibility, controls, users and process governance.
Manager
Team workload, overdue tasks, pipeline and execution tracking.
Executive
Customer list, next actions, calls, WhatsApp and a daily work queue.
MOBILE + DESKTOP
One CRM. One workflow. Every screen.
Use Prellum in the field on mobile and manage the full operating view on desktop. Customer context, permissions and business rules remain connected across both.Order confirmedPayment received
TODAYConfirm deliveryAarav Shah • 4:30 PMSynced
Same customer context
FLEXIBLE COMMERCIAL OPTIONS
Flexible plans for every operating model.
Explore SaaS, Lifetime Licence and Enterprise / On-Premise options without interrupting the Product journey.FURNITURE SOLUTION
Commercial and fulfilment continuity for furniture businesses.
Retailers, showrooms, dealers, wholesalers, manufacturers, office suppliers and modular businesses can connect catalogue, pricing, quotation, order, payment, delivery, installation, warranty and service.DEPLOYMENT
Choose a deployment path that fits your organisation.
SaaS
Hosted access and managed platform operations.
Discuss this option →Lifetime Licence
A defined implementation scope and agreed long-term licence.
Discuss this option →Enterprise / On-Premise
Controlled deployment with custom implementation and integration.
Discuss this option →SEE PRELLUM IN YOUR PROCESS