Equisource Business Solutions
CRM & Sales

Turn every opportunity into a connected sales system.

EBS builds CRM and sales systems that capture, qualify, manage, and convert opportunities — with AI and automation supporting your team at every stage.

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EBS CRM
Live
Pipeline
  1. New Lead
  2. Qualified
  3. 03Appointment
  4. 04Proposal
  5. 05Won
R
Opportunity
Interior fit-out project
Lead
Riya Patel
Company
Northfield Interiors
Deal Value
₹4,50,000
Stage
Appointment
Next Action
Send proposal · Thu
  • AI Qualification
    High fit · Ready for sales
  • Follow-up
    WhatsApp sent · Today
  • Appointment
    Discovery call · Thu 11:00
  • Next Action
    Prepare proposal
Synced with CRMUpdated just now

Illustrative CRM interface · Example data

Pipeline Visibility

See every opportunity. Know what happens next.

EBS CRM systems give your team visibility across the entire sales pipeline — while AI and automation help keep every opportunity moving forward.

Illustrative pipeline · Example data

  • Every lead captured automatically — no manual entry
  • AI qualification before significant sales time is spent
  • Structured follow-up based on lead status and behaviour
  • Appointments and next actions connected to the CRM
  • Pipeline and conversion visibility from lead to closed deal
Capabilities

Everything your sales team needs to manage opportunities.

Lead Capture

Capture leads from forms, WhatsApp, calls, email and other channels directly into your CRM.

Pipeline Management

Give your team a structured pipeline with clear stages, opportunity values and next actions.

AI Qualification

Use AI to qualify leads based on fit, intent, urgency and relevant customer information.

Automated Follow-up

Trigger follow-up based on lead status, behaviour and timing so opportunities don't go cold.

Appointment Booking

Connect booking directly to your CRM so scheduled conversations and next actions stay visible.

Sales Analytics

Understand pipeline movement, conversion rates, deal velocity and team activity.

The Sales System

From first enquiry to closed opportunity.

Connect lead capture, qualification, communication, pipeline management and follow-up into one sales workflow.

  1. 01
    Stage 01

    Lead Capture

    • Forms
    • WhatsApp
    • Calls
    • Email
  2. 02
    Stage 02

    Qualification

    • AI
    • Fit
    • Intent
    • Urgency
  3. 03
    Stage 03

    Pipeline

    1. New
    2. Qualified
    3. Appointment
    4. Proposal
  4. 04
    Stage 04

    Follow-up

    • WhatsApp
    • Email
    • Tasks
    • Reminders
  5. 05
    Stage 05

    Conversion

    • Won
    • Lost
    • Next Opportunity
EBS CRM
One record for every lead, conversation and opportunity.
Synced across every stage

Build a sales system that keeps opportunities moving.

EBS designs CRM and sales systems around your pipeline, sales process, and conversion goals.

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