The Only CRM Made For Systems Integrators
Profit 365 helps your sales team quote with confidence, track complex project lifecycles, and promise stock only when you know you can deliver
Problems With a Generic CRM
You quote outdated prices
You sell out-of-stock items
You lose margins
Profit 365 eliminates the gap
See how it helps system integrators
Lead & Opportunity Management
Capture Every Project Lead
Leads come from everywhere,
OEM referrals, site visits, and tenders.
Don't let them die in WhatsApp chats or Excel sheets.
Centralize Your Pipeline.
Avoid Conflicts And Confusion
Capture leads instantly.
Assign them to sales engineers based on territory or vertical.
Win Long Sales Cycles
SI sales cycles are long.
Track leads from "Site Survey" to "POC" to "Final Negotiation" without losing context.
Automated Follow-ups
Never miss a follow-up or sale due to human error.
Set reminders for tender deadlines and license renewals.
Smart Quoting & BOQ
Quote Fast. Protect Margins.
The biggest bottleneck for SIs is the Bill of Materials.
Stop building quotes in spreadsheets that don't talk to your inventory.
Live Inventory Pricing & Profitable Quoting
See your actual margin before you send the proposal.
Build quotes using real-time stock prices.
Version Control
If clients change requirements constantly,
manage quote revisions easily without creating file chaos.
One-Click Conversion
Client approved?
Convert the quote to a Sales Order instantly. No data re-entry.
Key Capabilities
Multi-currency Support
Tax/GST Automation
Discount Approval Workflows
PDF Quote Generation
Customer 360 View
Every Single Detail About EVERY Client, In Your Finger Tips
Have the full picture and knowledge about clients ready in seconds when they call
All History In ONE PLACE
See every past order, active AMC, and pending support ticket on one screen.
Payment Visibility
Don't sell to bad payers.
Sales teams can see outstanding invoices before chasing new deals.
Document Repository
Store site maps, SLAs, and purchase orders directly against the customer record.
Key Capabilities
Order History
Payment Status Indicators
Document Storage
PDFContact Hierarchy
Field Sales Mobility
Close Deals On-Site
If your sales team is in the field and not at a desk.
Give them the power to answer questions instantly.
Real-Time Stock Checks
Check availability while standing in the client's server room.
Mobile Order Entry
Log the order immediately after the meeting.
Start the fulfillment process before driving back to the office.
Visit Logging
Track field activity with geo-tagged check-ins.
Know where your team is winning.
Key Capabilities
Mobile App Access
Offline Mode
Geo-tagging
Instant Sync
Sales Performance Analytics
Data-Driven Decisions
Stop guessing which OEM is driving revenue or which sales engineer is underperforming.
Forecast Accuracy
Predict next month's revenue accurately based on weighted pipeline stages and expected value analysis
Product Performance
See which SKUs are moving and which are dead stock.
Adjust your sales strategy accordingly.
Team Leaderboards
Track targets vs. achievement in real-time.
Motivate the team with visible metrics.
Key Capabilities
Revenue Forecasting
Win/Loss Analysis
Instant Sales Reports
Custom Dashboards
Close More Deals GUARANTEED For Systems Integrators
If you want to close more deals as a Systems Integrator, Profit365 will help you to do so, GUARANTEED.
Frequently Asked Questions
Yes. Profit 365 has its own accounting module. It handles the operations around financial data and syncs seamlessly for your auditors.
Yes. Our bulk import tool maps your spreadsheets to our system in minutes.
No. We built it for sales teams, not developers. If you can use email, you can use Profit 365.