Great at Delivering Projects.
Struggling to Fill the Pipeline?
Most IT companies and digital agencies are so busy delivering for existing clients that new business development falls apart. Leads come in from referrals, LinkedIn, and your website, but nobody tracks them properly. ViveLead changes that.
Why IT Companies Struggle with Sales
You write great code and run great campaigns. But your own sales process runs on hope and memory.
The Founder Does All the Selling
In most IT companies and agencies, the founder or one senior person handles all new business. There is no system, no pipeline visibility, and no way to delegate sales without losing control. If that person is busy with a delivery, sales stops.
Client Information Is Scattered Everywhere
Proposals are in Google Drive. Email threads are in Gmail. Meeting notes are in someone's notebook. When a lead from 6 months ago comes back, nobody can find the context of the last conversation.
HR and Payroll Are a Monthly Fire Drill
You have 10 to 30 employees. Not enough for a full HR department, but too many to manage in spreadsheets. Every month, attendance, leaves, and salary calculations eat up 2 to 3 days of someone's time.
One Platform for Client Pipeline and Team Management
Track every lead. Close more projects. Manage your team. All from one dashboard.
Every Lead in One Place
Referrals, LinkedIn connections, website inquiries, event contacts. They all go into ViveLead with source tracking. No more digging through email to find that prospect who was interested 3 months ago.
Visual Project Pipeline
Create a pipeline that matches your sales process: Lead, Discovery Call, Proposal Sent, Negotiation, Won, Lost. Drag deals between stages and always know where every opportunity stands.
Proposals and Documents Attached to Deals
Attach proposals, SOWs, and contracts directly to the deal in your pipeline. When a client says yes 4 months later, everything is right there. No searching through folders.
Automated Follow-up Reminders
Sent a proposal and heard nothing? ViveLead reminds you to follow up after 3 days, then 7, then 14. Deals stop falling through the cracks because nobody remembered to call back.
Team Performance Visibility
If you have a business development team, see who is closing deals and who is stuck. Track activity, call counts, and conversion rates across your team.
AI Assistant for Quick Insights
Ask ViveLead: 'Show me all open proposals over 5 lakhs' or 'Which deals have been stuck in negotiation for more than 2 weeks?' Get answers without building reports.
CRM + HRMS in One. No Extra Cost.
Your IT company has developers, designers, and project managers. Why pay for a separate HR tool?
IT companies and agencies typically spend on a CRM for sales tracking and a separate tool like GreytHR or Keka for attendance and payroll. That is two subscriptions that together cost Rs 1,500 to Rs 2,000 per employee per month. ViveLead gives you both for Rs 499. For a 15-person team, that saves you over Rs 1.5 lakh per year.
Get Started in 3 Steps
No complex CRM implementation. No training sessions needed. Just sign up and start.
Import Your Existing Contacts
Upload your client and prospect data from spreadsheets or your old CRM. ViveLead's team helps with migration for free.
Build Your Sales Pipeline
Set up stages like Lead, Discovery, Proposal, Negotiation, Closed. Add your team members and define who handles what.
Connect HRMS
Add your employees, configure payroll structures, and start tracking attendance. Everything runs alongside your CRM in the same dashboard.
Trusted by IT Companies and Agencies
Frequently Asked Questions
Common questions about ViveLead for IT services and digital agencies
ViveLead is designed for exactly this size. Most CRMs either target freelancers with basic tools or enterprises with complex setups. ViveLead gives you proper pipeline management, team tracking, and HRMS without the complexity or cost of enterprise tools. A 10-person team pays Rs 4,990 per month for everything.
Yes. You can create multiple pipelines. One for new business development with stages like Lead, Proposal, Negotiation. Another for active projects with stages like Kickoff, In Progress, Review, Delivered. This gives you visibility across both acquisition and delivery.
HubSpot's free tier is limited, and their paid plans start at around Rs 4,000 per month for basic features. Zoho CRM starts lower but you need Zoho People separately for HRMS. ViveLead gives you CRM plus HRMS in one platform for Rs 499 per user per month. For a small agency, the savings are significant.
Yes. ViveLead includes document management. You can attach files, proposals, contracts, and any other documents directly to a lead or deal. Everything stays connected so your team has full context when following up.
Yes. The HRMS module includes payroll with PF, ESIC, and TDS compliance built in. It calculates salary components, generates payslips, and handles statutory deductions. This is particularly useful for IT companies that need to stay compliant without hiring a dedicated HR team.
Yes, with role-based access. Your sales team sees pipelines, leads, and deals. Your delivery team can be set up with HRMS access for attendance and leaves. Admins see everything. You control exactly who sees what.
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