B2B CRM For Software Builders.
A self-hosted, production-grade Lead Management System custom-engineered for the Indian tech market. Native GST workflows, canvas e-signatures, auto lead scoring, and absolute data isolation.
Weighted Pipeline
Org Scope: CoreTech Software Solutions
Total Value
₹74,50,000
Weighted Forecast
₹39,80,000
Real-Time Team Activity
Engineered For the Indian B2B Context.
Most globally-built CRMs fail to address the realities of operations in India. CoreTech LMS bridges this gap with built-in financial compliance and automated deal tracking.
Pain Points & Direct Solutions
Comparison matrix| The Legacy Problem | Impact on Business | CoreTech LMS Solution |
|---|---|---|
| Leads tracked in static spreadsheets | No reminders, dead follow-ups, zero analytics. | Unified lifecycle stages with live dashboard metrics. |
| Manual Quotation generation errors | Inaccurate calculations, outdated layouts, loss of client trust. | Automated builder with tax, discounts, and print-ready A4. |
| Delayed Client approvals | Printing, scanning, and emailing delays deal velocity. | Secure Client Portal featuring canvas e-signatures. |
| Unclear team activity history | Loss of client context when executives leave or switch accounts. | Central audit logs mapping every call, email, and meeting. |
| Lack of compliance customization | Difficulty in matching Indian GST formatting, state tags, PAN fields. | Tailored India-first architecture (SGST/CGST, UPI payments). |
Complete Product Feature Set.
Lead Scoring Engine
Automated scoring (0-100) across 17 configurable rules including source type, budget range, and engagement count with historical change tracking charts.
GST Quotation Builder
Automated calculations for CGST/SGST/IGST, line-item pricing, discounts, validity parameters, and professional print-ready A4 rendering stylesheets.
E-Sign Client Portal
Clients log in securely to access, review, and accept quotations via canvas-drawing e-signature captures saved directly as cryptographically bound data blocks.
Kanban Pipeline OS
Fully customizable pipelines with drag-and-drop mechanics. Calculates weighted pipeline forecasts based on deal stage success probabilities.
Invoice & Payment Cycle
Convert accepted quotes to invoices in one click. Tracks payments through 8 payment methods (UPI, Cheque, RTGS) and monitors pending balances.
Campaign Management
Email, SMS, and WhatsApp outreach capabilities. Target lists using custom rule-based lead segment filters with tracked email delivery statistics.
Smart CSV Importer
Auto-detects files, maps 30+ header aliases (e.g. given_name to first_name), checks for duplicate email/phone numbers, and runs data validation reports.
System-Wide Audit Trails
Every data mutation records changes (old JSON values, new JSON values), user ID, timestamp, IP address, and client user-agent string for absolute compliance.
Performance Reports
10 built-in analytical layouts (including Funnel progression, Aging analysis, Team compliance, and Source ROI charts) rendered in real-time.
System Workflows
Capture & Number
Lead registered via API or UI. Assigned custom LD-XXXX number sequentially.
Score Scoring Engine
17-rule analyzer processes budget, industry, and source properties.
Activity Qualify
Follow-ups scheduled. Sales activities logged live to activity feeds.
Convert Client
Once won, a single click converts the lead to a permanent Client account.
How CoreTech LMS Compares
| Feature | CoreTech LMS | HubSpot / Salesforce | Zoho CRM | Spreadsheets |
|---|---|---|---|---|
| Pricing Model | Free (Self-Hosted/Open Source) | $50 - $300 / user / month | $14 - $52 / user / month | Free (but manual overhead) |
| GST & Indian compliance | Native (GST, PAN, INR, State selection) | None (requires custom coding) | Basic (additional config needed) | Manual calculation formulas |
| Client Portal & E-Sign | Built-in (Canvas canvas-drawing signature) | Enterprise or 3rd-party ($$$) | Zoho Sign (additional licensing) | Not possible |
| Quotation Builder | Native (Print-ready A4 CSS layouts) | External integration required | Basic module template | Manually typed Word/Excel templates |
| Data Ownership | 100% Host-controlled (Your Supabase) | SaaS vendor lock-in | SaaS vendor lock-in | Google/Microsoft Cloud |
| Row-Level Security (RLS) | Database-enforced org-wide isolation | Application layer only | Application layer only | None or sheet-level password |
Robust Database Relational Model.
CoreTech LMS implements a highly structured database architecture consisting of 31 relational tables. It balances scalability with performance metrics using UUID primary keys and targeted indexes.
Core Assets
organizations
Multi-tenant tenant profiles and configuration
profiles
Internal user profiles linked to Supabase Auth
teams
Sales & operation teams within an organization
team_members
User association to multiple teams
Lead Management
leads
The core CRM record tracking contacts & deal values
lead_score_history
Audit logs of automatic rule executions & changes
pipelines
Customizable funnels (SaaS, Enterprise B2B, etc.)
pipeline_stages
Funnel stages with custom closing probabilities
activities
Interaction logs (calls, notes, emails) with live pub/sub
follow_ups
Action reminders with snooze & auto-log mechanisms
Transactional Pipeline
clients
Converted winning accounts with auto numbers (CLI-XXXX)
quotations
GST-compliant offer proposals tracking client e-signatures
quotation_items
Quotation line items with item-level taxes & discounts
invoices
GST invoices tracking balances and payment progress states
payments
Transaction records (UPI, RTGS, Cheque) mapping to invoices
products
Standard catalog item prices, descriptions, and tax rates
Operations & Audits
campaigns
Email/WhatsApp marketing outreach with list segment filters
call_logs
Telephony integration records mapping duration & results
audit_logs
Database-wide mutations tracking old vs new JSON values
Developer-Ready 40+ REST APIs.
Easily integrate CoreTech LMS with custom websites, telephony integrations, mobile apps, or billing platforms.
{
"kpis": {
"total_leads": 1284,
"active_deals_value": 7450000,
"weighted_forecast": 3980000,
"overdue_followups": 4,
"live_connection": true
}
}Built For Speed
Frontend Framework
- Next.js 16 (App Router)
- React 19 Client Hydration
- Tailwind CSS v4 Engine
- Zustand Local Store
Enterprise Grade
Backend Capabilities
- Supabase Managed Cloud
- PostgreSQL 31-Table DB
- Row-Level Security (RLS)
- Realtime Activity Sync
Scale On-Demand
Infrastructure Hub
- Vercel Global Edge Server
- Web Push Notification API
- PapaParse Stream Loader
- JWT Session Cookie Auth