Modern CRM Software Built for Sales Teams
Track leads, accounts, contacts and multi-product deals in a single kanban pipeline built for teams that sell in person and online.
What is Lavisho TT CRM software?
Lavisho TT CRM software is a cloud platform for managing leads, accounts, contacts and deals through a visual kanban pipeline. It includes a built-in quote builder, OEM/partner mapping, multi-currency deal tracking, lead scoring, auto-assignment rules and win/loss intelligence, so sales teams can see exactly where every deal stands and why deals are won or lost.
Why teams need crm software
The problem
Many growing sales teams still run their pipeline out of spreadsheets and email threads. Leads get forgotten, quotes are built from scratch every time, and nobody can say with confidence why a deal was lost last quarter. Deals involving multiple products or OEM partners become especially messy because generic CRMs only track a single line item per opportunity.
How Lavisho TT solves it
Lavisho TT centralises leads, accounts, contacts and multi-product deals in one kanban pipeline with saved views so reps and managers see the same data. A built-in quote builder generates numbered PDF quotations with secure download links, while lead scoring and auto-assignment rules route the right leads to the right rep automatically. Win/loss intelligence and revenue attribution show exactly which sources and products are driving closed business.
Key benefits
One pipeline, every deal
Multi-product deals, OEM/partner mapping and custom objects keep complex sales cycles organised in a single view.
Faster quoting
The built-in quote builder produces numbered PDF quotations with secure 7-day download links in minutes, not hours.
Leads that route themselves
Lead scoring and auto-assignment rules put new leads in front of the right rep without manual triage.
Know why you win or lose
Win/loss intelligence and revenue attribution turn closed deals into a feedback loop for the next quarter.
CRM Software features in Lavisho TT
Kanban pipeline & saved views
Drag deals through configurable stages and save filtered views for different teams or territories.
Multi-product deals & OEM mapping
Attach several products or OEM/partner relationships to a single deal instead of splitting it artificially.
Quote builder & PDF quotations
Generate automated, sequentially numbered PDF quotations (e.g. QT-2026-00001) with secure 7-day download links.
Lead scoring & auto-assignment
Score inbound leads and route them automatically using assignment rules instead of manual distribution.
Multi-currency deals
Record and report on deals in multiple currencies with exchange rates applied automatically.
Custom objects & custom fields
Model the data your business actually tracks without waiting on a developer.
Win/loss intelligence
See the reasons deals are won or lost, aggregated across reps, products and territories.
CSV/XLSX import & export
Bring in existing lead and account data, and export pipeline reports to Excel or PDF whenever you need them.
Renewal alerts & client health scoring
Get notified before renewals lapse and track account health so at-risk clients surface early.
How it works
- 1
Import your data
Bring in leads, accounts and contacts via CSV/XLSX, or start fresh in a demo workspace.
- 2
Configure your pipeline
Set up stages, custom fields and assignment rules to match how your team actually sells.
- 3
Work deals to close
Reps move deals through the kanban board, build quotes and log activity from one screen.
- 4
Review and improve
Use win/loss intelligence and revenue attribution to refine targeting for the next cycle.
Common use cases
- B2B sales teams managing multi-product deals across several OEM partners
- Distributors tracking accounts and quotes across multiple currencies
- Sales managers who need a single pipeline view instead of scattered spreadsheets
- Teams that need numbered, auditable PDF quotations for every deal
- Organisations migrating off spreadsheets that need custom fields without custom development
Why choose Lavisho TT for crm software
- Built around Lavisho TT's field-to-cash approach, so CRM data connects directly to field visits and quotations, not just a standalone pipeline.
- Quote builder and approval chains are native, not a bolt-on add-on module.
- Multi-currency, custom objects and OEM mapping ship in the core product.
- 14-day free trial with no credit card, and your workspace is activated by the team within one business day.
CRM Software — frequently asked questions
Does Lavisho TT CRM support multi-product deals?
Yes. A single deal can include multiple products, and OEM/partner mapping lets you track manufacturer or partner relationships alongside the deal itself.
Can I import my existing CRM data?
Yes, you can import leads, accounts and contacts via CSV or XLSX files, and export pipeline data to Excel or PDF at any time.
Does the CRM handle multiple currencies?
Yes. Deals can be recorded in multiple currencies with exchange rates applied, which is useful for teams selling across regions.
How are quotations generated?
The built-in quote builder creates automated, sequentially numbered PDF quotations with secure 7-day download links, backed by an immutable workflow audit log.
Can I customise fields and objects?
Yes, custom objects and custom fields let you model your own data structures without engineering work.
How does lead assignment work?
Lead scoring ranks incoming leads, and auto-assignment rules route them to the correct rep automatically based on criteria you define.
Is there a free trial?
Yes, Lavisho TT offers a 14-day free trial with no credit card required, and a demo workspace is available if you want to explore first.
Related pages
Related products
- Sales Pipeline Management
A kanban pipeline with saved views, stalled-deal alerts and win/loss intelligence so nothing stalls silently.
- AI CRM
Ask questions of your own CRM data, get meeting-prep briefs automatically and receive coaching flags before deals go wrong.
- Sales CRM
Run leads, accounts and deals through a kanban pipeline with sequences and stalled-deal alerts so nothing quietly goes cold.
Related solutions
- Sales Teams
Inside and field sales teams juggling leads, quotes, visits, and follow-ups across multiple accounts.
- Sales Managers
Sales managers responsible for a team of reps who need visibility into activity, deal health, and coaching opportunities.
- CEOs & Business Owners
CEOs and business owners who need a top-level read on revenue and team performance without digging through reports.
- Sales Operations
Sales operations professionals who configure, maintain, and integrate the CRM for everyone else to use.
Related industries
- Distribution
Manage distributor networks, sales rep visits, order pipelines, and territory coverage with CRM and field force software from Lavisho TT.
- FMCG
Manage sales reps, distributors, and retail outlet visits with GPS-verified field sales software built for FMCG order-taking and coverage.
- Wholesale
Manage bulk order pipelines, retailer visits, and account relationships with CRM and field sales software built for wholesale trading.
- Construction
Track site visits, contractor and BoQ quotations, and dealer networks with CRM and field sales software built for construction material sales.
Glossary
- CRM
CRM (Customer Relationship Management) is software that organizes a company’s contacts, deals, and interactions with customers in one place.
- Lead
A lead is a person or organization that has shown interest in a product but has not yet been qualified as a sales opportunity.
- Deal
A deal is a specific sales transaction being pursued with a customer, tracked with a value, stage, and expected close date.
Ready to connect your field team to your sales pipeline?
Start your 14-day free trial. No credit card — a real person reviews and activates your workspace, usually within one business day.