Moglix CRM

Moglix CRM – Powering B2B Sales Efficiency on the Go
Moglix CRM is a robust, enterprise-grade mobile solution built for B2B sales teams to streamline customer relationship management across industries. Designed by Moglix, a global B2B commerce and supply chain leader, this CRM empowers sales professionals with tools to manage accounts, contacts, meetings, and deal pipelines – anytime, anywhere.
Whether you're managing strategic clients, sourcing leads, or driving sales for new business verticals, Moglix CRM gives you complete visibility and control of your sales lifecycle, helping you close deals faster and build lasting customer relationships.
Key Features:
Account Management:
Create and manage customer accounts efficiently. Get a holistic view of all related contacts, meetings, and deal history – ensuring your sales team is always informed and proactive.
Contact Management:
Add, view, and manage contacts with role-based access. With the introduction of EA tagging and secondary ownership, you maintain data privacy while enabling seamless collaboration across teams.
Meeting Tracker:
Plan, track, and update all your customer meetings – past or upcoming. Add MoMs, mark meetings as value delivery, and monitor customer engagement across geographies.
Real-Time Team Insights:
City Heads, KAMs, and Leadership can track team performance, meeting cadences, and CRM usage metrics with detailed dashboards and weekly alerts.
Lead & Deal Tracking:
Stay on top of your sales funnel by tracking deals in progress, upcoming closures, and value metrics. Prioritize efforts with visibility into "# of deals added" and "# of deals closing soon".
Training & Onboarding:
Dedicated onboarding ensures every team is well-trained with access to Pan-India demos, feedback sessions, and leadership-level training.
Hierarchy-Based Access:
Maintain data privacy through structured access – City Head > Lead Hunter > Hunter. Only relevant users see the data they own or manage.
Smart Notifications:
Receive timely reminders to add MoMs or follow up on key meetings and tasks via in-app and email alerts.
Platform-Wide Scalability:
From Hunting to SRM and SOB, Moglix CRM supports diverse use-cases, making it the single platform for all sales activity across the organization.
Who Should Use Moglix CRM?
Sales Executives managing on-ground customer visits
City Heads and Regional Leaders monitori