Everything an export house needs, in one platform
ExportCRM combines a CRM, an ERP and purpose-built export tools — so you can run leads, orders, production, documentation, finance and analytics from a single system.
Master modules
CRM & master data
Customers, vendors, tailors, inventory and users — the foundations of your export operation, each with full CRUD, search and bulk Excel import.
Dashboard
/dashboardA live KPI hub — order summary cards, lead pipeline, sales & revenue, recent activity, order-volume and revenue charts, plus upcoming-delivery alerts.
Customers
/customersFull 360° profiles with company, GST/PAN, multiple billing & shipping addresses, order history and metrics. Duplicate detection and one-click Excel import.
Vendors
/vendorsA supplier directory organised by category, with contact, GST and bank details, full procurement history and instant search.
Tailors
/tailorsManage production partners by stitching type, track production history and print ready-to-hand tailor sheets.
Inventory
/inventorySKU products with quantity, price, unit, type, vendor and image. Low-stock views, search, and bulk Excel import with preview & validation.
Users & Roles
/usersCreate and manage users, assign roles, activate/deactivate accounts, reset passwords and track last-login activity.
Order workflow
Leads to orders to cash
Run the complete order lifecycle — from lead capture through a configurable production pipeline to invoicing, purchase and expense tracking.
Leads
/leadsFull lifecycle — Open → Contacted → Qualified → Converted. Assignment, follow-up reminders, timestamped notes, proforma invoices and one-click convert to customer + order.
Orders
/ordersThe operational core: a configurable production pipeline, delivery status, priority & health badges, reference images, line items, comments thread and indexed document uploads.
Sales
/salesPer-order invoicing with multiple payments, government receivables (GST / DBK / RODTEP-ROSCTL), expected vs received dates, CHA flag and a clear payment summary.
Purchase
/purchaseRaise purchase orders to vendors per order and item. Track overheads (sampling, transport, majoori, CHA), line items, costs — with Excel export.
Daily Expenses
/expensesLog expenses by category with an approval flow, monthly summaries and Excel export for your accountant.
General Income
/incomesRecord non-order income by category with full history and monthly summaries, so every rupee is accounted for.
Export trade tools
Export documentation & compliance
The export-house features no generic CRM has — document generators, OCR search, government feeds, export schemes and DGFT exchange rates.
9 export document generators
/documentsPerforma & Commercial Invoice, Pre-Shipment Invoice, Packing List, SCOMET Declaration, Export Value Declaration, Indemnity Letter, Annexure A — structured forms with PDF output.
OCR document search
/documents/manageEvery attachment is OCR-extracted (Tika + Tesseract) and indexed in Elasticsearch, fully searchable from the global Ctrl+K bar — find any clause in any document.
Govt. updates feed
/govt-updatesA live PIB + DGFT notifications feed, auto-synced every hour, so you never miss a policy change that affects your shipments.
Export schemes reference
/schemesA reference database of export benefit schemes — RODTEP, ROSCTL, Duty Drawback and more — at your fingertips.
DGFT exchange rates
/exchange-ratesAuto-scraped and cached DGFT exchange rates across 22 currencies, refreshed every six hours for accurate invoicing.
Holiday & delivery planning
/holidaysMaintain holidays and closures that feed directly into delivery-date planning and deadline alerts.
Platform & security
Security, automation & analytics
Role-based access, real-time notifications, automated background jobs and a full audit trail keep your operation secure and on schedule.
Two-layer RBAC
/admin/permissionsPer-role, per-module canView / Create / Edit / Delete permissions, enforced at both the UI and the API layer.
Real-time notifications
/notificationsSignalR alerts for delivery deadlines, lead follow-ups and receivables — with email as a dual channel so nothing slips.
Per-order chat
/ordersA real-time chat dock on every order keeps your team's context exactly where the work happens.
Automated background jobs
Hangfire jobs handle order reminders, weekly overviews, government sync, lead follow-ups, CHA reminders and document indexing — on schedule, without you.
Secure by design
JWT authentication, BCrypt password hashing, soft deletes and a full audit trail (created / updated / deleted by) across every record.
Export everything
/reportsCSV and Excel exports for orders, sales, purchases, expenses and customers — your data is always portable.
Analytics & reporting
See your true profit, not just your sales
A full reports suite turns your day-to-day data into the numbers that matter — margins, top customers, pipeline value and more.
One platform to run your whole export business
Stop juggling spreadsheets, WhatsApp and disconnected tools. See how ExportCRM brings it all together.
Frequently asked questions
Which export documents can ExportCRM generate?
ExportCRM generates the standard export document set — nine document types — from the order record, so the commercial invoice, packing list and supporting documents are produced from one source of data rather than re-keyed into separate files. Re-keying is the single most common cause of the field mismatches that hold up a shipment or trigger a letter-of-credit discrepancy.
Does ExportCRM handle multi-currency invoicing?
Yes, including DGFT exchange rates for export invoicing. Sales, purchase and profit analytics then report in a consistent currency so per-order margin is comparable across markets.
Can it track RoDTEP, RoSCTL and Duty Drawback claims?
Yes. Incentive schemes are tracked per order, so a claim is visible while it can still be filed rather than discovered after the window has closed. Rates and eligibility are set by DGFT and CBIC and are revised from time to time — the system tracks your claims, but you should confirm current rates against the official notification.
Does ExportCRM integrate with Tally?
Tally and export operations are covered on a dedicated solution page. What integration means in practice depends on your Tally version and how your accounts are structured, so it is confirmed during the demo rather than assumed. We would rather tell you the limits up front than have you discover them after purchase.
Is there role-based access for staff?
Yes. Users and roles control which modules and records each person can see, with an audit trail of changes to order and financial records — which matters when several people touch the same consignment.