BDM Smart System
All-in-One Business Development & CRM Software for Smarter Growth
Why Choose BDM Smart System?
BDM Smart System is a comprehensive Business Development Management (BDM) and CRM platform designed to help organizations capture, nurture, and convert leads into profitable customers. From automated lead sourcing to sales tracking, quotation management, accounts, and after-sales support, it ensures no opportunity is missed and every client is served with excellence.
Tailored for industries like Manufacturing, Real Estate, Advertising, Finance, Capital Markets, and Service Providers, BDM Smart System brings everything under one roof—helping you close deals faster, manage clients smarter, and scale your business effortlessly.
Key Features of BDM Smart System
Secure Login & User Authentication
Protect your organization’s data with enterprise-grade security.
- ✔Multi-device authentication to prevent unauthorized logins
- ✔Enable/disable users instantly from the admin dashboard
- ✔Role-based access control for maximum data protection
- ✔Strong encryption for stored and transferred data
Mobile Application for Field Teams
Give your on-ground executives the power to work anywhere, anytime.
- ✔Auto call & GPS map integration for real-time location tracking
- ✔Push notifications for meetings, follow-ups, and reminders
- ✔Offline data capture with auto-sync once online
- ✔Quick lead entry & status update from the mobile app
Social & Digital Lead Integration
Capture leads automatically from multiple online sources.
- ✔Auto-lead capture from JustDial, IndiaMART, Sulekha, TradeIndia, and websites
- ✔Real-time integration with digital marketing campaigns
- ✔Lead assignment rules for fair distribution across sales teams
- ✔Duplicate lead detection and merging
Direct Calling from PC
Simplify communication with click-to-call functionality.
- ✔Make calls directly from your computer synced with mobile
- ✔Automatic call logging with time, duration, and lead details
- ✔Call recording for quality and training purposes
- ✔Integrated caller ID with client history display
GPS Tracking & Field Monitoring
Real-time visibility of your team’s on-ground activities.
- ✔Capture current location automatically during login/logout
- ✔Live tracking of field executives with map view
- ✔Distance traveled and route monitoring
- ✔Attendance marking through geo-location
Role-Based Access Management
Control who sees what in the system.
- ✔Define role-wise permissions for every user
- ✔Restrict access to sensitive modules
- ✔Assign approval rights for managers only
- ✔Prevent data leaks with controlled export permissions
Lead Management & Follow-up Automation
Organize, track, and convert leads with ease.
- ✔Auto-sorted lead categories with smart tags
- ✔Daily, weekly, and scheduled follow-up reminders
- ✔Lead scoring based on priority & engagement
- ✔End-to-end tracking from enquiry to closure
Quotation & Proposal Tracking
Stay on top of your sales quotations and client proposals.
- ✔Generate and manage quotations within the system
- ✔Maintain quotation history with version tracking
- ✔Automated follow-up reminders for quotations
- ✔Integration with lead and account modules
Graphical Dashboards & Reports
Data-driven decisions at your fingertips.
- ✔Visual dashboards for sales, leads, and client activities
- ✔Graphical representation of lead pipelines
- ✔Performance analysis of teams and executives
- ✔Real-time reports on conversions and closures
Accounts & Finance Module Manager
Track financial transactions client-wise with precision.
- ✔Client-wise Purchase Order (PO) details with status tracking
- ✔Outstanding payment reports with due-date reminders
- ✔Client payment history with date & mode of payment
- ✔Automated GST/TDS calculation on invoices
Post-Lead Closure Workflow
Ensure smooth delivery after winning a client.
- ✔Lead entry → Kick-off meeting scheduling
- ✔Deployment and implementation tracking
- ✔Flow explanation & system demo for client onboarding
- ✔Internal handover to delivery team
Support Ticket Module
After project deployment, ensure seamless after-sales service.
- ✔Clients can raise tickets for issues directly in the system
- ✔Automatic ticket assignment to concerned support staff
- ✔SLA-based ticket resolution tracking
- ✔Priority-based categorization (Critical/High/Normal)
Benefits of BDM Smart System
Lead-to-Closure Automation
Close deals faster with intelligent automation
- Auto-capture leads from multiple sources
- Smart lead scoring & priority-based follow-ups
- Automated reminders to never miss an opportunity
- End-to-end sales pipeline visibility
- Increase closure rates with faster response times
Field Team Productivity
Empower your on-ground executives
- GPS-based attendance & real-time tracking
- Mobile app for instant lead entry & updates
- Daily route planning & distance monitoring
- On-the-go access to client history & documents
- Boost accountability with live performance reports
Customer Experience & Support
Deliver world-class service at every step
- Transparent communication through client portal
- SLA-driven ticketing for faster resolutions
- Real-time updates on tickets & project status
- Personalized client onboarding with demo sessions
- Build stronger trust with 24/7 visibility
Finance & Compliance Management
Stay audit-ready and compliant always
- Generate GST-compliant invoices automatically
- Client-wise payment & PO tracking
- Direct GST/TDS calculations in accounts
- Sync-ready data for ERP & Tally integration
- Revenue forecasting & financial dashboards
Business Intelligence & Insights
Make decisions backed by real-time data
- Graphical dashboards for sales & conversions
- Track ROI by source and campaign
- Exportable PDF/Excel reports
- Monitor team & executive performance instantly
- Identify growth opportunities with data trends
