Shvya CRM
■ All-in-One CRM for Fast-Moving Businesses
Shvya CRM unifies your leads, customers, tasks, projects, billing, support, contract
management, and reporting into one seamless platform. Designed for founders, teams,
and operations-driven businesses who want clarity, speed, and control without complexity.
■ Why Shvya CRM is Different
✔ Ultra-clean interface designed for fast adoption
✔ Real-time insights across leads, invoices, tickets, projects & tasks
✔ Modules built for execution, not complexity
✔ Fully customizable: pipelines, roles, menu, fields, templates
✔ Total control with Super Admin privileges
✔ Zero scattered data – everything is centralized
■ Core Modules Inside Shvya CRM:
■ Dashboard
■ Leads & Customers
■ Projects
■■ Tasks & To■Dos
■ Support Desk
■ Knowledge Base
■ Contracts
■ Billing & Finance
■ Reports
■ Utilities
■■ Setup & Roles
■ Theme Customization
■ Detailed Feature Breakdown
■ Dashboard
• Live metrics for invoices, estimates, proposals, projects & tasks
• Weekly payment charts & lead conversion overview
• Contract expiry alerts
• Team activity, announcements & reminders
• Personal to-do tracker & time logging
■ Lead & Customer Management
• Custom pipelines, sources & statuses
• Assign leads to staff, add tags, attachments & notes
• Customer groups, multiple contacts & full interaction history• Web-to-lead forms & email capture
• Bulk import/export for migrations
■ Projects & Tasks
• Project statuses: Not Started → Finished
• Task statuses: Testing, Awaiting Feedback, Completed
• Assign tasks, set priority, deadlines & tags
• Timesheet logging + global timer in topbar
• Team-wide announcements & internal posts
■ Billing, Expenses & Subscriptions
• Invoices: Draft, Unpaid, Overdue, Paid
• Estimates & proposals with conversion options
• Recurring subscriptions with billing cycle tracking
• Expense categories, payment modes & reconciliation
■Invoice & CSV export support
■ Support Desk & Knowledge Base
• Ticket priorities, statuses & departments
• Predefined replies for fast resolution
• Spam filters & staff ticket reports
• Knowledge base with grouped articles & Kanban view
■ Contracts & Documentation
• Contract types, value, dates & linked projects
• Signature tracking & auto■reminders for expiry
• Centralized contract repository
■ Reports & Analytics
• Sales reports, expenses, income vs expenses
• Lead conversion & staff activity logs
• Timesheets overview & productivity insights
• Export-ready formats for finance teams
■■ Super Admin Controls
• Roles & permissions (create unlimited custom roles)
• Menu setup: show/hide modules per role
• Custom fields for leads, tasks, invoices, tickets, contracts & more• Email templates for all modules
• GDPR, security settings & backups
■ Theme Styling & Customization
• Sidebar & header styling
• Button, modal, table & background colors
• Custom CSS injection
• Client portal branding
Results You Can Expect:
■ 40% faster follow-ups
■ 50% better team communication
■ 90% reduction in scattered tools
■ 2× clearer visibility of projects, finances & support
■ Case Study Highlight
A digital agency using spreadsheets & WhatsApp struggled with:
• Missed follow-ups
• Scattered invoices
• No task transparency
• No project tracking
After switching to Shvya CRM:
✔ All leads, tasks, projects & billing became centralized
✔ Team execution improved dramatically
✔ Closure rate doubled in 30 days
✔ Management gained full operational visibility
■ Take the Next Step
Bring structure, clarity & predictability into your operations with Shvya CRM.