SAP Business One Integrated CRM · AI built in

The CRM that speaks SAP fluently.

From the first enquiry to the final invoice: leads, quotations, approvals, field visits, targets and 20+ live reports, all synced two-way with your SAP Business One. Built-in AI scores every lead, forecasts your month-end and drafts follow-ups. No double entry, no Excel chaos, just one clear view of your sales.

SAP B1 on HANA & SQL Two-way automatic sync AI lead scoring & forecasts Web + Android app Built around your process
For manufacturers, distributors & traders Rajkot team · serving clients across India Live in production today
Quotation approvedManager L1 · PDF emailed to customer
1,284 items syncedStock & price lists from SAP
15

Ready CRM modules

20+

Business & SAP reports

2-Way

SAP Business One sync

0

Double data entry

Everything in one place

Built for how Indian sales teams really work

Every module is shaped by real manufacturing and distribution businesses — their pricing rules, approval chains, field teams and SAP data.

Lead Management

Capture every enquiry — website, call, exhibition, tender or business card.

  • AI lead score on every enquiry
  • Auto lead numbering, priority & source
  • Assign with email alerts to owner & manager
  • Tender leads with custom fields
  • One-click convert to opportunity

Opportunity Pipeline

See every deal by stage in a visual Kanban board or a smart list.

  • Card & list views with filters
  • Expected value & closing date
  • Full history from lead to order
  • Owner-wise & region-wise views

Field Force & Visits

Plan, track and report every customer visit — on web or mobile.

  • Visit planning calendar
  • GPS check-in & visit notes
  • Daily Sales Report (DSR)
  • Travel & expense claims

Smart Quotations, powered by SAP data

Your sales team quotes with live SAP prices, stock and tax — and the system protects your margins automatically.

  • SAP price list, last supplied rate & warehouse stock
  • Auto HSN/SAC & tax code by state
  • Bill-to / Ship-to, payment terms from SAP
  • Branded PDF + email, with version history
ItemStockList RateQuoted
Thermal Label 100×1508,400₹1.85₹1.80
Wax Resin Ribbon 110mm1,260₹245₹238
Industrial Printer 4"14₹68,500₹61,000
Below sales-team price → sent to Manager L1 for approval

Approval Workflows

Draft → Open → Approved / Rejected, with L1 & L2 managers and full audit trail.

  • Price & discount approval rules
  • Approve from email or dashboard
  • Pending-approval inbox

Targets & Forecast

Month-wise forecasts and targets by user, vertical and customer — compared live against SAP sales.

Customer 360°

Contacts, open orders, invoices, outstanding and every interaction — synced from SAP Business Partner master.

Business Card Scan

Snap a visiting card at an exhibition and it becomes a lead in seconds — no typing.

Tasks & Reminders

Follow-ups, alerts and notification bell so nothing slips.

Multi-Company

Run multiple SAP companies from one login with a company switcher.

Roles & Hierarchy

Reporting hierarchy, vertical heads and screen-level permissions.

Dashboards

Leads, deals, targets, customers and projects — at a glance.

AI built in

AI that works alongside your sales team

Not a chatbot bolted on. The AI works on your own CRM and SAP data, inside the screens your team already uses.

AI lead scoring

Every enquiry gets a 0–100 score from its source, value, stage and response time, so your team calls the hottest leads first.

AI sales forecast

Predicts month-end sales and target achievement from your pipeline and SAP invoice history, and names the deals that will make the difference.

Ask your data

Ask “Which customers are 60+ days overdue?” in English, Hindi or Gujarati and get the answer in seconds, within each user’s access rights.

AI drafting

Follow-up WhatsApp messages, emails and payment reminders written from the lead’s history, ready to edit and send.

Smart product suggestions

While quoting, AI suggests items the customer usually buys together, learned from SAP sales history. Bigger orders, fewer misses.

Voice visit reports

Field staff speak for 30 seconds after a visit. AI writes the report and fills in the outcome and next follow-up.

See the AI score a lead and answer questions, live.

Try AI in the Live Preview
Deep SAP Business One integration

Your CRM and SAP, always in sync

Masters flow from SAP into the CRM. Customers, quotations and orders flow back into SAP. Your team works in a fast, friendly CRM — SAP stays the single source of truth.

GloryTech CRM

Web + Mobile · for sales, managers & field teams

→New Customers / LeadsOCRD
→Approved Sales QuotationsOQUT
→Sales OrdersORDR
→Activities & Contact PersonsOCLG · OCPR
CRM → SAP · on approval
GloryTech Sync Engine Secure API · scheduled & on-demand
Service LayerDI APIHANA / SQLRetry
SAP → CRM · master sync

SAP Business One

On HANA or MS SQL · single source of truth

←Business Partners & ContactsOCRD
←Items, Stock by WarehouseOITM · OITW
←Price Lists & Special PricesITM1 · OSPP
←Tax Codes, HSN, Payment TermsOSTC · OCTG
←Orders, Invoices & OutstandingORDR · OINV
←Sales Employees & StatesOSLP · OCST

Zero load on SAP users

Optimised read queries on HANA / SQL — your SAP team won't feel a thing.

SAP rules stay intact

Documents are posted through SAP's official interfaces, so every SAP validation still applies.

Scheduled + on-demand

Background jobs keep masters fresh; admins can re-run any sync with one click.

Full sync log

Every job, record count, error and retry — visible to admins, nothing hidden.

Master Sync — SAP → CRM job history

A real screen from the admin panel (sample data)

Engine running
JobStatusRecordsDurationStarted
Item Master & Warehouse StockRunning1,284 / 3,92000:4129 Oct, 10:02
Business Partner MasterSuccess2,31601:1229 Oct, 10:00Re-run
Price Lists & Special PricesSuccess18,54002:0529 Oct, 09:45Re-run
Sales Invoices & OutstandingFailed · auto-retry—00:0429 Oct, 09:30Re-run
Lead to cash

One smooth journey, six simple steps

Click any step to see what happens there.

Step 1 of 6

Capture every lead, lose none

Enquiries from calls, website, exhibitions, tenders or scanned visiting cards land in one place with source, priority and owner.

  • Auto lead number & duplicate check
  • Assignment email to owner with CC to manager
  • Customer pulled from SAP BP master
  • Reminders for every follow-up
Take a look inside

Clean screens your team will actually enjoy

Simple enough for a field salesman, powerful enough for the MD.

crm.yourcompany.com/opportunitiesLive
New ₹62 L
Apex PolymersBarcode labels — annual contract
₹18.5 LRK
Nova Pharma PacksTrack & trace printers
₹26 LSP
Metro LogisticsHandheld scanners ×40
₹17.5 LAM
Qualified ₹88 L
High prioritySunrise FoodsRibbons + labels
₹34 LRK
Vertex Auto PartsRFID pilot
₹54 LJD
Quoted ₹1.4 Cr
QT-0412 · v2Orbit TextilesPrinters + AMC
₹72 LSP
Prime CeramicsLabels 12 months
₹68 LAM
Negotiation ₹96 L
Awaiting approvalGalaxy ElectricalsIndustrial printers ×12
₹96 LJD
Won ₹1.1 Cr
SO-24581 in SAPZenith AgroLabels + ribbons
₹41 LRK
SO-24577 in SAPBluewave RetailPOS scanners
₹69 LSP

Sample data · drag & drop between stages

Quotation No.

QT/26-27/0412 · v2.0

Customer (from SAP)

Orbit Textiles Pvt Ltd

Payment Terms

30 Days Credit

Valid Until

13 Nov 2026 · 15 days
ItemWarehouseIn StockPrice List RateLast SuppliedUnit PriceQtyHSN / TaxLine Total
Industrial Barcode Printer 4"MAIN-WH14₹68,500₹66,000₹67,50068443 · IGST 18%₹4,05,000
Wax Resin Ribbon 110mm × 300mINK-WH1,260₹245₹240₹2386009612 · IGST 18%₹1,42,800
Thermal Label 100×150 (roll)MAIN-WH8,400₹1.85₹1.82₹1.801,20,0004821 · IGST 18%₹2,16,000
On-site AMC — 1 year——₹9,000—₹9,00069987 · IGST 18%₹54,000

Sub-total

₹8,17,800

Tax (auto)

₹1,47,204

Grand Total

₹9,65,004
Approved by Manager L1PDFEmail to customerPush to SAP →

Prices, stock, tax codes & payment terms are pulled live from SAP Business One

Mon 26
Tue 27
Wed 28
Thu 29
Fri 30
Sat 31
10:00
Apex PolymersDemo · Rajkot
Orbit TextilesNegotiation · Surat
Zenith Agro✓ Checked-in 10:07
12:00
Nova Pharma PacksSite survey
Galaxy ElectricalsPrice discussion
Prime CeramicsFollow-up
15:00
Metro LogisticsScanner trial
Sunrise Foods✓ DSR submitted
Vertex Auto PartsRFID pilot review

Plan → check-in with GPS → DSR → expense claim, all linked to the customer

Monthly Target vs Achievement ₹ Lakh · from SAP invoices
TargetAchieved
AprMayJunJulAugSepOct
YTD achievement
94%₹8.87 Cr of ₹9.45 Cr
RKWest Zone104%
SPSouth Zone91%
JDNorth Zone83%
AMEast Zone71%

Drill down by user, vertical, customer or item

These are snapshots. Want to click around the real thing?

Open the Live Preview
Reports that answer real questions

20+ ready reports, straight from CRM & SAP

Filter by user, month, company or customer. Export to Excel in one click.

Lead ReportLead CountOpportunity ReportQuotation ReportSAP Quotation Report Forecast vs AchievementCustomer-wise ForecastTarget vs AchievementSales BookingTotal Sales Orders Pending Sales OrdersHold Sales OrdersSAP Sales InvoicesOutstanding ReportCollection (Transaction-wise) Item Stock ReportMonth-wise Party-wise SalesMonth-wise Party-wise ItemsVisit ReportDSR Report Tender ReportTask ReportProject ReportSummary Report
Excel export PDF documents User-wise data security Custom reports on request
CRM in your pocket

Your field team, connected everywhere

A dedicated Android app plus mobile-friendly web — so salespeople update the CRM from the customer's doorstep, not from the office at 8 pm.

GPS check-in

Verified visit location & time

DSR in 30 seconds

Quick daily report after each visit

Card scan → lead

Turn visiting cards into leads

Expenses & claims

Upload bills, track approvals

Proven in production

Running live at growing manufacturers

Not a demo product — GloryTech CRM runs daily sales operations for SAP Business One customers today.

Barcode & Labelling ManufacturerMulti-company · SAP Business One on HANA

Two group companies on one CRM. Quotations pick live SAP prices, warehouse stock and tax codes, with free-item logic and price-approval rules that protect margins. Forecasts, special-price requests and 20+ reports replaced a stack of Excel sheets.

Quotation approvalsMulti-companySales forecastMaster sync SAP → CRMExpense & visits
Industrial Solutions & Projects CompanyVertical-wise sales · Web + Android app

Field teams plan visits on a calendar, check in from the mobile app and file DSRs daily. Tender leads, vertical-head mapping and target-vs-achievement keep leadership on top of every region, with quotations synced to SAP.

Visit planningDSRTender leadsTarget vs achievementSync to SAP

Fits your process

Your pricing rules, approval chain, fields and formats — we configure the CRM around you, not the other way round.

SAP experts in-house

Our team works with SAP Business One every day — HANA, SQL, add-ons and integrations.

Your cloud, your data

Host on AWS, Azure or on-premise. Role-based access and secure APIs keep data safe.

Why GloryTech CRM

Ready-made speed, custom-made fit

A proven CRM core that is already running in production, configured around your process — instead of a generic tool you have to bend your business to.

GloryTech CRMGeneric off-the-shelf CRMExcel + WhatsApp
SAP Business One integrationBuilt in, two-wayExtra connector or custom workManual re-typing
Live SAP price, stock & tax in quotationsYes, automaticRarely availableCopy-paste from SAP
Your own pricing & approval rulesConfigured exactly to your rulesWithin the tool's limitsNot enforced
GST, HSN & Indian formatsBuilt inVaries by productManual
Field team app (visits, DSR, expenses)Included — web + AndroidOften a paid add-onWhatsApp groups
Built-in AILead scoring, forecasts, drafting & ask-your-data, on your SAP dataOften a paid add-on, without your SAP dataNone
Where your data livesYour own cloud or serverVendor's cloudScattered files & phones
Training & go-liveOn-site, by the team that built itOnline help docs or a partner—
Go-live without the headache

From kick-off to go-live, phase by phase

01Discover

Understand your sales

We map your lead-to-order flow, approvals and reports.

02Configure

Shape the CRM

Modules, fields, roles, hierarchy and print formats.

03Integrate

Connect SAP B1

Master sync, quotation & order posting, tested on your data.

04Go-live

Train & launch

Hands-on training for sales, managers and admins.

05Grow

Support & enhance

Ongoing support and new features as you grow.

Who you'll work with

A team you can meet, call and trust

GloryTech Solutions

GloryTech Solutions is a Rajkot-based IT company building custom ERP, CRM, SAP Business One add-ons and cloud & cybersecurity solutions. We help manufacturers, traders and service businesses replace scattered Excel sheets and off-the-shelf tools with software built around their process.

Head office

Rajkot, Gujarat

Serving

Gujarat, Maharashtra & India

Focus

Custom ERP & CRM

Also

SAP B1 add-ons, Cloud, Security
EngineeringFoundryCeramicAuto componentsAgroTextileTrading
More about GloryTech Solutions
★★★★★
“GloryTech Solutions has been very helpful with our SAP Business One requirements. Their team understands both the technical and functional side, which made implementation much easier.”
SPSneha PatelFinance Manager
★★★★★
“GloryTech Solutions has become a reliable technology partner for our business. They understand our requirements, suggest practical solutions, and provide good after-development support.”
MTMehul TrivediManaging Director
Questions

Frequently asked

Is this a ready product or a custom project?

Both. You start from a proven CRM core — leads, opportunities, quotations, approvals, visits, targets, reports and SAP sync — that is already running in production. We then configure and extend it for your process. You get the speed of a product with the fit of custom software.

What does the AI actually do?

It scores every lead so your team knows whom to call first, forecasts month-end sales and target achievement, drafts follow-up messages and payment reminders, suggests items customers usually buy together, writes visit reports from voice notes, and answers questions about your sales in English, Hindi or Gujarati. It works on your own CRM and SAP data and follows each user’s access rights.

How is the price decided?

It depends on the modules you need, the number of users and the integration scope. After a discovery call we share a clear, phase-wise scope and quote, so you know what each phase costs before anything starts.

We are not on SAP Business One. Can we still use it?

Yes. The CRM runs on its own database, and GloryTech also connects CRMs to other ERPs, email and WhatsApp. Tell us your current setup and we will suggest the right approach.

Can we bring our existing data from Excel?

Yes. Customers, items and price lists come from SAP automatically, and your existing leads, contacts and targets can be imported from Excel during go-live.

What support do we get after go-live?

Role-wise training for sales, managers and admins, on-site visits for go-live, and ongoing support and enhancements from the same team that built your CRM.

We are not in Rajkot. Can you still work with us?

Yes. We serve Ahmedabad, Surat, Vadodara, Gandhinagar, Jamnagar, Bhavnagar, Mumbai, Pune and clients across India. We deliver remotely, with on-site visits for discovery, training and go-live.

Which SAP Business One versions do you support?

SAP Business One on both SAP HANA and Microsoft SQL Server. We read masters with optimised queries and post documents (customers, quotations, sales orders) through SAP's official interfaces.

Will the CRM slow down our SAP system?

No. Master data is synced in the background on a schedule you choose, and the CRM works on its own database — so your SAP users and the CRM never compete for speed.

Can it follow our own pricing and approval rules?

Yes. Examples already live: approval when the quoted rate is below the sales-team price, L1/L2 manager chains, free-item logic, warehouse rules by item group and auto tax codes by state.

Does it work on mobile?

Yes — the web CRM is fully responsive, and there is an Android app for field teams with GPS check-in, visit planning, DSR and expenses.

Where is the CRM hosted and who owns the data?

You do. We deploy on your AWS / Azure cloud or on-premise server. Access is role-based, and every user only sees the data they are allowed to.

How long does implementation take?

We roll out phase-wise. Core modules — leads, opportunities, quotations and SAP master sync — typically go live in weeks, not months; further modules follow based on your priorities.

See it with your own SAP data

Ready to give your sales team
superpowers?

Book a 30-minute live walkthrough. We'll show you GloryTech CRM working with SAP Business One — and how it fits your business.