Hoicko CRM Guide – Manage Leads, Clients & Sales Pipeline with SPEND360°

Introduction to Hoicko CRM and SPEND360°

Hoicko's CRM (Customer Relationship Management) module, powered by SPEND360°, is a comprehensive sales and client management solution built directly into the Hoicko platform. It enables businesses to manage the entire customer lifecycle — from the first lead to closing the deal and ongoing client management — all without switching between multiple applications.

Whether you are a startup in Jaipur, a growing agency in Mumbai, or an enterprise in Bangalore, SPEND360° gives your sales team the tools they need to close more deals, faster.

What is SPEND360°?

SPEND360° is Hoicko's integrated supply chain and spend management solution that offers:

360-degree visibility into your business spending and sales
End-to-end lead and client tracking
Smart analytics and reporting for informed decision-making
Seamless integration with Hoicko's project and document management modules

Key Features of Hoicko CRM

Lead Management

Capture leads from multiple sources (forms, manual entry, integrations)
Qualify and score leads based on custom criteria
Assign leads to specific sales reps automatically or manually
Track lead status through a customizable pipeline

Sales Pipeline Management

Visualize your entire sales funnel in a Kanban-style pipeline
Drag and drop deals between stages (e.g., Prospecting → Qualified → Proposal → Closed)
Set expected close dates and deal values
Get alerts when deals are stalled or overdue

Contact & Client Management

Maintain a central database of all contacts and companies
Log calls, emails, meetings, and notes against each contact
Set follow-up reminders and tasks
View the complete interaction history for each client

Sales Reporting & Analytics

Generate reports on deal volume, win rates, revenue forecasts, and rep performance
View data through customizable dashboards
Export reports for management presentations
Identify bottlenecks in the sales process

How to Get Started with Hoicko CRM

Log in to your Hoicko workspace at hoicko.ai.
Navigate to the CRM or SPEND360° section from the left sidebar.
Set up your sales pipeline stages to match your business process.
Add your first leads or contacts — either manually or by importing a CSV file.
Assign leads to team members and set follow-up tasks.
Track progress through the pipeline view and update deal stages as they progress.
Review performance through reports and dashboards.

Benefits of Using Hoicko CRM for Indian Businesses

Hoicko CRM is specifically designed to meet the needs of Indian businesses:

Affordable: No expensive per-seat licensing like Salesforce or HubSpot — Hoicko offers competitive pricing for Indian market conditions.
No-Code: Sales managers can customize the CRM without involving IT or developers.
Multilingual Support: Suitable for teams across India operating in different regional contexts.
Made in India: Data stays within Hoicko's secure infrastructure — aligned with India's data localization preferences.
All-in-One: Manage sales, projects, documents, and teams all from one platform — no integration headaches.

CRM Use Cases Across Industries

Real Estate (Udaipur, Jaipur, Delhi, Mumbai): Track property inquiries, schedule site visits, and close deals faster.
B2B Services (Bangalore, Hyderabad, and Chennai): Manage enterprise client relationships and long sales cycles.
Retail & E-Commerce: Track wholesale buyer relationships and repeat order patterns.
IT & Consulting Firms: Manage proposals, client onboarding, and contract renewals.
Healthcare: Track patient or institutional client relationships.
Education: Manage admissions inquiries and corporate training clients.

Hoicko CRM vs. Competitors

Here is how Hoicko CRM compares to other popular CRM tools:

vs. Salesforce: Hoicko is significantly more affordable and easier to set up — no dedicated Salesforce admin required.
vs. HubSpot: Hoicko integrates CRM with project management and document handling in one unified workspace.
vs. Zoho CRM: Hoicko offers a cleaner no-code experience with better visual project tracking alongside CRM.
vs. Excel/Spreadsheets: Hoicko CRM is purpose-built for sales tracking with automation, collaboration, and real-time visibility.

Need Help Setting Up Hoicko CRM?

Our team can help you configure Hoicko CRM for your specific business needs. Contact us:

Email: Hello@hoicko.ai
Phone: +91-9928122460
Office: 112, Mahapragya Vihar, Behind Celebration Mall, Bhuwana, Udaipur, Rajasthan 313001
Chat: Live chat at help.hoicko.ai