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QERPCRM

QERP.CRM
The Business Operating System that drives growth for B2B SMEs

One connected system that brings your entire business together from the first inquiry to dispatch, invoicing and payment collected. It records everything, applies your business rules, guides people on what to do next, and gives management real-time visibility and control.

One Business
One System
One Truth
Guided
Execution
Real-time
Visibility
Built for
Growth
Built in India
Built for the way Indian
B2B SMEs actually work
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End-to-End Visibility

See sales, finance, stock, dispatch and collections in one place.

Faster Revenue Execution

Move inquiries, offers and orders forward with fewer delays.

Smarter Operations

Keep purchasing, inventory and dispatch moving with less manual coordination.

Greater Control

Approvals, alerts, accountability and real-time status across teams.

Better Decisions

Use live business data to decide faster and act earlier.

Two powerful systems. One goal - your growth.

Choose how much of yourbusiness you want to transform.

From end-to-end operations to sales execution - Knowbuild gives you the right system to drive revenue, improve efficiency and run your business on autopilot.

All-in-one business OS

QERP.CRM

Your entire business. Working as one.

Connect sales, finance and operations from inquiry to payment — with a single, integrated system.

Inquiry

Offer

Invoice

Payment

Grow revenue

Convert more inquiries to business.

Improve efficiency

Streamline operations across teams.

Run with clarity

Get real-time visibility.

Explore QERP.CRM
All-in-one business OS

QERP.CRM

From inquiry to payment, one connected business flow.

Inquiry

Capture every inquiry

Lead

Qualify opportunities

Offer

Create winning offers

Finance

Manage invoices

Payment

Track collections

Closed

Complete the cycle

Grow revenue

Convert more inquiries to business.

Improve efficiency

Streamline operations across teams.

Run with clarity

Get real-time visibility.

Make better decisions

Data-driven insights for higher performance.

Explore QERP.CRM
Sales execution CRM

SALES OS

Turn more inquiries into revenue.

A focused CRM to help your sales team capture inquiries, manage customers, create offers, follow-ups and track payments.

Inquiries

Customers

Offers

Follow-ups

Capture leads

Bring every inquiry into one place.

Faster follow-ups

Move opportunities forward quickly.

Better tracking

Track offers and payments with ease.

Explore SALES OS CRM
Sales execution CRM

SALES OS

A focused CRM flow for capturing inquiries and closing revenue.

Inbound sales

Capture every inquiry

Sales

Manage customers

Offers

Create winning offers

Follow-ups

Never miss a follow-up

Payments

Track collections

Capture inquiries from all channels

Bring every lead into one place.

360 degree customer view

Understand customers better.

Smart follow-up reminders and tasks

Never miss an opportunity.

Reports to measure sales performance

Track what's working and grow faster.

Explore SALES OS CRM

Work better togetherUse SALES OS CRM to capture and convert more business.

Seamless handoffMove from sales into connected operations.

Shared master dataOne customer view across the business.

Scale at your paceAdd operational capability when you need it.

 See Knowbuild in Action

See Knowbuild at work

Explore real Knowbuild screens built to manage everyday business operations with greater visibility and control.

THE BUSINESS OS FOR GROWING BUSINESSES

Build a business thatmoves as one.

Unify your sales, operations and people on one platform so your business runs smoother, faster, and together.

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 The Second Brain For Your Business

Always On. Always Working.

Knowbuild works in the background tracking, connecting, and powering every part of your business.

Knowbuild second brain illustration

Your entire business.
Working as one.

From sales to finance, Knowbuild keeps every function connected and every process moving.

Complete Visibility

See what is happening across your business in real time.

System-Driven Execution

Workflows, tasks, approvals and reminders keep work moving.

Management by Exception

Focus management attention where action or decisions are actually required.

Credit Overview
Credit LimitUsed
Rs25,00,000Rs18,75,000
Available Credit
Rs6,25,000Credit Control

Credit Control

Customer credit limits, outstanding payments and payment behaviour remain connected to the sales process, with system-driven controls and approvals.

Credit limits are visible during transactions
Payment behaviour informs credit decisions
Exceptions and approvals reach the right person

Knowbuild connectsevery step of your business

From inquiry to invoice—sales get reminders, dispatch ships the right item, and finance controls credit.

Automatically, in perfect sync.

01
Unified Inbox

Capture Inquiry

With automated inquiry capture from your website, real-time monitoring, smart escalation for unassigned or unattended inquiries, based on intelligent tracking — Knowbuild ensures no inquiry ever slips through the cracks.
Inquiry Dashboard
ONLINE
Website
Live Chat
Email
VoIP
Live Stream
02
Right Sales Rep

Qualify & Assign

Inquiry assignment routes inquiries to the right salesperson based on pre-defined rules — ensuring faster, efficient and disciplined follow-ups.
WAITING FOR INPUT
Inquiry #102600
Maharashtra
Electric Motors
Industry
A
Amit Verma
Gujarat
P
Priya Sharma
Maharashtra
R
Rahul K.
Uttar Pradesh
03
Precision Pricing

Quote & Approve

Sales Quotes with Intelligence Win more deals with end-to-end visibility from inquiry to closure. Sell smarter with predefined discount controls that empower your sales team to close orders without manager intervention.

Quote #Q-2024

To: Acme Corp Industries
Status
DRAFTING...
Total Value
₹0
Margin Guard
IdleValidating...Margin Safe
Analysis
QBD - quantity based discount of additional 5% possible for greater than 10 units.
04
Stock Control

Purchase & Stock

Re-order alerts based on stock levels and purchase forecasts – ensures that you never overstock and always have what your customers need.

WAREHOUSING DASHBOARD

Inventory Movement

Steel PipesSP-204
850units
Reorder Stock Level: 200 units
Valves Type AVA-992
420units
Reorder Stock Level: 100 units
ConnectorsCN-101
1800units
Reorder Stock Level: 300 units
05
Logistics Flow

Dispatch & Invoice

From sales order → scan → pack, UPC -based scanning ensures 100% error-free dispatches. Generate e-invoices and e-way bills instantly through the GST portal with seamless integration. Scan-to-pack validation ensures 100% accuracy. Generate the E-Way bill and Invoice instantly.

Dispatch Management Dashboard

Messages + email updates, sent automatically — no live tracking required.

#ORD-882
Comfort timeline
1/6
Order received
Processing started
Invoice created
Payment confirmed
Dispatch scheduled
Dispatched
Confirmations at each step: processing → invoicing → dispatch.
Notification feed
updates sent automatically
Order received
new
Thanks — we’ve got it. We’ll keep you updated at each milestone.
Messagejust now
We notify you proactively — fewer check-ins, more confidence.
All milestones covered
06
Revenue Cycle

Get Paid

Accounts receivable tracking, automated reminders, and tight connectivity between finance and sales ensure you collect payments faster — and grow your business with confidence.

Finance Hub

PAYMENT TRACKING

Current Balance
₹12,50,000
Accounts ReceivableLive Sync
TechCorp Industries
#INV-2024-001
₹ 1,20,000
Global Logistics LtdOVERDUE (5 Days)
Ref: #INV-2024-002 • Due: Oct 12
₹ 4,50,000
Payment pending action
Apex Construction
#INV-2024-003
₹ 85,000
Cash Flow Projection
07
Command Center

Messaging Automation

Knowbuild keeps your teams on track — so nothing is missed. Automated alerts for Sales, Finance, and Operations ensure critical tasks are handled instantly.

Notification Hub

SYSTEM ACTIVE
124Reminders Handled

Modules

Knowbuild Business Modules

See what's included in each product.

Two products. One connected platform. SALES OS CRM gives your sales team laser focus. QERP.CRM runs your entire business - including all SALES OS CRM capabilities.

SALES OS CRMSales Execution CRM
QERP.CRMBusiness Operating System

7

Core modules

Included in QERP.CRM

1

Optional modules

Add-on modules (coming soon)

0

Extra plugins

No hidden costs. No complexity.

All SALES OS CRM capabilities are included in QERP.CRM. Upgrade or start with the product that fits your business today.

Sales CRM

Quotes, discounting rules built in, negotiations and follow-ups.

Core
Track every deal for high revenue growth.
View module
SALES OS CRMIncluded
QERP.CRMIncluded

Pre-Sales

Prospects, activities and opportunity qualification.

Core
Move qualified opportunities to sales faster.
View module
SALES OS CRMIncluded
QERP.CRMIncluded

Inbound Sales

Inquiries auto-assigned.

Core
Zero missed inquiries.
View module
SALES OS CRMIncluded
QERP.CRMIncluded

Finance & Credit

Receivables, limits and approvals.

Core
Stop chasing payments manually.
View module
SALES OS CRMIncluded
QERP.CRMIncluded

Procurement

Planning and vendor orders.

Core
Smart PO suggestions based on sales.
View module
QERP.CRMOnly

Warehousing

Real-time stock movement.

Core
Avoid stock-outs and dead inventory.
View module
QERP.CRMOnly

Dispatch

Sales-integrated delivery planning and dispatch execution.

Core
100% error-free dispatches.
View module
QERP.CRMOnly

Tendering

Government and institutional tenders.

Optional
Never miss a submission deadline.
QERP.CRMAdd-on
SALES OS CRMIncluded in SALES OS CRM and QERP.CRM
QERP.CRM OnlyIncluded in QERP.CRM (not in SALES OS CRM)
QERP.CRM Add-onOptional module for QERP.CRM
Start with SALES OS CRM for your sales team or choose QERP.CRM for your entire business.
Lakshmi - BA, Knowbuild

Lakshmi – Business Analyst,
Knowbuild

QERP.CRM keeps evolving with your business.

Optional modules being built for businesses that need more. Optional QERP.CRM modules currently in development. Availability and commercial terms will be announced at launch.

Tendering illustration
Upcoming

Tendering

No more scattered tender files. No more missed deadlines

Knowbuild brings the entire tender lifecycle into a single workflow — from identification and document checklist, to EMD tracking, pricing with historical competitive insight, submission, and win/loss processing. Every tender is linked to the right product, customer, and account manager, so your team always knows what's open, what's due, and what's been won.

Expected: Coming soon
Services illustration
Upcoming

Services

Services in most SMEs are managed outside a structured system—handled through follow-ups, manual tracking, and fragmented processes.

Knowbuild is bringing services into the core workflow—linking every service offering, contract, execution task, and billing cycle within a single system. Whether one-time or recurring, every service will be planned, executed, and accounted for with complete visibility and control.

Expected: Coming soon

Features Built for B2B SME Growth

Explore real Knowbuild screens built to manage everyday business operations with greater visibility and control.

SYSTEM GROWTH

What leaders say about systems-driven growth

Perspectives from business leaders on why systems matter for scale, visibility and consistency.

People & Scale
People build businesses. Systems allow businesses to scale.
BC

Bhanu Chopra

Founder & Managing Director

RateGain Travel Technologies Ltd.

Knowledge & Capability
Every business accumulates tribal knowledge — knowledge that lives in the minds of its founders and people. But tribal knowledge does not scale. The real power of systems is in turning that knowledge into organisational capability — enabling people across the business to execute with the knowledge, context and discipline that once resided with only a few.
RN

Rajat Nagrath

Managing Director, Asian Contec Ltd.

Founder, Knowbuild

Discipline & Execution
Hard work builds a business. But as the business grows, hard work needs to be backed by strong systems—bringing discipline, visibility and consistency to execution.
SA

Sorab Agarwal

Executive Director

Action Construction Equipment Ltd. (ACE)

Complexity & Consistency
Growth brings complexity. Strong systems bring consistency — ensuring that execution does not depend on individuals, but becomes part of the organisation.
AM

Abhishek Modi

Managing Director

Modi Illva India Pvt. Ltd.

Choose the Knowbuild solution that fits your business.

Start with SALES OS CRM or run your wider operations on QERP.CRM. Explore plans based on your business requirements and number of users.

Explore Pricing

Frequently Asked Questions

Trust & Security

ISO 27001 Certified

ISO 27001 certified for information security management systems , ensuring that development lifecycles, source code, and customer data are managed under strict, auditable security controls.

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Have Questions?
Let's Talk

See how Knowbuild would work for your business. Tell us how your business operates today. Our team can show you where SALES OS CRM or QERP.CRM fits.

Understand which Knowbuild solution fits your business
Discuss implementation and existing system integration
Review pricing, users and business requirements

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The Second Brain for Your Business. Know your business, build it better.