Software agencies in Nepal sell outcomes, then live in tickets, sprints, and change requests. If sales promises are not visible to delivery—and subscriptions are not visible to accounts—margin leaks quietly. CRM for software agencies should unify proposals, projects, support, and client communication without forcing every engineer to live inside a sales tool.
Projects + tickets: the real post-sale revenue engine
Renewals and upsells come from trust earned in support. Tickets linked to the correct client and project prevent “who owns this bug?” debates and give account managers a truthful history before renewal calls.
Proposals, scopes, and subscription billing
- Proposals with clear scope boundaries to reduce scope creep disputes.
- Contracts that match maintenance SLAs and hosting fees.
- Invoices for milestones, retainers, or monthly subscriptions.
- Reports leadership can read weekly without exporting five spreadsheets.
Sajilo CRM: delivery-aware client operations
Sajilo CRM includes projects, tasks, tickets, proposals, contracts, invoices, messages, and client portal patterns that help Nepali agencies present professionally to local clients and offshore buyers alike.
22+
Businesses
Including tech teams
5M+
Transactions
Ops + billing
Single client OS
Goal
Sales + delivery
| Workflow | Sajilo CRM | Chat-only | Sales-only CRM |
|---|---|---|---|
| Post-sale issues | Tickets on client | Lost threads | Often weak |
| Project billing alignment | Tasks + invoices | Manual bridges | Varies |
| Founder visibility | One dashboard habit | Opaque | Pipeline-only |
Frequently asked questions
- Do we still need a dev tracker?
- Often yes for engineering detail—but CRM should hold client-commercial truth: scope, invoices, commitments, and comms.
- How do we track AMC renewals?
- Use contracts, tasks, and notifications for renewal dates and invoice generation reminders.
- Is this for outsourcing studios?
- Yes—especially when multiple PMs touch offshore accounts and handoffs must be clean.