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Docit CRM – Smart Client, Lead & Task Management Software

Docit CRM is an all-in-one solution to manage leads, clients, tasks, and invoicing with ease. Automate your business operations and improve productivity with smart tools and real-time insights. Powered by Lagran Software Solutions, it ensures reliability, security, and scalable growth.

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Lagran Docit CRM – Smart CRM Software to Manage Leads, Deals & Customers

Streamline your entire sales process from lead capture to final conversion.

Docit CRM Dashboard

Key Benefits:

  • Quick integration with your existing website
  • Dedicated Register & Sign In flow
  • Professional client portal experience
  • No need to rebuild your website
  • Secure user access management
  • Mobile-friendly login experience

Easy Website Integration

Connect Docit CRM with your existing website in minutes. Lagran Docit CRM offers a simple integration link that can be added to your current website, allowing visitors to directly access Register and Sign In options without needing a separate platform.

Whether you already have a company website or client portal, Docit CRM seamlessly extends your digital presence by adding a secure login gateway for clients, staff, and users.

White-Label CRM with Your Personal Brand

Unlike ordinary CRMs, Lagran Docit CRM is built around your brand identity. Create a professional client experience by offering a fully branded CRM portal under your own business name.

What You Can Customize:

  • Custom URL / Subdomain: yourfirm.lagran.in or branded domain
  • Your Logo: Display on login screens, dashboards, and reports
  • Brand Colours: Match the portal with your company theme
  • Firm Identity: Show your company name and contact details
  • Client Experience: Feel they are using your own platform

Why It Matters:

  • Builds stronger personal branding
  • Creates trust with clients instantly
  • Makes your firm look modern and tech-enabled
  • Improves client retention and loyalty
  • Stand out from competitors
Branded CRM Portal Preview
Smart CRM Dashboard

Smart Dashboard for Work & Payments

Get a complete view of your business in one place. Lagran Docit CRM dashboard helps you track tasks, clients, compliance status, invoices, payments, and revenue in real time.

Key Highlights:

  • Total clients overview
  • Pending and completed tasks
  • Document & compliance progress
  • Paid, pending, and overdue invoices
  • Revenue trend reports
  • At-risk client alerts

Why It Matters:

  • Faster decisions
  • Better follow-ups
  • Improved productivity
  • Full business control

Easy Client & Team Onboarding

Manage companies, individuals, employees, and organizations in one place.

Key Highlights:

  • Quick onboarding
  • Centralized records
  • Search & filter easily
  • Update anytime
Client & Team Onboarding
Service & Pricing Setup

Smart Service & Pricing Setup

Assign specific services, pricing, billing cycle, and reminders while onboarding each client.

Key Highlights:

  • Add client-wise services
  • Set monthly or custom schedules
  • Define pricing for each service
  • Auto task & service reminders
  • Easy invoice generation

Services & Compliance Management

Create your services and sub-services with complete task tracking.

Key Highlights:

  • Add unlimited services & sub-services
  • Organize compliance offerings easily
  • Track pending tasks service-wise
  • Monitor workload by category
  • Edit anytime as your business grows
Services & Compliance Management
Dynamic Lead Management

Dynamic Lead Management

Capture, manage, and track leads with a smart customizable lead system.

Key Highlights:

  • Dynamic lead forms
  • Track lead status easily
  • Import leads from Excel
  • Export data anytime
  • Filter and search quickly
  • Convert leads into clients

Smart Task Manager

Track and manage all employee tasks and client requests in one place.

Key Highlights:

  • Create and assign tasks easily
  • Monitor employee workload
  • Track client request status
  • Set priorities and deadlines
  • Real-time progress updates
  • Better team accountability
Smart Task Manager
Smart Invoice Manager

Smart Invoice Manager

Create, manage, and track all invoices in one place.

Key Highlights:

  • Create invoices instantly
  • Track payment status
  • Monitor sent & pending invoices
  • Search and filter easily
  • Manage client-wise billing
  • Faster collections follow-up

Internal Team Chat

Communicate with your team instantly inside the CRM.

Key Highlights:

  • Internal staff messaging
  • Quick task discussions
  • Faster coordination
  • Centralized communication
  • No need for external apps
Internal Team Chat
Client Files & Folder Management

Client Files & Folder Management

Manage client documents with secure folders inside the CRM.

Key Highlights:

  • Create client-wise folders
  • Upload and organize files
  • Easy document access
  • Structured record keeping
  • Quick file management

Maximize Returns on Your Operations With the Top Docit CRM Software

Gain a 360-degree view of your business pipeline and effectively manage clients and leads with our top-notch CRM solutions.

Easy Website Integration

Quickly connect CRM with your existing website using a simple link for login/register access.

White-Label Branding CRM

Fully customizable CRM with your logo, domain, colors, and brand identity for a professional client experience.

Smart Dashboard & Analytics

All-in-one dashboard to track clients, tasks, invoices, payments, and revenue in real time.

Client & Team Management

Manage companies, clients, employees, and organizations in a centralized system with easy access.

Service & Pricing Management

Assign services, define pricing, set billing cycles, and automate reminders for each client.

Compliance & Service Tracking

Create and manage services/sub-services with complete tracking of pending and completed tasks.

Dynamic Lead Management

Capture leads through forms, import/export data, track status, and convert leads into clients.

Task Management System

Assign tasks, track progress, set deadlines, and monitor team productivity in real time.

Invoice & Billing Management

Generate invoices, track payments, manage pending dues, and improve collection efficiency.

Document & File Management

Securely store, organize, and access client files with structured folders inside the CRM.

πŸ’° Simple Pricing

Choose the Perfect Plan for Your Team

Transparent pricing with no hidden fees. Scale as you grow.

Starter

Perfect for small teams getting started

β‚Ή2,999

/month

  • 1 Company Account
  • Unlimited Client Portals
  • 5 Employee Users
  • 100 GB Storage
  • Basic File Sharing
  • Email Support

Enterprise

For large organizations with specific needs

β‚Ή12,999

/month

  • 1 Company Account
  • Unlimited Client Portals
  • Unlimited Employees
  • 1 TB Storage
  • Custom Branding
  • API Integration
  • Advanced Security Controls
  • Dedicated Account Manager

All plans include a 14-day free trial. No credit card required. Need a custom plan?

⭐ Customer Stories

Loved by Sales Teams Worldwide

See what our customers have to say about their experience with Lagran CRM.

β˜…β˜…β˜…β˜…β˜…

"Lagran CRM provides a smooth and professional customer management experience."

Avula Gowthami

β˜…β˜…β˜…β˜…β˜…

"Lagran CRM has a clean interface with easy-to-use features for businesses."

K VINEELA

β˜…β˜…β˜…β˜…β˜…

"Lagran CRM makes lead and customer management simple and effective."

Aurosmita Panda


Trusted by leading companies

KorpfintaxNaresh associatesBeliebt Fin Services
Special Offer

Transform Your Business
with Lagran CRM

Join thousands of businesses already growing faster with our powerful CRM solution. Start your free trial today and see the difference.

  • 14-day free trial, no credit card required
  • Full access to all features
  • Cancel anytime, no questions asked
  • Dedicated support team available
Business team using Lagran CRM

Customer Satisfaction

98%↑ 12%

Based on 1,000+ reviews

Get in Touch

Let's Talk About Your Business

Have questions? Our team is here to help you get started with Lagran CRM.

Send us a Message

0/500

Email

sales@lagran.in

Phone

+91 89784 65525

Business Hours

Monday - Friday9:00 AM - 6:00 PM
Saturday10:00 AM - 2:00 PM
SundayClosed

Frequently Asked Questions

Everything you need to know about Lagran Docit CRM.

1. What is Lagran Docit CRM?
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Lagran Docit CRM is a business management system that helps you manage clients, tasks, documents, invoices, and compliance in one place.

2. Can I integrate Docit CRM with my existing website?
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Yes, it allows easy website integration with a login and registration system without rebuilding your website.

3. Is branding customization available?
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Yes, you can customize your logo, colors, domain, and company identity to create a white-label CRM experience.

4. Does it support client and team management?
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Yes, you can onboard clients, employees, and organizations, and manage all records centrally.

5. How does Docit CRM help with billing and payments?
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It provides invoice management, payment tracking, and revenue reports to help you manage finances efficiently.

6. Why should I choose Lagran Docit CRM over other CRM tools?
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Lagran Docit CRM offers a complete all-in-one solution with branding, client management, task tracking, invoicing, and compliance featuresβ€”eliminating the need for multiple tools.

Docit CRM – Smart CRM Software for Business Management & Automation