SIDDHI CRM is the only sales platform built around how educational publishers actually work — visits, samples, workshops, sponsorships, expenses, renewals and opportunities — all connected in one powerful system.
Educational publishing has its own language, rhythms and pain points. You need a system that understands adoption cycles, sample logistics, salesman expenses, and the school year calendar.
Sales executives submit TA/DA and visit expenses with no linkage to actual schools visited. Managers approve blind — or reject and demoralise the team. No one knows the real cost of a sale.
Tracking thousands of sample copies across dozens of executives is impossible in a spreadsheet. Who has what book, at which school, and did it lead to an adoption?
Managers don't know which schools were visited, what was discussed, or whether follow-ups happened — until end of quarter when it's too late to course-correct.
Workshop budgets and sponsorship approvals happen without clear pipeline linkage — money spent with no measurable ROI, quarter after quarter.
Series-wise adoptions need annual renewal follow-up. Without a system built for this, revenue that should be automatic gets lost to a competitor who called first.
ASM, RSM, ZSM, NSM — your reporting structure is real and complex. Generic CRMs flatten this, destroying accountability and visibility at every level.
From NSM to field executive — every role sees exactly the data they need. No more waiting for MIS reports. No more spreadsheet consolidation. Live. Always.
| Executive | Zone | Visits | Samples | Pipeline | Target |
|---|---|---|---|---|---|
| Rajesh Kumar | North | 148 | 312 | ₹82L | 94% |
| Priya Sharma | West | 134 | 289 | ₹76L | 91% |
| Amit Singh | East | 112 | 241 | ₹61L | 74% |
| Suresh Nair | South | 98 | 198 | ₹54L | 67% |
| Kavita Rao | Central | 76 | 154 | ₹38L | 48% |
Every chart is live data from your team — no manual compilation, no lag, no version chaos.
Salesman expense management is one of the biggest uncontrolled costs in educational publishing. Every claim — TA, DA, hotel, entertainment, local travel — should be verifiable against actual school visits. With SIDDHI CRM, they are.
Every visit logged in mobile app with school name, contact met, discussion notes, and timestamp.
TA/DA, hotel, travel — submitted against the visit log. System auto-links claim to visit records.
Approve or reject with full context — which schools, pipeline value generated, budget consumed.
System tracks expenses vs. revenue generated per territory, executive, and school chain.
SIDDHI CRM is not a horizontal tool adapted for publishing. It is a vertical platform engineered from the ground up — with the workflows, terminologies, and hierarchies your teams live by every single day.
PUB+ is India's #1 ERP for the book trade — also built by Spring Time Software. SIDDHI CRM integrates directly with PUB+ on Cloud, so your samples, schools, sales reps and customer data stay perfectly in sync across both systems. No duplication, no reconciliation headaches.
23 years of domain expertise baked into every screen — built by people who deeply understand educational publishing.
Record, track and analyse every school visit. Log meeting notes, follow-up actions, and next steps from the field via mobile app. Every conversation captured — nothing falls through.
Link every TA/DA, hotel, and travel claim to actual visit records. Managers approve with full context — school visited, pipeline generated, budget consumed. Zero blind approvals, zero leakage.
Know exactly where every sample copy is — executive stock, warehouse dispatch, or direct to school. Track requests, approvals, dispatch and outcomes. Eliminate sample leakage completely.
Plan, approve, and execute workshops and sponsorships with complete budget control. Link every spend to pipeline value and get automatic approval/rejection based on configured thresholds.
Manage new opportunities and series-wise renewals in a structured pipeline. Automated alerts ensure renewals never get missed. Track adoption chances by school, class and subject level.
Set revenue and activity targets at every level of the hierarchy. Track attainment in real time. Identify over-performers and under-performers before the quarter ends — not after.
Your executives are in schools, not at desks. SIDDHI CRM's mobile app lets them log visits, raise sample requests, record expenses and check targets — always in sync with the central system.
From sample request to sales order — manage the full order lifecycle with approval chains, dispatch tracking, and ERP integration. Every order traceable from adoption to delivery.
Real-time dashboards for NSM, ZSM, RSM, ASM and executives — each seeing exactly what they need. Drill from national numbers to a single school visit. Every insight, instantly accessible.
We don't throw you into the deep end. Our proven 3-phase implementation keeps your team productive from day one.
A dedicated Spring Time project leader visits your office twice a month during implementation. A support team member is stationed on-site during go-live. You are never alone in this.
Manage the complete school adoption cycle — nursery to Class XII — across thousands of schools, chains, and geographies with full hierarchy visibility.
Navigate college and university adoptions with institution-level pipelines, faculty engagement tracking, and semester-driven renewal cycles.
Specialised workflows for medical college sales — faculty and department head relationships drive multi-year, high-value adoption cycles.
Trusted by leading publishers across India and beyond
The automation and accuracy that SIDDHI CRM brings to our sample tracking and order management has completely transformed how our field team operates. Speed and efficiency like never before.
Managing our operations remotely across Nigeria is now seamless. The visibility into our team activities and the remote accessibility of the system from anywhere has been a game changer for us.
What used to take our team hours of manual work every month now happens automatically. The time savings are enormous, and the accuracy of our data has improved dramatically across all workflows.
Tell us about your team and we will schedule a personalised walkthrough focused on your workflows, team size, and publishing segment.
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Thank you for your interest in SIDDHI CRM. Our team will reach out within 1 business day to confirm your demo slot.
+91-9212460342 · info@springtimesoftware.net
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