A MULZON PRODUCT

One CRM.
Every part of your business.

From leads and customers to projects, quotations, payments and team activity — GlassEntials CRM brings your business operations into one connected workspace.

glassentials.in — Dashboard
GlassEntials CRM Dashboard — Leads, Customers, Projects and Quotations overview
Always up to date Real-time business data
50+ Businesses Using
10,000+ Quotations Generated
8+ Business Modules
1 Connected Workspace
THE PROBLEM

Built around the way your business actually works.

Business information is typically scattered across spreadsheets, emails, messaging apps, documents and disconnected tools. Following up means digging through inboxes. Finding a customer record means switching between five different places.

GlassEntials CRM connects these workflows. Your leads, customers, projects, quotations and finances — structured, connected, and visible from one place.

"Your business already has the data. GlassEntials CRM gives it structure."
Spreadsheets Scattered
Email threads Buried
Messaging apps Lost
GlassEntials CRM Connected
BUSINESS JOURNEY

From first contact to completed business.

Every stage of your business journey — connected in one system. Data doesn't live in isolated modules. It flows.

Lead Enquiry captured
Customer Lead converted
Project Work begins
Tasks Team assigned
Quotation Proposal sent
Invoice Billed
Payment Collected
Record Business data

Turn leads into organized opportunities.

Every enquiry your business receives deserves to be tracked, assigned, and followed through. GlassEntials CRM gives each lead a place, an owner, and a history.

No more sticky notes, WhatsApp messages or scattered Excel sheets. Leads come in, get captured, and move through your process.

  • Create and capture leads from any source
  • Assign leads to team members
  • Track lead status and follow-up history
  • Log calls, activities and communications
  • Convert qualified leads into customers
GlassEntials CRM Lead Management interface

Know the customer behind the record.

A customer is more than a name in a list. GlassEntials CRM connects every customer to their contacts, projects, quotations, and activity history — so your team always has the full picture before a meeting or a call.

  • Complete customer profiles with contact details
  • Multiple contacts per customer
  • Full activity and communication history
  • Connected projects and quotations
  • Business relationship overview at a glance
Customer Record
Contacts
Projects
Quotations
Activities & History

Keep every project moving.

Projects connect customers, tasks, team members, and business activity. GlassEntials CRM gives each project its own connected workspace — where status, tasks, and history are always visible.

  • Create and track projects linked to customers
  • Assign team members and responsibilities
  • Track project status and progress
  • Log activities and site visits
  • Connect projects to quotations and invoices
GlassEntials CRM Project Tracking interface

Know what needs to happen next.

A CRM is only useful if the team uses it every day. GlassEntials CRM brings tasks, follow-ups, calls and activities into a structured daily workflow — so nothing gets forgotten.

Every customer conversation, every project update, every follow-up reminder lives in the system — not in someone's memory or inbox.

  • Create tasks and assign to team members
  • Log calls and follow-up activities
  • Track activity history on customers and projects
  • Receive reminders for pending follow-ups
09:30
Follow up with Raj Interiors
Quotation #GEC-0124 — pending approval since Tuesday
11:00
Site visit — Sunshine Mall Project
Glass installation progress review with site team
14:30
Prepare quotation — Hyatt Lobby
Architectural glass specification — 3 products, GST inclusive
16:00
Team check-in
Review open tasks and pending project updates
05 — QUOTATION MANAGEMENT

Quotations that are ready for business.

GlassEntials CRM includes a complete quotation workflow — from creating a professional document to tracking its status, sending it to customers and converting it into an invoice.

GlassEntials Glass & Mirror Solutions
Quotation #GEC-0158

Raj Interiors Pvt. Ltd.

Sunshine Mall — Lobby

03 Oct 2026

17 Oct 2026

# Description Qty Rate Amount
1 Architectural Toughened Glass 12mm 45 sqft ₹380 ₹17,100
2 Mirror Wall Panel — Silver 20 sqft ₹290 ₹5,800
3 Installation & Labour 1 visit ₹3,500 ₹3,500
Subtotal ₹26,400
Discount (5%) − ₹1,320
CGST @9% ₹2,259
SGST @9% ₹2,259
Total Amount ₹29,598

Everything in a quotation
your business actually needs.

1
Auto-numbered & dated
Sequential quotation numbers generated automatically.
2
GST — CGST / SGST / IGST
Tax calculated and separated correctly based on transaction type.
3
Discounts & additional charges
Apply product-level or total discounts and extra charges.
4
PDF generation
Generate professional PDFs to send directly to customers.
5
Customer & project linked
Each quotation is connected to a customer, contact or project.
6
Terms & signature support
Add custom terms, conditions and signature fields.
Line Items
Products + Services
Discount
Applied
GST Type
CGST / SGST / IGST
Total Amount
Auto Calculated
AI COPILOT

Ask your CRM.

The AI layer in GlassEntials CRM lets your team retrieve structured business information using natural language. It's an interface over your data — not a replacement for the system.

GlassEntials CRM — AI Copilot Your business data, in plain language
R
How many leads do we have this month?
AI
You have 23 leads this month. Here's a breakdown:
Lead Status — October 2026
New8
In Progress11
Converted4
R
Show me pending quotations above ₹50,000
AI
Found 3 pending quotations above ₹50,000:
Pending Quotations
GEC-0155 — Hyatt Lobby₹82,400
GEC-0151 — Phoenix Mall₹1,24,000
GEC-0148 — Levi's Store₹61,200
SYSTEM ARCHITECTURE

Built for multiple businesses. Designed for separation.

Each organization operates in its own workspace. Data is separated at the tenant level — your business information stays within your account.

Your Organization & Team
↓
Leads
Customers
Projects
Quotations
Finance
Tasks
Activities
AI Copilot
↓
Secure Database · Tenant-isolated data

Under the interface is a backend built for real business workflows.

Python
Flask
SQLAlchemy
MySQL
JavaScript
Gunicorn
Nginx
Multi-tenant SaaS
BUILT FOR

Built for businesses that have outgrown scattered tools.

01
B2B Businesses
Companies that manage multiple customers, contacts and long business relationships.
02
Sales Teams
Teams that need to track leads, follow up regularly and convert opportunities.
03
Project-Based Businesses
Businesses where work is organized into distinct projects with deadlines and teams.
04
Service Businesses
Service providers who send quotations, raise invoices and collect payments regularly.
05
Operations Teams
Teams managing day-to-day tasks, assignments and business activity tracking.

PRODUCT PHILOSOPHY

One CRM.
One workspace.
One connected business.

GlassEntials CRM is designed around a simple idea: business information becomes more useful when the people, processes and records around it stay connected. A lead that converts into a customer, a customer that becomes a project, a project that produces a quotation — this is how real business actually works. GlassEntials CRM is built around that flow.

Secure Authentication
Session Management
Role-Based Permissions
Tenant Data Separation
99% Uptime
GLASSENTIALS CRM — A MULZON PRODUCT

Your business has the data.
GlassEntials CRM gives it structure.

One connected workspace for the work that keeps your business moving.

Open GlassEntials CRM ↗
GET STARTED

Ready to bring your business into one workspace?

Access the live GlassEntials CRM or talk to the Mulzon team to understand how it can work for your business.