Client Overview

Fixcent is a fast-growing generator service and solutions company offering sales, repairs, AMC, installation, and maintenance services across multiple regions in India. With a large customer base spread across industries, Fixcent relies heavily on outbound sales and service follow-ups driven by telecallers and sales teams.

As the business scaled, Fixcent needed a centralized CRM system that could handle high volumes of raw customer and engine data, ensure data accuracy, protect customer privacy, and convert verified prospects into actionable sales leads. Girman Tech implemented a customized CRM using Frappe CRM to address these needs and build a reliable sales pipeline.

Challenges

After evaluating Fixcent’s existing processes, several operational and data-level challenges were identified:

1. Unstructured & Scattered Data

Customer and engine records were spread across multiple Excel sheets, emails, and offline sources, making tracking and follow-ups inefficient.

2. High Volume of Unverified Records

More than 1 lakh raw records needed to be imported and verified before they could be used for sales activities.

3. Duplicate & Low-Quality Data

Duplicate customer names, mobile numbers, and engine numbers led to repeated follow-ups and poor data reliability.

4. Lack of Data Verification Workflow

There was no structured process to separate unverified data from genuine prospects, resulting in wasted telecaller effort.

5. Privacy & Access Control Risks

Telecallers could potentially view the entire customer list, increasing the risk of data misuse and reducing accountability.

6. No Standard Lead Creation Process

Even verified prospects were not consistently converted into leads with defined sales stages and tracking.

Solution Implemented

Girman Tech designed and implemented a custom Frappe CRM solution tailored to Fixcent’s operational model.

1. Two-Tier Customer Data Architecture

• All customer and engine data imported in bulk via Excel or entered manually first lands in the Engine Master
• Built-in duplicate checks based on customer name, mobile number, and engine number
• Once a record is confirmed as a valid prospect, it is moved to the Verified Engine Master, ensuring only clean and qualified data enters the sales funnel

2. Structured Verification & Follow-Up Process

• Telecallers are assigned unverified records daily through automated assignment rules
• Follow-ups, call outcomes, and remarks are logged against each record
• Only records marked as Verified are promoted to the Verified Engine Master

3. Lead Creation & Sales Tracking

• Leads can be created manually or directly from Engine Master / Verified Engine Master
• Verified customer and engine details are automatically copied into the Lead
• Leads are tracked across defined sales stages: New, Pending, Approved, On Hold, Cancelled, Won/Lost

4. Customized CRM Forms & Fields

• Custom fields for customer, engine, and contact details
• Support for multiple contact persons per customer
• Master-driven fields for State, City, Area, Lead Source, Department, and Designation
• Validation rules for mobile numbers, email IDs, and mandatory fields
• Contact status management (Active / Inactive with remarks)

5. Data Privacy & Role-Based Access

• Telecallers can view only records assigned to them or created by them
• Supervisors and managers have controlled broader visibility
• Full audit trail of record updates and verification actions

6. Large-Scale Data Import & Migration

• Successfully imported and validated 100,000+ records
• Cleaned and standardized data during import
• Ensured system stability and performance even with large datasets

Impact

The Frappe CRM implementation delivered immediate and measurable improvements:

• Clean separation between raw and verified customer data
• Significant reduction in duplicate records
• Improved telecaller productivity through focused daily assignments
• Higher quality leads entering the sales pipeline
• Strong data privacy and misuse prevention through access control
• Scalable CRM foundation capable of handling future data growth

Testimonial

“Girman Tech helped us control a scattered customer database. Frappe CRM has significantly improved our data quality, telecaller efficiency, and lead tracking. The verification workflow and access controls were exactly what we needed as we scaled our operations.”

Puttaswamy
Director, Fixcent

Conclusion

The Frappe CRM implementation for Fixcent transformed an unstructured, high-volume customer database into a verified, secure, and conversion-ready sales pipeline. By introducing a two-tier master data system, automated verification workflows, customized CRM fields, and strict role-based access, Girman Tech enabled Fixcent to scale its sales operations with confidence, accuracy, and compliance.

If you are looking for a partner to build or modernize your CRM, automate HR operations, or streamline end-to-end business processes, Girman Tech is here to help. As a certified ERPNext and Frappe Partner, we deliver solutions that scale with your growth.

📩 Write to contact@girmantech.com or visit our website and book a free demo call today!