Velmaska Mazework — ERPNext Sales
Customer Discovery & Data Collection
JECAS Visit — 06 Apr 2026
1
Company information
Company name
*
Contact person
*
Designation
Email
Phone
*
City
Industry
— select —
Construction / EPC
Manufacturing
Trading / Distribution
Services
Other
Business type
— select —
Private Limited
LLP
Partnership
Proprietorship
Public Limited
Years in business
— select —
Less than 2 years
2–5 years
5–10 years
10+ years
2
Users & departments
Total ERP users
*
— select —
Under 10 users
10–30 users
30–50 users
50+ users
Starter pack is for businesses under 50 users only
Project champion (internal coordinator)
Departments that need ERP access
Accounts / Finance
Sales
Purchase / Procurement
Inventory / Warehouse
Projects / PMC
Manufacturing / Production
HR / Payroll
3
Current systems
Software / tools currently in use
Data readiness
— select —
Yes — clean Excel/CSV ready
Partially ready — needs cleanup
Not ready — scattered / paper-based
Customer must provide clean data for import
Third-party integrations needed
These are add-ons outside starter pack
4
Pain points
Biggest operational problem today
What made them decide to look for ERP now?
Have they tried ERP before?
No
Yes
Previous ERP notes
5
Budget & timeline
Go-live target
— select —
Within 1 month
1–2 months
2–3 months
3–6 months
No fixed deadline
Budget range (INR)
— select —
Under ₹1 lakh
₹1–2 lakhs
₹2–5 lakhs
₹5–10 lakhs
Above ₹10 lakhs
Not decided
Budget approved?
No — pending
Yes — approved
Partially approved
Final decision maker
6
Recommendation & notes
Recommended package
Select departments and user count above
Sales notes / observations from this visit
Follow-up date
Lead status
New
Interested
Follow-up required
Proposal sent
In negotiation
Won
Lost
Save discovery data
Clear form
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