CRM Software
A pipeline your sales team updates without being chased
CRMs get abandoned because they are built for reporting upward rather than selling. A salesperson enters data that benefits their manager and gets nothing back. This one inverts that: the day starts with a call list, follow-ups fire on WhatsApp from inside the record, and every call and message logs itself against the lead. Managers get their pipeline accuracy as a by-product of the rep doing their own job faster, which is the only arrangement that survives past month three.
2-4 weeks to go live
Every module, included in the licence
No per-module upsell and no feature gating. You get the complete system.
Lead capture
Website forms, IndiaMART and JustDial, Facebook and Google lead ads, and inbound calls, all landing in one queue with the source retained.
Pipeline management
Stage-based pipeline with per-stage probability, ageing alerts on stalled deals, and a drag-to-move board that works on a phone.
WhatsApp & calling
Click-to-call with automatic logging, WhatsApp templates from inside the lead record, and message history against the contact.
Follow-up automation
Sequences that fire on stage change or inactivity, so leads stop being lost simply because nobody remembered to call back.
Quotations
Branded quotations generated from a product catalogue with approval on discount thresholds, sent and tracked for opens.
Territory & assignment
Round-robin, territory or product-based routing, with reassignment rules for leads left untouched.
Conversion reporting
Source-to-revenue attribution, stage conversion rates, rep performance, and reasons for loss captured in a structured way.
Mobile app
Full CRM on the phone, including offline lead entry for field sales in poor-signal areas.
Pick the size that fits
Every limit is published here rather than buried in a contract. Adding users inside your tier costs nothing; past the Business limits we quote against your real usage instead of guessing.
Starter
A single site getting off spreadsheets
Talk to sales for pricing
- Users included
- Up to 10
- Leads per month
- 1,500
- Document storage
- 25 GB
- Locations / branches
- 1
- API requests
- 25,000 / month
- Connected apps
- 3 connected apps
- Data history
- 12 months of history
- Support
- Email, 2 business days
- Onboarding
- Guided setup + 1 training session
- Source code
- Not included
Growth
Most chosenA growing team across a few locations
Talk to sales for pricing
- Users included
- Up to 50
- Leads per month
- 8,000
- Document storage
- 150 GB
- Locations / branches
- Up to 3
- API requests
- 250,000 / month
- Connected apps
- 10 connected apps
- Data history
- 5 years of history
- Support
- Email + WhatsApp, same business day
- Onboarding
- Full migration + training per team
- Source code
- Included on annual plans
Business
Multi-site operations with real volume
Talk to sales for pricing
- Users included
- Up to 200
- Leads per month
- 40,000
- Document storage
- 750 GB
- Locations / branches
- Up to 15
- API requests
- 1,500,000 / month
- Connected apps
- Unlimited connected apps
- Data history
- Unlimited history
- Support
- Priority, 4-hour response, named engineer
- Onboarding
- Full migration, training and process mapping
- Source code
- Included, monthly or annual
Enterprise
Beyond the published limits — scoped with you
Talk to sales for pricing
- Users included
- 200+ — scoped with you
- Leads per month
- Unmetered — sized with you
- Document storage
- Sized to your data
- Locations / branches
- Unlimited
- API requests
- Sized to your integrations
- Connected apps
- Unlimited, including bespoke
- Data history
- Unlimited, with archival policy
- Support
- Dedicated engineer, contractual SLA
- Onboarding
- Dedicated implementation team
- Source code
- Included, with escrow if required
| Plan | Starter A single site getting off spreadsheets Talk to sales for pricing | GrowthMost chosen A growing team across a few locations Talk to sales for pricing | Business Multi-site operations with real volume Talk to sales for pricing | Enterprise Beyond the published limits — scoped with you Talk to sales for pricing |
|---|---|---|---|---|
| Users included | Up to 10 | Up to 50 | Up to 200 | 200+ — scoped with you |
| Leads per month | 1,500 | 8,000 | 40,000 | Unmetered — sized with you |
| Document storage | 25 GB | 150 GB | 750 GB | Sized to your data |
| Locations / branches | 1 | Up to 3 | Up to 15 | Unlimited |
| API requests | 25,000 / month | 250,000 / month | 1,500,000 / month | Sized to your integrations |
| Connected apps | 3 connected apps | 10 connected apps | Unlimited connected apps | Unlimited, including bespoke |
| Data history | 12 months of history | 5 years of history | Unlimited history | Unlimited, with archival policy |
| Support | Email, 2 business days | Email + WhatsApp, same business day | Priority, 4-hour response, named engineer | Dedicated engineer, contractual SLA |
| Onboarding | Guided setup + 1 training session | Full migration + training per team | Full migration, training and process mapping | Dedicated implementation team |
| Source code | Not included | Included on annual plans | Included, monthly or annual | Included, with escrow if required |
| Talk to sales | Talk to sales | Talk to sales | Talk to sales |
What happens if you outgrow a plan
Nothing breaks and nothing is cut off. We flag it when you are consistently near a limit, and you either move up a tier or, past the Business limits, we scope an Enterprise plan against your real usage. We would rather quote you properly than serve you at a loss and then renegotiate — so heavy users are priced honestly from the start.
Built for Indian regulation
Who this is for
- B2B sales teams of 5 to 200 users
- Businesses buying leads from IndiaMART, JustDial or TradeIndia
- Field sales operations needing offline entry and route planning
- Companies on spreadsheets, or paying per-user for a CRM nobody updates
Technical details
- Source code
- Included on annual plans
- Deployment
- Cloud or on-premise
- Licensing
- Banded plans — no per-seat charge inside your tier
- Telephony
- Exotel, Knowlarity, Ozonetel, or your existing PBX
- Messaging
- WhatsApp Business API, DLT-compliant SMS
- Integrations
- IndiaMART, JustDial, Google and Meta lead ads, ERP, accounting
Built with
59 platform capabilities, on top of the modules
CRM Software inherits the whole platform — security, compliance, reporting, integrations and mobile. This is the full list, and which plan each capability starts on.
Access & permissions
Who can see and change what, and the record of who did.
| Capability | Starter | Growth | Business | Enterprise |
|---|---|---|---|---|
Role-based permissions Permissions by role and by department, down to individual fields. | ||||
Per-record access rules Restrict records by branch, territory, team or ownership. | ||||
Full audit trail Every create, edit, view and delete logged with user, timestamp and previous value. | ||||
Approval chains Multi-step approvals on discounts, purchases, write-offs and edits, configurable per document. | ||||
Two-factor authentication TOTP or SMS-based second factor, enforceable per role. | ||||
Single sign-on (SSO) SAML and Google Workspace sign-in for centralised account control. | ||||
IP restrictions Limit access to your office network or a VPN range. | ||||
Session policy Session timeouts, forced re-authentication and remote sign-out. |
Data & reliability
Your data stays yours, retrievable and intact.
| Capability | Starter | Growth | Business | Enterprise |
|---|---|---|---|---|
Automated encrypted backups Daily backups, encrypted at rest, with a documented and tested restore. | ||||
Point-in-time recovery Restore to a specific moment rather than the last nightly snapshot. | ||||
Full data export Export everything to CSV or Excel at any time, without asking us. | ||||
Scheduled exports Automatic exports to email, SFTP or cloud storage on a schedule. | ||||
Data migration from your old system Masters, opening balances and history migrated during implementation. | ||||
Soft delete and restore Deleted records are recoverable for a retention window, not gone. | ||||
Database-level encryption Encryption at rest and in transit throughout. | ||||
Source code delivery The complete application source, so you are never dependent on us continuing to exist. |
Indian compliance
Statutory requirements handled natively, not bolted on.
| Capability | Starter | Growth | Business | Enterprise |
|---|---|---|---|---|
GST invoicing CGST/SGST/IGST by HSN or SAC, with correct place-of-supply treatment. | ||||
GSTR-1 and GSTR-3B data Return-ready exports in the format your CA files. | ||||
E-invoice (IRN & QR) IRN generation and QR printing for businesses above the threshold. | ||||
E-way bill generation Direct NIC portal integration including Part-B vehicle updates. | ||||
TDS computation Deduction, certificates and quarterly return data. | ||||
Sequential invoice numbering Unbroken series maintained even across offline terminals and branches. | ||||
Statutory registers Books and registers in formats acceptable to audit and inspection. | ||||
Multi-state configuration State-wise tax, professional tax and labour rules where they differ. |
Reporting & analytics
Numbers the people who need them will actually open.
| Capability | Starter | Growth | Business | Enterprise |
|---|---|---|---|---|
Role-specific dashboards The owner, the manager and the operator each see their own figures. | ||||
Standard report library Dozens of built-in operational and financial reports per module. | ||||
Custom report builder Build and save your own reports without writing SQL. | ||||
Scheduled report delivery Reports emailed or sent on WhatsApp daily, weekly or monthly. | ||||
Drill-down from any figure Click a number and reach the transactions behind it. | ||||
Comparative and trend analysis Period-on-period comparison, moving averages and variance. | ||||
Direct database access Read-only credentials for your own BI tool — Power BI, Metabase, Excel. |
Integrations & extensibility
It has to talk to what you already run.
| Capability | Starter | Growth | Business | Enterprise |
|---|---|---|---|---|
REST API Documented API covering every module, with keys you manage. | ||||
Webhooks Push events to your own systems as they happen. | ||||
Tally integration Two-way sync so your CA carries on working as they do today. | ||||
Payment gateways Razorpay, PayU, Cashfree, Stripe and bank net-banking. | ||||
WhatsApp Business API Templated transactional messaging with consent tracking. | ||||
DLT-registered SMS Compliant transactional SMS through your own DLT templates. | ||||
Email and calendar Google Workspace and Microsoft 365 for mail, calendar and contacts. | ||||
Custom integrations Bespoke connectors to legacy systems, including ones with no API. |
Mobile & offline
Because the people using it are rarely at a desk.
| Capability | Starter | Growth | Business | Enterprise |
|---|---|---|---|---|
Android and iOS apps Native apps, branded to you, included rather than sold separately. | ||||
Offline data capture Keep working without a connection; entries queue and sync on reconnect. | ||||
Barcode and QR scanning Phone camera or dedicated scanner, no separate licence. | ||||
Photo and document capture Attach evidence from the field directly against a record. | ||||
Push notifications Approvals, alerts and exceptions pushed to the right person. | ||||
GPS and geo-fencing Location stamping and geo-fenced attendance where relevant. |
Customisation
Shaped to your process rather than the other way round.
| Capability | Starter | Growth | Business | Enterprise |
|---|---|---|---|---|
Custom fields Add fields to any record without a code release. | ||||
Custom document formats Invoices, challans and reports in your own layout and branding. | ||||
Configurable workflows Change approval routes, statuses and rules yourself. | ||||
Automation rules Trigger actions on events — alerts, assignments, status changes. | ||||
Multi-language interface English plus one regional language on customer-facing surfaces. | ||||
White labelling Your logo, colours and domain throughout, including the mobile apps. | ||||
Bespoke module development New modules built for processes the standard product does not cover. |
Deployment & support
Where it runs and who answers when something breaks.
| Capability | Starter | Growth | Business | Enterprise |
|---|---|---|---|---|
Cloud hosting included India-hosted by default, managed and monitored by us. | ||||
On-premise deployment Run it on your own server where data cannot leave your building. | ||||
Uptime monitoring Monitored continuously, with alerting before you notice. | ||||
Staging environment A separate environment to test changes before they reach production. | ||||
Training per team Delivered separately per user group, because their needs differ. | ||||
Named support engineer Someone who knows your setup, not a rotating ticket queue. | ||||
Contractual SLA Response and resolution times written into the agreement. |
Frequently asked
Why a flat subscription instead of per user per month?
Does it really integrate with IndiaMART?
Will our field team use it without signal?
Can we migrate from Zoho or Salesforce?
See CRM Software before you decide
We will walk you through a live demo with your own scenarios, and tell you honestly if it is not the right fit. 2-4 weeks to go live once you go ahead.