Customer Management, Made Simple
Built Around People.
Driven by Relationships.
Customer details live in spreadsheets. Chats are in WhatsApp. Notes are somewhere else. Follow-ups get forgotten.
CRM Place puts them on one contact—so you can open a person and see what you need, without training.
Open one contact— see it all
Name, quick actions, notes, and history—together on the person, not scattered.
So when you open a person, you already know what to do next.
Features you use daily
Name, WhatsApp, calls, and follow-ups—saved on the contact, not in your head.
Stop losing details
Name, phone, email, and what they asked for—saved on one contact, not another sheet.
Stop losing chats
WhatsApp stays with the person. You don’t scroll old threads to remember the last reply.
Stop forgetting calls
Call from the contact, jot what was said, and find it again when you need it.
Stop missing follow-ups
See who needs a call today. The next step sits next to the person, not in your head.
How it works for you
Lead capture, email templates, calendar, and follow-ups—so less work lives outside the CRM.
01 / Lead capture
Leads come in from ads and your website.
When someone fills a form on Meta, Google, or your site, they land in CRM Place. No copy-paste from another inbox.
02 / Bulk email
Send emails with a template—not from scratch every time.
Pick a template, choose who should get it, and send. Useful when you need the same update for many people.
03 / Calendar
Put meetings on a calendar you can see.
Schedule visits, calls, and demos in one place. You (and your team) can see what’s coming up.
04 / Tasks & follow-ups
Tasks and follow-ups sit next to the person.
Set a task or next follow-up on the contact. When it’s due, you know who to talk to—and why.
Price that stays simple
One flat price per workspace. 30-day free trial on your first workspace only.
Solo
Just you.
- ✓ Contact details, WhatsApp, calls & follow-ups
- ✓ Lead capture from ads and website
- ✓ 1 user
- ✓ 30-day free trial (first workspace only)
Team
2 to 5 people sharing contacts and follow-ups.
- ✓ Everything in Solo
- ✓ Shared contacts and follow-ups
- ✓ Roles for owner, manager, and agent
- ✓ Up to 5 users
Custom
More users or special needs—we’ll set the plan with you.
- ✓ 6+ users or special requirements
- ✓ Plan and price decided with you
- ✓ Talk to us for the right fit
Common questions
Straight answers. If you need more help, ask us.
No. Open a contact, send a WhatsApp message or make a call, and set a follow-up. If you can use WhatsApp, you can use CRM Place.
You—if you handle customers yourself, or with a small team—and you’re tired of details living in spreadsheets, WhatsApp, and random notes.
Solo is for one person at ₹300/mo. Team is for 2 to 5 people sharing contacts and follow-ups at ₹500/mo. Custom is for 6+ users or special needs—we set the plan with you.
Yes. Message or call from the contact, then keep what happened right there with that person.
Yes. You get a 30-day free trial on your first workspace only. Extra workspaces have no free trial. No credit card is required to start.