Your customers. Your follow-ups.
All in one place.
Say goodbye to messy spreadsheets and forgotten callbacks. A simple, clutter-free CRM built for Indian small businesses, real estate, agencies, and consultants.
100% Real Features: Everything shown in this tour is fully built and ready for your team today. No false marketing promises.
Know where your business stands in 5 seconds
Start every morning with complete clarity. View live pipeline metrics, customer counts, scheduled follow-ups, and sales conversions without opening a single spreadsheet.
- Live counters: Total Customers, Active Leads, and Pending Tasks
- Pipeline distribution chart tracking deal flow across each stage
- Revenue summaries with one-click date and time filtering
- Real-time activity audit feed showing latest customer touchpoints
Contacts & Customer Profiles
128 Verified customer records
Complete customer records, without spreadsheet headaches
Store every customer detail in a clean profile. View past phone calls, meetings, WhatsApp notes, and status changes in one slide-over drawer.
- 1-Click Calling and direct WhatsApp launch for instant touchpoints
- Fast Excel & CSV import and export with zero hassle
- Slide-over contact drawer with unified interaction history
- Custom fields for PAN, GSTIN, Property Type, or Student Course
Never let an enquiry slip through the cracks
Track enquiries from first contact to deal won. Drag and drop leads across stages, assign deal values in Rupees (₹), tag priorities, and convert qualified leads in one click.
- Drag-and-drop Kanban board with stage totals and lead count badges
- Lead source attribution: Meta Ads, Google, Website, and Referrals
- Priority badges: Low, Medium, High, and Urgent for quick triage
- 1-Click 'Convert to Customer' button once an enquiry is won
Remember every follow-up on time, every time
Most deals close on the 4th or 5th follow-up. Keep all sales tasks organized with specific due dates, team member assignments, and direct entity links.
- Dual views: Switch seamlessly between visual Kanban boards and fast lists
- Clear status tracking: TODO, IN_PROGRESS, and DONE
- Assign tasks to specific sales reps with due dates and urgency levels
- Directly link any task to a specific Lead or Customer record
The full relationship story at a single glance
Never ask a customer to repeat themselves. Every phone call, email, meeting note, task, and WhatsApp conversation is chronologically logged into a unified audit feed.
- Chronological activity stream with relative timestamps ('2 hours ago', 'Yesterday')
- Categorized activity types: Calls, Meetings, Emails, WhatsApp, and Notes
- User attribution so you know exactly which team member handled the conversation
- Log call outcomes right after ending phone conversations
Connect on India's favorite communication channel
Indian buyers rarely respond to cold emails alone. Reach your leads instantly on WhatsApp with reusable message templates, quick greetings, and 1-click chat openers.
- 1-Click direct WhatsApp launch with personalized customer phone numbers
- Reusable message templates for brochures, price quotes, and site visits
- Outbound SMTP email configuration with custom company branding
- Broadcast campaign module for lead groups and seasonal announcements
Tailor the CRM to your exact industry process
No two businesses sell identically. Configure your own pipeline stages with custom names, probabilities, and distinct colors. Add custom attributes to capture essential business data.
- Supported field types: Text, Number, Date, Single Select, Multi-Select, and Boolean
- Add custom fields to both Leads and Customer records with instant validation
- Configure pipeline stages with custom order, stage probability %, and color tags
- Zero coding required: change forms directly from workspace settings
Control who sees what with granular team roles
Invite your team with appropriate permissions. Assign leads automatically or manually, and prevent unauthorized contact exports.
- 4 Defined Roles: Owner (Full), Admin, Member (Sales Rep), and Viewer (Read-only)
- Lead routing: Assign enquiries directly to individual sales executives
- Restricted exports to protect your precious client database
- Dedicated workspaces for different branches or companies under one login
Solo, Team, or Custom.
Flat per workspace. 30-day free trial on your first workspace only.
Solo
Just you.
- 30-day trial (first workspace only)
- Contacts, WhatsApp, calls & follow-ups
- Lead capture from ads and website
- 1 user
Team
2 to 5 people sharing contacts and follow-ups.
- Everything in Solo, plus:
- 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
- Request a demo to get started
Ready to stop losing customer follow-ups?
Join Indian businesses who use CRM Place every day to organize contacts, schedule follow-ups, and close more enquiries.
No credit card required upfront • 2-minute setup • Cancel anytime