CRM Software for Small Business
CRM software for small business that collects every lead, from Meta and Google ads, your website, WhatsApp and calls, into one pipeline, assigns it to the right person in seconds and makes sure nobody forgets to follow up.
- All lead sources in one place
- Auto-assignment
- Follow-up reminders + WhatsApp nudges
- Cost per lead and per sale
Since 2019
Delivering digital projects
India + Dubai
Jaipur HQ · Dubai partner office
Worldwide
UAE, UK, USA, Australia & more
Free
Consultation & custom quote
Overview
Businesses rarely have a lead problem. They have a follow-up problem. Leads arrive from Meta lead forms, Google Ads, the website, WhatsApp and phone calls, and end up in five different places. Some get called, some don't. CRM software for small business, also called lead management software, brings them into one pipeline, assigns them instantly, and nudges your team and the lead until there's an answer. We've built versions of this for travel agencies, clinics and coaching institutes, and industry-specific ones like our travel CRM and real estate CRM. This page is the general version for any business.
- Best for
- Any business with 50+ leads a month and a sales team
- Timeline
- 3–6 weeks
- Typical budget
- ₹36,000 – ₹1,35,000 one-time
- Built with
- Next.js, Node.js, n8n, WhatsApp Cloud API
The problem
What slows sales teams down today
Leads in five places
Meta dashboard, Google Ads, email, WhatsApp and a notebook. No single list, no single truth.
Slow first response
Leads go cold in hours. The first business to reply usually wins.
Forgotten follow-ups
Most deals need several follow-ups, and most teams stop after one or two.
Ad spend without answers
You know cost per lead from the ad platform, but not cost per sale.
What you get
Features built for sales teams
Lead capture
Meta lead ads, Google Ads, website forms, WhatsApp and manual entry, all automatic.
Auto-assignment
Round-robin, by product, by city or by language, with instant alerts.
Pipeline
Custom stages for your sales process, with deal values and next steps.
Follow-up automation
Reminders for staff and WhatsApp nudges on day 1, 3 and 7, stopping when the lead replies.
Source tracking
Campaign and source saved with every lead, so you see cost per sale by campaign.
Team dashboard
Leads, response time, follow-ups due and conversions per salesperson.
Want to see how this would work for your business?
Send us a WhatsApp or book a free 30-minute call. We'll walk you through it and give you a clear price.
How it works
The workflow, step by step
- 1
Lead arrives
From an ad, form, WhatsApp or call.
- 2
Instant reply
Automatic WhatsApp acknowledgement within seconds.
- 3
Assigned
Routed to the right salesperson with an alert.
- 4
Follow-ups
Reminders and nudges until the lead responds.
- 5
Won or lost
Outcome recorded with source, for real ROI.
- Lead capture
- Auto-assignment
- Pipeline
- Follow-up automation
- Source tracking
- Team dashboard
12
Lead arrives
8
Instant reply
5
Assigned
WhatsApp update
Won or lost: done automatically.
Built on real work
Lead pipelines we've built across industries
We've built lead flows for a dental clinic (instant WhatsApp reply and slot booking), for travel agencies (enquiry to quote to booking) and for coaching institutes (demo-class enquiries to admissions). The follow-up sequence, day 1, 3 and 7, is one of the workflows in our n8n automation guide.
- Every source in one pipeline
- Reply within seconds
- Automatic follow-up sequences
- Cost per sale by campaign
Pricing
What crm for small business costs in India
One-time build. No per-user fee. Meta WhatsApp charges and AI usage billed at cost.
Lead inbox
₹36,000 – ₹63,000
Capture from all sources, assignment and reminders.
- Meta, Google, website, WhatsApp leads
- Auto-assignment
- Follow-up reminders
- Source tracking
Sales pipeline
₹63,000 – ₹99,000
Adds pipeline stages, WhatsApp nudges and dashboards.
- Everything in Lead inbox
- Custom pipeline
- WhatsApp nudge sequences
- Team dashboard
Sales automation
₹99,000 – ₹1,35,000+
AI lead sorting, quotes and integrations.
- Everything in Sales pipeline
- AI lead qualification
- Quote/proposal PDFs
- Integrations (Sheets, Tally, CRM)
Compare
Custom lead management software vs CRM subscriptions
| Custom lead management software | CRM subscription | |
|---|---|---|
| Per-user fee | None | Per user per month |
| WhatsApp nudges on your number | Native | Usually needs extra tools |
| Fits your sales process | Exactly | Configured within limits |
| Setup effort | We build it | You configure it |
| Best when | You have a clear process and growing team | You want to start today |
What good lead management software changes
Response time and follow-up discipline. Lead management software that replies within seconds and reminds your team at the right time often lifts conversions more than extra ad spend, because the leads you already pay for stop going cold.
For WhatsApp specifically, compare options in our WhatsApp automation tools guide. For a chatbot that qualifies leads before your team sees them, see WhatsApp chatbot for business.
Industry versions
Some industries need extra fields and stages: travel CRM for quotes and itineraries, real estate CRM for site visits and brokers, construction CRM for site measurements and milestones. If you also want leads, our digital marketing services run the ads and our AI automation agency builds the follow-up flows.
Talk to the team that builds it
No sales script. Tell us how your business runs today and we'll tell you what to build first, and what it costs.
Or call +91-8529316818FAQ
Frequently Asked Questions
Can it capture Meta lead ads automatically?
Yes. Meta lead forms flow in automatically through Meta's API, along with Google Ads lead forms and website enquiries.
Can leads get an instant WhatsApp reply?
Yes. A WhatsApp acknowledgement can go out within seconds of the lead arriving, using an approved template.
Does it stop follow-ups when the lead replies?
Yes. Follow-up sequences stop automatically as soon as the lead responds.
Is there a per-user fee?
No. It's a one-time build with hosting and message charges at cost.
Can it connect to Google Sheets or Tally?
Yes. Integrations with Google Sheets, Tally and other tools are available through n8n or APIs.
Explore more
Related solutions and guides
- WhatsApp Chatbot for Business
- Travel CRM
- Real Estate CRM
- Construction CRM
- Real Estate Lead Generation
- AI Automation Services
- n8n Automation: 10 Workflows That Save Small Businesses Hours Every Week
- Best WhatsApp Automation Tools in India (Compared)
- AI Chatbot for Your Website: What It Costs and What It Can Actually Do
- Should You Hire a Web Development Company, a Freelancer, or Build In-House?
- All industries we serve
WhatsApp Chatbot for Business
A WhatsApp chatbot for business that books appointments and qualifies leads, with WhatsApp Business API setup and India message costs explained.
Read more Travel & HospitalityTravel CRM for Travel Agencies
Travel CRM for Indian travel agencies: enquiry to quote to booking pipeline, automatic WhatsApp follow-ups and lead source tracking from ads.
Read more Real Estate, Construction & InteriorsReal Estate CRM
Real estate CRM for builders and brokers: 99acres, MagicBricks and Meta ad leads in one place, site-visit scheduling and WhatsApp follow-ups.
Read moreReady to get started with crm for small business?
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- Phone+91-8529316818
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- 1
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- 2
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- 3
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