Stop Losing Leads.
CRMLead Pro helps Indian teams across insurance, healthcare, education, saas, manufacturing, travel, bfsi, automotive, legal, real-estate, digital marketing, retail-d2c, logistics, and wellness capture leads, automate WhatsApp follow-ups, track pipelines, and close more deals without spreadsheets.
A faster lead-response workflow for teams that need every enquiry handled quickly across multiple industries
Built for teams who need every lead handled fast
One platform for 14 supported industries
Industries covered in the matrix: insurance, healthcare, education, saas, manufacturing, travel, bfsi, automotive, legal, real-estate, digital_marketing, retail-d2c, logistics, and wellness.
Each industry has its own workspace, page-level guard, and menu structure so the product feels tailored from the first click.
Everything an Indian sales team needs — in one place
Track leads, follow-ups, meetings, WhatsApp nudges, and customer history without juggling spreadsheets and inboxes.
Multi-Channel Lead Capture
Auto-capture enquiries from websites, forms, WhatsApp, ads, and inbound calls. Zero manual entry.
Pipeline & Follow-up
Drag-and-drop stages for enquiry, callback, demo booked, meeting done, and closed won.
AI Lead Scoring
ML ranks every lead using intent, behaviour, and source quality. Know who to call first.
WhatsApp Automation
Send instant replies, reminders, and updates directly from CRM. India's favourite channel, built in.
Assignment Automation
Set triggers once. AI routes leads to the right rep, branch, or team on autopilot.
Team Management
Role-based access, queues, and intelligent routing for growing teams.
Email Tracking
Know when prospects open messages or click links. Time your follow-up perfectly.
AI Chatbot
24/7 website chatbot qualifies visitors and captures new leads while you sleep.
GST-Ready Billing
Indian GST-compliant invoices, Razorpay, UPI, and net banking — all built in.
The core modules your team uses every day
No hidden feature maze. Just the essentials teams need to capture leads, follow up faster, and close with confidence.
Lead Management
Capture every enquiry, route it to the right rep, and keep source history attached to the record.
Pipeline & Reporting
See stage movement, deal value, and team performance without waiting for manual updates.
WhatsApp CRM
Send replies, nudges, and status updates from the same workspace your team already uses.
AI Lead Scoring
Prioritise high-intent enquiries automatically so reps spend time on the right conversations first.
Automation Workflows
Trigger follow-ups, assignments, and reminders from lead stage, source, or behavior.
Marketing Hub
Run WhatsApp, email, and campaign workflows from a single, auditable place.
Team Controls
Manage users, roles, territories, and handoffs as the team grows.
GST Billing
Create India-ready quotes and invoices that stay connected to the opportunity record.
Field Sales
Track visits, notes, and routes for reps working on the move.
Security & Access
Keep customer data protected with role-based access and a clearer audit trail.
Integrations
Connect WhatsApp, email, payments, and automation tools without a brittle setup.
Multi-Industry Ready
Use the same CRM core across sales, services, and vertical workflows.
AI Agents That Keep Leads Moving
Not just AI tools — these are workflows that think, decide, and act. From enquiry to booking, every step stays visible.
Autonomous Lead Nurturing
AI agents monitor every enquiry 24/7. They auto-send the right message at the right time — WhatsApp, email, or SMS — based on behaviour and stage.
Hyper-Personalisation Engine
Every touchpoint is personalised — AI analyses company data, industry, and past interactions to craft unique messaging.
AI Content Factory
Campaign announcements, landing pages, ad creatives, email sequences, and brochures — all generated and optimised by AI on autopilot.
Autonomous Sales Workflows
AI agents execute your follow-up playbook from first enquiry to close — every step automated with intelligent decision-making.
AI Campaign Orchestration
Launch multi-channel project campaigns with one click. AI creates content, selects the audience, schedules delivery, and optimises in real-time.
Predictive Revenue Intelligence
AI continuously analyses your pipeline, team performance, and lead sources to predict revenue and flag at-risk deals weeks ahead.
How the Workflow Works — End-to-End
From the moment a lead lands to the moment it converts — the team knows what happens next.
AI Discovers
Lead arrives from ads, forms, website, or inbound call
AI Enriches
Auto-adds source, company, location, and notes
AI Scores
ML model ranks lead intent 0–100
AI Nurtures
Multi-channel drip: WhatsApp, email, SMS
AI Personalises
Each message tailored to lead context
AI Coaches
Real-time tips for the next best action
AI Closes
Auto follow-ups, booking notes, and deal tracking
Your AI lead-response toolkit
Use AI to reply faster, book meetings, and keep every follow-up consistent.
AI Lead Scoring
Rank every lead by intent, source, and behaviour. Focus on the opportunities most likely to convert.
60% less qualifying time
AI Reply Drafting
Generate concise WhatsApp and email replies for inbound leads in one click.
3× faster outreach
WhatsApp Composer
AI drafts follow-ups in English or Hindi for managers and reps.
98% open rate
Message Copy
Paste product or service details and AI polishes the response for buyers or prospects.
40% better engagement
Launch Posts
Generate product-launch or campaign social posts and enquiry CTAs in seconds.
Save 5 hrs/week
AI Sales Coaching
Real-time tips during the lead journey: when to call, what to ask, and how to move the deal forward.
30% higher win rate
Sentiment Analysis
Understands lead intent from WhatsApp, calls, and notes. Flags hot enquiries early.
Reduce churn by 25%
Drop-off Prediction
Predicts which leads are cooling before the team forgets them.
Predict 3 weeks ahead
Next Best Action
For every lead, AI recommends the exact next step: call, WhatsApp, meeting, or reminder.
2× rep productivity
AI Chatbot
24/7 chatbot qualifies visitors and captures leads while your team sleeps.
35% more leads captured
One CRM that fits every Indian business
For Sales Teams
- Track every lead from first touch to deal close
- Automated follow-up reminders via WhatsApp & email
- Real-time pipeline visibility for managers
- AI scoring to prioritise highest-value prospects
Built for Indian businesses. Not generic sales stacks.
Connects with tools your team already uses
WhatsApp, Gmail, Razorpay, Zapier and 50+ more — all set up in minutes with no code.
Plus Zapier, webhooks, and REST API for any custom integration.
See all integrationsKeep every lead visible at a glance
Import your lead book once, set response rules, and keep the next call, meeting, and follow-up update in one place.
Excel
Import once
Replies built in
Visits
Booked clearly
Calls
Visible in context
Import your lead book
Bring in Excel or CSV files with enquiry, project, and source details.
Tag response stages
Mark callback, reply sent, meeting booked, and follow-up notes.
Schedule reminders
Create WhatsApp and email reminder sequences for 60, 24, and 6 hours out.
Track every reply
Keep calls, replies, objections, and notes on the enquiry record.
Spot hot enquiries
See which leads need a call before interest cools or the buyer books elsewhere.
Close and review
Confirm the visit, log the outcome, and plan the next follow-up.
Your data is safe, private, and yours
Enterprise-grade security built for Indian businesses — from ISO 27001 practices to AES-256 encryption and full GDPR readiness.
ISO 27001 Ready
Our security controls and operating processes align with ISO 27001 — the gold standard for information security management.
AES-256 Encryption
Every byte of your data is encrypted at rest and in transit using AES-256, the same standard used by banks and governments.
Data Stays in India
All your CRM data lives in India-based data centres. It never crosses international borders — critical for Indian compliance.
Role-Based Access
Granular RBAC down to the field level. Control exactly who can see, edit, or export each piece of data across your team.
GDPR Compliant
Built-in consent management, data export (SAR), right-to-erasure, and breach notifications — fully GDPR-ready.
Full Audit Trail
Every action — who changed what, when, and from which IP — is logged permanently. Perfect for compliance and accountability.
Additional security features available on Scale & Enterprise plans
A simpler workflow for leads, meetings, and follow-up
Keep portal leads visible
See every enquiry source and response status in one place, sorted by urgency so nothing slips through the cracks.
Follow up without living in spreadsheets
Send WhatsApp and email reminders from one workflow, then record every reply against the enquiry record.
Keep meetings tied to the lead book
Track next-step status, conversation history, and lead context together so each account stays easy to review.
Simple, transparent pricing. No surprises.
Start with the free tier, then move to flat monthly pricing for the team. No per-seat traps.
Free
Try the workflow at no cost
- 1 workspace
- Lead capture
- WhatsApp + call follow-up
- Meeting booking
- Email support
Growth
Best value for small teams
- 5 users
- 25,000 records
- Instant lead routing
- WhatsApp replies
- Lead follow-up automation
- AI scoring & reply drafting
- Onboarding included
Professional
For growing teams that mean business
- 25 users
- Unlimited records
- Team dashboards
- Meeting analytics
- AI sales coaching
- Custom workflows
- Priority support
Enterprise
Multi-project and multi-team deployments
- 50+ users
- Custom routing rules
- Custom AI models
- Dedicated onboarding
- SLA guarantee
- SSO & IP restriction
- On-premise option
All plans include 14-day free trial · No credit card required · Cancel anytime
Frequently asked questions
Your competitors are already using it.
Don't fall behind.
Join 100+ Indian sales teams who switched from spreadsheets and legacy CRMs to close 3× more deals.