Modern CRM · Sales CRM
Close more deals with a pipeline that runs itself
Every lead, call, WhatsApp message and follow-up in one place. Score and route leads automatically, see every deal on a visual pipeline, and let workflows handle the busywork while your team sells.
+38% win rate
12 hrs saved / rep / week
Features
Everything your sales team needs, in one CRM
From the first enquiry to the signed deal — capture, follow up, close and report without switching tools.
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Contact & account 360
One record per customer with every interaction on a single timeline.
- Calls, emails, WhatsApp messages, deals and invoices in one history
- Custom fields, tags and smart segments
- Companies linked to their contacts and deals
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Lead management & scoring
Capture every enquiry and focus your team on the leads most likely to buy.
- Leads from web forms, WhatsApp, email and imports
- Automatic scoring on fit and engagement
- Round-robin or rule-based routing to the right rep
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Visual sales pipeline
See every deal by stage and move it forward with drag and drop.
- Custom stages for each sales process
- Deal value, probability and expected close date
- Alerts for deals that have gone quiet
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Workflow automation
Put repetitive follow-ups on autopilot with simple if-this-then-that rules.
- Automatic email and WhatsApp follow-up sequences
- Create tasks and reminders when a deal changes stage
- Assign, notify and update records without manual work
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Tasks, calls & meetings
Never miss a follow-up — every task has an owner and a due date.
- Daily task list and overdue reminders for each rep
- Schedule calls and meetings against the deal
- Log call outcomes and notes in one click
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WhatsApp & email inbox
Reply to customers from inside the CRM — every message is saved to the contact.
- Shared inbox for WhatsApp and email conversations
- Reusable templates for common replies
- Gmail and Outlook email sync
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Quotes & proposals
Send professional, GST-ready quotes straight from the deal.
- Quote templates with your products and pricing
- Track when a quote is sent, viewed and accepted
- Turn an accepted quote into an invoice with Modern Billing
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Reports & dashboards
Real-time numbers for the team and for each rep — no spreadsheets.
- Pipeline value, conversion and win-rate dashboards
- Activity and performance reports per rep
- Export to Excel or PDF in one click
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Sales forecasting
Know what will close this month and quarter before it happens.
- Weighted forecasts based on deal stage and probability
- Targets and quotas by team and by rep
- Compare forecast against actual revenue
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Teams, roles & permissions
Give every person exactly the access they need — and nothing more.
- Role-based access for admins, managers and reps
- Teams and territories with their own pipelines
- Activity log of who changed what
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Web forms & lead capture
Turn website visitors into CRM leads automatically.
- Embeddable forms for your website and landing pages
- New submissions created, scored and assigned instantly
- Instant alerts to the lead owner
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iOS & Android apps
Your whole CRM in your pocket, for field sales and on-the-go teams.
- Update deals and log calls from your phone
- Check dashboards and today's tasks anywhere
- Works offline and syncs when you are back online
Integrations
Works with the tools you already use
Connect Modern CRM to your email, WhatsApp, accounting and automation tools — or build your own connection with the REST API.
- Gmail
- Outlook
- Tally
- Zapier
- REST API
- CSV & Excel import
How it works
From sign-up to
fully live
Every plan follows the same simple path — no long onboarding, no hidden setup fees.
Start your free trial
Sign up for 14 days of Modern CRM — no card required.
Import your data
Bring in contacts, companies and deals from CSV, Excel or the REST API.
Configure your workspace
Set up pipeline stages, custom fields and automation rules.
Go live
Start selling — with onboarding support included.
Every plan starts with a 14-day free trial — no card required.
Our team helps import your CSV, Excel or existing CRM data at no extra cost.
Hands-on help setting up your pipeline, fields and workflows.
No lock-in contracts — downgrade or cancel whenever you need to.
Questions
Modern CRM FAQs
Plans start at ₹2,499 per month for Starter (up to 3 users). Professional is ₹6,499 per month for up to 10 users, and Enterprise is ₹16,499 per month with unlimited users. Annual billing saves 20%, and every plan starts with a 14-day free trial.
No. The 14-day trial does not ask for a card and nothing is charged automatically. When it ends your workspace switches to read-only and we keep your data for 30 days, so you can pick up where you left off if you subscribe.
Yes. Import contacts, companies and deals from CSV or Excel with column mapping, or use the REST API for a scripted migration. For larger moves our team runs the import with you during onboarding at no extra cost.
Yes. You can reply to WhatsApp and email conversations from the CRM inbox, use templates for common replies, and set up automatic follow-ups — every message is saved on the contact's timeline.
Yes. Modern CRM has iOS and Android apps, so reps can update deals, log calls and check dashboards from anywhere. The apps keep working offline and sync when you are back online.
Your data sits in Indian data centres, encrypted in transit and at rest. Access inside your workspace is controlled by role-based permissions, and we never sell or share customer data with third parties.
See Modern CRM on your own pipeline
Book a 30-minute walkthrough and we will set up a workspace with your sales stages and a sample of your leads — before you decide anything.
Mumbai-based team · replies within 2 business hours