Softinsan CRM
Customer Relationship Management for Indian SMEs
Stop chasing leads across WhatsApp, Excel, and email. Softinsan CRM puts your entire sales pipeline, customer history, and follow-up schedule in one place — with WhatsApp integration built in.
Today's Pipeline
LIVEEverything in One Dashboard
Lead Pipeline Management
Visual Kanban board showing every lead's stage. Drag to move. See the full journey from first contact to closed deal.
WhatsApp Integration
Send follow-up messages, share brochures, and receive replies directly from the CRM — via official WhatsApp Business API.
Follow-up Reminders
Never forget to follow up. Set reminders by date or trigger them based on lead inactivity. Get notified on WhatsApp.
Sales Analytics
Conversion rates by source, agent performance tables, revenue forecasting, and monthly comparison charts.
Multi-Agent Support
Assign leads to team members, set access roles, and track individual and team performance from a manager view.
Lead Import / Export
Bulk import from CSV, Excel, or JustDial exports. Export filtered lead lists to Excel or PDF at any time.
API Integration
REST API for connecting your website's contact forms, landing pages, and third-party lead sources directly to the CRM.
Mobile-First Design
Fully functional on mobile. Your sales team can update leads, log calls, and send messages from their phones.
See Softinsan CRM in Action
Book a 30-minute live demo tailored to your industry and team size.
Book a Free Demo