All leads,one system.
Every enquiry from Meta, Justdial, your website and Google Sheets lands in one list. Each one gets an owner, a call and a next step. Built for Indian sales teams, on web and Android.
- Free for up to 500 leads
- Paid plans from ₹499/user/month
- Web + Android app
New leadMeta
Auto-assigned to Rahul
First call, 2m 41s
Recorded · marked Interested
₹12,000 receivedRazorpay
Recorded on the lead
Leads arrive from
Meta Lead Ads
Justdial
Google Sheets- Website forms
- CSV import
- Pabbly, n8n, Zapier, Make
One enquiry, from 10:02 to paid.
Follow Priya's enquiry through CRM Master. Each step below is a real screen from the product.
The enquiry lands with an owner.
A Meta lead form is filled in. Seconds later the lead is in the list, de-duplicated by phone number and assigned by your rule for that source.
- Meta, Justdial, Sheets, website and CSV in one list
- Specific agent, round-robin or a percentage split
The first call happens from the CRM.
Rahul works his calling queue. One click dials the lead; the recording, duration and outcome are saved to the lead when the call ends.
- Click-to-call through CallerDesk
- Android app logs SIM calls and recordings
The brochure goes out on the company's WhatsApp.
An approved template is sent from the lead page. The chat stays on the lead, so it doesn't leave with the agent.
- AiSensy, DoubleTick or WACA
- Templates, campaigns and canned replies
The next step is scheduled by the system.
Marking the lead Interested created a follow-up task. The demo is booked with a Google Meet link and a reminder.
- Workflows: trigger, condition, action
- Tasks created from stage changes and call outcomes
The payment is recorded on the same lead.
Priya pays through a Razorpay link. The payment, the call and the chat sit on one timeline, so revenue ties back to the agent and the source.
- Activity timeline per lead
- Revenue per lead, agent and source
Every agent's day, on one board.
Numbers come from the calls, messages and payments themselves, not from an end-of-day sheet someone remembers to fill in.
- Connects and talk time
- Calls made, calls connected and minutes spoken, per agent, for any day or range.
- Follow-ups due and done
- Who has tasks overdue, before the lead goes cold.
- Revenue per agent and source
- Payments tie back to the agent who worked the lead and where it came from.
Built for how India sells.
Leads from Meta and Justdial, conversations on WhatsApp, calls from an agent's own SIM and payments in rupees. CRM Master handles each one where it happens.
WhatsApp on the lead, not on an agent's phone.
Send approved templates and reply from the lead page. The chat stays with the company when an agent moves on.
AiSensy
DoubleTick
WACA
Hi, can you share the price list for the 2BHK?
Sent by Rahul · saved on the lead
Calls from the agent's own SIM, logged.
Field agents call from their phone. The Android app logs each call and its recording on the right lead.
- Priya NairRecorded
- Arjun MehtaRecorded
- Sana ShaikhCallback task
Rupees, recorded on the lead.
Payments made through Razorpay links land on the lead, with the agent who worked it and the source it came from.
SID AI · built in
Ask your CRM a question. Get the answer, not a report.
SID AI reads your live pipeline. Ask in plain English and it answers with the actual numbers and charts, or drafts the workflow for you to review.
- Answers from your own leads, calls and payments
- Charts and tables, with exact figures
- Drafts automation workflows from a sentence
SID AI runs on AI credits.
SID AI
Reading your workspace
Which lead source converted best this month?
Meta Lead Ads converted best this month.
Lead → won · this month · demo data
Paid plans from
₹499
per user a month + GST, billed yearly
Start free. Pay per user when you grow.
Free Forever covers up to 500 leads. Starter and Complete add automation, calling and reports, with a 7-day trial and ₹999 setup to get you going.
Tick off your first lead.
Create your workspace, connect a lead source and assign your first enquiry. We'll help you set up the rest.