CS CRM
CS CRM keeps every lead, contact, company and deal your team works on — with pipelines shaped like your sales, quotes that become GST invoices, and each customer’s whole history on one page.
What is inside
What you get
Each line names the first plan that has it — every plan above it has it too.
Unlimited records on every plan, and every customer’s history — notes, emails, deals — on one page.
Every plan
Set up the stages your deals really go through, move deals along them and track targets.
Every plan
Send a quote, turn it into an order and bill it as a GST invoice without typing it again.
Every plan
Write to a customer from their record, where the rest of the team can see the conversation.
Every plan
Message a lead or customer on WhatsApp straight from the CRM.
Professional and above
Add the fields your business needs and save the lists your team opens every day.
Professional and above
The pipeline, conversions and each person’s numbers at a glance.
Professional and above
New leads reach the right person on their own, and sales is organised by team and territory.
Business and above
Plans and pricing
Pick the plan that fits today, and move up the moment you need more.
Every plan and its price is in the quote.
Choose the plan and your team size, and see the exact price with GST before you pay anything.
Start free trialBuilt for
How buying works
You see the full price, GST included, before anything is charged.
Compare the plans, then choose the app, the plan and how many people will use it.
It shows the exact price with GST, like the invoice it becomes. Nothing is charged for asking.
Plans with a free trial start at no cost. A paid plan switches on the moment the payment goes through.
Your team signs in straight away, and every payment comes with a GST invoice for your books.
Questions
Trials, GST invoices, changing plans, cancelling and your data.
Yes. Choose a plan and the number of users, then start the trial from your quote. Nothing is charged during it, and it does not turn into a paid plan unless you pay.
Per user, for the billing period you choose — the plans on this page show each price before GST. Pick a plan and how many people will use it, and you get a quote with the exact total, GST included, before you pay anything — or start a free trial from the same quote.
Yes. Add users from your workspace at any time; the extra users are charged for the rest of the current billing period. Removing users lowers the bill from the next billing date.
Yes. Prices are shown before GST, and every payment comes with a GST invoice made out to your company — with your GSTIN when you add it to your billing details. Your quote shows the GST before you pay, exactly as the invoice will.
Yes, from your workspace. A move to a higher plan applies at once, and the difference for the rest of the current billing period is charged when you make it. A move to a lower plan, or to a different billing period, applies from your next billing date. During a free trial, moving up costs nothing.
From your workspace, at any time. It keeps working until the end of the period you have paid for — or the end of the trial — and no further invoice is issued. You can undo the cancellation before that date. A period already paid for is not refunded; our Refund Policy has the details.
You own it. Every workspace is kept separate from every other, and every plan keeps an audit trail of who changed what. You can export your data at any time, and if you leave we keep it for you to export — we will tell you at least 30 days before we ever delete a closed workspace. Our Privacy Policy explains how we look after it.
Online, in rupees, through our payment partner PayU. A paid plan switches on the moment the payment goes through; if a payment fails, nothing is switched on and nothing is charged.
Something else? Talk to us.
Sign in or create your account, choose a plan and the number of people, and get your quote in a minute.
Subscriptions follow our Terms and Refund Policy.