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End-to-end lead-to-invoice automation with WhatsApp outreach, Kanban pipelines, and GPS field tracking.
Perfect for active sales reps and startups.
The ideal tools for growing teams and mid-market sales.
Full sales pipeline automation and marketing channels.
For multi-tenant isolation, branch sync, and control.
Compare features side-by-side. See how CRM Pro modules map directly to your subscription.
| CRM Modules & Features | Free | Basic | Standard | Professional | Enterprise |
|---|---|---|---|---|---|
| Core Sales & Pipelines | |||||
| Leads & Referral Management | Up to 100/mo | Unlimited | Unlimited | Unlimited | Unlimited |
| Round-Robin Auto-Assignment | |||||
| Deals Board (Kanban Pipelines) | 1 Pipeline | 5 Pipelines | Unlimited | Unlimited | |
| Customers & Partners Registry | Up to 50 records | Up to 500 records | Unlimited | Unlimited | Unlimited |
| Products Catalog | 10 Items | 100 Items | Unlimited | Unlimited | Unlimited |
| Billing & Pre-Sales | |||||
| Quotations & Proposals (PDF Generation) | Basic template | Multiple series | Custom branding | Custom branding | |
| Invoices & Delivery Challans | |||||
| Auto GST & TDS Taxes calculations | |||||
| Collaboration & Marketing | |||||
| Unified Chat Hub (Calls, Internal/External Channels) | Basic (Chats) | Full History | Full History | CoPilot AI Transcripts | CoPilot AI Transcripts |
| Tasks & Actions (Reminders & Deadlines) | Up to 5 active | Unlimited | Unlimited | Unlimited | Unlimited |
| WhatsApp Outreach Campaigns | Baileys QR Link | Meta official WABA API | Meta official WABA API | ||
| Security & Customization | |||||
| Custom Fields Builder | Up to 5 fields/entity | Unlimited | Unlimited | ||
| Role-Based Access Control (RBAC) | Viewer Only | Viewer & Rep profiles | Pre-seeded roles | Fully configurable roles | Roles + Audit logs |
| Multi-Tenant Database Isolation | Shared instance | Shared instance | Shared instance | Isolated database | Isolated database + On-Premise option |
| GPS & Camera Visit Tracking | |||||
| Travel & Attendance Dashboard | |||||
| Leaves & Cancellation Logs | |||||
| Monthly Excel Attendance & Travel Reports | Attendance Summary | Attendance & Travel logs | |||
| Infrastructure & SLA | |||||
| Cloud Disk Storage space | 5 GB | 24 GB | 100 GB | 500 GB | 1 TB |
| Reports & Analytics Dashboards | Sales totals | Detailed charts | Detailed charts | Custom KPI matrix | Custom KPI matrix |
| Technical SLA & Support | Forum Support | Email Support | Priority email/chat | Priority email/chat | 24/7 dedicated manager |
Submit an inquiry to set up your billing profile or coordinate a custom database integration. Our cloud support engineers will initialize your workspace credentials.
Standard setups are launched on cloud containers in less than 2 hours.
Upgrade tiers or expand storage capacity dynamically in the system panel.