Sales & Lead Management
Every lead, every call, on one record
Leads, deals and contacts move through your pipeline in a workspace your team shares — with notes, activity history and the call log attached to the record rather than scattered across it.
7-day free trial · No credit card required
At a glance
Workspace-based lead, deal and contact management with list and Kanban views, notes and activity timelines, collaborators, role-based permissions, custom fields and buttons, saved filters, and click-to-call with its own calling policy and queue.
- Workspaces
- List and Kanban views
- Activity timeline
What teams use CRM for
Lead pipeline
Move leads through stages in a list or on a Kanban board.
Deal tracking
Watch a deal from open to closed, with its history attached.
Contact records
One record per person, with every note and activity on it.
Team workspaces
Each team gets its own workspace, fields and pipeline.
Role-based access
Assign work and decide who may see or change what.
Calling leads
Dial from the record — no copying numbers into a phone.
Re-engaging leads
Unanswered leads are retried automatically on a schedule.
IVR call handling
Inbound flows reach the lead and transfer to an agent.
CRM features
Everything included on every paid plan unless noted.
Workspaces
Team-level separation — records, roles and settings per workspace.
List and Kanban views
The same leads and deals as a table or as a board.
Activity timeline
Notes and history in order on the lead, deal or contact.
Collaborators
Add teammates to a record without opening up the workspace.
Role-based permissions
Set per workspace, so one team's rules are not another's.
Custom fields
Model what your business tracks, not what a template assumed.
Picklists
Your own dropdown option sets, kept consistent across records.
Custom buttons
Put the action your team repeats onto the record itself.
Saved filters
Keep the view you work from instead of rebuilding it daily.
Click-to-call
Dial from the record, through a calling queue and policy you set.
Call attempt log
Every attempt recorded, answered or not.
Automated lead retry
Unresponsive leads are re-queued on a schedule you decide.
CRM pricing
Pricing on request
CRM is quoted against what you actually plan to run — the channels you trigger, the volumes behind them and the systems it has to connect to. Tell us that and you get a firm number, with GST shown before anything is charged.
FAQ
No. CRM is one system, not a set of packages — every feature on this page is included in the licence. You choose how many months to pay for, not which tier to buy.
No. CRM works on its own for leads, deals and contacts. A number is only needed if you want to call from inside it — click-to-call and inbound IVR use our calling service, which is bought separately.
You can dial a lead from its record. Calls go through a calling queue with a calling policy you set per workspace, and every attempt is logged on the lead whether or not it was answered. Leads that go unanswered are re-queued automatically on a schedule.
Not today. There is no public API for external CRM integrations yet, so records live here rather than being mirrored from another system. If that is a requirement, talk to us before you buy rather than after.
No. CRM tracks leads, deals, contacts and calls. Email and SMS are not integrated into the record, and there is no bulk import or export, no lead scoring, and no forecasting dashboard. We would rather you knew that from this page than found it in the trial.
Every service has its own independent 7-day trial with trial credits included. Starting a trial on one service does not use up your trial on another. No card is required.
A one-time charge covering number provisioning, DLT and account setup on the service you buy. It is billed once per service, on your first purchase of it, and appears as a separate line on your GST invoice.
Payments are processed by Razorpay — UPI, cards, net banking and wallets. CloudShope never sees or stores your card details. A GST invoice is issued automatically once payment is confirmed.
No. Prices are exclusive of GST, which is added at checkout at the applicable rate and split as CGST + SGST or IGST based on your registered state.
Try CRM free for 7 days
Every service has its own independent trial. No credit card required.