Indian teams ke liye bana CRM

Leads, calls aur WhatsApp, ek hi app mein.

Lead aate hi team ke phone par. Ek tap mein call, call ke baad comment, follow-up ka reminder, customer ke documents aur roz ki report. Excel aur bikhre WhatsApp chats ka jhanjhat khatam.

Ya 7 din ka free trial shuru karo
  • Mobile app ki tarah install
  • Aapka naam aur logo
  • 1 din mein setup
Made in IndiaHinglish meinHar phone par chalta haiDocuments aapke office PC parWhatsApp Business API
45+businesses
56,000+leads managed
14shahar

Jaani-pehchaani dikkat?

Leads aati hain, par haath se nikal jaati hain.

01

Follow-up bhool jaate hain

Customer ne "kal call karna" bola, aur kal kisi ko yaad hi nahi raha. Lead competitor ke paas chali gayi.

02

WhatsApp mein sab bikhra hai

Har staff ke phone mein alag chat. Kaun kisse kya baat kar raha hai, owner ko pata hi nahi.

03

Documents ka peecha

Aadhaar aaya, PAN nahi aaya. Photo dhundhli hai. Har file ke liye 5 baar message karna padta hai.

Credivo CRM ye teeno kaam apne aap sambhalta hai. Dekho kaise →

Sab kuch jo team ko chahiye

Ek app. Poora sales kaam.

One-tap calling

Phone ke apne dialer se call, koi extra kharcha nahi. Call ke baad turant form: customer ne kya bola, status, agla follow-up.

WhatsApp Business inbox

Business number ki saari chats CRM mein, nayi bhi purani bhi. Wahin se reply, photo/PDF, templates, aur blue tick.

Facebook / Instagram ads

Click-to-WhatsApp ad se aaya customer apne aap lead ban jaata hai, ad ke naam ke saath. Pata chalega kaunsa ad kaam kar raha hai.

Follow-up reminders

Overdue aur aaj ke follow-ups ki list, aur time aate hi phone par notification, chahe app band ho.

Automation

Call nahi utha to agla call apne aap set. Ruki hui leads ka alert. Shaam ko owner ke phone par aaj ki report.

Customer upload link

Customer ko ek link bhejo. Wo phone se Aadhaar, PAN, statement khud upload kare, crop aur scan ke saath. Kya baaki hai, CRM batata hai.

Documents aapke office PC par

Customer ki files cloud par nahi, seedhe aapke office computer ke folder mein. Data aapke haath mein.

Document editor

Upload se pehle crop, rotate, "scan jaisa" saaf, size chhota, aur kai photos ko ek PDF mein jodna.

Reports

Team mein kisne kitni call ki, kitni connect hui, kitne paid hue, kaunsa source sabse achha. Excel mein download.

Team aur lead baantna

Admin sab dekhe, staff sirf apni leads. Niyam bana do: Facebook ad wali leads Ravi ko, Lucknow wali Neha ko.

Roz ka automatic backup

Har din poora data aapke office PC par backup. Server par bhi 7 din ki copy.

Aapka brand

Aapka naam, logo aur colour. Customer ko upload page aur messages par aapki company dikhegi.

Video mein dekho

CRM kaise kaam karta hai

Lead aane se paid hone tak ka poora kaam, ek chhote video mein.

WhatsApp

Har chat, har lead, ek jagah.

Business number par aaya har message CRM mein. Naya number ho to apne aap lead ban jaati hai aur team mein baari-baari se assign. Staff wahin se reply kare, owner sab dekh sake.

  • Purani chats bhi (WhatsApp export ya coexistence)
  • Photo, PDF, saved files ek tap mein bhejo
  • Welcome aur office-band auto-reply
  • Customer ki photo seedhe "Office PC mein save"
CRM mein ek customer ki WhatsApp chat, saath mein reply box
Saari WhatsApp chats ki list, unread messages ke saath

Calling aur follow-up

Koi lead dobara haath se nahi niklegi.

Call kiya, customer ne nahi uthaya? CRM khud 2 ghante baad ka follow-up laga deta hai, phir kal subah 11 baje. Har lead ki poori kahani ek jagah: calls, comments, status, documents.

  • Hot / Follow-up / Paid jaise status ek tap mein
  • Overdue follow-ups ki alag list aur badge
  • 5 din se ruki leads ka roz alert
Lead ka page: Call aur WhatsApp button, status aur follow-up
Aaj ke aur overdue follow-ups ki list

Documents

Customer khud upload kare. Aap sirf check karo.

Ek link bhejo. Customer apne phone se documents bhejta hai, aur file seedhe aapke office PC par save hoti hai. CRM batata hai kya aa gaya aur kya baaki hai, aur 2 din baad reminder deta hai.

  • Aadhaar ke dono side ek PDF mein
  • Crop, "scan jaisa" saaf aur size chhota
  • Cloud par koi file nahi, data aapka
Customer ka document upload page: PAN, Aadhaar, bank statement
Lead ke documents: kya aaya aur kya baaki

Owner ke liye

Team kya kar rahi hai, roz shaam pata chale.

Dashboard par aaj ke follow-ups, overdue, aur pipeline. Reports mein har member ki calls aur conversion. Shaam 7 baje phone par report: kitni calls, kitne naye lead, kitne paid.

  • Source aur ad ke hisaab se conversion
  • Excel (CSV) download
  • Automation ki settings aapke haath mein
Owner ka dashboard: aaj ke follow-ups, ruki leads aur pipeline
Team report: har member ki calls aur conversion

Kiske liye

Jahan leads phone aur WhatsApp par aati hain.

Apna business chuno aur dekho Credivo CRM aapke liye kya karega.

Shuru kaise karein

3 steps. 1 din.

  1. 1

    Free demo

    15 minute ki call. Aapka kaam samjhenge aur CRM chala kar dikhayenge.

  2. 2

    Setup aapke naam se

    Aapka logo, colour, team members, WhatsApp number aur purani leads ka import. Hum karte hain.

  3. 3

    Team kaam shuru kare

    Har staff ke phone par app install. Training aur WhatsApp par support.

Pricing

Seedhe daam. Koi chhupa kharcha nahi.

Starter

Chhoti team, shuruaat ke liye

₹999/mahina

+ GST

  • 3 users
  • Leads, calling, comments
  • Follow-up reminders
  • Dashboard
  • CSV import / export
Demo lo Free trial shuru karo
Sabse popular

Business

Badhti hui sales team

₹2,999/mahina

+ GST

  • 10 users
  • Starter ka sab kuch
  • WhatsApp Business inbox
  • Facebook / Instagram ad tracking
  • Automation aur reports
  • Phone notifications
Demo lo Free trial shuru karo

Pro

Documents wale business

₹4,999/mahina

+ GST

  • 25 users
  • Business ka sab kuch
  • Documents office PC par
  • Customer upload link + editor
  • Aapka naam aur logo
  • Roz ka auto backup
Demo lo Free trial shuru karo

Saare daam + 18% GST. Setup aur training: ₹3,000 se ₹5,000 ek baar. WhatsApp ke template messages ka Meta ka kharcha alag (aapke Meta account se).

Data ki suraksha

Aapka data, aapke haath mein.

Customer ke Aadhaar, PAN aur bank statement sabse sensitive data hain. Isliye Credivo CRM unhe cloud par nahi rakhta.

  • Documents office PC parCRM sirf file aage pahunchata hai, apne paas nahi rakhta.
  • Har company ka alag serverAapka data kisi aur company ke saath nahi milta.
  • Staff sirf apni leads dekheExport aur delete sirf admin ke paas.
  • Roz ka backup aapke PC parServer ko kuch hua to bhi data surakshit.

Sawaal

Aksar pooche jaane wale sawaal

Kya iske liye alag app download karna padega?

Nahi. Ye browser mein chalta hai, aur ek tap mein phone ki home screen par app ki tarah install ho jaata hai. Android aur iPhone dono par.

Call kaise hoti hai? Kya call ka paisa lagta hai?

Call aapke phone ke apne dialer aur SIM se hoti hai, isliye koi extra kharcha nahi. Call ke baad CRM turant comment aur follow-up ka form kholta hai.

Kya mera purana WhatsApp Business number chalega?

Haan. Number WhatsApp Business API se judta hai. Purani chats export file se ya coexistence se CRM mein aa sakti hain. Setup hum karwa dete hain.

Meri purani leads Excel mein hain, unka kya?

CSV / Excel file se ek baar mein import ho jaati hain, aur team mein barabar baant bhi sakte ho.

Internet band ho gaya to?

App ko chalne ke liye internet chahiye. Internet aate hi sab wahin se chalu ho jaata hai, koi data nahi khota.

Kya ye mere business ke hisaab se badal sakta hai?

Haan. Aapka naam, logo, colour, documents ki list aur lead baantne ke niyam aapke hisaab se set hote hain.

Office PC band ho to customer ke documents ka kya hota hai?

CRM documents apne server par nahi rakhta, isliye PC band ho to file kahin hold nahi hoti. Customer ke upload page par message aata hai ki office computer band hai, thodi der baad try karein. Link chalu rehta hai: PC on hote hi customer dobara bhej sakta hai. Isliye kaam ke time office PC aur Docs App chalu rakhein.

Price mein GST shamil hai?

Nahi, 18% GST alag se.

Free trial mein kya milega?

7 din tak apni team ke saath CRM chala kar dekho: leads, calling, follow-ups, reminders aur reports. Setup mein hum madad karte hain. Trial ke liye koi paisa nahi; pasand aaye to plan lo.

Kya main kabhi bhi band kar sakta hoon?

Haan. Monthly plan kabhi bhi band kar sakte ho, wo mahine ke aakhir se lagu hota hai. Poore niyam Refund & Cancellation Policy mein hain.

Free demo book karo

Form bharo, hum jaldi aapko call karenge. Ya seedhe WhatsApp / call karo.

+91 70886 28862

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