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.
Indian teams ke liye bana CRM
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 karoJaani-pehchaani dikkat?
Customer ne "kal call karna" bola, aur kal kisi ko yaad hi nahi raha. Lead competitor ke paas chali gayi.
Har staff ke phone mein alag chat. Kaun kisse kya baat kar raha hai, owner ko pata hi nahi.
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
Phone ke apne dialer se call, koi extra kharcha nahi. Call ke baad turant form: customer ne kya bola, status, agla follow-up.
Business number ki saari chats CRM mein, nayi bhi purani bhi. Wahin se reply, photo/PDF, templates, aur blue tick.
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.
Overdue aur aaj ke follow-ups ki list, aur time aate hi phone par notification, chahe app band ho.
Call nahi utha to agla call apne aap set. Ruki hui leads ka alert. Shaam ko owner ke phone par aaj ki report.
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.
Customer ki files cloud par nahi, seedhe aapke office computer ke folder mein. Data aapke haath mein.
Upload se pehle crop, rotate, "scan jaisa" saaf, size chhota, aur kai photos ko ek PDF mein jodna.
Team mein kisne kitni call ki, kitni connect hui, kitne paid hue, kaunsa source sabse achha. Excel mein download.
Admin sab dekhe, staff sirf apni leads. Niyam bana do: Facebook ad wali leads Ravi ko, Lucknow wali Neha ko.
Har din poora data aapke office PC par backup. Server par bhi 7 din ki copy.
Aapka naam, logo aur colour. Customer ko upload page aur messages par aapki company dikhegi.
Video mein dekho
Lead aane se paid hone tak ka poora kaam, ek chhote video mein.
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.


Calling aur follow-up
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.


Documents
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.


Owner ke liye
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.


Kiske liye
Apna business chuno aur dekho Credivo CRM aapke liye kya karega.
Shuru kaise karein
15 minute ki call. Aapka kaam samjhenge aur CRM chala kar dikhayenge.
Aapka logo, colour, team members, WhatsApp number aur purani leads ka import. Hum karte hain.
Har staff ke phone par app install. Training aur WhatsApp par support.
Pricing
Chhoti team, shuruaat ke liye
₹999/mahina
+ GST
Badhti hui sales team
₹2,999/mahina
+ GST
Documents wale business
₹4,999/mahina
+ GST
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
Customer ke Aadhaar, PAN aur bank statement sabse sensitive data hain. Isliye Credivo CRM unhe cloud par nahi rakhta.
Sawaal
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 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.
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.
CSV / Excel file se ek baar mein import ho jaati hain, aur team mein barabar baant bhi sakte ho.
App ko chalne ke liye internet chahiye. Internet aate hi sab wahin se chalu ho jaata hai, koi data nahi khota.
Haan. Aapka naam, logo, colour, documents ki list aur lead baantne ke niyam aapke hisaab se set hote hain.
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.
Nahi, 18% GST alag se.
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.
Haan. Monthly plan kabhi bhi band kar sakte ho, wo mahine ke aakhir se lagu hota hai. Poore niyam Refund & Cancellation Policy mein hain.