Sales CRM software for a small business, set up in a week

Who is a starter CRM right for?

Small sales teams whose pipeline currently lives in a spreadsheet, a notebook or a WhatsApp group. The usual signs: nobody is sure who is following up on which lead, quotations are rebuilt from an old file each time, and the owner finds out how the month went only at the end of it. The package is most often built for e-commerce, professional services and real estate teams.

It suits a business that sells in a fairly standard way: enquiry, conversation, quotation, won or lost. If your sale involves discount approvals, territories, or several teams who should not see each other’s accounts, read the comparison further down before you choose.

What changes for the sales team?

Leads from your website and WhatsApp land in one place. Each enquiry is captured as it arrives, assigned to a salesperson and given a follow-up reminder, so it does not go quiet in someone’s phone. The pipeline stages are designed with you around how your sales actually progress, rather than copied from a generic template, which is what makes the owners’ dashboard mean something later.

Quotations come from templates instead of an edited copy of last month’s file. The team is trained on the setup and gets a handbook, so the way the CRM is used is written down rather than held in one person’s head.

What does the starter leave out?

The starter is deliberately narrow. Custom objects, role and territory permissions, approval and discount rules, email and call logging and a quote-to-invoice workflow are not among its six items; those belong to Custom CRM Setup, compared below. Importing an old lead list is not listed either, and the questions further down cover what to do about it.

IndiaMART is not one of the listed lead sources. IndiaMART Lead Autopilot (₹10,000, up to 7 days) puts every IndiaMART enquiry into your CRM or a Sheet with a WhatsApp reply. Any other lead source or a telephony connection is scoped on the call rather than assumed.

Sales CRM Starter or Custom CRM Setup?

Custom CRM Setup starts at ₹95,000 and is delivered in up to 3 months. It is built on your own field model, so it can hold approval steps, discount limits, territories and a quotation that becomes an invoice, and it includes data migration from the tools you use now. It fits a business whose sales process already has approvals, regions and several layers of management.

If you are a small team moving off spreadsheets, start with the starter. It puts the basics into daily use first, and a few months of real pipeline data make a larger scope easier to write, if you ever need one.