Built for Indian SMBs

Close More Deals, Faster

Bizmitra CRM brings your leads, deals, follow-ups, and customer history into one screen. Send WhatsApp messages, generate quotes, and convert to invoices — all in one click.

Sales Pipeline · This Month
Qualified4
Sharma Traders
₹2,40,000
Patel Electrical
₹1,15,000
Mehta & Sons
₹85,000
Proposal3
Globex Ltd
₹4,80,000
Acme Corp
₹3,20,000
Won 🎉2
Modi Industries
₹6,50,000
Rao Exports
₹2,10,000

Visual Sales Pipeline

Move deals through stages with simple drag-and-drop. Forecast revenue with one glance.

🎯
Lead
12 deals
Qualified
8 deals
📄
Proposal
5 deals
🤝
Negotiation
3 deals
🏆
Won
2 deals

Everything Sales Teams Need

A complete CRM that doesn't get in the way of selling.

🎯
Lead Management

Capture leads from website, calls, WhatsApp, and walk-ins. Auto-assign to sales reps based on rules.

📊
Sales Pipeline

Visual Kanban board with customizable stages. Drag deals through your sales process.

💬
WhatsApp Integration

Send quotes, invoices, follow-ups, and reminders via WhatsApp directly from the CRM.

📞
Call Logging

Log every call with notes, outcome, and next action. Track team activity in real-time.

Follow-up Reminders

Never miss a follow-up. Schedule reminders with auto-notifications via app, email, and WhatsApp.

📄
Quotes & Proposals

Generate professional quotations in seconds. Convert won quotes to invoices with one click.

👥
Customer 360° View

See every interaction, deal, invoice, and payment in one customer profile screen.

🏆
Sales Targets

Set monthly targets per rep. Track progress with live dashboards and leaderboards.

🔄
ERP Integration

Built into Bizmitra ERP — no separate logins, no data sync issues. Sales, billing, inventory unified.

📱
Mobile CRM

Manage your pipeline on the go with Android and iOS apps. Perfect for field sales teams.

📈
Sales Analytics

Conversion rates, win/loss analysis, sales forecasting, and rep performance reports.

🔔
Smart Notifications

Get alerted when deals stall, payments are overdue, or hot leads need attention.

100+
Active Businesses
50K+
Deals Tracked
4.7★
Customer Rating
5+
Countries

Stop Losing Deals to Forgotten Follow-Ups

Try Bizmitra CRM free for 14 days. No credit card required. Set up in minutes.

Start Free Trial →
Bizmitra Assistant
FAQ

Frequently Asked Questions

What is CRM software? +
CRM (Customer Relationship Management) software helps businesses manage interactions with customers and prospects. It tracks leads, deals, communication history, follow-ups, and sales performance — al... Read More →
Is Bizmitra CRM suitable for small businesses? +
Yes. Bizmitra CRM is purpose-built for Indian SMBs with simple workflows, affordable pricing starting at ₹999/month, no per-user fees, and tight integration with billing, inventory, and WhatsApp — fea... Read More →
Does Bizmitra CRM support WhatsApp? +
Yes. Send quotations, invoices, follow-ups, payment reminders, and birthday wishes directly via WhatsApp from Bizmitra CRM. You can also create message templates and track delivery and read receipts.
Can I track sales pipeline stages? +
Yes. Bizmitra CRM offers a visual Kanban-style sales pipeline. You can customize stages like Lead, Qualified, Proposal, Negotiation, Won/Lost. Drag deals between stages, see weighted forecasts, and id... Read More →
Does CRM work with my existing billing software? +
Bizmitra CRM is built into Bizmitra ERP, so billing, inventory, and accounting are unified. If you use Tally separately, our two-way Tally sync keeps everything in alignment automatically.
Can my field sales team use it on mobile? +
Absolutely. The Bizmitra mobile app (Android and iOS) gives your field team full CRM access — view pipeline, log calls, send quotes, take orders, and update deal stages from anywhere with internet.
How long does it take to set up Bizmitra CRM? +
Most businesses are up and running within a few hours. Our team helps you import existing contacts, set up your sales pipeline, and train your team. White-glove onboarding is free with all paid plans.