Sales CRM
The sales CRM that takes you from first lead to paid invoice
Capture leads, work your pipeline, send quotes customers sign online and forecast the quarter, all in one CRM your whole team shares. From $12 per user per month, or ₹599 in India.
No credit card. Up to 10 users on the trial.
Sales CRM features
Everything a sales team needs, without the add-ons
Lead management, pipeline management, quoting and sales forecasting in one place, so reps sell and managers see the real numbers.
Lead management
Leads arrive from your website's Lead Capture Form and the Sales Inbox, or by CSV import. Track status, source and rating, set a next follow-up date, and see when each lead was last contacted. Convert a qualified lead to an account, contact and opportunity in one click.
Pipeline management
A drag-and-drop pipeline board and list views, stages with win probabilities, and views for my open deals and deals closing this month or quarter. Every email, call, task and meeting sits on the deal's timeline.
Quotes and e-signature
Products and price lists, line-item discounts and branded PDF quotes. Send a quote for signature: customers sign on a private page and the signed PDF is saved on the quote. Discount approvals stop deals going out below margin.
Sales forecasting
Quarterly forecasts by category (pipeline, best case, commit, closed) against each rep's quota, with deals in several currencies rolled up in yours.
Tasks, meetings and calls
Tasks and meetings on every lead and deal, synced both ways with Google Calendar and Google Tasks, with Google Meet links. Call customers from the record with Twilio or Exotel, recorded and logged.
Reports and dashboards
Pipeline by stage, win rate, leads by source and sales by rep, built in a few clicks and shared as dashboards. Export any report to CSV.
Lead to cash
One flow from the first enquiry to money in the bank
- CaptureWeb form, sales email address, import or API
- QualifyStatus, rating, follow-up dates and last contact
- ConvertAccount, contact and opportunity in one click
- QuotePDF quote, approvals and e-signature
- CloseOrder from the accepted quote; deal marked won
- Get paidInvoice with GST or tax, paid online by card or UPI
Automation and AI
Let the CRM do the follow-up
- Workflow rules update fields, send template emails, create tasks or call a webhook when a record changes, now or later.
- Email templates with merge fields for quotes, follow-ups and reminders.
- Invoice reminders go out on their own until an invoice is paid.
- AI assistants such as Claude connect through CRMSix's built-in MCP server: ask "which deals close this month?" or "add a follow-up task", with your permissions.
Sales CRM for India
Built for how Indian businesses sell
Prices in rupees
Starter at ₹599, Professional at ₹1,499 and Enterprise at ₹2,799 per user per month, billed yearly. Prices exclude GST.
GST invoices
Gap-free invoice numbers with CGST and SGST or IGST worked out from the place of supply, as a PDF and a link your customer can open.
UPI and net banking
Customers pay invoices by UPI, cards or net banking through your own Razorpay account, and the payment is recorded on the invoice.
Seven Indian languages
Each person can use CRMSix in Hindi, Bengali, Tamil, Telugu, Marathi, Gujarati or Kannada, or in English.
Plans
Sales features by plan
Every plan includes the sales CRM. See full pricing.
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Leads, Lead Capture Form and Sales Inbox | ✓ | ✓ | ✓ |
| Pipeline board, opportunities and contacts | ✓ | ✓ | ✓ |
| Products, price lists and PDF quotes | ✓ | ✓ | ✓ |
| Tasks, meetings, email templates and workflow rules | ✓ | ✓ | ✓ |
| Reports and dashboards | ✓ | ✓ | ✓ |
| Quote approvals and e-signature | — | ✓ | ✓ |
| Orders, GST invoices and online payments | — | ✓ | ✓ |
| Forecasts, quotas and multiple currencies | — | ✓ | ✓ |
| Contracts, renewals and credit notes | — | ✓ | ✓ |
| Google Calendar, Tasks and Meet sync | — | ✓ | ✓ |
| Custom objects, flows, sandboxes and data export | — | — | ✓ |
| Per user per month, billed yearly | $12 · ₹599 | $32 · ₹1,499 | $55 · ₹2,799 |
FAQ
Sales CRM questions
What is a sales CRM?
A sales CRM (customer relationship management software) is where a sales team keeps its leads, contacts, deals and conversations. It shows every opportunity's stage and value, reminds reps what to do next and gives managers a forecast they can trust, instead of spreadsheets and inboxes.
Is CRMSix a good CRM for small businesses?
Yes. Starter costs $12 (₹599) per user per month and already includes leads, the pipeline, quotes, workflow rules and reports. You can start with two users and add more at any time, paying only for the rest of your billing period.
Can customers sign quotes online?
Yes, on Professional and Enterprise. Send a quote for signature and the customer signs on a private page; the signed PDF and a certificate of completion are saved on the quote, and an accepted quote becomes an order.
Does CRMSix create GST invoices?
Yes, on Professional and Enterprise. Invoices work out CGST and SGST or IGST from the place of supply, with gap-free numbering, and customers can pay by UPI, card or net banking through Razorpay.
Can I import my leads and deals from spreadsheets or another CRM?
Yes. Import leads, accounts, contacts and opportunities from CSV files with field mapping and duplicate checks, or use the REST API. We can help with a larger move from Salesforce, HubSpot or Zoho.
Does the sales CRM work with my support team?
Yes. CRMSix is a sales CRM and a customer service CRM in one product, so reps see open cases before a renewal and agents see what a customer bought.