Product

CRM & Leads —
every enquiry, one pipeline.

Capture, assign and follow up on every lead before it goes cold — from calls, WhatsApp and web forms, in one place.

100% free · No signup required

Need an invoice right now? Generate one free.

Skip the spreadsheet. Add your logo, company, customer and bank details, and download a professional GST-ready invoice as a PDF — free, in under two minutes.

  • ✓GST-ready formatting, built for Indian businesses
  • ✓Add your own logo and bank details
  • ✓Instant PDF download, nothing to install

What's included

Built to stop leads slipping through

01

Omnichannel capture

Calls, WhatsApp, web forms and walk-ins all land in the same pipeline.

02

Automatic assignment

New leads route to a salesperson immediately, not a shared inbox.

03

Follow-up reminders

A lead untouched for too long surfaces on its own, before it goes cold.

04

Conversion reporting

See win rate by source and by salesperson, not just total leads.

CRM & Leads is the core of CRM Force — where every enquiry, from a phone call to a WhatsApp message to a website form, lands in one pipeline instead of three disconnected places. It's built specifically to remove the two most common failure points in lead handling: leads that never get assigned, and leads that get assigned but never followed up.

What it replaces

Most small businesses run leads through a mix of a notebook, a shared WhatsApp number, and maybe a spreadsheet. Nobody owns follow-up, and there's no real way to tell which leads convert and which quietly go cold. CRM & Leads replaces all of that with one pipeline, visible to the whole team.

How it works day to day

Pre-configured for your industry

CRM & Leads isn't a blank pipeline you build from scratch — it ships pre-configured for 18 specific industries, with the fields and stages that actually match how that trade sells, from a real estate enquiry to a hospital appointment booking.

Frequently asked questions

Does CRM & Leads work with WhatsApp?
Yes — leads and conversations from WhatsApp log directly against the lead record, with automated follow-ups available through the WhatsApp Business API.

Is lead assignment automatic?
Yes, new leads are routed to a salesperson automatically based on your team's assignment rules, rather than sitting in a shared inbox.

Is CRM & Leads sold separately from the rest of CRM Force?
It's included in every CRM Force plan alongside GST billing, inventory and HRMS — not a separate purchase.

Related: Lead management software India · CRM with WhatsApp integration · HRMS & Payroll · CRM Force for freelancers & consultants

Put every lead in one pipeline.

Every module included — CRM, GST billing, inventory, staff attendance and AI. Free for 14 days, no credit card required.

Get started free
CRM Force mobile app

Your business, in your pocket.

Leads, attendance, billing and reports — everything you run on desktop, now a tap away on Android and iOS.

  • ✓Approve leave & expenses on the go
  • ✓Real-time lead alerts & follow-ups
  • ✓Raise GST invoices from your phone
★★★★★ 4.8 average rating  ·  used by 10,000+ businesses
App rating 4.8/5
Today
New leads32
Staff in16/18
🔔 New lead assigned

Integrations & Automation

Connect your business tools, capture every enquiry, and manage leads, attendance and follow-ups from one powerful platform.

E

ESSL Attendance

Biometric machine, attendance and employee data integration.

f

Facebook

Capture Facebook Lead Ads and assign leads automatically.

I

IndiaMART

Sync enquiries and manage every IndiaMART lead.

J

Justdial

Track Justdial enquiries with follow-up reminders.

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Instagram

Organize social enquiries and convert them into customers.

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CRM & APIs

Custom CRM, WhatsApp, website forms and API integrations.