01
Sales teams working leads from ads
Capture each enquiry with its source, assign it at once and track which campaigns produce qualified leads.
CRM for teams that sell on WhatsApp
Business CRM Software for Indian Teams That Sell on WhatsApp
Turn every enquiry into a lead with an owner and a next step, keep follow-ups from slipping and see what your team is winning, without moving customers out of the chat they already use.
Karyagrah Business
Hi, I need help choosing the right solution.
I can help. Tell me your team size and main goal.
We need lead capture, follow-ups and human support.
Lead saved and assigned to the sales team.
Every enquiry becomes a lead
Leads come in from WhatsApp chats, your website form, imports and integrations, each with a source, a stage and an owner.
Follow-ups that cannot be forgotten
One follow-up list shows what is due today, what was missed and what is coming, so the next step is always visible.
Quotations and team view together
Send GST quotations from the CRM and see how each person and team is performing, without a second tool.
What is business CRM software?
Business CRM software records your customers and leads, every conversation with them and who owns the next step. For a small team the value is discipline rather than features: every enquiry has an owner, every owner has a next follow-up, and the manager can see both.
A good CRM replaces scattered phone contacts, spreadsheets and memory with one record per customer that the whole team can trust.
What to look for in a CRM for a small business
There is no single best CRM for every business, so judge by fit. Check that it captures leads where they actually arrive, gives every lead an owner and a follow-up date, matches how your team already talks to customers, is simple enough to use every day, and reports who is following up and what was won.
Also check how you will get data in and out, how access is controlled between staff, and whether the price still makes sense when the team grows.
Why start the CRM from the conversation
For many Indian businesses the first message arrives on WhatsApp. When the CRM sits next to the shared inbox, a lead can be created from the chat in a click, the history stays attached, and a follow-up reminder points back to the same conversation instead of a separate sheet.
Karyagrah combines the team inbox, lead management, campaigns and automation in one workspace, so sales and support see the same customer history.
What the Karyagrah CRM includes
Lead management covers capture from chats, a website enquiry form and contact imports, stages, owners and automatic assignment, duplicate checks, and a follow-up list with done, missed, today and upcoming views. Quotations can be built from your catalogue or typed in, with GST on each line, and shared as a link the customer can accept, by WhatsApp, e-mail or link.
Managers can see team performance scored on the activity that matters for each role. Selected integrations connect the CRM to Zoho CRM, Google Sheets and Zapier, and APIs and webhooks cover the rest.
Start with a process your team will follow
Import your current contacts, agree three or four stages that match how you really sell, and give every lead an owner from day one. Add a follow-up rule for each stage, such as a call within a day of an enquiry, and review the follow-up list in a short daily meeting.
Add campaigns, quotations and automation after the team is using the basics, so the CRM grows with the habit rather than ahead of it.
Practical workflows
Where teams use this every day
Start with a workflow tied to a clear customer or operational outcome, then expand after the team can measure it.
02
Admissions and enquiry desks
Keep every parent or student enquiry, stage and follow-up in one list instead of across several phones.
03
Service businesses with repeat customers
See earlier chats, notes and quotations before replying, so the customer never repeats a requirement.
04
Quotation-led selling
Prepare a GST quotation, send it on WhatsApp, and see when the customer accepts it.
Compare the operating model
From a basic setup to a managed team workflow
AreaBasic app or toolKaryagrah
Where leads come fromTyped into a sheet or kept in phone contactsCreated from WhatsApp chats, a website form, imports and integrations
OwnershipUnclear who replied or who should callEvery lead has an owner, a stage and a visible next follow-up
Follow-upsDepend on memoryOne list with due, missed and upcoming follow-ups
Quotations and reportingSeparate documents and manual countsGST quotations and team performance in the same workspace
Implementation guides
Read the next practical guide
WhatsApp CRM guide for Indian businesses
See the records, ownership and follow-up process that make a CRM useful.
Read guideAutomate customer follow-ups on WhatsApp
Set reminders and sequences that bring customers back into the conversation.
Read guideWhatsApp lead-generation automation
Turn a first message into a qualified, assigned lead.
Read guideFrequently asked questions
What is business CRM software?
Business CRM software records your customers and leads, your conversations with them and who owns the next follow-up, so the whole team works from one trusted record.
Is Karyagrah suitable for a small team?
Yes. It is designed for small and growing teams that sell and support customers on WhatsApp, with individual logins, assignments and a simple follow-up list.
Can I import my existing contacts and leads?
Yes. Contacts can be imported from a spreadsheet with the fields your team needs. Clean phone numbers, sources and opt-in records first.
Can I send GST quotations from the CRM?
Yes. Quotations can use catalogue items or manual lines with GST on each line, and can be shared with a link the customer can accept.
Can the CRM connect to Zoho CRM, Google Sheets or Zapier?
Yes. Karyagrah has integrations for Zoho CRM, Google Sheets and Zapier, plus APIs and webhooks for other tools.
Can managers see who is following up and what is won?
Yes. Managers can review assignments, follow-ups, lead progress and team performance without relying on individual phones.
Can it replace a standalone CRM?
For teams whose selling happens on WhatsApp it often can. A team that needs very deep marketing or accounting features may keep a dedicated tool and connect it through the integrations.
Is lead management included in the plans?
Lead management is part of Karyagrah's plans. The Pricing page shows what each plan includes.