Build a shared account picture.
Bring contacts, companies, notes and deals out of separate trackers. Agree on who owns each opportunity and what your team needs to know before contacting the buyer.
Company · Contact · Opportunity owner
CRM software in IndiaYour next customer.
Your next customer.
Your whole team, ready.
For Indian businesses building a repeatable sales process, UniCRM brings buyer research, follow-ups and deal context into one connected workflow.
For growing Indian businesses with more opportunities to manage.
Sales workspaceIllustrative demoYour opportunities
MWA clear next step.
Meridian Works₹2,40,000
Walk through the handover workflow
Northstar Studio₹1,80,000
Confirm the buying timeline
Arc Supply Co.₹3,60,000
Resolve the onboarding question
Keep the next conversation moving
Customer context, carried into the next step.
The work behind the sale
Growth gets harder when the handover is a recap.
A founder knows the buyer. A salesperson has the latest conversation. Someone else has the proposal. When the history is scattered across inboxes and spreadsheets, every handover starts with a search.
Make customer context part of the sales process. UniCRM connects the groundwork, conversations and next steps so your team can pick up an opportunity with a clearer understanding of it.
A connected workflowFrom context.
From context.
To conversation. To progress.
Follow up with context.
Connect research and previous conversations to the next message. Keep continuity when a founder hands an account to a salesperson or a colleague joins a meeting.
Research → Conversation → Handover
Review the work behind the pipeline.
Look at deal progress, outstanding objections and next steps together. Use pipeline reviews to decide where the team needs help and what should happen next.
Open opportunity · Blocker · Agreed next step
Before you choose
A practical CRM buying checklist for India.
Shortlist around your actual sales process. Confirm these details with any provider before making a buying decision.
Discuss your requirements- Ask for pricing, billing currency, applicable taxes and the total cost for your team.
- Confirm the communication channels and integrations you rely on, including any WhatsApp requirements.
- Discuss where customer data is stored and the access, export and deletion controls available.
- Test your own contact and deal import, including duplicates and existing notes.
- Confirm support hours, onboarding scope and the steps needed to move your team over.
How do I choose CRM software for an Indian business?
Start with your sales process, team size and existing tools. Test an end-to-end opportunity, from an inbound enquiry or researched account to a follow-up and pipeline review. Then compare the full cost, onboarding, support and data-handling terms.
Does UniCRM offer INR pricing or GST invoices?
Pricing and billing terms are not listed on this website. Contact the UniCRM team to confirm currency, taxes, invoicing and the scope of a proposal for your business.
Can we use our existing contacts and deals?
UniCRM’s migration workflow is intended to bring contacts, companies, deals and notes from an existing CRM. Ask the team to validate your source system, field mapping and a sample import before planning the full migration.
Is WhatsApp included?
This website does not confirm a production WhatsApp integration. If WhatsApp is central to your sales process, ask the team to demonstrate the specific integration, supported actions and any additional costs before choosing a plan.
Bring your sales process.