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CRM2All14-day free trial

CRM software for small businesses and sales teams

Capture leads, manage customers, track your sales pipeline and never miss a follow-up — built for growing Indian businesses.

Starting at

₹699/month

CRM2All screenshot

Overview

What is CRM2All?

CRM2All keeps every lead, customer and conversation in one place so your sales team knows exactly who to call next.

Leads from your website, calls and walk-ins land in a single pipeline. Assign them to team members, schedule follow-ups, add notes and tasks, and watch deals move from new enquiry to won.

Built-in dashboards and reports show pipeline value, conversion rates and team performance. The architecture is ready for WhatsApp and SMS integrations so your team can reach customers on the channels they already use.

Key benefits

  • Never miss a follow-up

    Automatic reminders keep every lead moving.

  • One view of every customer

    All calls, notes and deals in one profile.

  • Know what is working

    See which sources and team members convert best.

Features

Everything included in CRM2All

  • Sales

    Lead management

    Capture, qualify and assign leads from every source.

  • Sales

    Sales pipeline

    Visual pipeline with custom stages to track every deal.

  • Sales

    Follow-ups

    Scheduled reminders so no lead goes cold.

  • Customers

    Customer management

    Complete customer profiles with history, notes and documents.

  • Productivity

    Tasks

    Create, assign and track tasks across your team.

  • Productivity

    Notes

    Log calls, meetings and conversations on every record.

  • Team

    Team management

    Roles, permissions and lead assignment rules for your team.

  • Insights

    Dashboard & reports

    Pipeline value, conversion rates and team performance at a glance.

  • Communication

    WhatsApp & SMS ready

    Integration-ready architecture for WhatsApp and SMS messaging.

Modules

What you get

CRM2All is delivered as 4 connected modules.

  1. Module 1

    Leads & Pipeline

    Lead capture, stages and deal tracking.

  2. Module 2

    Customers

    Contacts, companies, notes and history.

  3. Module 3

    Tasks & Follow-ups

    Reminders, tasks and activity timeline.

  4. Module 4

    Reports

    Sales dashboards and exportable reports.

See it in action

A look inside CRM2All

Explore the screens your team will use every day.

app.2all.co.in/crm-software/pipeline

Drag deals across stages and see the value of your pipeline at a glance.

  • Custom pipeline stages
  • Deal value per stage
  • Owner on every card

Screenshots

CRM2All in action

  • CRM2All sales pipeline kanban with deals across new, contacted, proposal, negotiation and won
    Visual sales pipeline
  • CRM2All leads list with source, owner, status and next follow-up
    Leads from every source in one list
  • CRM2All dashboard with revenue won, pipeline, leaderboard and today's follow-ups
    Sales dashboard and follow-ups

How it works

Getting started is simple

  1. 1

    Start your trial

    Choose a plan and start with a 14-day free trial.

  2. 2

    Import your data

    Bring in existing leads and customers.

  3. 3

    Invite your team

    Add users, set roles and assignment rules.

  4. Close more deals

    Work the pipeline with follow-ups and reports.

Who it's for

Who should use CRM2All?

  • Small businesses

    Owners who track leads in spreadsheets today.

  • Sales teams

    Teams that need shared pipelines and accountability.

  • Service companies

    Agencies, consultants and real-estate firms.

Pricing

CRM2All plans

Prices are shown before GST unless stated. A GST invoice is issued for every payment.

  • Starter

    Monthly

    For small teams getting organised.

    ₹699/month

    + GST (18%) · 14-day free trial

    Users
    5
    • Included: Lead and customer management
    • Included: Sales pipeline
    • Included: Follow-ups, tasks and notes
    • Included: Reports
    • Not included: Team roles and permissions
  • Growth

    Monthly

    Most popular

    For growing sales teams that need control and insight.

    ₹1,499/month

    + GST (18%) · 14-day free trial

    Users
    15
    • Included: Everything in Starter
    • Included: Team roles and permissions
    • Included: Lead assignment rules
    • Included: Advanced reports
  • Growth Annual

    Annual

    Growth plan billed yearly.

    ₹14,999/year

    + GST (18%)

    Users
    15
    • Included: Everything in Growth
    • Included: Priority support

Add-ons

  • Additional user

    Add one more team member to your plan.

    ₹149 per billing period · per unit

  • WhatsApp integration setup

    Connect your WhatsApp Business account for messaging from the CRM.

    ₹4,999 one-time

FAQ

CRM2All questions

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From the blog

Guides for CRM2All users

Ready to launch CRM2All?

Book a free demo to see it with your own workflow, or pick a plan and get started.