CredIntel CRMCRM for growing teams in India
The CRM that fits the way your business works
Leads, customers, deals, documents, approvals and WhatsApp in one place. Start from a ready-made setup for sales, real estate, lending, recruitment or support, then shape it to your own process without writing code.
From ₹500 per user a month · Data hosted in India · 14-day free trial, no card needed
What we offer
CredIntel CRM is software as a service (SaaS): a subscription to our CRM application, used in your web browser on computer or phone. We host, secure, back up and update it for you. Subscriptions are billed monthly or yearly per workspace, with optional extra users, and include setup help and email support.
Ready for your industry on day one
Pick a ready-made setup with the right records, stages and roles, then change anything to match how your team works.
Sales and B2B
Capture leads from your website and campaigns, move deals through a clear pipeline and never miss a follow-up.
Real estate
Track buyers, properties and site visits from first enquiry to deal, with each agent seeing their own clients.
Lending and finance
Manage loan files, borrowers and documents from lead to disbursal, with field-level access control. See how
Recruitment
Follow every candidate from application to offer, across openings, interview rounds and interviewers.
Customer support
Log requests, assign them to the right person and keep the full history on the customer's record.
Any other business
Design your own record types and forms: students, patients, projects, orders. No code, no developer.
Features
Shape it to your business
Create your own record types (leads, deals, customers, loans, properties…) and design their forms with a drag-and-drop builder. No code.
Pipeline board
See every deal by stage and move it with a drag. Stage rules make sure the right details are filled in before a deal moves on.
Roles and permissions
Decide who sees and edits what, down to individual fields. Members see their own records, their team's, or everything.
Automations
Assign leads, create follow-up tasks, send emails and update fields automatically when records change or dates arrive.
Email from the record
Send emails from any record using templates. Customer replies land back on the same record's timeline.
Lead capture
Publish web forms on your site and connect other tools through API keys and webhooks; new enquiries arrive as records.
Tasks and reminders
Every follow-up has an owner and a due date, with reminders and a weekly summary email for each member.
Documents and e-signature
Generate quotes, agreements and letters from record data as PDFs and collect signatures online.
Dashboards and reports
Track pipeline value, conversion and team activity with dashboards; import and export your data any time.
Simple pricing
In India: prices in Indian Rupees, exclusive of GST (18%). Outside India: prices in US Dollars. Cancel any time.
Starter
For small teams getting organised
₹1,499/month
or ₹14,990/year (2 months free)
Outside India: $19/month or $190/year
≈ ₹500 per user a month
- 3 users included, then ₹399 ($6) per extra user/month
- Up to 5,000 records
- 2 GB file storage
- 10 automations
- All core features
- Web forms for lead capture
Growth
Automation and integrations for growing teams
₹4,999/month
or ₹49,990/year (2 months free)
Outside India: $59/month or $590/year
≈ ₹500 per user a month
- 10 users included, then ₹449 ($7) per extra user/month
- Up to 50,000 records
- 20 GB file storage
- 50 automations
- Everything in Starter
- API keys, webhooks and integrations
Business
Larger teams and data volumes
₹11,999/month
or ₹1,19,990/year (2 months free)
Outside India: $149/month or $1,490/year
≈ ₹480 per user a month
- 25 users included, then ₹499 ($8) per extra user/month
- Up to 2,50,000 records
- 100 GB file storage
- 100 automations
- Everything in Growth
- Higher limits throughout
All plans include all core features, data export, daily backups and email support. See full pricing and our refund and cancellation policy. Need more? Talk to us.
Questions
How does the free trial work?
Every new workspace gets 14 days with the features of the plan you choose. Pay to continue at the end, or stop: nothing is charged automatically.
How do I pay?
Online by UPI, debit or credit card, or net banking, through our payment partner. You receive a GST invoice for every payment. Customers outside India pay in US Dollars (USD) by international debit or credit card, at the USD prices shown, with no Indian GST added. Your card issuer may add its own foreign-exchange or cross-border fee.
Can I change plans?
Yes, at any time. Upgrades are charged only for the rest of the current period; the unused part of a downgrade is credited to your next payments.
Who owns my data?
You do. Export it at any time; we never sell it. See our privacy policy.
Do you deliver anything physical?
No. CredIntel CRM is an online service; access is given by email and in the app as soon as your account is created or your payment is confirmed. See shipping and delivery.
See it on your own data in 20 minutes
Bring your Excel sheet. We'll turn it into a working pipeline on the call.