CredIntel CRMCustomer relationship management software
The CRM you shape around your business
CredIntel CRM is an online CRM for sales and service teams. Keep every lead, customer, deal and conversation in one place, organised the way your business works, and let automations handle the follow-ups.
14-day free trial on every plan. No card needed to start.
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.
Sales teams
Capture leads from your website and campaigns, follow a clear pipeline and never miss a follow-up.
Service businesses
Track customers, requests and documents in one place, from enquiry to signed agreement.
Lending and finance
Manage applications, borrowers and their documents with field-level access control.
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
Prices in Indian Rupees, exclusive of GST (18%). Cancel any time.
Starter
For small teams getting organised
₹1,499/month
or ₹14,990/year (2 months free)
- 3 users included, then ₹399 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)
- 10 users included, then ₹449 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)
- 25 users included, then ₹499 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 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.
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 service delivery.