Category
Marketing
Platform
Secure web workspace
Availability
Available in KaamGPT
Connected data
Employees, permissions and your company workspace

What does CRM do?

Capture leads from your website, forms, WhatsApp, spreadsheets and your own software; move them through as many pipelines as your business runs; and design exactly what happens at every step — send a WhatsApp Blast template, send an Email Marketing template, wait, check whether they replied, create a task, remind the salesperson on their own WhatsApp and email, move the lead on. Notes, tasks, reminders, a full timeline of every message, bulk import and export, lead scoring, teams and reports, all in one place.

Customers and leads in KaamGPT0:12 · filmed in KaamGPT’s public demo workspace · Open the demo

How does CRM work with the other KaamGPT apps?

Every lead, every follow-up, on autopilot. Because CRM is part of KaamGPT, it uses the same company, team, access controls and connected workflows as the rest of your apps — one sign-in, one set of permissions, one bill.

How do I start using CRM?

Create a workspace, invite your team and switch on only the applications your company uses today. Everything you add later reads the same employees and permissions. New workspaces start with a 14-day free trial of every app.

How does KaamGPT compare with spreadsheets or a single-purpose app?

The same job three ways. KaamGPT’s column is from its published plans; the others describe how those setups usually work.

CRM compared: KaamGPT, spreadsheets and chat, or a single-purpose app
What you getKaamGPTSpreadsheets and chatA single-purpose app
PricePlans from ₹999 a month, with a 14-day free trialFree, or part of an office suiteIts own subscription, priced by the vendor
Works with your other toolsOne customer list shared by attendance, HR, projects, billing, CRM, WhatsApp and emailCopied between files by handThrough exports or integrations, where offered
On the phoneAndroid and iPhone apps, and any browserSpreadsheet and chat appsDepends on the vendor
Getting startedFree sign-up; a specialist can set it up with you on a callBuild and keep up your own sheetsSet up each app on its own
HelpCall or WhatsApp +91 79767 82366None built inThe vendor’s own support

What does Indian law require of a business that holds customer data?

A Data Fiduciary shall protect personal data in its possession or under its control, including in respect of any processing undertaken by it or on its behalf by a Data Processor, by taking reasonable security safeguards to prevent personal data breach.

— Digital Personal Data Protection Act, 2023, Section 8(5)

CRM: common questions

5 answers
How much does CRM cost?

CRM is included in every KaamGPT plan: Starter ₹999 a month, Growth ₹2,999 a month, Business ₹4,999 a month and Agency ₹9,999 a month. Each plan's monthly allowances are on the pricing page.

Can I try CRM for free?

Yes. Every new workspace gets a 14-day free trial with every app, CRM included; after that you choose a plan.

Do I need to install anything to use CRM?

No. CRM runs in any modern browser inside your KaamGPT workspace, and the same workspace opens in the KaamGPT app on Google Play and the App Store.

Does CRM work with the other KaamGPT apps?

Yes. CRM uses the same company, employees and permissions as every other app in your workspace — one sign-in, one set of access rules.

Can someone set CRM up with us?

Yes. Call or WhatsApp +91 79767 82366 and a specialist will walk your team through it on a call.

Sources

  1. Digital Personal Data Protection Act, 2023: Section 8(5)