Built for Growing Indian Businesses

Never Miss a
Follow-Up Again

Track every lead, automate reminders, manage quotations, and close more deals from one collaborative platform.

Start Free Trial Chat on WhatsApp
  • No Credit Card Required
  • Free Guided Onboarding
  • Excel Import Included

Built for growing Indian businesses
by Optima Webdesign, Ahmedabad.

✦Less chasing.
More closing.

Every month you lose leads you never knew you had

Running sales on Excel and WhatsApp works until you cross about fifty leads. After that, memory fails and money leaks.

Leads go cold

An enquiry comes in, nobody follows up, and the customer buys from someone else. On Excel there is no reminder, so it depends on who remembers.

You chase your team for updates

"What happened with that client?" asked ten times a day. The owner spends hours collecting status instead of growing the business.

No idea what will close this month

Which deals are stuck? How much revenue is coming? You find out at month end, when it is too late to do anything about it.

Leads buried in WhatsApp

Two hundred chats, and the hot lead is somewhere in the middle. Every scroll is a chance to miss it.

Growth should run on a system, not on who remembers what.

How it works

From the first enquiry to the final payment, one flow

Five steps. Each one is a screen in GenZCRM, not a slide in a pitch.

  1. RRahul MehtaSite visit · Today
    PPriya ShahNew · WhatsApp
    AAmit PatelQuoted · 2d ago
    Step 1 of 5

    Capture

    Every WhatsApp enquiry becomes a lead with name, number, date and source. Nothing lives in a chat anymore.

  2. Follow-up duePriya Shah · 11:00 AM
    Hi Priya, sharing the 2BHK brochure as discussed. Free for a visit this Saturday?
    Logged to lead
    Step 2 of 5

    Assign and follow up

    The lead goes to the right person with a follow-up date. When it is due, one tap opens WhatsApp and the reply is logged.

  3. New

    Quoted

    Won

    Step 3 of 5

    Quote and close

    Send a quotation from the lead and move the deal through the pipeline. Stuck deals show up on the dashboard.

  4. Subtotal₹45,000
    GST 18%₹8,100
    Total₹53,100
    Paid · UPI
    Step 4 of 5

    Invoice and collect

    Convert the quotation into a GST invoice. Payment status and pending collections are visible in one place.

  5. ✓Design handover
    ✓Client approval
    Final delivery
    Rahul Mehta added as repeat lead
    Step 5 of 5

    Deliver and repeat

    Assign project tasks to the team, track delivery, and bring the happy customer back as a repeat lead.

  6. That is the whole system

    See it with your own leads. We import your Excel for free.

    Start free

Swipe to see all steps →

What you need, and nothing you don't

Six things that cover a small sales team's day, from the first enquiry to the final payment.

Lead management

Every enquiry in one list with source, status, assigned person and last contact. Nothing falls through.

WhatsApp follow-ups

A reminder fires, one click opens WhatsApp, and the conversation is logged against the lead.

Sales pipeline

See where each deal is and what is about to close. No need to ask anyone.

Quotations and GST invoices

Turn a quotation into a GST invoice in two minutes, with payment status on every one.

Team roles

Each staff member sees only their leads. The owner sees everything. You set the permissions.

Reports

Who is closing, which source brings the best leads, how much revenue is coming. Real numbers, not guesswork.

Why not Zoho, Salesforce or HubSpot?

Big CRMs are built for big companies. This one is built for you.

Same job, different scale. Here is what actually changes for a small team.

  • Setup

    Big enterprise CRMs

    Weeks or months, usually with a consultant

    GenZCRM

    Live in 2–3 days. We set it up with you

  • Training

    Big enterprise CRMs

    Long onboarding, staff never fully learn it

    GenZCRM

    If they can use WhatsApp, they can use this

  • Pricing

    Big enterprise CRMs

    Per-user pricing in dollars

    GenZCRM

    In rupees. Free plan, paid from ₹199/month

  • WhatsApp

    Big enterprise CRMs

    Add-on or third-party integration

    GenZCRM

    Built in from day one

  • GST invoicing

    Big enterprise CRMs

    Separate tool or plugin

    GenZCRM

    Included

  • Customisation

    Big enterprise CRMs

    Needs a developer for every change

    GenZCRM

    Ready to use. Essentials only, no bloat

  • Support

    Big enterprise CRMs

    Ticket queue, reply in days

    GenZCRM

    A real person on WhatsApp, same day

  • Built for

    Big enterprise CRMs

    Enterprise sales departments

    GenZCRM

    Indian SMB sales teams of 1–50

Already on a big CRM and paying for features you never open? Send us your Excel export — we move you over, free.

Simple pricing, in rupees

Start free for as long as you like. Upgrade when your team needs more. No credit card, no lock-in.

All plans include free guided onboarding and Excel import. Prices are in INR; GST applies as per law. Need something custom? Talk to us on WhatsApp.

If leads come in and follow-up matters, this is for you

GenZCRM is built for teams of 1 to 50 people. It is not for enterprises that need fifty custom modules.

  • Real estate agents and buildersSite visit done, follow-up forgotten, deal gone.
  • Marketing and digital agenciesProposal sent, client silent. Know exactly where each one stands.
  • Insurance and financial advisorsRenewal dates and policy follow-ups in one place.
  • Coaching institutesEvery student from enquiry to admission.
  • Consultants and service businessesQuotation, invoice, project — without five separate tools.
  • Local sales teamsKnow what field staff did today without calling them.

From Excel to GenZCRM in three days. We do the work.

No downtime, no technical setup on your side.

  1. Day 1

    Send us your Excel

    Share your sheet. We clean and import every record for you.

  2. Day 2

    Setup call

    A 45-minute call to set up your pipeline, team roles and WhatsApp templates.

  3. Day 3

    Team goes live

    A 30-minute training for your staff. Leads start getting logged the same day.

  • Free guided onboarding
  • Free Excel import
  • Free plan for life
  • Paid plans from ₹199/month, cancel anytime

Questions people ask before switching

Is GenZCRM right for a small team of 3–5 people?

Yes, that is exactly who it is built for. GenZCRM works for businesses with 1 to 50 users.

My data is in Excel. Will it come across?

Yes. Send us your sheet and we import it for you, free. No records are lost.

How does the WhatsApp integration work?

Enquiries that come in on WhatsApp become leads in the CRM. When a follow-up reminder is due, one click opens the chat, and the conversation is logged against the lead.

How long does it take to get started?

Two to three days. Day 1 we import your data, Day 2 is a setup call, Day 3 your team is live.

Can it create GST invoices?

Yes. GenZCRM generates GST-compliant invoices and tracks payment status on each one.

What does it cost?

There is a free plan you can use for as long as you like, with limited features. Paid plans start at ₹199 per month. No credit card is needed to start.

What if it does not work for us?

Start on the free plan and switch to paid only when you want to. Paid plans are monthly with no lock-in — cancel whenever you like.

Is our data safe?

Each business has its own isolated workspace, all traffic is encrypted over HTTPS, and we never sell or share your data. The team is in Ahmedabad — message us on WhatsApp with any question.

Start before the next lead goes cold

Free plan for life, free onboarding, free Excel import. No credit card. Paid plans from ₹199 a month.

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