Product tour
See how GenZCRM runs a sales day, screen by screen
From the moment an enquiry comes in on WhatsApp to the day the GST invoice is paid. Six screens, no jargon.
GenZCRM features, screen by screen
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Every lead on one board
Enquiries that come in on your WhatsApp number become leads automatically, with the name, number, source and date. Type one in, speak it, or import your Excel list. Drag a card from New to Contacted to Qualified, assign it to a team member, and set the next follow-up. No more copying numbers from WhatsApp into a sheet.
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Follow-up reminders that actually ring
Most sales are lost to a missed follow-up, not a lost argument. When a follow-up is due, a panel appears on every page with Call, WhatsApp, Later and Done. One tap dials or opens the chat; the note is saved against the lead. Managers see who is late and by how much.
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A deals pipeline you can read in ten seconds
Serious leads become deals with an amount. Discovery, Proposal, Negotiation, Closed Won or Lost — the owner sees what is stuck, what is about to close and how much is in the pipeline this month, without calling anyone. A deal cannot move to Negotiation without a proposal attached, and every lost deal records a reason.
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Quotation to GST invoice in two minutes
Build a quotation from the deal, send it, and convert it to a tax invoice when the deal closes. Your GSTIN, address, bank account and UPI QR print on every one, so the customer can pay by scanning. Every invoice carries its payment status, and pending collections show on the dashboard.
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Each person sees only their work
Admins see everything, managers see their department, employees see what is assigned to them plus the modules you switch on. Turn off Delete for anyone you like. Field staff update a lead from their phone after a site visit, and the owner sees it the same minute.
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Reports without a spreadsheet
Leads by source, closures by person, won revenue, overdue follow-ups, task completion — live, so there is no Sunday-night report to compile. Export leads and clients as CSV when your CA or partner asks.
What changes when you switch
The same team, the same leads. Only the system is different.
Who GenZCRM is built for
Any business in India where enquiries come in on WhatsApp and a missed follow-up means a lost customer.
Real estate agents and builders
Track every site-visit enquiry, set follow-ups after each visit, and see which projects and brokers bring the most closures.
Marketing and digital agencies
Log every proposal sent, know which client has gone silent, move deals from pitch to retainer, and invoice from the same screen.
Coaching institutes and classes
Every admission enquiry from WhatsApp becomes a lead. Counsellors get follow-up reminders; the owner sees enquiry-to-admission conversion per counsellor.
Insurance and financial advisors
Renewals, SIP follow-ups and new-lead calls in one place, with reminders before each renewal date.
Consultants and service businesses
Interior designers, CA firms, solar installers, event planners: quotation, follow-up, invoice and payment tracking in one tool.
Local sales teams with field staff
Distributors, dealers and B2B teams. Each salesperson updates leads from the phone; the owner sees the whole day without a status call.
Not sure if it fits? Message us on WhatsApp and we will tell you honestly. Or read why we built GenZCRM and see plans and pricing.
Common questions about GenZCRM
Is GenZCRM a WhatsApp CRM?
Yes. It connects to your WhatsApp Business number through Meta’s official Cloud API. Enquiries become leads, replies show in the inbox, follow-up reminders open the chat in one tap, and approved templates can be sent to many leads at once.
Does GenZCRM make GST invoices?
Yes. Create a quotation from a deal and convert it into a tax invoice when the deal closes. Your GSTIN, bank details and UPI QR print on it, and payment status is tracked on every invoice.
Which businesses in India use GenZCRM?
Real estate agents and builders, agencies, coaching institutes, insurance and financial advisors, consultants, service businesses and local sales teams with 1 to 25 users.
How is GenZCRM different from Zoho CRM or Salesforce?
Those are built for larger sales teams and priced in dollars per user. GenZCRM does fewer things, in rupees from ₹199 a month, with WhatsApp and GST built in rather than bolted on. Most people are set up in under an hour.
Can I import my leads from Excel?
Yes. Save the sheet as CSV with Name and Phone columns and import it from the Leads board. Numbers already in the CRM are skipped, so you never get duplicates. Or send it to us and we will import it on a call.
Is there a free plan?
Yes, with no time limit and limits on users and leads. Paid plans start at ₹199 per month, no credit card needed to start, cancel any time.
Try it on your own leads
Start on the free plan, or send us your Excel sheet and we will set it up with your real data on a call. Paid plans from ₹199 a month.