Bizmitra CRM brings your leads, deals, follow-ups, and customer history into one screen. Send WhatsApp messages, generate quotes, and convert to invoices — all in one click.
Move deals through stages with simple drag-and-drop. Forecast revenue with one glance.
A complete CRM that doesn't get in the way of selling.
Capture leads from website, calls, WhatsApp, and walk-ins. Auto-assign to sales reps based on rules.
Visual Kanban board with customizable stages. Drag deals through your sales process.
Send quotes, invoices, follow-ups, and reminders via WhatsApp directly from the CRM.
Log every call with notes, outcome, and next action. Track team activity in real-time.
Never miss a follow-up. Schedule reminders with auto-notifications via app, email, and WhatsApp.
Generate professional quotations in seconds. Convert won quotes to invoices with one click.
See every interaction, deal, invoice, and payment in one customer profile screen.
Set monthly targets per rep. Track progress with live dashboards and leaderboards.
Built into Bizmitra ERP — no separate logins, no data sync issues. Sales, billing, inventory unified.
Manage your pipeline on the go with Android and iOS apps. Perfect for field sales teams.
Conversion rates, win/loss analysis, sales forecasting, and rep performance reports.
Get alerted when deals stall, payments are overdue, or hot leads need attention.
Answers to common questions about Bizmitra CRM.
CRM (Customer Relationship Management) software helps businesses manage interactions with customers and prospects. It tracks leads, deals, communication history, follow-ups, and sales performance — all in one place — so your sales team can focus on closing instead of chasing data.
Yes. Bizmitra CRM is purpose-built for Indian SMBs with simple workflows, affordable pricing starting at ₹999/month, no per-user fees, and tight integration with billing, inventory, and WhatsApp — features most enterprise CRMs charge separately for.
Yes. Send quotations, invoices, follow-ups, payment reminders, and birthday wishes directly via WhatsApp from Bizmitra CRM. You can also create message templates and track delivery and read receipts.
Yes. Bizmitra CRM offers a visual Kanban-style sales pipeline. You can customize stages like Lead, Qualified, Proposal, Negotiation, Won/Lost. Drag deals between stages, see weighted forecasts, and identify bottlenecks instantly.
Bizmitra CRM is built into Bizmitra ERP, so billing, inventory, and accounting are unified. If you use Tally separately, our two-way Tally sync keeps everything in alignment automatically.
Absolutely. The Bizmitra mobile app (Android and iOS) gives your field team full CRM access — view pipeline, log calls, send quotes, take orders, and update deal stages from anywhere with internet.
Most businesses are up and running within a few hours. Our team helps you import existing contacts, set up your sales pipeline, and train your team. White-glove onboarding is free with all paid plans.
Try Bizmitra CRM free for 14 days. No credit card required. Set up in minutes.
Start Free Trial →Weekly insights on GST compliance, e-Invoicing, Tally integration, and growing your business with cloud ERP — straight to your inbox. No spam, unsubscribe anytime.