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CRM Software

Empower Your Business with Proofox's CRM Software

Proofox offers robust CRM (Customer Relationship Management) software designed to streamline your business processes, enhance customer interactions, and boost overall efficiency. Experience seamless organization and improved customer engagement with our intuitive CRM solutions.

CRM Software Solutions

Proofox's CRM software revolutionizes business operations, fostering seamless organization and improved customer engagement. Our intuitive solutions enhance customer interactions, streamline processes, and boost overall efficiency. Experience the power of a comprehensive CRM system tailored to your needs. Maximize your business potential with Proofox's expertise.

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CRM Software

Our CRM Software Approaches

Elevate customer relationships and streamline operations with Proofox's CRM software. Our tailored solutions enhance efficiency, improve communication, and empower your business to thrive. Experience the impact of a comprehensive CRM system designed to meet your unique requirements.

Customer Relationship Enhancement

Build deeper customer relationships through unified profiles, history and interaction tracking.

Efficient Operations

Streamline daily operations with automation, task tracking and unified workflows.

Tailored CRM Solutions

CRM tailored to your sales process, pipeline stages and team structure.

Advanced Analytics for Decision-Making

Insightful dashboards and reports that turn data into better business decisions.

Seamless Integration

Connects with email, WhatsApp, marketing tools and existing software stacks.

Streamlined Data Management

Clean, structured data — duplicates merged, fields standardised, history preserved.

Cross-sell

Other Services Offered by Proofox

Proof CRM works best alongside our other Proofox products and marketing services.

HRM Software

Attendance, payroll, employee records.

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WhatsApp Marketing

Bulk messaging, broadcasts, chatbots.

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Auto Dialer / IVR

Outbound calling and IVR for sales teams.

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Email Marketing

Lifecycle automation that drives repeat purchase.

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CRM Software Services

Customized Solutions

Tailored CRM solutions to meet your unique business requirements and streamline your customer interactions.

360-Degree Customer View

Gain comprehensive insights into customer behavior and preferences, fostering better-informed business decisions.

Automation for Efficiency

Implement automation features for routine tasks, saving time and ensuring a seamless workflow within your organization.

Scalable Solutions

Our CRM services are scalable, allowing your system to grow with your business without disruptions.

Data Security

Prioritize data security with our CRM, ensuring the confidentiality and integrity of your valuable customer information.

Integrations for Seamless Operations

Seamlessly integrate our CRM with other tools and systems, enhancing overall business operations.

Want to Know More About Our Services
Why Your Business Needs CRM Software Services?

Why Your Business Needs CRM Software Services?

  • Efficient Customer Management
  • Enhanced Business Insights
  • Automated Workflow Solutions
  • Scalable Business Operations
  • Data Security Assurance
How we deploy

CRM Implementation in 14 Days, Not 14 Weeks

Most CRM rollouts fail because they try to digitise every imaginable sales process before going live. We invert that — get the team using the basics in two weeks, then layer automation as the workflows reveal themselves.

1

Sales discovery (2 days)

We sit with your sales head + 2 reps and map the actual flow — channels, stages, average cycle length, where deals die. No questionnaires. Just observation.

2

Custom field & pipeline setup

Your stages, your product list, your custom fields. Imported from existing spreadsheets without losing context — every column becomes a CRM field, not a freetext note.

3

Channel integrations

WhatsApp Business API, website form, IndiaMART webhook, Justdial export, IVR call logs — we wire the active sources so leads land in the CRM automatically from day one.

4

Live training (1.5 hrs / team)

A working session, not a slide deck. Your team works real leads in a sandbox tenant and the trainer corrects in real time. Recordings stay accessible for new hires.

5

Go-live + 30-day shadow

You go live with full data. We watch usage daily for the first 30 days, flag any rep who's not adopting, fix anything that blocks them in under 24 hours.

6

Quarterly review + automation

After one quarter of real usage, we surface what to automate next — drip sequences, lost-deal recovery, auto-assignment rules — based on the patterns the data exposes.

Built for

Industries Already Running on Proofox CRM

The CRM ships with vertical-specific field templates for these segments so you skip the configuration phase entirely.

Education & Coaching

Counsellor pipelines, fee-cycle reminders, demo-class tracking.

Healthcare & Diagnostics

Patient enquiries, appointment follow-up, package upgrades.

Real Estate

Project-wise lead routing, site-visit scheduling, broker tracking.

IT Services & SaaS

Long-cycle B2B pipelines, multi-decision-maker tracking, MQL/SQL stages.

Manufacturing & Industrial

RFQ pipelines, sample-dispatch tracking, dealer/distributor routing.

Retail & D2C

WhatsApp-led ordering, repeat-buyer tagging, abandoned-cart recovery.

Plan shape

CRM Plans That Match Where You Are Today

Pricing scales with usage, not user count alone. Final number depends on integrations + WhatsApp message volume — get a tailored quote in 24 hours.

Starter
For 2–5 person teams getting off WhatsApp groups and spreadsheets.
  • Up to 5 sales users
  • Web form + WhatsApp inbox
  • Pipeline + activity logging
  • Mobile app (Android + iOS)
  • Email support
Best for: early-stage SMEs, single-product businesses, freelance teams.
Most popular
Growth
For 6–20 person teams running multiple channels and product lines.
  • Up to 20 sales users
  • WhatsApp Business API + IVR + email integrations
  • Custom fields, custom pipelines, multi-product
  • Workflow automation (assignment, drip, reminders)
  • Role-based permissions + audit log
  • Priority WhatsApp support
Best for: scaling SMEs with multiple verticals or city-wise teams.
Enterprise
For larger teams with security, compliance, and integration requirements.
  • Unlimited users
  • SSO + IP allowlist
  • API access + custom integrations
  • Dedicated infrastructure option
  • On-site rollout + named CSM
  • Annual review + roadmap input
Best for: 25+ user sales orgs, regulated industries, multi-entity groups.
Get a tailored quote
52%
Drop in lead-to-enrolment leakage
Case study

How a Jaipur coaching institute halved its drop-off rate

Education vertical · 22 counsellors · ₹4 Cr annual revenue

Challenge: Counsellors were juggling Justdial calls, website enquiries, and parent WhatsApp messages across three tools. Roughly 35% of qualified leads never got a second follow-up call within 48 hours, and the institute had no way to see which counsellor was leaking the most pipeline.

We deployed Proofox CRM with their three lead sources unified into one inbox, set auto-assignment by counsellor speciality and current load, and built a drip sequence (WhatsApp + voice call + email) that fired automatically on day 1, day 3, and day 7 if no human contact had been logged.

  • Justdial, website, and WhatsApp leads merged into a single contact record
  • SLA timer per stage with WhatsApp escalation to the centre head at breach
  • Counsellor scorecards: contact rate, conversion rate, average time-to-first-touch
  • Parent-facing automation: demo-class confirmation, fee deadline, batch reminders

Outcome: Lead-to-enrolment conversion went from 11% to 16.7% across the next two admission cycles, and the centre head's weekly scorecard meeting dropped from 90 minutes to 25.

What an Indian SME actually needs from a CRM in 2026

Most CRM software in the market was built for North American sales teams running long enterprise cycles. Indian SMEs run faster, leaner, and on a different stack — leads come from WhatsApp, Just Dial, IndiaMART, Facebook Lead Ads, and the company website all in the same day. They need to be qualified, assigned to a salesperson, followed up across two or three channels, and either closed or marked-as-cold before the next batch arrives. A CRM that doesn't natively understand that shape ends up being used as a spreadsheet replacement — which is why the average Indian deployment of a generic global CRM stalls within four months.

Proofox CRM is built around that reality. Lead capture is automatic from WhatsApp, web forms, IVR call logs, and IndiaMART webhooks. Assignment is round-robin or rule-based (geography, product interest, ticket size). Follow-ups are nudged on WhatsApp + SMS + email + voice in sequence, not as separate manual jobs. Every quote is GST-ready and can be exported as a PDF the same way TallyPrime would produce one. The result: your sales team works the leads instead of working the CRM.

WhatsApp-first lead capture, because that's where India buys

WhatsApp is the default first-touch channel for the majority of Indian SME buyers — whether the lead came from a Google search, a Justdial listing, or a Facebook ad. A CRM that treats WhatsApp as an afterthought (a manual export, a copy-paste, a separate inbox) loses 30-40% of conversion potential just to context-switching. We integrate WhatsApp Business API natively into the CRM so every inbound chat creates or updates a lead record, every outbound template message is logged against the contact, and your salesperson sees the full conversation thread alongside the deal stage.

For teams running outbound, we pair the CRM with our WhatsApp marketing software for broadcasts and our auto dialer setup for call-back queues. The three tools share the same contact database — there is no CSV migration, no duplicate records, no separate user training. For a 6-10 person sales team this is the difference between three disconnected tools costing ₹50k a month and one integrated system that actually shows you which channel is converting.

Reporting that answers the questions sales heads actually ask

A good CRM report doesn't tell you how many "activities" your team logged this week. It tells you which lead source is producing the highest-LTV customers, which salesperson is converting at above-average rates, where deals are dying in the funnel, and how the current month is tracking against target. Proofox CRM ships with dashboards built around those questions, not the other way around. The pipeline view shows conversion rate by stage and surface time-in-stage so you can see exactly where deals are stalling. The lead-source dashboard cuts conversion by channel so you can stop spending on the channel that produces a lot of leads but no revenue.

Custom reports take five minutes — pick a date range, group-by, filter, save. No SQL, no BI tool, no data analyst. If you're also running ad campaigns, you can link the CRM to our Google Ads and Meta Ads setups so attribution flows back to the lead source automatically. The whole loop — ad click to closed-won — sits in one place and the cost-per-customer number you make decisions with is finally real.

Glossary

CRM Terms Indian Sales Teams Should Know

A quick reference for the terminology used during a CRM rollout — useful for sales heads, founders, and IT decision-makers comparing vendors.

MQL (Marketing Qualified Lead)
A lead that matches your ideal-customer profile and has shown some interest signal (form fill, brochure download). Not yet validated as ready to buy.
SQL (Sales Qualified Lead)
An MQL that a salesperson has validated as having budget, authority, need, and timeline. Worth working a real sales conversation with.
Pipeline Velocity
How fast deals move through your stages. Calculated as (deals × avg deal size × win rate) ÷ sales cycle length. Higher is better.
WhatsApp Business API (WABA)
Meta's official API for businesses to send template messages and run conversations at scale. Required for compliant outbound WhatsApp from a CRM.
Lead Scoring
Assigning a numeric score to a lead based on profile fit + engagement, so reps prioritise the leads most likely to close first.
Round-Robin Assignment
Distributing inbound leads evenly across a team in rotation, optionally weighted by current load or skill.
Drip Sequence
A pre-planned series of outbound touches (email, WhatsApp, SMS, call) spaced over days/weeks, fired automatically when a lead enters a particular stage.
Customer Lifetime Value (CLV)
Total revenue you expect from a customer across the full relationship. Used to justify acquisition cost on slow-payback channels.
Why us

Why Choose Proofox?

Experts

Highly experienced IT experts

Guarantee

100% satisfaction guarantee

Delivery

Competitive pricing & on-time delivery

Quality

Unparalleled quality assurance

FAQs

Frequently Asked Questions

Is Proofox CRM a good fit for a small business with 3-5 salespeople? +
Yes — the Starter plan is designed exactly for this. You get a usable pipeline, WhatsApp inbox integration, and the mobile app within a single working day of signup. Most 3-5 person teams are fully live in the CRM by the end of the first week.
How does it compare to Zoho CRM or HubSpot? +
Zoho and HubSpot are mature global tools and we recommend them when you need deep marketing-automation features or complex multi-currency setups. Proofox CRM wins for India-specific deployments where WhatsApp Business API integration, IndiaMART/Justdial webhook handling, GST-ready quotes, and Hindi/regional UI matter more than the global ecosystem. We deploy in 14 days; HubSpot rollouts typically take 6-10 weeks.
Can I import data from my existing spreadsheets or another CRM? +
Yes. We accept CSV/Excel exports from Zoho, HubSpot, Pipedrive, Bitrix24, Tally, or plain Excel sheets. The import respects custom fields and lead-source tags. We do the import for you during onboarding — you don't need to format the file yourself.
Does it work on mobile? +
Yes — there are native Android and iOS apps with offline draft support. Reps in the field can log calls, update deal stages, and respond to WhatsApp leads even without internet; everything syncs when connectivity returns.
How do you handle WhatsApp Business API setup? +
We handle the entire WABA application: Meta business verification, display-name approval, phone number provisioning (or migration of your existing number), template message approvals, and DLT registration where applicable. Typically completes in 5-10 working days.
Is the data secure? Where is it hosted? +
Data is hosted on AWS Asia-Pacific (Mumbai) by default. All connections use TLS 1.2+, backups are encrypted at rest with AES-256, and you can enable role-based permissions + audit logs on the Growth plan and above. Enterprise tenants can opt for dedicated infrastructure with IP allowlist.
What does it actually cost? +
Pricing is per-user with volume tiers for WhatsApp messages and IVR minutes. We don't publish a per-user price publicly because real cost depends on which channels you turn on. A typical 8-person Growth-plan tenant with active WhatsApp + email integration lands in the ₹15-25k/month range. Request a quote and you get a fixed number for 12 months — no surprise hikes.
Can I cancel if it doesn't work for my team? +
There are no lock-in contracts on monthly plans. Annual plans get a discount but include a 30-day exit clause if the rollout doesn't produce measurable adoption. Your data is exportable to CSV at any time — you own it.
Pan-India presence

Cities We Serve Across India - CRM Software

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Mumbai

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Pune

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Delhi

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Jaipur

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Gurugram

 CRM Software in Bangalore

Bangalore

 CRM Software in Chandigarh

Chandigarh

 CRM Software in Kolkata

Kolkata

 CRM Software in Hyderabad

Hyderabad

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