Best CRM software for Indian SMBs. Manage leads, sales pipeline, call logs with sentiment analysis, numbered follow-ups, lead import from Excel and conversion analytics. Free trial inside Avani Business OS.
Drag-and-drop Kanban board showing every lead from first contact to closed deal. Customize stages for your sales cycle — perfect for Delhi NCR and Mumbai-based sales teams.
Log every sales call with outcome, duration, and AI-assisted sentiment tagging. Know which leads are warm, cold, or ready to close before your next follow-up.
Auto-schedule follow-up #1, #2, #3 with reminders. Never lose a lead to silence again. Urgency engine surfaces overdue follow-ups every morning.
Bulk-upload leads from Excel or CSV in seconds. Map columns automatically. Handles Indian phone formats, city names, and GST numbers without manual cleanup.
See conversion rates by source, city, sales rep, and stage. Identify pipeline bottlenecks and forecast revenue for your Gurgaon or Bangalore office with accuracy.
Assign leads to sales reps or managers in one click. Round-robin auto-assignment for inbound leads. Full audit log of every reassignment.
Absolutely. Avani CRM was designed from the ground up for Indian SMBs — businesses with 5 to 500 employees across Delhi NCR, Mumbai, Pune, Bengaluru, and smaller cities. The flat-plan pricing, Excel import, Hindi support, and India-localized data fields (GST number, PAN, city tier) make it far more practical than enterprise CRMs for growing Indian businesses.
Leads can be created manually, imported from Excel/CSV, or captured from web forms. Each lead has a full timeline of calls, follow-ups, notes, and status changes. You can tag leads by source (WhatsApp, referral, exhibition, cold call), assign them to reps, and track every interaction — all in one place with no third-party integrations needed.
Yes. Avani uses a visual Kanban pipeline with fully customizable stages (e.g., New → Contacted → Demo Done → Proposal Sent → Won/Lost). Drag and drop leads between stages, set probability percentages per stage, and watch your pipeline revenue forecast update automatically. Managers can filter the pipeline by rep, city, or date range.
Yes — call logging is a core feature. Each call log captures date, duration, outcome, and optional sentiment (positive, neutral, negative). The numbered follow-up system then auto-schedules follow-up #1, #2, #3 with configurable intervals. The daily urgency dashboard surfaces all overdue follow-ups so nothing falls through the cracks.
Go to the Leads section, click "Import", upload your .xlsx or .csv file, and map columns in the on-screen wizard. Avani handles common Indian data quirks — 10-digit mobile numbers with or without +91, mixed state names, and duplicate detection by phone/email. A typical import of 500 leads takes under 2 minutes.
This is Avani's biggest advantage over standalone CRMs. Because HR, payroll, and CRM are all part of the same platform, sales incentive calculations (quarterly bonuses, commission structures) flow directly from CRM deal closures to the payroll module. No manual exports, no reconciliation errors. PF/ESI/TDS deductions are handled automatically based on incentive payouts.
Avani provides conversion rate by source, stage drop-off analysis, rep performance rankings, city-wise pipeline maps, average deal cycle time, and revenue forecasts. All charts are exportable to PDF or Excel for board presentations or GST-quarter reviews. You can also set KPI targets per rep and track live progress on a leaderboard.
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