Top10 CRM Software in India With Features and Pricing

Choosing the right CRM software can be difficult because most CRM platforms promise similar capabilities, including lead management, workflow automation, contact management and sales pipeline management. The real difference lies in how easily the CRM fits your sales process, how quickly your team adopts it and whether it gives you the customer data needed to make better decisions.

For Indian businesses, this fit becomes even more important. Many sales teams manage customer interactions through calls and WhatsApp, not email alone. The best CRM software should bring these conversations together, automate repetitive work, improve sales efficiency and help managers track leads, follow-ups and sales performance from one place.

This guide compares the top 10 CRM software in India based on their features, pricing, strengths, limitations and ideal use cases. It covers telecrm, Zoho CRM, Salesforce, HubSpot CRM, Freshsales, LeadSquared, Pipedrive, Kylas, Microsoft Dynamics 365 Sales and monday CRM to help you choose the right CRM solution for your business.

Top 10 CRM software at a glance

The best CRM software depends on how your team sells, the number of leads it handles and the level of automation it needs. This table gives you a quick comparison before we examine each CRM platform in detail.

How did we choose the top CRM software?

We evaluated each CRM software based on how well it helps a business manage customer relationships, organise customer data and improve everyday sales processes. The objective was not to find the CRM with the longest feature list, but the one that solves a specific type of sales problem effectively.

The comparison is based on the following factors:

• Lead and contact management: How effectively the CRM captures leads, stores customer data, tracks customer interactions and maintains the complete communication history
• Sales pipeline management: How clearly sales teams can manage leads, monitor deals and identify the next action through visual sales pipelines
• Workflow automation: How well the CRM can automate workflows such as lead assignment, reminders, data updates, follow-ups and repetitive manual data entry
• Calling and communication: Whether the platform supports phone calls, WhatsApp, email marketing, meetings and other channels used by Indian sales teams
• Reports and AI: The quality of sales forecasting, sales performance reports, predictive analytics and AI-powered recommendations
• Ease of use: How quickly sales reps can understand the interface, update CRM data and use the system consistently across web and mobile
• Customisation and integrations: Whether businesses can adapt fields, pipelines, permissions and business processes while connecting their existing marketing and customer service tools
• Scalability and support: Whether the CRM solution can support business growth without becoming difficult to manage, along with the quality of implementation and customer support available

We also considered the kind of business each CRM platform serves best. A CRM designed for an enterprise sales operation should not be evaluated in the same way as one built for a small calling team. Each option is therefore recommended for a specific use case rather than presented as the best choice for every business.

1. telecrm

Best for: Indian sales teams that manage high volumes of leads through calls and WhatsApp

telecrm is a customer relationship management software built around the way many Indian sales teams work. Instead of treating email as the primary communication channel, it brings lead management, calling, WhatsApp conversations, follow-ups, sales automation and team tracking into one CRM platform.

The CRM is particularly suitable for businesses in real estate, education, finance, travel, insurance, automobile and other industries where sales reps need to contact new enquiries quickly. Leads can be captured from websites, spreadsheets, advertising platforms, IndiaMART, Justdial and other connected sources. This reduces manual data entry and gives the team one place to manage leads from different channels.

Key features of telecrm

1. Automatic lead capture: telecrm captures leads from websites, Excel files, advertising platforms, IndiaMART, Justdial and other connected sources. All incoming leads are stored in one place, reducing manual data entry and helping sales reps respond faster.
2. Automatic lead assignment: New leads can be distributed automatically based on rules such as round-robin, location, team availability, workload, performance or working hours. This ensures that every lead quickly reaches the right representative.
3. Calling and call tracking: Sales reps can call leads directly from the CRM using SIM-based or cloud calling. telecrm tracks call activity, connected and missed calls, call duration and recordings, giving managers clear visibility into every sales interaction.
4. WhatsApp communication: Teams can use WhatsApp Cloud API to send templates, bulk campaigns, drip messages, buttons, lists and automated replies. ChatSync helps record direct WhatsApp conversations in the relevant lead’s activity history, though it is available as an add-on.
5. Follow-up management: Representatives can set reminders, create tasks and check pending or overdue follow-ups. This gives each sales rep a clear list of whom to contact next and reduces the chances of interested leads being forgotten.
6. Workflow automation: Businesses can automate workflows such as assigning leads, creating tasks, sending messages and updating lead information. For example, a new lead from Meta Ads can be assigned to an available representative, followed by an immediate calling task and WhatsApp acknowledgement.
7. Complete lead history: Every call, WhatsApp conversation, note, task, status update and follow-up is stored against the lead. Sales reps get the context needed for the next conversation, while managers can check exactly what happened after a lead entered the CRM.
8. Custom sales processes: Businesses can create custom pipelines, stages, fields, tags and filters based on their sales process. A real estate company can track site visits and property preferences, while an education business can track courses, counselling calls and enrolment stages.
9. Reports and dashboards: telecrm provides dashboards, leaderboards and reports for calls, follow-ups, lead movement, conversions and individual sales performance. Managers can identify pipeline gaps and compare activity without collecting separate reports from each representative.
10. AI-powered call analysis: AI call summaries, ratings, lead intent and conversion insights help managers analyse calls without listening to every recording. These insights can reveal conversation quality, customer interest and areas where a sales representative may need coaching.
11. Mobile access: Sales and field teams can manage leads, make calls, update statuses, add notes and complete follow-ups through the mobile app. This keeps CRM data updated even when representatives are working away from their desks.

Choosing the software is only the first step. A structured CRM onboarding process helps configure the system correctly and gets sales reps to use it consistently.

Limitations of telecrm

telecrm is less suitable for businesses that need advanced email marketing, ecommerce automation or a large global marketplace of applications. ChatSync is an add-on, while WhatsApp Cloud API requires a one-time setup charge and Meta messaging charges apply separately.

telecrm pricing

• Annual: ₹799 per user/month, billed annually
• Quarterly: ₹1,099 per user/month, billed quarterly

Check current telecrm pricing.

2. Zoho CRM

Best for: Businesses that need a customisable CRM connected to a wider suite of business tools

Zoho CRM is customer relationship management software for businesses of different sizes and industries. It combines lead management, contact management, sales automation, workflow automation, forecasting and customer engagement in one system. Its main strength is flexibility, but setting it up properly requires a clear understanding of your sales processes.

Key features of Zoho CRM

1. Lead and contact management: Zoho CRM stores lead details, customer data, communication history, tasks and deals in a central database. Leads can be captured through web forms, imports, emails, social media and connected applications, then assigned to the relevant sales reps.
2. Sales pipeline management: Sales teams can track deals through custom stages and use pipeline views to check where opportunities are progressing or getting stuck. Multiple pipelines can be created for businesses that follow different sales processes across products, teams or regions.
3. Workflow automation: Businesses can automate repetitive actions such as lead assignment, follow-up reminders, email alerts, task creation and field updates. Workflow rules can be triggered when a lead is created, a deal changes stage or another defined condition is met.
4. Cadences: Zoho CRM can automate a planned sequence of emails, calls, tasks and follow-ups. The sequence can respond to a lead’s activity, allowing sales teams to nurture prospects without managing every step manually.
5. Reports and analytics: Zoho CRM provides standard and custom reports for leads, deals, sales activities, revenue and team performance. Dashboards turn this CRM data into charts and other visual reports, while advanced analytics can help identify trends and anomalies.
6. WhatsApp integration: Zoho CRM can connect with WhatsApp Business so teams can send approved messages, receive customer responses and store WhatsApp interactions against CRM records. Templates and workflow rules can also be used to automate WhatsApp notifications. Explore Zoho CRM’s WhatsApp integration.
7. Customisation: Businesses can customise fields, layouts, modules, pipelines, rules and permissions. Canvas provides a no-code way to change how CRM pages appear, while Client Script supports more advanced changes for teams with technical resources.
8. Zoho ecosystem: Zoho CRM connects with products such as Zoho Campaigns, Zoho Desk, Zoho Books, Zoho Analytics and Zoho Projects. This makes it useful for businesses that want sales, marketing, customer service, finance and project management tools within the same ecosystem.
9. Mobile access: The mobile application lets sales reps access customer data, update records, manage tasks and work with leads while travelling or meeting customers. This is particularly useful for field sales teams.

Limitations of Zoho CRM

Zoho CRM offers extensive functionality, but this can make the initial setup feel complicated. Businesses may need time to configure modules, fields, workflows and permissions before the system reflects their actual processes. Some AI, automation, analytics and customisation features are also restricted to higher plans.

Zoho CRM pricing

• Free: Up to three users
• Standard: ₹800 per user/month, billed annually
• Professional: ₹1,400 per user/month, billed annually
• Enterprise: ₹2,400 per user/month, billed annually
• Ultimate: ₹2,600 per user/month, billed annually

Explore Zoho CRM features

3. Salesforce

Best for: Large businesses that need extensive customisation for complex sales processes

Salesforce Sales Cloud is a customer relationship management platform designed to manage leads, accounts, contacts, opportunities and sales activities at scale. It can support sales, marketing and customer service teams across different departments, regions and business units. Its strength lies in how deeply it can be customised, although that flexibility also makes it more demanding to implement and manage.

Key features of Salesforce

1. Lead management: Salesforce captures leads through web forms, imports, campaigns and connected applications. Businesses can create lead assignment and routing rules so new enquiries automatically reach the right sales representative based on territory, product, location or other conditions.
2. Account and contact management: The CRM stores customer data, contact information, communication history, related deals and activities in connected records. This helps teams manage customer relationships across multiple contacts and departments within the same organisation.
3. Opportunity management: Sales reps can convert qualified leads into opportunities and track their expected value, closing date, stage and probability. Products, quotes, competitors and relevant activities can also be connected to each opportunity.
4. Reports and dashboards: Salesforce provides customisable reports and dashboards for pipeline health, revenue, lead conversion, sales performance and other CRM data. Teams can build reports using different fields, filters and record types to monitor business performance at several levels.
5. Agentforce and predictive AI: Salesforce’s AI capabilities include lead scoring, opportunity scoring, deal insights, predictive forecasting, call summaries and sales coaching. Agentforce can also be configured to complete specific sales actions or assist employees. Many AI-powered features are restricted to higher plans or require an additional purchase.
6. Email and activity sync: Salesforce can connect with Gmail and Outlook to sync emails, contacts and calendar events. This helps sales reps maintain an updated customer interaction history without entering every activity manually.
7. Quotes and orders: Depending on the plan and configuration, businesses can manage products, price books, quotes, contracts and orders from the CRM. This connects customer relationship management with later stages of the sales process.
8. Customisation: Salesforce allows businesses to customise objects, fields, layouts, applications, record types, roles and permissions. The Lightning App Builder supports interface customisation, while developers can build more specialised functionality using the Salesforce platform.
9. Integrations: AppExchange provides applications and integrations for sales, marketing, finance, customer support and other business processes. Salesforce can also connect with external systems through APIs, although API access depends on the chosen edition.
10. Mobile access: The Salesforce mobile application lets sales reps check customer data, update opportunities, manage tasks and access reports away from their desktops. Selected editions also provide offline mobile functionality.

Limitations of Salesforce

Salesforce can be too complex for a small team that only needs basic CRM tools. Proper implementation often requires an internal administrator, trained consultants or a Salesforce partner. The total cost can also rise significantly after adding implementation, support, AI, API access, marketing automation and other products.

If Salesforce feels too complex or expensive for your requirements, compare the best Salesforce CRM alternatives for Indian businesses

Salesforce pricing

• Starter Suite: $25 per user/month, billed monthly or annually
• Pro Suite: $100 per user/month, billed annually
• Enterprise: $175 per user/month, billed annually
• Unlimited: $350 per user/month, billed annually
• Agentforce 1 Sales: $550 per user/month, billed annually

Check Salesforce Sales pricing

4. HubSpot CRM

Best for: Businesses that want sales, marketing and customer service tools connected to the same customer data

HubSpot CRM is part of HubSpot’s customer platform, which includes separate products for sales, marketing, customer service, content, data management and commerce. Its free CRM covers basic contact and pipeline management, while advanced sales automation, forecasting, AI and reporting are available through paid Sales Hub plans.

Key features of HubSpot CRM

1. Contact management: HubSpot stores contact details, company information, deals, tasks, emails, calls, meetings and website activity in one customer record. This gives sales and marketing teams shared context about how each lead has interacted with the business.
2. Lead management: Sales reps can organise leads, track activities and manage prospecting from a central workspace. HubSpot can also use customer behaviour and buying signals to help teams prioritise leads with a higher chance of conversion.
3. Deal pipeline management: Teams can create deals, move them through visual sales pipelines, assign owners and schedule the next activity. AI-powered deal insights can analyse customer interactions, identify risks and recommend actions to keep opportunities moving.
4. Email tracking and templates: HubSpot connects with Gmail and Outlook to track email opens, link clicks and replies. Sales reps can use shared email templates and communication history to send more relevant follow-ups without repeatedly writing the same message.
5. Sales automation: Sequences can automate personalised emails and follow-up tasks, while workflows can rotate leads, create tasks, update CRM data and move deals between stages. Advanced automation and branching options are available on higher plans.
6. Meeting scheduler: Sales reps can share booking links connected to their Google or Microsoft calendars. Prospects can select an available time, while HubSpot records the meeting in the relevant contact’s activity history.
7. Calling and call tracking: HubSpot supports browser-based calling, call recording and automatic CRM logging. Its calling tools can also include a power dialler, voicemail drops, transcription, AI-generated summaries and conversation intelligence, depending on the selected plan and country availability.
8. Marketing automation: HubSpot’s Marketing Hub can capture leads through forms, landing pages, live chat and campaigns. Marketing teams can segment contacts, run email marketing and nurture leads before passing qualified opportunities to sales. Marketing Hub is priced separately from Sales Hub.
9. Integrations: HubSpot’s App Marketplace connects the CRM with communication, advertising, finance, productivity and customer support tools. It can also work with HubSpot’s own marketing, service and commerce products to manage the entire customer lifecycle.

Limitations of HubSpot CRM

The free CRM is useful for basic customer management, but growing teams may quickly need paid plans for workflow automation, forecasting, lead scoring and advanced reports. Costs can rise as a business adds more seats, marketing contacts, hubs and onboarding services. It is also more email-focused than CRMs built specifically around Indian calling and WhatsApp workflows.

Before selecting a plan, explore our complete HubSpot pricing breakdown to understand how seats, features and additional hubs affect the final cost

HubSpot Sales Hub pricing

• Free: $0 for up to two users
• Starter: $7 per seat/month, billed annually
• Professional: $90 per seat/month, billed annually
• Enterprise: $150 per seat/month, billed annually

Professional requires a one-time onboarding fee. Promotional pricing and plan packaging may change, so businesses should confirm the final cost before buying.

Check HubSpot Sales Hub pricing.

5. Freshsales

Best for: Growing businesses that need a straightforward sales CRM with built-in communication and AI-powered insights

Freshsales is an AI-powered CRM software developed by Freshworks. It brings customer data, lead management, sales pipeline management, email, phone and workflow automation into one platform. Its interface is less complex than many enterprise CRM systems, making it suitable for small and mid-sized sales teams that want to start quickly.

Key features of Freshsales

1. Contact management: Freshsales creates a complete view of each customer, including their contact details, conversations, activities, deals and engagement history. This helps sales reps understand the customer relationship before making the next call or sending a follow-up.
2. Lead capture and qualification: Leads can be captured through web forms, email, chat, imports and connected marketing tools. Freshsales can then organise, assign and track these leads as they move through the sales process.
3. Visual sales pipelines: Sales teams can manage deals using Kanban-style pipelines with drag-and-drop cards. Each card shows the deal stage, value, owner and expected closing date, helping managers identify stalled opportunities and pipeline gaps.
4. Phone and chat: The Growth plan includes chat, email and phone capabilities. Teams can communicate with customers without switching between several tools, while conversations remain connected to the CRM data. Calling charges, numbers and regional availability should be confirmed separately.
5. Workflow automation: Basic workflows can automate repetitive actions such as assigning records, creating tasks, sending notifications and updating fields. More advanced automation is available through higher plans and sales sequences.
6. Reports and dashboards: Teams can track leads, deals, activities, revenue and sales performance through reports and dashboards. These insights can help managers identify conversion gaps and understand how individual representatives are performing.
7. Freddy AI: Freddy AI can highlight promising leads and deals, write emails and provide recommendations based on CRM data. Freshworks also offers a Freddy AI Agent add-on for customer-facing interactions, which is priced separately based on sessions.
8. Mobile access: Freshsales provides mobile access for sales reps who need to check customer information, manage deals, complete tasks and update CRM data while away from their desks.

Limitations of Freshsales

Some of its most useful features, including contact scoring, deal insights, territory management and sales sequences, are not included in the entry plan. Forecasting, custom modules, field-level permissions, sandbox access and audit logs require the Enterprise plan. Businesses should also confirm telephony charges and AI usage costs separately.

Freshsales pricing

• Growth: $9 per user/month, billed annually
• Pro: $39 per user/month, billed annually
• Enterprise: $59 per user/month, billed annually

Freshsales offers a 21-day free trial. Check Freshsales pricing.

6. LeadSquared

Best for: Businesses that manage high volumes of enquiries across inside sales, field sales and multi-stage conversion processes

LeadSquared is an AI-powered sales CRM designed for high-volume sales operations. It is widely suited to sectors such as education, financial services, healthcare, insurance and real estate, where teams receive large numbers of leads and must contact, qualify and move them through defined processes quickly.

Key features of LeadSquared

1. Lead capture: LeadSquared captures enquiries from websites, landing pages, advertising campaigns, calls, emails, chat and connected lead sources. Each lead enters the CRM with its source and available customer data, reducing manual data entry.
2. Lead distribution: Businesses can automatically assign leads based on location, product, source, language, team capacity and other conditions. Leads can also be reassigned when a representative is unavailable or fails to act within a defined period.
3. Lead scoring: LeadSquared can score leads using profile information, source, activity and engagement. This helps sales reps identify higher-intent opportunities and decide which prospects require immediate attention.
4. Sales process automation: Businesses can design sales processes with required stages, tasks and actions. Automation can assign leads, create follow-ups, send communication, update records and alert managers when an important step is missed.
5. Sales pipeline management: Sales teams can track leads and opportunities as they move across stages. Managers can monitor the number of leads at each stage, identify bottlenecks and compare conversion rates across teams, sources and time periods.
6. Custom sales workflows: Businesses can configure forms, fields, stages, assignment rules and approval processes around their operating model. This is useful for industries where a lead must complete several steps before becoming a customer, such as document verification, counselling, appointments or eligibility checks.
7. Integrations and APIs: LeadSquared connects with advertising, communication, finance and productivity tools. APIs can also be used to exchange CRM data with internal business systems.

Limitations of LeadSquared

LeadSquared is built for structured, high-volume sales processes, so it may feel excessive for small teams that only need basic contact management and a visual pipeline. Implementation and custom workflow setup may require professional support. The final cost can also increase when a business adds marketing automation, telephony, field sales tools or other modules.

LeadSquared pricing

• Sales Pro: ₹2,500 per user/month, billed annually

Pricing for larger deployments, additional products and industry-specific requirements is provided based on the selected users, modules and workflows.

Check LeadSquared Sales CRM pricing.

7. Pipedrive

Best for: Sales teams that want simple, visual pipeline management with clear activity tracking

Pipedrive is a sales-focused CRM built around visual pipelines and activity-based selling. It helps sales reps organise leads, track deals and plan the next action required to move each opportunity forward. Its interface is easier to understand than many enterprise CRM platforms, making it useful for teams that want structure without heavy implementation.

Key features of Pipedrive

• Lead and contact management: Pipedrive stores leads, people, organisations, deals, notes, files and communication history in connected records. Sales reps can check the complete context of a customer relationship before making the next contact.
• Visual sales pipelines: Deals are displayed as cards in customisable pipeline stages. Representatives can move a deal from one stage to another using drag-and-drop controls, while managers can quickly identify stalled opportunities and pipeline gaps.
• Activity management: Calls, emails, meetings and follow-up tasks can be linked to each deal. Pipedrive highlights overdue activities and deals without a scheduled next action, helping sales reps maintain consistent follow-ups.
• Sales feed: The real-time sales feed gives representatives a focused view of pending follow-ups, overdue tasks and new opportunities. This reduces the need to search through individual customer records to plan the day.
• Workflow automation: Pipedrive can automate repetitive sales processes such as creating tasks, updating deal stages and sending follow-up emails. More advanced automation and nurturing sequences are included in the Growth plan and above.
• Email sync and tracking: The Growth plan provides full email sync with Gmail, Outlook and other business email accounts. Sales reps can send messages, track opens and link emails to relevant contacts and deals without leaving the CRM.
• Sales sequences: Teams can create planned sequences of emails and follow-up activities. This helps representatives maintain regular outreach while reducing the manual effort required to schedule each interaction.
• Pipedrive AI: Its AI tools can help generate reports, draft and summarise emails and identify sales opportunities. The exact AI functionality depends on the selected plan.
• Contracts and e-signatures: The Premium plan supports quotes, proposals, contracts and electronic signatures. This allows sales teams to manage documents from the same system used to track deals.
• Integrations: Pipedrive connects with more than 500 applications through its marketplace. These include communication, accounting, marketing and productivity tools. Telephony and WhatsApp normally require separate integrations rather than being central native features.
• Mobile access: The mobile CRM lets sales reps access contacts, update deals, complete activities and check their pipeline while working away from a desktop.

Effective CRM customer data management keeps contact details, communication history and sales activity organised and accessible across teams.

Limitations of Pipedrive

Pipedrive is strong for sales pipeline management but less suitable for businesses that need advanced marketing automation or customer service tools in the same platform. Lead generation, project management, campaigns and some document tools are sold as add-ons. Indian teams that depend heavily on SIM calling and WhatsApp may also require third-party integrations.

Pipedrive pricing

• Lite: €14 per seat/month, billed annually
• Growth: €39 per seat/month, billed annually
• Premium: €59 per seat/month, billed annually
• Ultimate: €79 per seat/month, billed annually

Pipedrive provides a 14-day free trial. Prices exclude applicable taxes and may appear in a different currency based on location.

Check Pipedrive pricing.

8. Kylas

Best for: Growing Indian businesses that want a sales CRM with unlimited users

Kylas is a sales CRM developed for growing businesses in India. Unlike CRM platforms that charge separately for every user, its paid plans use flat pricing with unlimited users. It covers lead management, deal tracking, sales automation, communication, reporting and field sales processes.

Key features of Kylas

Lead management: Kylas stores each lead’s details, owner, activity history and pipeline position in one record. Leads can be added manually, imported through CSV files, captured through web forms or received from connected portals such as IndiaMART and Justdial.

Contact and company management: Businesses can maintain separate records for individuals and companies. Multiple contacts can be connected to one company, making the CRM useful for account-based and B2B sales processes.

Deal management: Sales reps can track deal value, revenue forecasts, activities, communication and ownership. Managers can use this information to understand which opportunities are active and which require intervention.

Custom sales pipelines: Teams can create separate pipelines for leads and deals and customise the stages based on their sales process. This helps businesses manage different products, teams or conversion journeys inside the same CRM system.

Automatic lead routing: Paid plans can distribute leads automatically based on defined conditions such as source, location or team. This reduces manual assignment and helps new enquiries reach the appropriate representative faster.

Workflow automation: Kylas can automate tasks, communication and record updates using workflows. The Elevate plan includes a limited number of workflows, while additional workflows can be purchased separately.

Calling and call logging: Kylas connects with supported IVR and telephony providers so teams can make, receive and log calls. Sales reps can also maintain manual call logs and create follow-up tasks based on customer conversations.

WhatsApp integration: Paid plans support WhatsApp Business integration for sending messages to prospects and storing communication in the CRM. The setup, provider charges and message costs may depend on the selected integration.

Quotations: Sales reps can add products and services, prepare quotations and send them to contacts from the CRM. This helps connect sales pipeline management with the commercial proposal process.

Field sales tracking: Field sales add-ons support attendance, geo check-ins, live location and activity timelines. These tools help managers track representatives who spend most of their time visiting customers.

Access control: Businesses can create teams, organisational hierarchies, user profiles and data-sharing rules. Higher plans and add-ons provide additional security controls such as number masking, IP restrictions and two-factor authentication.

Mobile access: Kylas provides Android and iOS applications so sales reps can access leads, deals, tasks and customer data while working outside the office.

A well-designed CRM workflow can automate lead assignment, reminders, record updates and repetitive sales tasks.

Limitations of Kylas

The free plan has record limits and excludes workflow automation, telephony, WhatsApp, email connections and several integrations. Many advanced capabilities, including field sales tracking, business intelligence, security controls, account management and additional workflows, are priced as add-ons. Flat pricing may also be less economical for a very small team.

Kylas pricing

• Embark: Free with unlimited users and limited records
• Elevate: ₹12,999/month with unlimited users
• Exceed: Custom pricing with unlimited users

Check Kylas pricing.

9. Microsoft Dynamics 365 Sales

Best for: Mid-sized and large businesses already using Microsoft 365, Teams, Outlook, Power BI or other Dynamics products

Microsoft Dynamics 365 Sales is an enterprise CRM platform that helps businesses manage leads, customer data, opportunities, sales activities and forecasts. Its main advantage is its connection with Microsoft’s wider ecosystem, allowing sales teams to work with CRM data through familiar tools such as Outlook, Teams and Excel.

Key features of Microsoft Dynamics 365 Sales

Lead management: Dynamics 365 Sales stores lead information, source, activities and qualification details in one record. Sales reps can qualify a lead and convert it into an account, contact and opportunity without entering the same customer data again.

Copilot in Dynamics 365 Sales: Copilot can summarise leads and opportunities, prepare users for meetings, draft emails and answer questions using CRM data. Enterprise and Premium plans include wider AI and agentic capabilities, while access depends on the selected licence and setup.

Lead and opportunity scoring: AI-powered scoring can help representatives prioritise leads and opportunities based on customer data and previous sales patterns. This allows teams to focus on prospects that show a stronger likelihood of progressing.

Sales forecasting: Managers can create forecasts based on opportunity values, sales stages, territories and targets. Predictive forecasting can use historical CRM data to provide additional insights into expected sales performance.

Conversation intelligence: Dynamics 365 can analyse sales calls held through Microsoft Teams. It can provide transcripts, summaries, keywords, customer sentiment and suggestions, helping managers review calls and coach sales reps more efficiently.

Outlook integration: Sales reps can access Dynamics 365 records from Outlook, connect emails with contacts and opportunities and create CRM records without changing applications. This reduces manual data entry and keeps communication history updated.

Product, quote and order management: Sales teams can manage product catalogues, price lists, quotes and orders. This helps businesses connect opportunity management with later stages of the sales cycle.

Customisation: Businesses can customise tables, forms, fields, views, dashboards and business process flows. Advanced customisation can require technical knowledge or help from a Microsoft implementation partner.

Mobile access: The mobile application lets sales reps check customer records, update opportunities, complete tasks and manage activities while travelling or meeting customers.

Limitations of Microsoft Dynamics 365 Sales

Dynamics 365 Sales can be difficult to implement without technical support, particularly when custom business processes, data migration and Microsoft Power Platform integrations are involved. The licence cost is also high for smaller businesses, and products for marketing automation, customer service and field service require separate licences.

Microsoft Dynamics 365 Sales pricing

• Sales Professional: ₹5,410 per user/month, paid yearly
• Sales Enterprise: ₹8,735 per user/month, paid yearly
• Sales Premium: ₹12,480 per user/month, paid yearly

GST is charged separately. Check Microsoft Dynamics 365 Sales pricing.

10. monday CRM

Best for: Teams that want a flexible, visual CRM they can customise without developers

monday CRM is an AI-powered sales platform built on monday.com’s no-code work management system. It brings lead management, contact management, deal tracking, sales automation, email activity and forecasting into visual boards. Its flexibility makes it useful for teams that want to design their own sales workflows instead of following a rigid CRM structure.

Key features of monday CRM

Lead management: Teams can capture leads through forms, campaigns, imports and connected applications. Leads can be stored with details such as source, status, owner, company, contact information and last interaction.

Automatic lead assignment: monday CRM can distribute leads through round-robin rules or custom assignment conditions. For example, a lead can be assigned based on region, product or team, helping businesses respond without manually checking every new enquiry.

Contact and account management: Separate boards can be used for contacts, accounts and deals. These boards can be connected so sales reps can open an opportunity and check the related company, decision-makers and previous customer interactions.

Email sequences: Teams can create automated follow-up sequences that respond to deal stages, inactivity or selected dates. Sequences can pause when a prospect replies, preventing unnecessary messages after a conversation has started.

Mass email: monday CRM supports personalised mass emails with templates and dynamic fields. Email engagement, including opens and clicks, can be used to prioritise follow-ups or trigger automation.

Deal alerts: The CRM can flag deals that have remained inactive or stayed in one stage for too long. This helps managers identify opportunities that may be at risk before they affect the sales forecast.

Sales forecasting: monday CRM uses deal values, stages and expected closing dates to create sales forecasts. Managers can build dashboards for pipeline value, conversion rate, revenue targets and individual sales performance.

monday AI: monday AI can analyse deal activity, identify risks, prepare representatives for meetings and suggest next steps. Sidekick acts as a context-aware assistant, while AI Notetaker can record, transcribe and summarise meetings. Usage depends on the AI credits and notetaker hours included in the plan.

Quotes and invoices: Teams can create and share customisable quotes and invoices from the CRM. The number allowed per month depends on the selected plan.

Sales and project management: A won deal can trigger a new onboarding or delivery workflow. This helps sales and project management teams transfer the customer without losing communication history, documents or agreed next steps.

Integrations: monday CRM connects with applications such as Gmail, Outlook, Google Sheets, Slack, Microsoft Teams and Facebook Ads. It also supports integrations with other tools through monday.com’s marketplace.

Mobile access: Android and iOS applications allow sales reps to check customer data, update deals and log activities. monday CRM also supports offline mobile access for selected functions.

Limitations of monday CRM

Its flexibility can become a disadvantage if a business builds too many boards, columns and automations without a clear structure. Entry plans also limit active contacts, deals, dashboards, columns, workspaces and automation actions. Calling and WhatsApp-led sales teams may need additional integrations, and AI usage is governed by credits.

monday CRM pricing

• Basic: $12 per seat/month, billed annually
• Standard: $17 per seat/month, billed annually
• Pro: $28 per seat/month, billed annually
• Ultimate: Custom pricing

Plans begin with a minimum of three users. monday CRM provides a 14-day free trial, and taxes are charged separately.

Check monday CRM pricing.

Final verdict

If your sales team works on calls and WhatsApp, telecrm is built around the way they already sell. It captures leads from multiple sources, assigns them automatically and gives reps one clear system to call, message, follow up and move every lead towards conversion.

Managers get complete visibility into calls, recordings, WhatsApp conversations, follow-ups, pipeline movement and sales performance. AI-powered call analysis helps them understand conversation quality and customer intent without manually reviewing every interaction.

Instead of connecting separate tools for lead management, calling, WhatsApp, automation and reporting, bring the complete sales process into telecrm.

Book a demo and find out how telecrm can help your team convert more leads.