Workshop on :- Quotation Management in Sangam CRM on Friday, 22nd November 2024 at 04:30 PM
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Free CRM For Startups and Small Business

Manage Sales, Helpdesk & Marketing with Enjay’s Sangam CRM. Cloud CRM + Mobile App with unlimited records and storage.
Its free upto 10 Users
Best CRM for Mutual Fund Distributors

Free CRM For Startups and Small Business

Manage Sales, Helpdesk & Marketing with Enjay’s Sangam CRM. Cloud CRM + Mobile App with unlimited records and storage.
Best CRM for Mutual Fund Distributors
Its free upto 10 Users

Its not Free Trial , Its Free Forever

When we say Free, Its Actually Free – Absolutely No Hidden Cost

Its not Free Trial , Its Free Forever

When we say Free, Its Actually Free – Absolutely No Hidden Cost
Get All Addons
Get Unlimited Space
No Module Restrictions
No Credit Card Needed
Create Unlimited Records
No compromise on Data Security

Take a Peek on our Web & Mobile UI

Adapting to Modern Demands: Sangam CRM is flexible for Web and Mobile interface

Web UI Walkthrough

Get the look and feel of our Web UI of Sangam CRM.

Mobile UI Walkthrough

Get the look and feel of our Mobile UI of Sangam CRM.

Web UI Walkthrough

Get the look and feel of our Web UI of Sangam CRM.

Mobile UI Walkthrough

Get the look and feel of our Mobile UI of Sangam CRM.

Spot The Differences Between Our Plans

Free VersionPaid Version
Forum & Community SupportPost your queries into Community (Forums & Discussion) where our Inhouse and partners share their experts solutions YesYes
Weekly Q & A Sessions Ask anything to our experts in weekly webinars. Get your queries resolved.YesYes
In-App Chat Sangam CRM has in app Chat (both for Web & Mobile) Our team is available Mon-Fri, 9:30 to 6:30 pmYesYes
Telephonic/Email/WhatsApp/Remote Support Support available Mon-Fri, 9:30 to 6:30 pmNoYes
Free VersionPaid Version
Mobile Apps Native iOS and Android Apps for Sangam CRM. YesYes
API Custom API to connect Sangam CRM with any third party application platform.  LimitedYes
Cloud + Mobile No need to download and maintain the app, unlike some opensource platforms.  YesYes
Data Privacy We do not share or use your data for any kind of marketing purpose.  YesYes
Data Download You always own your data. You are always free to download all your Data from Sangam CRM  YesYes
Free VersionPaid Version
Leads Create unlimited leads to capture all the enquiries that you receive from all the resources. UnlimitedUnlimited
Follow up / Comments Follow up is the most important part of any business process. Manage all the follow up and comments (changes) in one place. UnlimitedUnlimited
Opportunities Unlimited Opportunities (qualified enquiries), UnlimitedUnlimited
Quotations Quotations with multiple line items, Taxes, discounts and terms and conditions. send as PDF, Email to clients directly. Multiple versions of quotations available. UnlimitedUnlimited
Product Category Product category helps you manage the funnel and sales process effectively. Also useful in support cases, Contracts etc. UnlimitedUnlimited
Product Master Unlimited product masters, which can be used in quotations, support Cases. UnlimitedUnlimited
Contracts / AMC Manage recurring income from your clients. i.e. Subscriptions, AMC, Contracts. Yearly, quarterly or custom period, with automated reminders and feedback mechanism UnlimitedUnlimited
Companies / Accounts Master records of your clients, vendors, competitors, agents, partners and all the companies that you are in touch with. UnlimitedUnlimited
Contacts / Persons Master records of actual people, these are associated with companies, where they work. UnlimitedUnlimited
Activities / tasks / Docs / Attachments All kinds of activities, automated & manual. Eg: Calls, Messages, Emails, Docs, attachments etc UnlimitedUnlimited
Automated Follow-ups (Lead nurturing) Send automated messages (WA, SMS, and emails) to your leads/prospects YesYes
Sales Stages / Funnel Sales stage helps you define sales process and pipeline (funnel). This makes it easy to track the sales funnel. UnlimitedUnlimited
WA Chatbots WhatsApp Chatbot to take your business on auto-mode. Reply to your customer queries, even when you are away. YesYes
Lead/Opportunity Aging analysis Ageing analysis is an important parameter indicating health of your sales process. YesYes
Sales Forecast Reports Weekly, monthly, Quarterly, and custom sales forecast to help you manage your sales team and sales process effectively. YesYes
Free VersionPaid Version
Tickets Ticket is rasied in CRM for solving problems, which can assigned to right person for taking corrective action. UnlimitedUnlimited
Inbound Email / SMS to Ticket Automatically create Ticket from inbound Email/SMS directly. Auto assignment also possible YesYes
Follow up / Comments Follow up is the most important part of any business process. Manage all the follow up and comments (changes) in one place. UnlimitedUnlimited
Contracts / AMC Manage recurring income from your clients. i.e. Subscriptions, AMC, Contracts. Yearly, quarterly or custom period, with automated reminders and feedback mechanism UnlimitedUnlimited
Service Level Agreement (SLA) Advanced Internal and external Service Level agreements, which is required to manage Enterprise clients.  UnlimitedUnlimited
Bug / Feature Request tracking Tracks bugs or feature requirements for your products. Helps take benefit of Support team to improve product development. UnlimitedUnlimited
Smart Feedback Send Smart-Feedback Email to customer when case closes. They can respond with single click directly from their email. All feedbacks are recorded in CRM. YesYes
Time/Cost Analysis Track time, resource (human cost) spent on any particular ticket, opportunity, contract, or even client. YesYes
Activities / tasks / Docs / Attachments All kinds of activities, automated & manual. Eg: Calls, Messages, Emails, Docs, attachments etc UnlimitedUnlimited
Product Category Product category helps you manage the funnel and sales process effectively. Also useful in support cases, Contracts etc. UnlimitedUnlimited
Product Master Unlimited product masters, which can be used in quotations, support Cases. UnlimitedUnlimited
Projects Track / Manage Projects, multiple teams, multiple time lines, multiple tasks UnlimitedUnlimited
RMA (Replacement Material Authorisation) RMA (Replacement Material Authorisation) manages entire Replacement process. Track pending RMA. Links with Support Cases/Tickets. UnlimitedUnlimited
Monitor Turn around Time (TAT) Monitor your TAT (Turn around time) which your team takes to respond and resolve the tickets. YesYes
WA Chatbots WhatsApp Chatbot to take your business on auto-mode. Reply to your customer queries, even when you are away. YesYes
Free VersionPaid Version
Bulk Email/WA/SMS Ability to send bulk messages to contacts/leads in CRM using campaign module / List view. UnlimitedUnlimited
Drip Marketing Campaigns for Email/WA/SMS Create Drip marketing campaigns using WhatsApp, Email & SMS to your leads / contacts YesYes
WhatsApp (Android) Integration WhatsApp Campaigns and Chatbots using your Android phone, tightly integrated with Sangam CRM. YesYes
WhatsApp Business API (WABA) Integration  Official WABA, WhatsApp Business API integration for Campaigns, Chatbots & Bulk Sending. YesYes
Cross Selling Module Manage and track cross selling and up selling activities across all your customers. UnlimitedUnlimited
Email to Lead Inbound email to Leads, created automatically. Multiple emails IDs also possible. UnlimitedUnlimited
SMS to Lead Incoming SMS to Leads, created automatically. UnlimitedUnlimited
Website to Leads Integrate your website forms to CRM directly. Capture Multiple fields on multiple forms for multiple Products/Solutions. UnlimitedUnlimited
Rule Based Automatic Lead Allocation Allocate leads automatically based on Round Robin, Least busy, Logged in users, Present users (attendance) basis. UnlimitedUnlimited
Capture Leads from Portals / Market Places Automatically capture leads from India Mart, Trade India, Just Dial, 99 Acres, Magic bricks, Facebook, Home Online and many others UnlimitedUnlimited
WA Chatbots WhatsApp Chatbot to take your business on auto-mode. Reply to your customer queries, even when you are away. YesYes
Marketing ROI Analysis Analyse ROI on marketing costs. YesYes
Free VersionPaid Version
OPR Dashboard Super effective, customisable & flexible Dashboard of Sangam CRM for Owners, team leaders, Managers, Executives & all other users. YesYes
List View / Basic Search List all the records in any module and customise the view and search. YesYes
Advance Search Advanced search based on multiple conditions. (cross Module). YesYes
Saved Filter/Search  Create saved search for frequently searched queries. Reduces your work for day to day processes. UnlimitedUnlimited
Global Search Search anything from a single field. Full Text search for searching across entire CRM platform. UnlimitedUnlimited
Detailed Reports (Customisable) Create your own reports to analyse your CRM, in your own management style. UnlimitedUnlimited
Matrix (Pivot) Reports Matrix reports or Pivot Table reports are great tool for managers and owners for deeper analysis. UnlimitedUnlimited
Google Sheet Integration Get your CRM data synced directly into Google Sheet. Extend the reports or do further analysis. YesYes
Google Data Studio Integration Connect CRM data to Google Data Studio through Google Sheets. GDS is the best and free BI tool in the market YesYes
Scheduled Reports (Email) Schedule reports to email. For Internal and external teams. YesYes
Free VersionPaid Version
Website Integration (API) Integrate your website forms directly into CRM. Create Leads or tickets directly from CRM YesYes
Marketplace / Yellow Pages Connectors Ready connector for IndiaMart, TradeIndia, JustDial and lots of other market places. YesYes
Email Integration (Inbound/outbound) Inbound Email to lead or ticket. Outbound email integration for Notifications and alerts. YesYes
SMS gateway Integration  Send SMS automatically for Notifications, alerts, bulk campaigns directly from CRM through SMS Gateway. YesYes
WhatsApp Business API (WABA) Integration Integrated WABA for sending bulk campaigns, chatbots, for sending notifications and marketing campaigns. YesYes
WhatsApp (Android) Integration Drip marketing campaigns and chatbot for whatsapp from your Android phones. YesYes
Tally ERP integration Integrate Sangam CRM with Sugam Tally Cloud & Sync Accounts, receivables, Invoices, etc. YesYes
Telephony Integration Call center integration with Enjay Synapse and also many other telephony vendors. YesYes
Free VersionPaid Version
Email Integration (Inbound/outbound) all inbound and outbound emails (automated or manual) get related automatically to matching relevant records.  YesYes
Meetings / Visits / Tasks Management  Manage all the activities like meetings, visits, tasks from a single platform and also relate them with CRM records. YesYes
Calls/SMS/emails, WhatsApp Calls, Emails, SMS and whatsapp will get logged automatically and also related to relevant CRM records. YesYes
Documents & Attachments Upload and attach, photographs and any type of document for tickets, opportunities or any other CRM records. YesYes
Free VersionPaid Version
Attendance management All users can mark attendance from a mobile device. Get monthly (or periodic) attendance report. Shift wise attendance possible. YesYes
Leave Application & Approval Leave application module to apply and approve leave for all the employees. Leave accounting not included. YesYes
Holiday Management Define holidays for all the team members. YesYes
Work From Home  Employees can select if they are working from Home on a particular day. This helps in task allocation. YesYes
User Activity Track all the activities of users across all the modules, helps in improving user adoption. YesYes
Time/Cost Analysis Track time, resource (human cost) spent on any particular ticket, opportunity, contract, or even client. YesYes
Jobs / Hiring / Application Management Link the jobs applicant module with your website to collect job applicatoins and process them till hiring. YesYes
Free VersionPaid Version
Projects Tracking Create and manage projects involving multiple people, multiple stages and multiple timelines. YesYes
Project Tasks  Project tasks are the checklist items (doable) under any project. They are trackable. YesYes
Time/Cost Analysis Track time, resource (human cost) spent on any particular ticket, opportunity, contract, or even client. YesYes
Free VersionPaid Version
Storage  Cloud storage for Database, application, attachments is absolutely unlimited, with no limits whatsoever UnlimitedUnlimited
API for Extending CRM Full access to API with unlimited API calls, to extend and connect your CRM to third party apps. (Website, market place etc) YesYes
Data Imports / Exports / Downloads Unlimited data download and upload capability, with no limits whatsoever UnlimitedUnlimited
Google Sheet Integration Get your CRM data synced directly into Google Sheet. Extend the reports or do further analysis. YesYes
Data De-duplication & Merging Clean your data with state of the art tool to find duplicates intelligently and merge them easily. YesYes
Tags (flexible categorisation) Create unlimited tags/labels/groups for categorizing your CRM data. UnlimitedUnlimited
Data Categorisation Categorise your data in any module with multiple standard and custom drop-downs and also dependent drop-downs UnlimitedUnlimited
Custom Module Create Custom modules according to your Business requirement. UnlimitedUnlimited
Custom Fields Create unlimited custom fields according to your business requirements. UnlimitedUnlimited
Custom Layout Change the default layout so that it is suitable for your users. (custom web + custom Mobile views) YesYes
Approval Management Create strict process driven business flow with approval management system, which can work on any module (configurable). YesYes
Change Log Keeps audit of every field (configured) YesYes
Free VersionPaid Version
Roles  Roles allow you to group permissions so that they are easily manageable. UnlimitedUnlimited
Permissions Define Permissions based on access control of your fields, records, and modules UnlimitedUnlimited
Teams / Groups Teams and groups help compartmentalise your teams, processes and data access. UnlimitedUnlimited
IP Access restriction Restrict where your users can access CRM. This improves your data security significantly. YesYes
Mobile IMEI Lock Restrict mobile Devices on which users can run CRM App, thus preventing potential unauthorised usage. YesYes
Two Factor Authentication (2FA) OTP (email/SMS) and a strong password policy help you secure CRM. YesYes

Sangam CRM Software to meet all your needs

Best Free CRM solution for small businesses and Startups. Most user-friendly Mobile CRM software designed for your Sales and Service Teams.
Sales CRM

Designed for making the life of Sales Executives as easy as possible. Manage your Leads, Opportunities, Sales Funnel, Activities and Sales Reporting easily with Sangam CRM

Helpdesk CRM

Manage Support Tickets, AMC, Product details, Product Warranties, Product subscriptions SLAs, Escalations easily with CRM software. Proper ITSM based on ITIL Standards

Mobile CRM

Mobile CRM Software Never miss an appointment, track your activities easily. Log Calls and SMS automatically. Mobile Dashboard manage your team. Configurable Mobile App

CRM For Marketing

Email, SMS, WhatsApp Automation for lead nurturing, Cross Selling and up-selling. Use Account-based marketing with proper categorisation Industry, Product or region wise.

CRM Integrations

CRM integrates with your website, Yellow Pages Portals, your ERP or any other software application. Built-in integrations include SMS, Email Tracking, Telephony, LinkedIn, etc

Custom CRM

CRM is great out of the box, but it can be customised to suit your Business Processes. Every module, every field, every automation, every report can be customised.

Call Center CRM

Email, SMS, WhatsApp Automation for lead nurturing, Cross Selling and up-selling. Use Account-based marketing with proper categorisation Industry, Product or region wise.

CRM API

CRM integrates with your website, Yellow Pages Portals, your ERP or any other software application. Built-in integrations include SMS, Email Tracking, Telephony, LinkedIn, etc

CRM for BPM

Transform your operations with Sangam CRM's Business Process Management (BPM) capabilities. Define, automate, and optimize your business processes for maximum efficiency.

Sales CRM

Designed for making the life of Sales Executives as easy as possible. Manage your Leads, Opportunities, Sales Funnel, Activities and Sales Reporting easily with Sangam CRM

Helpdesk CRM

Manage Support Tickets, AMC, Product details, Product Warranties, Product subscriptions SLAs, Escalations easily with CRM software. Proper ITSM based on ITIL Standards

Mobile CRM

Mobile CRM Software Never miss an appointment, track your activities easily. Log Calls and SMS automatically. Mobile Dashboard manage your team. Configurable Mobile App

CRM For Marketing

Email, SMS, WhatsApp Automation for lead nurturing, Cross Selling and up-selling. Use Account-based marketing with proper categorisation Industry, Product or region wise.

CRM Integrations

CRM integrates with your website, Yellow Pages Portals, your ERP or any other software application. Built-in integrations include SMS, Email Tracking, Telephony, LinkedIn, etc

Custom CRM

CRM is great out of the box, but it can be customised to suit your Business Processes. Every module, every field, every automation, every report can be customised.

Call Center CRM

Email, SMS, WhatsApp Automation for lead nurturing, Cross Selling and up-selling. Use Account-based marketing with proper categorisation Industry, Product or region wise.

CRM API

CRM integrates with your website, Yellow Pages Portals, your ERP or any other software application. Built-in integrations include SMS, Email Tracking, Telephony, LinkedIn, etc

CRM for BPM

Transform your operations with Sangam CRM's Business Process Management (BPM) capabilities. Define, automate, and optimize your business processes for maximum efficiency.

Support Integrations

Integrate Sangam CRM with your Favourite Apps
Zapier
Gallabox
Google Workspace
Tally
Sugam Cloud
Pabbly
Sendgrid
Indiamart
Wordpress
Synapse
Smartflo
Justdial
Airtel Business
Servetel
TradeIndia.com

Supercharge your business with Sangam CRM, today. ​

As a startup and small business, you need a CRM to manage your sales and customer service for a low cost. Sangam CRM is absolutely free.

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