Leads are scattered. Enquiries sit in WhatsApp, Gmail, Facebook, IndiaMART and phone calls, and nobody has the full list.
SIGNS YOU NEED A CRM
Signs your small business needs a CRM
Most small businesses start with Excel, a notebook and WhatsApp. That works for the first 20 customers. After that, leads start slipping through. If any of these sound familiar, it is time for a CRM:
Follow-ups depend on memory. A lead goes cold because the reminder was in someone's head or on a sticky note.
You can't see who is doing what. You ask “did anyone call this lead?” in the team group every day.
Reports take hours. You rebuild the same sales sheet in Excel every week.
A salesperson leaves and the data leaves too. Their contacts and chats were on their own phone.
FEATURES
What TracktCRM does for small businesses
TracktCRM is customer relationship management software for small business teams that want to sell more without adding admin work. Everything you need is in one screen.
All your leads in one place
Website forms, Facebook and Google lead ads, WhatsApp and portals like IndiaMART, Justdial and 99acres flow straight into one lead list. No copy-pasting. See our lead management software.
Simple sales pipeline
Drag leads through your own stages, from New to Won. See every deal at a glance in one sales pipeline.
Follow-up reminders
Every lead gets an owner and a next step, so no customer waits for a reply.
WhatsApp CRM
Chat with leads on WhatsApp and keep every conversation saved on the lead with our WhatsApp CRM.
Client and customer management
Contacts, companies, products, notes and activity history stay together, so anyone on the team can pick up a customer.
Sales dashboard
Live charts and KPIs for leads, follow-ups and deals won in one sales dashboard, without building reports in Excel.
Works in any browser on laptop and mobile, so your team can update leads from the office, a site visit or the road.
PRICING
Small business CRM pricing that grows with you
Start with the free CRM for small business and upgrade only when your team grows. All paid plans are priced per user, billed yearly, with no forced contracts.
| Plan | Price | Best for |
|---|---|---|
| Free | ₹0, 1 user | Solo owners getting started |
| Pro | ₹319/user/month | Small teams that need more pipelines and ad integrations |
| Premium | ₹559/user/month | Teams that want AI help on every deal |
| All-in-One | ₹799/user/month | CRM, AI and a website in one plan |
Prices billed yearly. Taxes may apply. WhatsApp message charges from Meta are separate.
GETTING STARTED
How to set up a CRM for your small business in 4 steps
Sign up free
Create your account in a minute. No credit card needed.
Bring in your leads
Import your Excel sheet or connect your website form, WhatsApp and lead sources. Moving from another CRM? Our team helps you shift your data.
Set your pipeline
Name your stages the way your business sells, for example New, Contacted, Quote Sent, Won.
Follow up and close
Assign leads to your team, set reminders and watch deals move on the dashboard.
WHO IT'S FOR
Which small businesses use TracktCRM
TracktCRM works as a small business CRM in any industry where leads come in and need quick follow-up.
Just starting out? TracktCRM also works as a CRM for startups and small companies with 1 to 50 users.
BUYER'S GUIDE
How to choose the best CRM for small business
The best CRM for small business is the one your team opens every day. Before you pick one, check these 6 things:
1. Easy to use
Your team should learn it in a day, not a month.
2. Free or affordable to start
A free plan lets you test it with real leads before you pay.
3. Captures leads automatically
Look for website forms, ad integrations and WhatsApp, so nobody types leads by hand.
4. Follow-up reminders
The CRM should tell your team who to call next.
5. Works on mobile
Small business teams are rarely at a desk all day.
6. Fair pricing as you grow
Per-user pricing with no long contract keeps costs predictable.
Still deciding between a CRM and a spreadsheet? Read our CRM vs Excel comparison. Want the full shortlist? See our guide to the best CRM software. Looking for free options? Read about free CRM for small business.
SWITCHING
Switching from another small business CRM?
Many teams move to TracktCRM from Zoho Bigin, HubSpot, Pipedrive or a spreadsheet when they want simpler follow-ups, WhatsApp built in and lower per-user pricing. We help you move your data.
TracktCRM vs Bigin · vs Zoho CRM · vs HubSpot · vs Pipedrive
FAQ
CRM for small business FAQs
What is a CRM for small business?
A CRM (customer relationship management) for small business is software that keeps all your leads, customers, follow-ups and deals in one place. Instead of Excel sheets and WhatsApp chats, your whole team works from one shared list and pipeline, so no enquiry is missed.
Do small businesses really need a CRM?
If you get more leads than you can track in your head, yes. A CRM makes sure every enquiry gets a reply, every follow-up happens on time and you can see which sources bring customers. Most teams feel the difference within the first week.
Is there a free CRM for small business?
Yes. TracktCRM has a Free plan for 1 user that is free forever, with no time limit. It includes a sales pipeline, unlimited records, 3 automations, WhatsApp integration and a standard dashboard. No credit card is needed.
How much does a CRM cost for a small business?
TracktCRM is free for 1 user. Paid plans start at ₹319 per user per month (billed yearly) for Pro, ₹559 for Premium and ₹799 for All-in-One. You can upgrade, downgrade or cancel anytime.
What is the best CRM for a small business?
The best CRM is one that is easy to use, captures leads automatically, reminds your team to follow up and is affordable as you grow. TracktCRM is built for exactly this, with a free plan so you can test it with your own leads.
Can I use TracktCRM on my mobile?
Yes. TracktCRM is a cloud-based CRM that works in any browser on your laptop or phone, so your team can update leads from anywhere.
Can I move my data from Excel or another CRM?
Yes. You can import your leads from Excel, and our team helps you move data from another CRM, including Pipedrive.
Is my customer data safe?
Your data is stored securely, every team member has their own login, and your data is never sold or used for ad targeting.
Start free with a CRM built for small businesses
Set up in minutes. Free plan for 1 user, no credit card needed.