Tulip Infra
Sandeep Israni · Automate CRM
₹130 Cr in 12 days
Compared with ₹170 Cr over the previous 3 months.- Reported 1.5–1.6× revenue growth
- Marketing costs reduced from ₹8–9 Cr to ₹4 Cr
SALES CRM FOR GROWING TEAMS
Never lose an enquiry to a missed follow-up again.
Bring every enquiry from your website, ads and conversations into one place. Assign it, follow up on WhatsApp, send the quotation and track the payment, all from one simple CRM.
7-day free trial, no card needed Plans from ₹1,499/month Built to grow with your business
SOUND FAMILIAR?
Enquiries come in every day.
Too many go cold.
Enquiries land in five places.
Your website, WhatsApp, phone calls, email and a notebook. Nobody knows which ones got a reply.
Follow-ups live in someone’s head.
When a salesperson is on leave or leaves the company, their leads go with them.
You find out about a lost deal too late.
The quotation went out, then silence. Nobody followed up.
Every missed follow-up is an enquiry you already paid for.See how Automate Sales CRM fixes this
SEE HOW IT WORKS
Watch one enquiry
become a paid order.
Follow Meera’s enquiry through the CRM in five steps. Try it right here, no sign-up needed.Interactive demo · Sample data only
Follow one enquiry from first contact to payment.
EVERYTHING CONNECTED
Your sales process.
Finally in one place.
Customer history, follow-ups, quotations and payments sit together, so nothing depends on someone’s memory.
01 / CUSTOMER CONTEXTKnow the whole story
Know the whole story
before you call.
Every call, note, email, WhatsApp message and quotation sits on the lead. Anyone on your team can take over without asking “what did they say last time?”
- Contacts, companies and products in one place
- List and Kanban views of your pipeline
- Custom fields, tags and lead owners
MS
Meera Shah
QualifiedAcme Industries · Manufacturing
Deal value₹85,000
Lead ownerPriya Sharma
SourceIndiaMART
A conversation with context
- Follow-up scheduled
Discuss requirements · Tomorrow, 10:00 am
- Requirements added
Interested in 10 units. Share a detailed quotation.
- Enquiry captured
IndiaMART · Assigned to Priya
02 / SALES AUTOMATIONFollow-ups that happen,
Follow-ups that happen,
even on your busiest day.
When a lead moves to a new stage, the CRM can create the follow-up, send your WhatsApp or email template and assign the next task. Set the rules once.
- Actions for each stage of your pipeline
- Reusable WhatsApp, email and task templates
- AI calling with Bolna or Sarvam
Automation is available on Growth AI and Scale Max. AI calling requires Scale Max. WhatsApp and calling need a connected provider.
YOUR PROCESS, ON REPEAT
WHEN A LEAD ENTERSProposal sent
Create a follow-up
Tomorrow, 10:00 am
Send a WhatsApp template
Quotation follow-up
Create a task
Prepare for the next conversation
Example configuration · Connected messaging provider required
03 / QUOTATIONS & PAYMENTSFrom “send me a quote”
From “send me a quote”
to “payment received”.
Build a quotation from your product list, share it as a PDF, send a Razorpay payment link and see when it’s paid. When payment comes in, the lead can move to Won on its own.
- Quotation previews and PDF export
- Products, charges and payment terms
- Razorpay payment links and paid status
Available on Growth AI and Scale Max.
QUOTATIONQT-2026-024
PREPARED FOR
Acme IndustriesIndustrial equipment × 10₹85,000
Total₹85,000
Customer approved
Payment tracked
₹85,000 · Sample paid status
AI, BUILT INTO YOUR SALES DAY
Let AI do the reading
and the drafting.
Get a quick summary of a lead before you call, draft a follow-up email in seconds, or describe how you sell and get a pipeline to start from.
Walk into every conversation prepared.
Turn a lead’s activity into a focused summary. Catch up on the customer’s requirements, recent conversations and next scheduled action before you follow up.
Less time reading through activity. More context for your next call.
See which plans include AI Lead summariesIllustrative example
Bring me up to speed on Meera’s enquiry.
The context, in a moment.
Meera at Acme Industries enquired about 10 units through IndiaMART.
Priya owns the lead. The latest note requests specifications and a detailed quotation.
NEXT SCHEDULED ACTIONFollow up tomorrow at 10:00 am
Illustrative summary based on sample lead activity.AI availability depends on your plan, permissions and credits. AI calling requires a supported connected provider. Review AI-generated content before use.
A CLEARER VIEW OF SALES
Know where your sales stand.
Without asking anyone.
Owners see pipeline value and collections. Managers see who is following up. Salespeople see today’s follow-ups.
Know where the business stands.
See open opportunities, won and lost value, and payment collections in one place.
- Filter by pipeline, owner and date
- Understand your lead sources
- Explore quotation and collection trends
Pipeline by stageSample data
Open pipeline
₹12.8LNew enquiries
₹5.2L
Qualified
₹3.8L
Proposal sent
₹2.4L
Negotiation
₹1.4L
BETTER TOGETHER
Works with the tools
your business already uses.
IndiaMART, TradeIndia and Facebook enquiries arrive in your pipeline on their own. WhatsApp, email and calls stay linked to the lead.
IndiaMART
TradeIndia
WhatsApp
Gmail
Razorpay01
Turn enquiries into leads
Connect marketplace enquiries and ad lead forms to your CRM. Keep the source with the lead and configure the pipeline where new enquiries should arrive.
- IndiaMART
- TradeIndia
- Facebook Lead Ads
- Google Ads Lead Forms
IN YOUR SALES DAY
An ad enquiry arrives in your chosen pipeline, ready for your team to qualify and assign.
What you need to connect
Connect your marketplace account or ad lead-form integration. Configure the destination pipeline and stage; use the available field mapping to match incoming details to CRM fields. Each provider has its own connection requirements.
02
Follow up on WhatsApp
Connect WhatsApp Business or Automate Chats to use message templates with leads and keep WhatsApp activity close to the customer record.
- WhatsApp Business
- Automate Chats
IN YOUR SALES DAY
Configure a quotation-follow-up template as an action when a lead enters a sales stage.
What you need to connect
Connect one supported WhatsApp provider and configure its templates and variables. Stage messages must be configured separately. WhatsApp access depends on your CRM plan, provider setup and applicable messaging charges.
03
Keep email in the sales workflow
Use a connected email provider to send customer messages and reusable templates from the CRM. Keep email history with the lead and configure stage-based email actions.
- Gmail
- Outlook
- Zoho Mail
- SMTP
- Google Calendar
IN YOUR SALES DAY
Send a follow-up email from the lead record, then refer back to that message before the next conversation.
What you need to connect
Authorize Gmail, Outlook or Zoho Mail, or configure SMTP. One email provider can be connected at a time. Google Calendar is a separate connection for supported calendar-linked follow-up workflows; it is not a second email provider.
04
Connect calls to customer context
Connect a supported calling provider for CRM calling and call visibility. Bolna and Sarvam add AI calling through your configured agents or deployments.
- Exotel
- Callerdesk
- Voxbay
- Bolna
- Sarvam
IN YOUR SALES DAY
Open a lead to start a connected call, then use available call logs when reviewing the customer’s activity.
What you need to connect
Configure provider credentials and calling numbers. IVR connections support one provider at a time. AI calling needs its own agent or deployment setup, eligible CRM access and provider credits or charges. Available call details vary by provider.
05
Bring payments into the picture
Connect Razorpay to create payment links and track collection status in the CRM, alongside the lead and quotation workflow.
- Razorpay
IN YOUR SALES DAY
Create a payment link for a customer and check whether the payment is pending, paid or failed.
What you need to connect
Configure your Razorpay payment provider before creating payment links. Your payment provider handles the transaction; payment status depends on the configured integration. Review provider fees and the final checkout total separately.
06
Connect your own business tools
Use CRM API access for custom integrations and outbound webhooks to notify another system when supported sales events happen.
- API keys
- Outbound webhooks
IN YOUR SALES DAY
Notify your own system when a new lead is created, a lead changes stage or a follow-up is closed.
What you need to connect
Create an API key for your authorized integration. For outbound webhooks, configure a receiving URL and select supported events: new lead, lead stage change, new contact, follow-up creation or follow-up closure. API and webhook access depend on your plan and permissions.
Connect the tools your team already uses.
Choose your provider in CRM integrations, complete its setup, then configure the sales workflow it supports.
Availability depends on provider setup and access. One provider at a time per email, WhatsApp and IVR category.
MAKE IT YOURS
Shaped around how
you already sell.
Bring your Excel sheet
Import leads, contacts and products from CSV, match your columns and preview everything before it goes in.
Your stages, your fields
Start from a template, let AI draft your pipeline, or build your own. Add custom fields and tags for how you sell.
Control who sees what
Give each person access to the leads, contacts and actions their role needs.
PRICING
Pick a plan.
Upgrade as you grow.
Every plan includes follow-ups, lead assignment and your sales dashboard. Every plan has a fixed workspace price and unlimited users. Start with a 7-day free trial.
Starter
Core CRM for small sales teams
₹17,999/year
Billed yearly · ₹1,500/month
Start free trialNo credit card needed
What’s included
- Lead Management
- Contact Management
- Deal Pipeline
- Task Management
- Email Integration
- WhatsApp Integration
- Mobile App Access
- Basic Reports
- Team Collaboration
Growth AI
RecommendedAI-powered CRM with core business integrations
₹35,999/year
Billed yearly · ₹3,000/monthSave 16.6%
Start free trialNo credit card needed
What’s included
- Lead Management
- Contact Management
- Deal Pipeline
- Task Management
- Email Integration
- WhatsApp Integration
- Workflow Automation
- Lead Scoring
- Sales Analytics
- Custom Dashboards
- API Access
- Advanced Reports
- Priority Support
- Mobile App Access
- Team Collaboration
Scale Max
High-capacity CRM with all integrations and AI features
₹59,999/year
Billed yearly · ₹5,000/monthSave 7.4%
Start free trialNo credit card needed
What’s included
- Lead Management
- Contact Management
- Deal Pipeline
- Task Management
- Email Integration
- WhatsApp Integration
- Workflow Automation
- Lead Scoring
- Sales Analytics
- Custom Dashboards
- Advanced Analytics
- White Label
- Multi Branch
- Custom Roles
- Dedicated Account Manager
- Priority Support
- Full API Access
- Advanced Reports
- Mobile App Access
- Team Collaboration
Enterprise
Need more than Scale Max? Talk to us about a plan for larger teams.
| Feature | Starter₹17,999/yr | Growth AI₹35,999/yr | Scale Max₹59,999/yr |
|---|---|---|---|
| Features | |||
| Lead Management | Included | Included | Included |
| Contact Management | Included | Included | Included |
| Deal Pipeline | Included | Included | Included |
| Task Management | Included | Included | Included |
| Email Integration | Included | Included | Included |
| WhatsApp Integration | Included | Included | Included |
| Mobile App Access | Included | Included | Included |
| Basic Reports | Included | Not included | Not included |
| Team Collaboration | Included | Included | Included |
| Workflow Automation | Not included | Included | Included |
| Lead Scoring | Not included | Included | Included |
| Sales Analytics | Not included | Included | Included |
| Custom Dashboards | Not included | Included | Included |
| API Access | Not included | Included | Not included |
| Advanced Reports | Not included | Included | Included |
| Priority Support | Not included | Included | Included |
| Advanced Analytics | Not included | Not included | Included |
| White Label | Not included | Not included | Included |
| Multi Branch | Not included | Not included | Included |
| Custom Roles | Not included | Not included | Included |
| Dedicated Account Manager | Not included | Not included | Included |
| Full API Access | Not included | Not included | Included |
| Core CRM | |||
| Users | Unlimited | Unlimited | Unlimited |
| Pipelines | Up to 3 | Up to 10 | Up to 100 |
| Pipeline stages | Unlimited | Unlimited | Unlimited |
| Leads | Up to 5,000 | Up to 1,00,000 | Up to 10,00,000 |
| Contacts | Up to 5,000 | Up to 1,00,000 | Up to 10,00,000 |
| Companies | Up to 500 | Up to 5,000 | Unlimited |
| Products | Unlimited | Unlimited | Unlimited |
| Teams | Unlimited | Unlimited | Unlimited |
| Tasks | Not included | Unlimited | Unlimited |
| Lead custom fields | Unlimited | Unlimited | Unlimited |
| Lead tags | Unlimited | Unlimited | Unlimited |
| Lead follow-ups | Unlimited | Unlimited | Unlimited |
| Sales | |||
| Quotations | Not included | Unlimited | Unlimited |
| Payment links | Not included | Unlimited | Unlimited |
| Lead automations | Not included | Unlimited | Unlimited |
| WhatsApp templates | Not included | Unlimited | Unlimited |
| AI | |||
| CRM AI features | Not included | All | All |
| AI sales assistant | Not included | Included | Included |
| Bolna AI | Not included | Not included | Not included |
| Sarvam AI | Not included | Not included | Not included |
| Integrations | |||
| Integrations | 6 included | 14 included | All |
| Google Calendar | Not included | Included | Included |
| Outlook Calendar | Not included | Not included | Included |
| Webhooks | Not included | Not included | Not included |
| API access and API keys | Not included | Not included | Not included |
| Data and analytics | |||
| Advanced analytics | Included | Included | Included |
| Lead imports | Unlimited | Unlimited | Unlimited |
| Data exports | Unlimited | Unlimited | Unlimited |
Prices are per workspace. Taxes are calculated at checkout. AI credits and connected providers such as WhatsApp, calling services and payment gateways may involve additional charges. Review your final total before purchase.
A FEW MORE DETAILS
Good questions.
Clear answers.
Get to know the tools behind your next sale.
01Is there a free trial?
Yes. New workspaces can start a 7-day free trial after signing up, with no credit card needed. When the trial ends, creating, editing and deleting records is restricted until you purchase a plan.
02Is pricing per user or per workspace?
Prices are fixed per workspace, not per user, and every plan includes unlimited users. Taxes are calculated at checkout; AI credits and connected providers such as WhatsApp or calling services may involve additional charges.
03Which plan should I choose?
Starter is ideal for new businesses and solopreneurs organising leads and follow-ups. Growth AI is recommended for growing businesses that need automation, connected tools and AI assistance. Scale Max suits established businesses with high lead volumes, advanced calling and custom reporting needs. For requirements beyond Scale Max, talk to us about Enterprise. Compare all features in the pricing section.
04Do I need a technical person to set it up?
No. Import your leads from a CSV file, start from a pipeline template (or let AI draft one on Growth AI and above), and connect IndiaMART from the integrations page.
05Can I bring my existing data into Automate Sales CRM?
Yes. Import leads, contacts and products using CSV files. Download a sample template, map your fields, preview your import and check its progress in import history.
06Can I customize the CRM for my sales process?
Create pipelines with your own stages, start from a template, or use AI to help draft a pipeline. Custom fields, tags, lead sources and lost reasons help you organize records around the way your team sells.
07What can I automate when a lead changes stage?
Configure stage actions for follow-ups, tasks, email and WhatsApp messages. Connected AI calling is also available through supported providers. Messaging and calling actions require the relevant provider configuration and permissions.
08Can I create quotations and track payments?
Build quotations with your products, terms and business details, preview or export them as PDFs, and follow customer approval activity. With a configured payment provider, create payment links and track payment status in the CRM.
09How does the AI help my sales team?
AI can summarize lead activity, help draft email templates and generate pipeline templates. The app also includes a conversational assistant and integrations for AI calling. Availability depends on your access, AI credits and connected services.
10Can I control what my team can access?
Configure roles and permissions, including lead and contact access levels, so team members can work with the records and actions assigned to their role.
11Which tools can I connect?
The CRM includes setup for IndiaMART, TradeIndia, Facebook Lead Ads, Google Ads, email, WhatsApp, calling services, Google Calendar and Razorpay, plus API keys and outbound webhooks. Availability depends on configuration. You can connect one provider at a time within each email, WhatsApp and IVR category.
READY WHEN YOU ARE
Your next enquiry is
already on its way.
Make sure someone follows up. Start your free trial and set up your first pipeline today.
Start your 7-day free trial