Enterprise CRM — Buddy Infotech

The CRM that closes more deals
built for India

BuddyCRM combines lead management, sales pipeline, proposals, support tickets, WhatsApp automation and AI insights — everything your sales team needs in one platform.

🚀 Start Free Trial See Features →

✅ 14-day free trial

✅ No credit card needed

✅ Setup in 1 day

crm.buddyinfotech.co.in

MAIN

📊Dashboard

👥Leads

💰Pipeline

📄Proposals

🎫Tickets

📧Campaigns

📊Reports

Good morning, Rahul 👋

New Leads

Open Deals

₹8.4L

Follow-ups

Tickets

Sales Pipeline

New

Contact

Demo

Won

Recent Leads

Rajesh Kumar

Travel CRM

New

Priya Sharma

HR System

Demo

Amit Patel

Chatbot

Won

🎉

Deal Won!

₹45,000 closed

💬

WhatsApp Sent

Auto follow-up

All-in-One Platform

8 powerful modules, one dashboard

Everything your sales, support and marketing team needs — no more switching between 5 different apps.

👥

Lead Management

→Capture from website, WhatsApp, phone
→Auto-assign to sales team
→Pipeline kanban view
→Follow-up reminders

💰

Sales Pipeline

→Visual deal board (Kanban)
→Revenue forecasting
→Win/loss analysis
→Custom deal stages

📄

Proposal Builder

→Professional PDF proposals
→GST-ready invoices
→Send via email + WhatsApp
→Digital acceptance

🎫

Support Tickets

→2-way email ticketing
→Client reply portal
→SLA tracking
→Priority management

💬

WhatsApp Automation

→Auto follow-up sequences
→Broadcast campaigns
→Template messages
→Chat to CRM sync

📧

Email Campaigns

→Bulk email to contacts
→Open & click tracking
→Auto drip sequences
→GST receipt emails

📊

Reports & Analytics

→Revenue dashboard
→Team performance
→Conversion funnel
→Export to Excel

⚙️

Workflow Automation

→Auto-assign rules
→Trigger-based actions
→Status auto-update
→Reminder bots

Why BuddyCRM

Enterprise features, startup pricing

🇮🇳

Built for India

Hindi + English interface, INR pricing, GST invoicing, UPI payments, WhatsApp — everything made for Indian businesses.

⚡

1-Day Setup

We configure your entire CRM — users, pipeline stages, email templates, WhatsApp flows — in one day. You just login and sell.

📱

Mobile CRM App

Full CRM on mobile — add leads, update status, send WhatsApp, view reports — from anywhere in India.

🔗

Website Integration

Website enquiry form → lead auto-created in CRM → assigned to sales rep → WhatsApp notification in 10 seconds.

🤖

AI Lead Scoring

AI analyses lead behavior and scores each lead — so your team focuses on the most likely-to-convert prospects first.

💬

WhatsApp Business API

Send automated WhatsApp messages — quotations, follow-ups, reminders — all from inside BuddyCRM with one click.

📊

Real-time Reports

Live dashboard showing revenue, conversion rates, team performance, top services — all in beautiful charts.

🔒

Role-based Access

Admin sees everything. Sales reps see only their leads. Managers see their team. Complete data control always.

🔄

Auto Follow-ups

Set follow-up sequences — day 1 call, day 3 WhatsApp, day 7 email — CRM does it automatically for every lead.

📄

Proposal to Invoice

Create proposal → client accepts → auto-convert to GST invoice → collect payment via UPI — all inside CRM.

🎯

Custom Pipelines

Create your own deal stages — New → Contacted → Demo → Proposal → Negotiation → Won. Fully customizable.

🌐

Multi-location Support

Multiple branches, cities or franchises — one CRM. Separate data per location, consolidated reports at top.

Sales Pipeline

See every deal at a glance

Visual kanban board shows exactly where every deal stands. Drag cards to move deals forward. Never let a hot lead go cold again.

🎯 Drag-and-drop deal cards between stages

💰 Revenue value visible on every deal card

🔔 Overdue follow-ups highlighted in red automatically

📊 Forecasted revenue auto-calculated from pipeline

👥 Filter pipeline by sales rep, product or region

📱 Full pipeline view on mobile — update on the go

Pipeline — July 2025

New

Rajesh K.

Travel CRM

₹15K

Sunita M.

Chatbot

₹8K

Demo

Amit P.

HR System

₹32K

Proposal

Neha S.

Admission

₹45K

Ravi T.

LMS

₹22K

Won ✓

Priya R.

Travel CRM

₹60K

6 deals active

₹1.82L pipeline

Onboarding

Live in 24 hours — we do it for you

›

📞

Step 1

Discovery Call

30-min call to understand your business, team structure and sales process.

›

⚙️

Step 2

We Configure

Our team sets up pipeline stages, user accounts, email templates and WhatsApp flows.

›

📥

Step 3

Data Import

We import your existing contacts, leads and deal history from Excel or old CRM.

›

🎓

Step 4

Team Training

Live 1-hour training session for your team — in Hindi or English, your choice.

🚀

Step 5

Go Live + Support

CRM goes live. Dedicated WhatsApp support for first 30 days — any question, any time.

Client Stories

Businesses growing with BuddyCRM

₹1.8L saved/year

★★★★★

"We moved from Salesforce to BuddyCRM. Same power, WhatsApp integration which Salesforce didn't have, and we're saving ₹1.8L per year. Team loves the Hindi interface."

Vikram Malhotra

Director, FuturePath Consulting, Delhi

65% more conversions

★★★★★

"BuddyCRM replaced 4 tools for us — Trello for pipeline, Zoho for leads, JotForm for enquiries, and a separate email tool. Now it's all in one. Conversion went up 65%."

Sunita Agarwal

Founder, Bright Minds Academy, Jaipur

48% conversion rate

★★★★★

"The WhatsApp automation changed our travel business completely. Leads get instant replies, follow-ups happen automatically — we went from 20% to 48% conversion rate."

Rohit Mehta

CEO, Horizon Tours, Mumbai

FAQ

Frequently asked questions

Most clients are live in 1 business day. We handle everything — user setup, pipeline configuration, WhatsApp connection, email templates and data import. You just attend a 1-hour training and start selling.

Yes — we import all your existing contacts, leads, deals and history from Excel, CSV or any other CRM during onboarding, at no extra charge.

Yes — BuddyCRM has native WhatsApp Business API integration. Send messages, auto follow-ups, proposals and notifications directly from the CRM via WhatsApp.

Yes — complete role-based access. Sales reps see only leads assigned to them. Managers see their team. Admins see everything. Fully configurable.

Yes — all plans come with a 7-day free trial. No credit card required. Our team sets up the CRM for you during the trial so you can evaluate with real data.

Yes — the Business plan supports multiple branches or cities. Each location has separate data with consolidated reports for top management. Ideal for franchise businesses.

The CRM that closes more dealsbuilt for India

8 powerful modules, one dashboard

Enterprise features, startup pricing

Built for India

1-Day Setup

Mobile CRM App

Website Integration

AI Lead Scoring

WhatsApp Business API

Real-time Reports

Role-based Access

Auto Follow-ups

Proposal to Invoice

Custom Pipelines

Multi-location Support

See every deal at a glance

Live in 24 hours — we do it for you

Businesses growing with BuddyCRM

Frequently asked questions

Ready to 3x your sales with BuddyCRM?

The CRM that closes more deals
built for India