Features
India Simplify CRM comes with everything you need to automate your sales, build stronger customer relationships, and grow faster.
Active Policies
12,482
+8.2%
Renewals Due
316
+12
Commission MTD
₹4.6L
+18.4%
Renewals pipeline
Last 30 daysRenewal reminder sent
WhatsApp · 2m ago
Policy #IN-88291 issued
Motor · 14m ago
Claim escalated to L2
Health · 32m ago
Tally export completed
Accounts · 1h ago
At a glance
Make smarter decisions with AI-driven analytics and predictions. Our algorithms analyse historical data to forecast sales and spot trends.
Lead scores
AI rankedMehta Motors
92
Iyer Insurance
71
Kumar & Sons
48
Forecast: 3 closes this week
Instant replies, follow-ups and reminders on WhatsApp. Reach your leads on India's most popular messaging platform.
Export your financial data to Tally in one click. Your CRM and accounting stay in step, without re-typing.
Your data is protected with enterprise-grade security: bank-level encryption and a distributed cloud architecture built for uptime.
Capabilities
The everyday work of selling, handled in one place, so your team spends its time with customers.
Get personalised strategies to engage leads and close deals faster.
Send instant replies and bulk messages, and handle enquiries automatically.
Export all your financial data and invoices to Tally with a single click.
Manage your team with custom roles and permissions for every agent.
Pillars of growth
Turn manual processes into automated, connected and GST-compliant workflows that grow with you.
Analyse your entire pipeline instantly and get personalised predictions on which leads are most likely to close.
Send automatic welcome messages, document requests and payment reminders straight to your clients' WhatsApp.
No more double entry. Map your sales data to Tally ledgers and export accurate records in one click.
The system learns from your top-performing agents to automate follow-up cadences and lift conversions.
Pipeline
Capture, engage, close. Each step hands over to the next automatically.
Rahul Sharma
Priya Patel
Amit Verma
Leads from Meta Ads, Google Ads and your landing pages sync straight into your pipeline. Smart routing assigns each one to the right agent based on your rules, so no lead is left waiting.
Engage prospects instantly on WhatsApp and SMS. AI sends personalised welcome messages, product information and follow-up reminders that keep you top of mind.
Invoice #INV-2026-88
₹24,500
Close the deal and export the final invoice to Tally in one click. Compliant invoices and synced financial data mean less admin and no manual entry errors.
Integrations
Automate chats, follow-ups and alerts.
Export data directly to TallyPrime.
Capture leads from your website.
Connect with Meta and Google Ads.
Import and export data via Excel sheets.
The opportunity
With the right automation in place, Indian businesses can reach far more of their growth potential.
75%
of Indian businesses still rely on manual data entry for leads.
10+ hrs
a week go into following up with cold prospects.
83%
of sales teams lose deals simply because a follow-up was missed.
98%
of users see immediate productivity gains after automating WhatsApp.
Get started
Stop managing operations by hand. Book a free demo and see your first workflow automated.