Sales CRM Software for Indian Sales Teams — Every Lead Called, Every Deal Tracked
The CRM your sales team will actually open. Leads from IndiaMART, JustDial, Facebook and your website reach the right rep in seconds — then calling, WhatsApp follow-up, pipeline, quotation and invoice all happen in one app.
What is sales CRM software?
Sales CRM software puts every lead in one list, gives each one to a salesperson, and tracks every call, WhatsApp message, follow-up, quotation and payment until the deal closes. For Indian teams it has to work on the phone, on WhatsApp and with IndiaMART, JustDial and Facebook leads — that is what 3Sigma is built for.
Where Indian sales teams lose deals
Most teams don't need more leads. They need to stop losing the ones they already pay for.
The lead was called too late
An IndiaMART or JustDial enquiry often reaches several sellers at once. Whoever calls first usually gets the order. A callback the next morning is often too late.
New leads are imported automatically and assigned to a rep in seconds, with a push alert on their phone.
Leads live in five places
Portal leads in email, Facebook leads in a sheet, WhatsApp enquiries on one phone, walk-ins in a diary. Nobody has the full list.
Portal, ad, website, WhatsApp and missed-call leads land in one list, with duplicates merged.
The owner can't see the pipeline
"Sir, the deal is almost closed" — every week. There is no way to see which deals are real and what they are worth.
Pipelines show every deal by stage with ₹ totals, and reports show who called whom and what happened.
A rep left and took the clients
Leads, chats and call history sat in one person's phone. When they quit, months of work went with them.
Every lead, call log, note and chat is saved in the company account. Reassign their leads to someone else in bulk.
Quotes and invoices in another tool
The deal is in one app, the quotation in Word, the invoice in accounting software, and the payment follow-up on WhatsApp.
Quotation → order → invoice from the lead itself, with a Razorpay payment link and a "viewed" alert.
How a sales CRM works: one enquiry, start to payment
Example: a steel-rack manufacturer in Ahmedabad selling on IndiaMART. The first half is lead management; the second half is where the sales CRM closes the deal.
1. Lead comes in
A buyer in Pune sends an IndiaMART enquiry for 500 steel racks. It appears in 3Sigma automatically — nobody copies it from email.
2. Right rep, right away
Distribution rules send it by source, product or city, or round-robin across the team. Amit gets a push alert on his phone.
3. First call
Amit taps to call from his own SIM. The call is logged, and an after-call popup asks for status, notes and the next follow-up date.
4. Follow-up that doesn't depend on memory
Send the catalogue on WhatsApp from a template. Tasks with alarms and drips from day 0 to day 365 keep the lead warm until the buyer decides.
5. Deal moves through the pipeline
The deal sits on a Kanban board — Enquiry → Quote sent → Negotiation → Won — with the ₹ value of every stage in view.
6. Quote, invoice, payment
Send a quotation, convert it to an order and an invoice with a Razorpay payment link. The owner sees which source and which rep brought the money.
Built for where Indian leads come from
26 lead intake paths, so nobody copies leads from email or sheets again. See how to manage IndiaMART leads.
For the owner: the whole pipeline on your phone
You pay for every IndiaMART package and every Facebook lead. 3Sigma shows what happens to each one — who got it, when they called, what the buyer said, which deals are moving and what they are worth.
Learn more about pipeline management, team management and reports.
- Kanban pipelines with ₹ totals per stage (Beta, web)
- Calling leaderboard: who made how many calls today
- Reports by source and by rep, so you know which source brings revenue
- Sales targets per rep with live progress (Ultimate)
- Roles for owner, admin, team leader and rep
- Daily and weekly reports emailed to you
Sales CRM features, and which plan has them
No hidden basics. Here is exactly what is in each plan.
| What your team needs | How 3Sigma does it | Plan |
|---|---|---|
| All leads in one list | 26 lead intake paths, auto-dedup, Excel import | Premium+ |
| Instant assignment | Distribution rules, round-robin, push alerts | Premium+ |
| Calling from the phone | SIM auto-dialer, after-call popup, call logs, Caller ID overlay | Premium+ |
| Call recordings on the lead | Syncs the recordings your phone's own call recorder saves | Premium+ |
| Your own sales stages | Custom statuses, labels, 14 field types, saved filters | Premium+ |
| Deal pipelines (Beta, web) | Your own boards, Kanban with ₹ totals, 23 industry templates | Premium+ |
| Reminders that are hard to miss | Tasks, recurring tasks, full-screen alarm on Android | Premium+ |
| Who called, who didn't | Calling leaderboard, 14+ report types, emailed digests | Premium+ |
| WhatsApp API and shared team inbox | Keep your number (coexistence), templates, campaigns | Ultimate |
| Automatic follow-ups | 35 triggers, 16 actions, drips up to day 365 | Ultimate |
| Quotations, orders, invoices | Quote → order → invoice, Razorpay payment links | Ultimate |
| Targets per rep | 7 target types, progress in real time | Ultimate |
| Field sales on the map | Live tracking with trail replay, selfie + geofence attendance | Add-on |
Reps work from the 3Sigma CRM app on Android and iOS; follow-ups run on automations and the WhatsApp CRM.
Sales CRM vs Excel, global CRMs and single-purpose tools
Most Indian teams today run on Excel and WhatsApp groups, a large global CRM, or a dialer plus a separate WhatsApp tool. Here is how they compare for a typical Indian sales team.
| What you need | Excel + WhatsApp groups | Global CRM suites | Dialer-only or WhatsApp-only tools | 3Sigma CRM |
|---|---|---|---|---|
| Leads from IndiaMART, JustDial, portals, ads | Copied by hand | Usually through connectors or custom setup | Often one source only | Built in (26 intake paths) |
| Calling from the rep's phone | No log | Often needs a separate telephony product | Strong in dialer tools; missing in WhatsApp tools | SIM auto-dialer + call logs |
| WhatsApp follow-up | Personal phones | Often an add-on or third-party app | Strong in WhatsApp tools; extra in dialer tools | WhatsApp API + shared inbox (Ultimate) |
| Quotes, invoices, payment links | Separate files | Varies by edition | Usually not included | Quote → order → invoice (Ultimate) |
| Price you can plan for | Free, until leads go cold | Per-user editions, often priced in USD | Low entry, but tools stack up | ₹2,400 or ₹3,600 per user per year |
Comparing named tools? See 3Sigma vs Zoho CRM, 3Sigma vs Kylas and 3Sigma vs LeadSquared.
How to choose sales CRM software in India
Ask these eight questions in any demo — including ours.
- 1Does it pull leads from IndiaMART, JustDial, Facebook and your website on its own?
- 2How fast does a new lead reach a rep — seconds, or when someone checks email?
- 3Can reps call and log calls from their phone without a separate dialer bill?
- 4Can you follow up on WhatsApp from the same app, with the chat saved on the lead?
- 5Does the owner see the pipeline in ₹ and who called whom, without asking?
- 6If a rep leaves, do the leads and history stay with the company?
- 7Can you go from quote to invoice to payment without a second tool?
- 8Is the price per user clear, in rupees, with the basics included?
Sales CRM pricing in India
From ₹200 per user per month on yearly Premium+. Prices in rupees, per user, nothing hidden.
Premium+
₹2,400
per user / year (or ₹1,200 per quarter)
Lead capture from every source, assignment, calling and call logs, tasks and alarms, custom stages, pipelines, reports and the calling leaderboard.
Ultimate
₹3,600
per user / year (or ₹1,800 per quarter)
Everything in Premium+, plus WhatsApp Business API and team inbox, campaigns, automations and AI bots, quotations, orders and invoices, sales targets and the iOS app.
Live Tracking and Attendance are add-ons per user. Special pricing for teams of 10+ users. 7-day free trial with up to 20 users, no card. See full pricing.
Sales CRM for your industry
Sales CRM Software — FAQs
What is sales CRM software?
Sales CRM software collects every lead into one list, gives each lead to a salesperson, and tracks every call, WhatsApp message, follow-up, quotation and payment until the deal is won or lost. It replaces Excel sheets, diaries and leads scattered across reps' phones, and shows the owner the whole pipeline.
What is the difference between a sales CRM and a lead management system?
A lead management system focuses on the start of the journey: capturing leads from every source, assigning them and making sure each one gets followed up. A sales CRM covers the whole journey, including deal pipelines, quotations, invoices, targets and reports. 3Sigma does both in one app.
Which is the best sales CRM software in India?
The best one is the one your team will open every day. For Indian SMBs, look for automatic leads from IndiaMART, JustDial and Facebook, instant assignment, calling from the phone, WhatsApp follow-up, quotations and invoices, and reports the owner can check. 3Sigma CRM covers all of these on Android, iOS and web.
How much does sales CRM software cost in India?
3Sigma CRM costs ₹2,400 per user per year on Premium+ and ₹3,600 per user per year on Ultimate. Ultimate adds the WhatsApp Business API, team inbox, campaigns, automations, quotations and invoices, and sales targets. Live Tracking and Attendance are paid add-ons per user. Teams of 10 or more users can ask for special pricing.
Does 3Sigma work on mobile?
Yes. 3Sigma works on Android, iOS (on the Ultimate plan) and the web. Reps receive leads, call, send WhatsApp messages and update follow-ups from the app. Automations, campaigns, forms and pipelines are set up from the web app.
Can I move my leads from Excel to 3Sigma?
Yes. You can import leads from a CSV or Excel file, including notes and tasks, and update leads in bulk with Excel later. Duplicates are merged automatically. A done-for-you setup service is also available as a one-time paid add-on.
Is there a free plan?
There is no free plan. You can try every Ultimate feature free for 7 days with up to 20 users and no credit card, then choose Premium+ or Ultimate.
Same leads. More calls. More closed deals.
See your own IndiaMART, JustDial and Facebook leads running in 3Sigma in a free demo.