Business Software Selection Checklist
Know what to compare before investing in CRM, ERP, inventory, website, mobile app, or custom software solutions.
Read checklistQuick Answers About CRM Software
What is CRM Software?
CRM (Customer Relationship Management) software is a system that helps businesses manage leads, track sales pipelines, automate workflows, and improve team collaboration from a centralized platform.
Why do businesses need CRM software?
To centralize lead data, automate sales follow-ups, track deal progress, improve team coordination, and gain real-time visibility into sales performance and conversion rates.
How much does CRM software cost in India?
CRM software cost ranges from ₹1,000 per user per month to custom enterprise pricing depending on features, users, and customization. Contact us for a free quote based on your team size and requirements.
Does CRM software include a mobile app?
Yes, Arth CRM includes a dedicated mobile app for sales teams to view leads, update deal status, add notes, and manage tasks from their mobile phones.
What is CRM Software?
CRM software is a customer relationship management system designed to help businesses manage leads, track sales pipelines, automate workflows, and improve team collaboration. It combines web-based admin control with a mobile app for sales teams.
At Arth Technology, our CRM software includes:
- ✅ Lead and contact management
- ✅ Sales pipeline and deal tracking
- ✅ Mobile sales app with offline access
- ✅ Workflow automation
- ✅ Email and WhatsApp integration
- ✅ Call recording and activity tracking
- ✅ Real-time analytics and reports
- ✅ Team collaboration and task management
You get complete source code ownership and a solution tailored to your specific sales workflow.
Complete Sales Workflow Management
Lead → Pipeline → Deal → Conversion → Retention
Lead Management
Mobile Sales App
Pipeline Tracking
Workflow Automation
WhatsApp Integration
Analytics & Reports
Team Dashboard
Challenges Faced by Sales Teams
Common Operational Challenges
- Lost leads and missed follow-ups
- No visibility into deal progress
- Scattered customer data in spreadsheets
- Low conversion rates
- Manual reporting and tracking
- Poor team coordination
Our CRM Solutions
- Automated follow-up reminders
- Real-time pipeline tracking
- Centralized lead database
- Lead scoring and status tracking
- One-click performance reports
- Team dashboard and task management
Complete CRM Software Modules
End-to-end sales management from lead capture to customer retention
Lead Management
Lead capture, assignment, source tracking, qualification workflow, and nurturing sequences.
Mobile CRM App
View leads, update deal status, add notes, and manage tasks from mobile phones.
Pipeline Management
Track deals through stages, visualize pipeline, and forecast revenue accurately.
Call Recording
Record sales calls, review conversations, train teams, and maintain communication records.
Follow-Up Automation
Schedule follow-ups with date, time, and notes to prevent missed opportunities.
WhatsApp Integration
Send messages, brochures, quotes, and updates directly from the CRM platform.
Task Management
Assign tasks, track progress, and manage team activities from one dashboard.
Sales Analytics
Monitor conversion rates, deal velocity, team performance, and revenue metrics.
Manager Dashboard
Track team activity, deal status, conversion rates, and branch-wise reports.
Role-Based Access
Control what sales reps, team leaders, managers, and admins can view or edit.
Excel Import
Upload existing lead data from Excel and distribute it to your team without manual entry.
Custom CRM Modules
Add business-specific modules for real estate, education, insurance, healthcare, or other industries.
Complete Sales Workflow Automation
Lead Capture
Lead Assignment
Call & Track
Pipeline Management
Follow-Up Automation
Deal Closure
Automate every stage of the sales workflow from lead capture to deal closure. Track progress, set reminders, and ensure no lead falls through the cracks.
Powerful CRM Screens Designed for Sales Teams
Sales Dashboard
View pipeline, deal status, team performance, and revenue metrics.
Lead Management
Track lead status, source, priority, and assigned sales rep in one view.
Pipeline Tracking
Visualize deals across stages, forecast revenue, and identify bottlenecks.
Analytics Reports
Monitor conversion rates, team productivity, and sales performance.
Industries That Use Our CRM Software
Real Estate
Track property inquiries, site visits, project interest, and booking status.
Education
Manage admissions inquiries, counseling calls, course interest, and enrollment follow-ups.
Insurance
Manage policy inquiries, renewal reminders, premium follow-ups, and lead conversion.
Finance
Track loan inquiries, customer documents, eligibility follow-ups, and approval status.
Healthcare
Manage patient inquiries, appointment calls, reminder calls, and service follow-ups.
Solar
Track solar leads, site assessments, proposals, and installation follow-ups.
Automobile
Manage vehicle inquiries, test drives, sales deals, and customer follow-ups.
Recruitment
Track candidate leads, job applications, interview scheduling, and placement follow-ups.
Travel
Manage travel inquiries, package booking, payment follow-ups, and customer support.
IT Services
Track IT service leads, project inquiries, demos, and contract follow-ups.
Manual Sales vs Arth CRM Software
| Parameter | Manual Sales / Excel | Arth CRM Software |
|---|---|---|
| Lead Management | Manual and scattered | Centralized and organized |
| Pipeline Visibility | No clear visibility | Real-time pipeline tracking |
| Follow-Up | Often missed | Automated reminders |
| Team Collaboration | Limited coordination | Shared dashboards |
| WhatsApp Integration | Scattered chats | Connected with lead workflow |
| Reports | Manual reporting | Real-time analytics |
| Team Productivity | Difficult to measure | Performance tracking |
Mobile CRM App for Sales Teams on the Go
View assigned leads
Make calls with tracking
Update deal status
Record calls automatically
Receive follow-up reminders
Send WhatsApp messages
View daily performance
Add notes
Flexible CRM Pricing Options
Whether you are a small sales team, a growing business, or a multi-branch enterprise, we offer deployment options to suit your business needs.
SaaS Subscription
₹1,000 Per User / Month
Perfect for teams who prefer low initial investment
- Complete CRM Features
- Lead Management
- Mobile CRM App
- Pipeline Tracking
- Call Recording
- WhatsApp Integration
- Reports & Analytics
- Free Updates & Maintenance
Most Popular
Single Branch Edition
₹35,000 One-Time License
Ideal for small to mid-sized sales teams
- Unlimited Users
- Single Branch Management
- Lead & Deal Management
- Mobile CRM App
- Call Recording
- WhatsApp Integration
- Reports & Dashboard
- Follow-Up Automation
Enterprise Edition
Contact Us for Pricing
Designed for multi-branch organizations
- Everything in Single Branch
- Multi-Branch Management
- Advanced Role Access
- Custom Reports
- API Integrations
- White Label Branding
- Dedicated Support
- Custom Module Development
Book a Free Demo to find the right CRM solution for your sales team.
Success Stories from Sales Teams
See how businesses use Arth CRM to improve lead management, sales productivity, and team performance.
Real Estate Sales Team
Property Lead Management | Mumbai
"Before using Arth Technology's CRM, we were managing leads on Excel. Follow-ups were getting missed regularly. After shifting to this system, our team became more organized and our conversion improved significantly."
42%Higher Conversion
55%Faster Follow-Ups
60%Less Manual Work
Education Institute
Admission Management | Vadodara
"The mobile app is very useful for our admission team. They can view leads, make calls, and update status directly from their phones. The call recording feature helps us train new counselors effectively."
40%Productivity Increase
3Branches Managed
100%Data Centralized
Insurance Sales Team
Policy Follow-Ups | Surat
"Our sales team used to forget follow-up dates earlier. Now the CRM gives proper reminders and keeps every lead's history available in one place. The software made our daily work much easier and more professional."
50%Faster Response
35%More Appointments
98%Client Satisfaction
Solar Energy Company
Sales Lead Management | Delhi
"We liked how simple and practical the system is. Many CRM platforms feel complicated, but Arth Technology's CRM was easy for our team to learn. Features like WhatsApp integration and reports helped us improve both communication and tracking."
45%Lead Conversion
30%Team Efficiency
500+Active Leads
Fast & Easy CRM Implementation
Step 1: Requirement Analysis
Understand your sales workflow.
Step 2: CRM Setup & Configuration
Tailored settings and modules activation.
Step 3: Data Migration
Secure transfer of existing lead data.
Step 4: Training & Go Live
Hands-on training and launch support.
Why Choose Arth Technology for CRM Software
900+ Projects Delivered
Proven CRM expertise
98% Client Retention
Long-term partnerships
Sales Industry Specialists
Deep understanding of sales processes
Custom CRM Development
Built for your specific workflow
Mobile-First Approach
Complete mobile app for sales teams
Multi-Branch Support
Manage multiple locations seamlessly
Dedicated Support
24/7 assistance
Source Code Ownership
100% IP rights
CRM Software Services Across India
Vadodara
Ahmedabad
Surat
Rajkot
Bharuch
Mumbai
Delhi
Bangalore
Chennai
Pune
Hyderabad
Kolkata
We provide CRM software implementation and customization services across Gujarat and all major cities in India. Onsite support available and remote delivery across the country.
Resources for Sales Teams
Lead Conversion Strategies Using CRM Automation
Proven techniques to improve conversion rates using CRM automation.
Read MoreCall Recording Best Practices for Sales Teams
How to use call recording for training and quality improvement.
Read MoreMulti-Branch Sales Management with CRM
Centralized strategies for managing multiple locations effectively.
Read MoreExplore Our Solutions
Frequently Asked Questions About CRM Software
CRM software is a system used to manage leads, sales pipelines, customer interactions, and team collaboration from one centralized platform.
Yes. Arth CRM includes a mobile app for sales teams to view leads, update deals, add notes, and manage tasks from their phones.
Yes. Managers can track deal status, conversion rates, team productivity, and revenue metrics through the dashboard.
Yes. Existing leads can be imported from Excel and assigned to sales reps or campaigns.
Yes. WhatsApp integration is available for sending messages, brochures, quotes, and updates directly from the CRM.
Yes. The system can be customized for real estate, education, insurance, finance, healthcare, solar, automobile, recruitment, travel, and IT services.
Yes. Arth Technology provides custom CRM development, so modules, workflows, reports, and user roles can be customized as per your business process.
You can request a free demo by filling out the inquiry form, calling Arth Technology, or sending a WhatsApp message.
Resources & Insights
Explore practical guides that help you choose the right solution, calculate automation ROI, and plan digital growth with confidence.
Automation ROI Guide
Learn how to estimate time savings, error reduction, faster follow-up, and long-term value from business automation.
Calculate ROIDigital Growth Playbook
Plan a connected growth system with website, SEO, ads, social media, lead capture, CRM, and conversion tracking.
Explore playbookReady to Transform Your Sales Team Performance?
Get a free demo and custom CRM quote. Let's discuss how we can help you manage leads better and grow your business.
900+ Projects | 50+ Developers | 9+ Years | Lead Management | Sales Automation | Mobile CRM | WhatsApp Integration | Full Source Code Ownership