IncludedPlan-gated
Platform & tenancy
Multi-tenant CRM, entitlements, and go-live foundations. 17 capabilities in this hub.
SquadCRMSquadCRM
India-first revenue CRM
Close more. Serve better. Grow faster.
Close more. Serve better. Grow faster — pipeline, WhatsApp, GST invoices, tickets, and Ask Squad in one workspace. 374 live capabilities, 3 deepening, 385 in the public catalog.
No credit card for trial · GST invoices via Squad Solutions · EN / हिन्दी / ગુજરાતી
Live pipeline
Product previewNew
Pixel Schools
₹2.1L
18 open
Qualified
Northstar Clinics
₹1.8L
11 open
Proposal
Acme Retail — POS + CRM
₹4.2L
Harbor Foods
₹6.0L
7 open
Won
Orbit Logistics
₹9.5L
4 open
Lead replied · Acme Retail
Invoice
GST paid · ₹1.8L
Ask Squad
3 at-risk deals flagged
374
Available now
3
Deepening
24
Capability hubs
385
In public catalog
GST-ready billingRazorpay + StripeWhatsApp BusinessIndia data tenancyRole-based accessFree trial via Squad Solutions
Product tour
See admin-faithful surfaces — not a stock dashboard.
Interactive preview rebuilt from SquadCRM’s standalone modules (pipeline, WhatsApp, GST invoices, Ask Squad). 377 capabilities available or deepening.
Sales pipeline
Kanban stages, deal amounts in ₹, and owners — the board your team opens every morning.
LeadsDealsTasksWhatsApp CRM
Campaigns, templates, commerce payloads, and chat-to-lead without leaving the record timeline.
CampaignsBotVoice notesGST finance
Invoices with CGST/SGST/IGST, Razorpay/Stripe links, credit notes, refunds, and light stock.
InvoicesPayment linksStockAsk Squad
Natural-language commands, autopilot suggestions, health & risk — with approval safeguards.
Ask SquadAutopilotSafeguards
Dashboard
Revenue snapshot · this week
UATAJ
Open pipeline₹1.42Cr
Won MTD₹52.3L
New leads128
SLA open3
Wins by week
Today's priorities
- Send Acme revised quoteHigh
- WA follow-up · HarborMed
- Demo prep · PixelMed
Interactive preview — dashboard, pipeline, leads, WhatsApp, invoices, tickets, SquadBI, and Ask Squad.
Platform
Everything a revenue team needs — across 24 capability hubs.
374 available now · 3 deepening · 385 in the public catalog across sales, marketing, service, WhatsApp, finance, field ops, automation, and AI. Modules unlock via Squad Solutions entitlements.
IncludedPlan-gated
Roles & access
RBAC, teams, field security, and sharing. 16 capabilities in this hub.
IncludedPlan-gated
Lead management
Capture, score, assign, convert, and distribute leads. 28 capabilities in this hub.
IncludedPlan-gated
Contacts & companies
People, accounts, and customer context. 17 capabilities in this hub.
IncludedPlan-gated
Sales & deals
Pipelines, Kanban, forecasts, and deal rooms. 21 capabilities in this hub.
IncludedPlan-gated
Quotes, CPQ & products
Catalog, price books, quotes, approvals, and e-sign. 16 capabilities in this hub.
IncludedPlan-gated
Activities, tasks & calendar
Follow-ups, logging, and calendar sync. 13 capabilities in this hub.
IncludedPlan-gated
Email CRM
Inbox, templates, tracking, sequences, and compliance. 23 capabilities in this hub.
IncludedPlan-gated
Omnichannel, WhatsApp & SMS
One desk for chat, WhatsApp, SMS, voice, and IVR. 29 capabilities in this hub.
IncludedPlan-gated
Marketing automation
Campaigns, forms, landing pages, lists, and A/B tests. 21 capabilities in this hub.
IncludedPlan-gated
Workflow automation
Triggers, conditions, waits, and actions across revenue. 12 capabilities in this hub.
IncludedPlan-gated
AI & intelligence
Scoring, forecasts, summaries, and upcoming copilots. 24 capabilities in this hub.
IncludedPlan-gated
Customer support
Tickets, knowledge, SLAs, portal, and CSAT. 18 capabilities in this hub.
IncludedPlan-gated
Analytics & BI
Reports, funnels, builders, and leadership dashboards. 12 capabilities in this hub.
IncludedPlan-gated
Admin, customization & data ops
Custom fields, industry packs, import, GDPR, and audit. 24 capabilities in this hub.
IncludedPlan-gated
Industry packs
Vertical templates for pipelines, fields, and locale. 7 capabilities in this hub.
IncludedPlan-gated
Finance & billing
Customer AR, GST billing, expenses, credit notes, refunds, and payment links in CRM. 8 capabilities in this hub.
IncludedPlan-gated
Projects & collaboration
Roadmap suite for projects and team collaboration. 6 capabilities in this hub.
IncludedPlan-gated
Mobile & field sales
Responsive web, PWA mobile CRM, offline field sync, GPS check-in, and business-card OCR. 10 capabilities in this hub.
IncludedPlan-gated
Sales team & gamification
Leaderboards and coaching — expanding. 9 capabilities in this hub.
IncludedPlan-gated
Security & enterprise
SSO, SCIM, audit, compliance, and isolation. 18 capabilities in this hub.
IncludedPlan-gated
Developer & integrations
REST API, webhooks, marketplace, and connectors. 19 capabilities in this hub.
IncludedPlan-gated
SquadTechno ecosystem
Solutions billing and POS family under one roof. 7 capabilities in this hub.
IncludedPlan-gated
Product UX
Modern admin workspace designed for daily adoption. 10 capabilities in this hub.
Outcomes
Built for how Indian teams actually sell.
Anonymized results from services, SaaS, agency, and education teams using SquadCRM with WhatsApp, pipeline, and service in one place.
B2B services
3.2×
faster lead response
“Website forms and WhatsApp inquiries finally land in one pipeline with clear owners. We stopped losing warm leads overnight.”
Founder · B2B services · Bengaluru
SaaS
41%
more SQLs from campaigns
“Marketing finally sees which campaigns create deals. Our weekly review went from debates to dashboards.”
Marketing lead · SaaS · Mumbai
Agency
28%
faster ticket resolve
“Support tickets tied to deal history changed everything. Agents resolve faster because context is already there.”
Support manager · Agency · Delhi NCR
Education
2×
counselor follow-ups completed
“Counselors work a single queue — missed callbacks dropped, and admissions reporting stopped living in spreadsheets.”
Admissions head · Education · Pune
Industries
One CRM — built to fit your industry motion.
SquadCRM works across sales-led businesses. Pick your industry at signup; we tailor stages, fields, and onboarding tips. Pipeline, marketing, and service stay the same core.
Sales agency
Field / channel sales
Territory pipelines, partner/dealer tracking, and visit follow-ups.
- Channel partner & dealer account hierarchy
- Field visit tasks and activity logging
- Territory-based lead routing
SaaS / software
Product-led sales
Trial → paid pipeline, product-qualified leads, and expansion deals.
- Lead scoring from product usage signals
- Trial and demo stage pipelines
- Nurture sequences for free users
Services
Consulting & agencies
Inquiry-to-retainer flow with quotes, proposals, and project handoff.
- Inbound inquiry capture from website forms
- Proposal / quote versions on the deal
- Handoff tasks from sales to delivery
Education
Schools & edtech
Admissions, counselor follow-ups, and institutional B2B sales.
- Admission / inquiry lead stages
- Counselor task queues and reminders
- Campus or program campaign lists
Healthcare
Clinics & providers
Patient/referral inquiries and clinic partnerships with compliance-ready controls (masking, access reasons, export residency). Sales CRM — not a clinical system; not HIPAA certified.
- Referral and appointment inquiry leads
- Clinic / hospital account records
- Sensitive-field masking + reason-for-access logs
Finance
BFSI & fintech
Lead qualification and partner sales with KYC-stage fields and compliance-ready controls. Not a core banking system; not SOC2 certified — product controls only.
- KYC-stage pipelines with required / sensitive fields
- Partner / DSA channel management
- Export controls with data-residency acknowledgment
Manufacturing
B2B supply
Distributor networks, RFQ deals, and long-cycle B2B forecasting.
- Distributor and OEM account trees
- RFQ → quote → PO deal stages
- Weighted forecast for long cycles
Real estate
Brokers & builders
Site-visit leads, project inventories as deals, and broker networks.
- Site visit and site-booking stages
- Project / tower as company or deal context
- Broker channel partner tracking
Retail
Omnichannel sales
B2B wholesale, franchise leads, and customer relationship beyond POS.
- Wholesale / franchise lead pipelines
- Store-opening opportunity tracking
- Campaign lists for loyalty segments
Other
Something else
Same CRM core — customize stages, fields, and workflows to your motion.
- Custom lead and deal stages
- Industry-specific custom fields
- Workflows tailored on onboarding
Not a vertical silo — a revenue CRM that adapts. See all features · Industry fit · Ask about your use case
Customer journey
From first touch to renewal — one timeline.
01
Capture
Forms, website tracker, WhatsApp, and imports land as scored leads.
02
Nurture
Sequences, campaigns, and workflows move the right people forward.
03
Close
Pipeline, quotes, CPQ, and e-sign keep revenue in one system.
04
Serve & bill
Tickets, NPS, invoices, payment links, and warranties keep revenue after the sale.
05
Improve
SquadBI, AI ops, field CRM, and autopilot show what to do next.
Squad Solutions
Billing, trials & tenants — already solved.
SquadCRM plugs into the same Solutions platform as SquadPOS: plans, GST invoices, Razorpay, free trials, and tenant provisioning.
- Self-serve subscribe + optional free trial
- Plan feature matrix synced into your CRM workspace
- Admin login provisioned after payment / trial start
- Upgrade seats or plan — entitlements update automatically
Flow
- 1
Choose plan
Starter · Growth · Scale on this site
- 2
Solutions provisions
Tenant + subscription + trial window
- 3
CRM unlocks
Features match your plan entitlements
- 4
Team logs in
App login with emailed credentials
Works with your stack
Gmail / OutlookWhatsApp BusinessZapier / MakeSlack / Zoom / CalendlyGoogle Drive / OneDriveMeta / Google / LinkedIn AdsQuickBooks / Xero / TallyRazorpay / Stripe / PayPalWebhooks & GraphQLSCIM / SSO / MFAField GPS + PWACSV import/export
Why switch
Leave the Frankenstein stack behind.
SquadCRM replaces sheets, mail merges, and disconnected helpdesks — with plan-aware access your finance team already understands.
Try SquadCRMBefore
With SquadCRM
Scattered tools
Unified revenue workspace
Manual follow-ups
Sequences + workflow automation
Guesswork forecasts
Stage-weighted + AI propensity
Ticket black holes
Routing SLAs & agent console
Separate billing silos
Squad Solutions tenants & trials
FAQ
Straight answers
How many capabilities does SquadCRM cover?
Our public catalog lists 385 capabilities across 24 hubs. 374 are available now; 3 are shipping with deeper UX. Browse Features for honest labels.
How does Squad Solutions connect?
Subscribe on this site → Solutions creates your tenant, plan, trial, and invoices → SquadCRM is provisioned with plan features automatically.
Does SquadCRM work for my industry?
Yes. Industry packs tailor pipelines, fields, and onboarding for sales agencies, SaaS, services, education, healthcare, finance, manufacturing, real estate, retail, and more.
Can features change when I upgrade?
Yes. Plan changes in Solutions sync entitlements into SquadCRM so Growth/Scale modules unlock without a manual rebuild.
Is this the same as SquadPOS?
No. SquadCRM is a separate product with its own UI, plans, and feature matrix — billed alongside POS in the same Solutions platform.
Where do customers log in?
After trial or payment, use the SquadCRM app login. Credentials are emailed when your workspace is provisioned.
Launch your workspace this week.
Self-serve trial via Squad Solutions — same billing you trust from SquadPOS, purpose-built for CRM.