CRM Software — Indore & Bhopal
CRM Software for Small Business in Indore & Bhopal
WhatsApp-first CRM for real estate agencies, CA firms, retail shops, and service businesses across Madhya Pradesh. Lead management, compliance calendar, POS — all in one platform. Starting ₹499/month.
CRM Features That Actually Match Your Business
Lead Management & Pipeline Tracking
Capture leads from your website, WhatsApp, and ads. Track every lead through your sales pipeline — from enquiry to close — with stage-based views.
WhatsApp CRM Integration
Send follow-up messages, share proposals, and run WhatsApp campaigns directly from the CRM. No copy-pasting between tools.
Real Estate CRM (TakneekTech)
Property listings, agent lead assignment, site visit scheduling, and buyer follow-up — live with a Bhopal real estate agency. The most capable local property CRM in MP.
CA & Professional Practice CRM
Client register with GST/PAN/TAN/ROC details, automated compliance deadline calendar, and a no-login document portal for clients to upload files.
Retail Counter POS + CRM
Fast counter POS with GST invoicing, QR barcode scanner, and Customer Khata (dues ledger) — CRM and billing combined for shop owners.
Revenue & Activity Analytics
Daily, weekly, and monthly reports on enquiries, closures, revenue, and team activity. Know which lead source is working and which isn't.
Client Success Story
TakneekTech Real Estate CRM — Bhopal
Live real estate CRM for a Bhopal property agency — 100+ listings managed, 8 agents with individual lead dashboards, WhatsApp follow-up automation, and monthly revenue reporting replacing 4 spreadsheets.
Frequently Asked Questions
What is the best CRM software for small businesses in Indore?
Takneek's CRMOS is built specifically for Indian SMBs in Indore and Bhopal — with WhatsApp integration, lead tracking, and multi-vertical support (real estate, CA firms, retail). Starting ₹499/month, it's the most affordable full-featured CRM for small business in MP.
Does the CRM work with WhatsApp?
Yes. CRMOS integrates with WhatsApp Cloud API (the official Meta/WhatsApp business API). You can send automated follow-up messages, proposal documents, payment reminders, and run broadcast campaigns — all from the CRM dashboard.
Is there a CRM built for real estate agencies in Bhopal and Indore?
Yes. TakneekTech is our live real estate CRM — active with a Bhopal property agency managing 100+ listings and 8 agents. Features include property catalogue, lead assignment per agent, site visit scheduling, WhatsApp follow-ups, and revenue reports.
Can a CA firm use this CRM?
Yes. The CA / professional practice mode includes a client register with GST, PAN, TAN, ROC details; an automated statutory compliance calendar; and a no-login document upload portal for clients. It replaces the combination of Excel, WhatsApp groups, and paper files used by most CA offices.
How much does CRM software cost in Indore?
CRMOS starts at ₹499/month (Starter — branded website + enquiry capture) with a ₹2,100 setup fee. The Growth plan (₹999/mo) adds the full CRM dashboard, lead management, and compliance calendar. Annual plans get 2 months free.
Get a CRM demo for your Indore business
See CRMOS live — tell us your industry (real estate, CA, retail, services) and we\'ll show you the exact view your team will use.
See full Nexis CRM & ERP product details