Product · CloudCircle CRM
A complete CRM for growing businesses.
CloudCircle CRM brings leads, deals, sales automation and analytics into one simple, customisable place, everything a growing team needs to capture, track and close, without enterprise complexity.
Highlight
Your whole sales process, on one board.
Visual pipelines, deal tracking and next-step reminders, so your team always knows what to work on next, and you always know where revenue stands.
What you get
Everything you need.
Capture and organise
Capture leads from web forms, email and WhatsApp; qualify and organise every contact and account in one place.
See every deal
Visual pipelines with custom stages, track deals, values and next steps at a glance.
Let it run itself
Assignment rules, follow-up reminders and workflows so nothing slips and reps focus on selling.
Every conversation on record
Email, calls, WhatsApp and web forms logged automatically against the right contact.
Know where you stand
Real-time dashboards for pipeline, activity and forecast, no spreadsheets to compile.
Custom fields & modules
Custom fields, modules and layouts, plus roles and permissions to match how you sell.
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Why CloudCircle CRM.
| Feature | Spreadsheets | Enterprise CRM | CloudCircle CRM |
|---|---|---|---|
| Visual sales pipeline | No | Yes | Yes |
| Sales automation | No | Yes (complex) | Yes (simple) |
| WhatsApp & email logging | No | Add-ons | Built in |
| Setup time | , | Weeks–months | Days |
| Fits your process | Manual | Rigid | Customisable |
| Priced for SMEs | Free but messy | Expensive | Yes |
FAQ
Questions, answered.
How is CloudCircle CRM different from a big enterprise CRM?
You get the features that matter, pipeline, automation, omnichannel logging and reports, without the complexity, long setup or enterprise pricing. It is built for growing Indian businesses.
Can we migrate our existing contacts and deals?
Yes. We import your leads, contacts and deals from spreadsheets or your current CRM as part of onboarding.
Does it work with WhatsApp and email?
Yes. Conversations over WhatsApp, email and calls are logged automatically against the right contact, so nothing lives in a personal inbox.
Can we customise fields, stages and permissions?
Absolutely. Custom fields, modules, pipeline stages, roles and permissions are all configurable to match how your team sells.
How long does setup take?
Most teams are live within days, including data import and basic automation, not weeks or months.
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Key contacts.
Projects & Data Strategy
Automation, AI & Consulting
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