
How CRM Helps Manage Customer Relationships
Learn how a centralized CRM can help teams organize customer information, track interactions, and maintain better customer relationships.
Bring your customer data, leads, sales activities, and business operations together in one powerful platform. Work smarter, follow up faster, and grow with confidence.

Manage customers, leads, sales activities, follow-ups, support, and team operations from one centralized CRM platform.
Manage customer information, profiles, interactions, and relationships from one centralized platform.
Track leads, manage their progress, and keep every sales opportunity organized in one place.
Track sales activities, schedule follow-ups, and stay connected with customers throughout the sales process.
Keep customer conversations, requests, and support activities organized for faster and better service.
Get clear insights into customer activity, sales performance, and business progress with useful reports.
Manage team members, user access, and responsibilities to keep your CRM organized and secure.
Store and manage important customer information in one centralized place. Keep track of leads, contacts, and customer details without relying on scattered spreadsheets.
Keep your sales activities structured by tracking leads and opportunities through different stages of your sales process.
Keep important customer activities and follow-ups organized so your team can stay on top of ongoing conversations and sales activities.
Give your team a shared workspace for managing customer-related activities, assigning responsibilities, and keeping everyone aligned with the sales process.
Use organized CRM information to understand your sales activities, customer interactions, and overall workflow more clearly.
A closer look at the tools your team can use to manage leads, follow-ups, reports, communication, and workspace settings. Select any screenshot to view it at full size.
Organize lead records, customer documents, and lead-related activity.
Choose the Sales Mitra plan that fits your business needs.
Free · No card
Get started with essential CRM features.
Minimum 3 users
Billed monthly Billed yearly
Minimum 3 users
Billed monthly Billed yearly
Compare the features available across Free, Growth, and Pro plans.
| Features | Free | Growth | Pro |
|---|---|---|---|
| Core features | |||
| SIM Based Calling + Logs | ✓ | ✓ | ✓ |
| Custom Lead Form | ✓ | ✓ | ✓ |
| Follow-up & Reminders | ✓ | ✓ | ✓ |
| Google Sheet Integration | ✓ | ✓ | ✓ |
| Mobile App (Android & iOS) | ✓ | ✓ | ✓ |
| Priority Lead Dashboard | ✓ | ✓ | ✓ |
| WhatsApp Template Messaging | ✓ | ✓ | ✓ |
| Communication & marketing | |||
| Document Management | ✓ | ✓ | ✓ |
| Payment Management | ✓ | ✓ | ✓ |
| Call Tracking + Webhook | ✓ | ✓ | ✓ |
| SMS Marketing | ✓ | ✓ | ✓ |
| Google Meet + Web Dialer | ✓ | ✓ | ✓ |
| Pro & AI features | |||
| Task Management | ✓ | ✕ | ✓ |
| AI Followup Suggestion | ✓ | ✕ | ✓ |
| Product Management | ✓ | ✕ | ✓ |
| Quotation Management | ✓ | ✕ | ✓ |
| Live Chat | ✓ | ✕ | ✓ |
| AI Insights of Leads | ✓ | ✕ | ✓ |
| Email Integration & Automation | ✓ | ✕ | ✓ |
| WhatsApp Drip Marketing | ✓ | ✕ | ✓ |
| IVR Calling Integration | ✕ | ✕ | ✓ |
Transparent pricing
Setup in 24 hours
Android & iOS
All features unlocked
Keep your customer information and daily sales activities organized in one place. Sales Mitra is designed to support a connected and structured workflow as your business grows.
Organize potential customers and keep important lead information accessible to your sales team.
Keep customer details organized and make important contact information easier for your team to access.
Track opportunities through your sales process and maintain a clear view of ongoing customer deals.
Maintain structured customer records so your team can quickly find the information they need.
Organize customer-related tasks and follow-ups to help your team stay consistent throughout the sales process.
Keep customer interactions connected to your CRM workflow and make conversations easier to manage.
Monitor sales opportunities and keep your team informed about the progress of potential customers.
Bring important customer and sales activities together in a simple dashboard for easier visibility.
Practical CRM insights, tips, and strategies to manage customers, leads, sales activities, and business growth more effectively.

Learn how a centralized CRM can help teams organize customer information, track interactions, and maintain better customer relationships.

Keep your leads organized, monitor sales progress, and make sure important customer follow-ups are not missed.

Use CRM reports to understand customer activity, sales performance, and business progress with clear and useful insights.
Find answers to common questions about Sales Mitra, its features, and its plans.
Sales Mitra is a centralized customer relationship management platform designed to help businesses manage customers, leads, sales activities, follow-ups, and support activities in one place.
You can manage customer information, leads, sales activities, follow-ups, customer interactions, support activities, and team-related CRM operations.
Yes. Sales Mitra helps you organize leads, monitor their progress, manage sales activities, and keep track of important follow-ups.
Sales Mitra gives teams a centralized workspace where customer information, leads, activities, and follow-ups can be organized and managed efficiently.
Yes. Users can access the Sales Mitra portal through the web and manage their CRM activities from the available dashboard.
Click the Access CRM or Login button on the website to enter the Sales Mitra portal.
Yes. You get a 7-day free trial with all features unlocked.
No. A credit card is not required to start a free trial. You will be directed to a secure checkout when you upgrade.
Yes. You can change or cancel a monthly or annual plan at any time from your account. Annual plans remain active through the end of the billing period.
Yes. You can change your plan as your team size, integrations, or support needs change.
Access Sales Mitra to manage customers, track leads, monitor sales activities, and keep your team organized from one place.
Have questions about Sales Mitra, need product support, or want to explore a business partnership? Our team is here to help.