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Description
CRM9 is a sophisticated, cloud-oriented Customer Relationship Management solution designed to integrate sales, marketing, and customer support into a single cohesive system. It provides thorough contact and lead management, meticulously tracking every interaction to create comprehensive 360° customer profiles. The sales pipeline feature enables visual deal tracking, accurate forecasting, and streamlined workflow automation, allowing businesses to close deals more effectively. It also includes marketing automation tools that facilitate targeted email campaigns, customer segmentation, and in-depth analytics, significantly enhancing engagement levels. The integrated service desk efficiently handles tickets, escalations, and supports multiple channels, ultimately boosting customer satisfaction. Users benefit from built-in dashboards and reports, which deliver real-time insights into sales performance, customer behaviors, and team productivity. Furthermore, CRM9 embraces AI-driven automation and predictive analytics, along with flexible workflow customization, ensuring robust data security and compliance at all times. This comprehensive platform serves as a powerful solution for nurturing relationships, enhancing operational efficiency, and propelling business growth. With CRM9, organizations can effortlessly adapt to the evolving dynamics of customer interactions and market demands.
Description
HaloCSM is an integrated customer management platform built to support sales, marketing, service, and customer relationship management from a single application. Rather than requiring organizations to purchase separate modules for different departments, HaloCSM combines pipelines, campaigns, ticketing, reporting, knowledge, portals, and automation in one environment. Sales teams can capture and score new leads, automatically route prospects, manage multiple pipelines, and generate weighted forecasts. Workflow automation can trigger tasks, approvals, and follow-ups as opportunities move through different stages of the sales process. Marketing and service teams can use the same customer record to view emails, campaign activity, deals, support tickets, and other interactions throughout the relationship. AI functionality is incorporated into the platform to assist with automation, productivity, and customer-facing workflows. Administrators can configure fields, pipelines, dashboards, and automations without depending heavily on outside consultants or custom development. HaloCSM also supports integrations with email, telephony, ERP, accounting, collaboration, and other business systems through APIs, webhooks, and native connections. Security, governance, multiple deployment options, audit capabilities, and compliance features make the platform suitable for organizations that need a scalable customer management system with broad operational coverage.
API Access
Has API
API Access
Has API
Integrations
3CX
Amazon Seller Central
AnyDesk
Azure AI Translator
ChatGPT
Device42
Forethought
Freshdesk
Google
Instagram Ads
Integrations
3CX
Amazon Seller Central
AnyDesk
Azure AI Translator
ChatGPT
Device42
Forethought
Freshdesk
Google
Instagram Ads
Pricing Details
300 INR/month
CRM9 Pricing and Plans
At CRM9, we believe effective customer relationship management should be accessible and scalable for every business. Our pricing model is transparent, flexible, and designed to grow with your organization.
Subscription Model
Access the full range of CRM9’s core features for ₹300 per month. This plan provides essential CRM capabilities, including lead and contact management, sales pipeline tracking, task management, and follow-up automation. It is ideal for individuals and small teams looking for an affordable and efficient CRM solution.
Advanced Plans
As your business expands, CRM9 offers upgrade options with advanced features and additional user capacity. Higher-tier plans include:
Growth Plan: Enhanced automation, detailed analytics, and team collaboration tools.
Pro Plan: Advanced reporting, role-based access control, and customizable dashboards.
Enterprise Plan: Unlimited users, full access to all features, dedicated account management, and priority support.
Annual and custom enterprise pricing options are available for businesses requiring greater flexibility or large-scale deployments.
Key Inclusions in the Base Plan
Comprehensive lead and contact management
Sales and opportunity pipeline tracking
Task scheduling and follow-up management
Communication history and email tracking
Real-time analytics and performance reports
Secure cloud storage with daily data backup
Multi-user access with permission controls
Why Choose CRM9
Affordability: Competitive entry pricing that fits small business budgets.
Scalability: Upgrade options that align with your growth and operational needs.
Transparency: No hidden fees or complex pricing structures.
Value: Access to enterprise-grade tools and security at an affordable cost.
CRM9 offers a complete, professional-grade CRM experience at a price designed to deliver measurable value and long-term growth.
At CRM9, we believe effective customer relationship management should be accessible and scalable for every business. Our pricing model is transparent, flexible, and designed to grow with your organization.
Subscription Model
Access the full range of CRM9’s core features for ₹300 per month. This plan provides essential CRM capabilities, including lead and contact management, sales pipeline tracking, task management, and follow-up automation. It is ideal for individuals and small teams looking for an affordable and efficient CRM solution.
Advanced Plans
As your business expands, CRM9 offers upgrade options with advanced features and additional user capacity. Higher-tier plans include:
Growth Plan: Enhanced automation, detailed analytics, and team collaboration tools.
Pro Plan: Advanced reporting, role-based access control, and customizable dashboards.
Enterprise Plan: Unlimited users, full access to all features, dedicated account management, and priority support.
Annual and custom enterprise pricing options are available for businesses requiring greater flexibility or large-scale deployments.
Key Inclusions in the Base Plan
Comprehensive lead and contact management
Sales and opportunity pipeline tracking
Task scheduling and follow-up management
Communication history and email tracking
Real-time analytics and performance reports
Secure cloud storage with daily data backup
Multi-user access with permission controls
Why Choose CRM9
Affordability: Competitive entry pricing that fits small business budgets.
Scalability: Upgrade options that align with your growth and operational needs.
Transparency: No hidden fees or complex pricing structures.
Value: Access to enterprise-grade tools and security at an affordable cost.
CRM9 offers a complete, professional-grade CRM experience at a price designed to deliver measurable value and long-term growth.
Free Trial
Free Version
Pricing Details
£59 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Price per user decreases as you grow
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CRM9
Founded
2025
Country
India
Website
www.crm9.in/
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Customer Service
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
