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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
Uncover, secure, and implement new business opportunities through an integrated deal and relationship management system. Harness and consolidate the shared intelligence within your organization using a comprehensive platform dedicated to deal and relationship management. More than just a CRM, Intapp DealCloud serves as a reliable single source of truth that aids teams in enhancing relationships, accurately monitoring and forecasting their pipelines, and speeding up execution processes. Designed with AI capabilities and a specific focus, DealCloud fosters improved performance, driving stronger growth. Cultivate and maintain network connections to pinpoint high-quality opportunities while building a robust pipeline informed by unified insights from both the firm and the market. Amplify the impact of your team's efforts and reduce frustration through automated workflows and AI-driven solutions. Equip your team with the essential tools required to effectively execute and win more business at a faster pace. With Intapp DealCloud, you can empower your firm's growth and unlock its full potential. This platform not only enhances operational efficiency but also cultivates a culture of collaboration and innovation within your organization.
API Access
Has API
API Access
Has API
Integrations
ArcGIS
BoardEdge
Bureau van Dijk Review
Cherre
D&B Connect
FactSet
G2
Grata
Microsoft 365
Microsoft Edge
Integrations
ArcGIS
BoardEdge
Bureau van Dijk Review
Cherre
D&B Connect
FactSet
G2
Grata
Microsoft 365
Microsoft Edge
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
No price information available.
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
Intapp
Founded
2000
Country
United States
Website
www.intapp.com/dealcloud/
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
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management