ChaloCRM is built around daily sales work: know who to contact, record what happened, and make sure the next follow-up is not forgotten.
Today combines overdue follow-ups, planned work, and customers waiting for attention into one daily queue. Then work through the list one conversation at a time.
Each customer holds the relationship: search, locality, notes, and the history of every conversation. Import from contacts or CSV when you already have a list.
An opportunity is the potential sale on a customer — stage, value, and Waiting For items such as Aadhaar, PAN, or income proof, surfaced on Today.
Every conversation can end with a scheduled follow-up. Use a suggested time or a one-tap chip such as Tomorrow morning, then save and move on.
No forgotten promises. Next customer.
One-tap Call or WhatsApp from the customer, then capture the outcome and the next follow-up. ChaloCRM opens WhatsApp on your phone — it does not send messages for you.
Turn an imported batch into a campaign and work it person by person — relationship conversations or a simple “message sent?” check. This is systematic follow-up, not mass-marketing automation.
Keep product benefits, WhatsApp intros, and brochure files with the product so you can share them from the same conversation.
Insights and the Commission Dashboard answer what you completed, what is moving through the pipeline, where opportunities stall, and what may be earned.
The CRM works on the device without internet. PIN or biometrics lock the app. Core CRM syncs when you are signed in. Sync health, restore tools, and export (ZIP / CSV) are Plus.
EMI · Eligibility · SIP · Premium · Commission · ROI + more — on Free.
Try all Plus features for 15 days. Continue on Free or upgrade to Plus afterward.