Built for Indian small business

India's simplest WhatsApp CRM for small businesses

PocketCRM — track pipeline, get AI message drafts, set follow-up reminders, and manage leads with colour-coded tags. Free for up to 50 contacts.

Join Waitlist — Get Early Access See how it works ↓

🚀 Launching soon·Join

businesses on the waitlist

Good morning!

3 follow-ups today

Rajan Mehta

DEMO

8 days ago

OVERDUE

Priya ShahHot

3 days ago

PENDING

Amit Kumar

1 day ago

ON TRACK

FEATURES

Everything a small business actually needs

Built features ready today. More coming soon — roadmap is public.

New

Track every deal stage

Move contacts from Enquiry → Interested → Demo → Negotiation → Closed. Know exactly where every lead stands.

Enquiry→Interested→Demo ●→Negotiation→Closed

Screenshot of PocketCRM pipeline stages showing Enquiry, Interested, Demo, Negotiation, and Closed stages

How it works

Track every deal stage

Every contact moves through 6 stages — Enquiry, Interested, Demo, Negotiation, Closed, and Lost. Tap any stage pill directly on the contact card to update it instantly. Filter your entire contact list by stage to see exactly where every deal stands right now.

Hot, Warm, Cold — at a glance

Tag every contact instantly. Filter your hottest leads in one tap.

HotWarmCold

Screenshot of PocketCRM heat tags showing Hot, Warm, and Cold lead status indicators

How it works

Hot, Warm, Cold — at a glance

Mark any contact Hot, Warm, or Cold based on how urgently they need attention. A single tap cycles through all three states and updates instantly. Combine heat tags with pipeline stage — Hot + Demo reveals your most critical leads in one filtered view.

● 3 OVERDUE

Never miss a follow-up

Set reminder dates on any contact. Get notified when it's time to reach out. Overdue contacts shown at top every morning.

How it works

Never miss a follow-up

Set a reminder date on any contact and PocketCRM will surface them automatically when it's time to reach out. Overdue contacts show a red badge on your nav tab, and your browser tab title updates to show the count — so you never lose track even when the app is in the background.

Follow-up dashboard

See who you haven't talked to in 7+ days. One tap opens WhatsApp.

OVERDUE

Screenshot of PocketCRM follow-up dashboard showing overdue contacts with WhatsApp quick action

How it works

Follow-up dashboard

PocketCRM automatically surfaces contacts you haven't spoken to in 7 or more days, putting the most overdue ones at the very top. Tap WhatsApp to open the chat instantly, or hit Mark Done to clear them from your list. The dashboard refreshes every 5 minutes so you always see an up-to-date picture.

✨ AI drafted

AI message drafts

Claude writes the perfect Hinglish or English follow-up based on context.

How it works

AI message drafts

Claude reads your full interaction history with a contact and writes a natural follow-up message in the style you already use — Hinglish, formal English, or casual. Review it, edit a word if needed, then tap Send to open WhatsApp with the message pre-filled and ready to go.

Interaction timeline

Every call, WhatsApp, meeting — logged in one beautiful chronological place.

How it works

Interaction timeline

Every call, WhatsApp conversation, meeting, and note is logged in a single chronological timeline per contact. Adding an entry takes under 10 seconds. When a client calls after two months of silence, you can glance at their timeline and know exactly where you left off — no awkward remember.

UNLIKE COMPETITORS

Zero WhatsApp API

Works with your existing WhatsApp. No Meta business approval needed.

How it works

Zero WhatsApp API

Most WhatsApp CRM tools require Meta Business API approval — a process that takes 3 to 7 days, requires business documentation, and costs ₹2,000 or more per month just to start. PocketCRM skips all of that entirely. Your existing WhatsApp number works as-is, with zero approval and zero platform fees.

Smart tags & filters

Tag contacts as Hot lead, VIP, or Pending payment. Filter your list instantly.

How it works

Smart tags & filters

Create any tag you need — VIP, Pending Payment, Hot Lead, Repeat Customer — and apply it to contacts in one tap. Combine filters freely: show only Hot leads in the Demo stage from the past 30 days. The filtering is instant, client-side, and never requires a page reload.

Pro feature

AI business insights

Monthly AI report: discover your most valuable customers and know exactly what to focus on.

Monthly Snapshot

₹3.2L

PIPELINE VALUE

ACTIVE DEALS

OVERDUE

Screenshot of PocketCRM AI business insights showing monthly pipeline value of 3.2 lakh with 12 active deals and 4 overdue follow-ups

How it works

AI business insights

Once a month, PocketCRM analyses your full contact and interaction data and generates a plain-language report. You see your pipeline value, your most engaged contacts, who is going cold, and the single most important action to take this week — all in under a minute of reading.

COMING SOON

Auto follow-up sequences

Set once — runs automatically. Launching Q3 2026.

COMING SOON

WhatsApp Business API

Automated messages, broadcasts, chatbot flows.

COMING SOON

Team inbox

Multiple agents, shared contacts, assignments.

From stranger to loyal customer — in 4 steps

Add a contact in 60 seconds

Save name, WhatsApp number, business type, quick note. CSV import available.

Track stage + log every interaction

Move contacts through pipeline stages. Log every call, WhatsApp, meeting in 10 seconds.

Hot, Warm, Cold — always know your leads

Colour-coded tags + overdue badge shows who needs attention. Red = act today.

AI drafts your next message

Click Draft — AI reads history, writes perfect follow-up in your style.

Pricing

Simple pricing. Grow at your own pace.

Start free. Upgrade when your business needs it.

🚀 First 100 users get Growth plan FREE for 3 months67/100 early spots taken

FREE FOREVER

Starter

₹0/month

Solo users & freelancers

Pipeline / Leads50 leads
Auto follow-up sequences 🔜3 flows
AnalyticsLast 7 days
Users1 user only
SupportCommunity / WhatsApp group

No credit card needed

STARTER PAID

Growth

₹999/month

☕ Less than ₹33/day

Coaching · Solo agents

Pipeline / Leads500 leads
Auto follow-up sequences 🔜10 flows
AnalyticsLast 30 days
Users1 user
SupportEmail / WhatsApp

Pro

₹2,499/month

Small biz · Real estate · Insurance

Pipeline / LeadsUnlimited
Auto follow-up sequences 🔜Unlimited
AnalyticsLast 90 days
UsersUp to 5 agents
ReportsExportable
SupportPriority WhatsApp

Most businesses pick this

ENTERPRISE

Business

₹5,999/month

Medium biz · Coaching chains

Everything in Pro
UsersUp to 15 agents
Analytics1 year history
Dedicated onboarding
Custom automation
SupportDedicated manager

Features

Starter

Growth

Pro

Business

Pipeline / Leads

50 leads

500 leads

Unlimited

Automation flows

3 flows

10 flows

Unlimited

Analytics

Last 7 days

Last 30 days

Last 90 days

1 year history

Users

1 user only

1 user

Up to 5 agents

Up to 15 agents

Reports

Exportable

AI features

Dedicated onboarding

Custom automation

Dedicated manager

Support

Community

Email / WhatsApp

Priority WhatsApp

Dedicated manager

Start free. Upgrade only when your business needs it. Cancel anytime.

Refer 2 friends → get 1 month free

Share your referral link. When 2 friends join any paid plan, your next month is on us.

Ask for link

Be first in line.

Join the waitlist — first 500 members get 3 months Pro completely free.

Follow-up reminders for WhatsApp

AI message drafts in Hinglish/English

Contact history — all in one place

... businesses already waiting

Get early access

Free to join · No credit card