CRM software for small business with WhatsApp, email and SMS
Capture every lead, see every conversation in one place, and follow up on WhatsApp, email and SMS, all from one CRM built for growing businesses in India.
“CoreBase CRM is customer relationship management software designed for small businesses that sell through conversations. It captures leads from your website and social channels, records every WhatsApp, email and SMS interaction in a shared timeline, and automates follow-ups so no enquiry slips through the cracks.”
Leads get lost between WhatsApp, email and spreadsheets
When leads arrive through website forms, direct phone calls, WhatsApp messages, and emails, small teams lose track. Inquiries sit unanswered, follow-ups are forgotten, and different team members message the same client twice.
Scattered Channels
Enquiries land in individual executives' phones, private WhatsApp chats, and inbox folders where managers have zero visibility.
Missed Follow-Ups
Spreadsheets require manual updating that sales teams quickly abandon. Without automated reminders, high-value prospects go cold.
Zero Context on Handoffs
When an executive goes on leave or leaves the company, conversation history is lost, forcing clients to repeat their requirements.
Everything you need to turn enquiries into customers
A unified platform built around how Indian service businesses and MSMEs actually close deals.
Automated Multi-Channel Lead Capture
Enquiries from your website forms, landing pages, and WhatsApp land in your pipeline automatically with full source attribution. Import existing contacts via CSV or Excel in seconds.
Visual Drag-and-Drop Sales Pipeline
Track every deal across customizable stages from New Lead to Qualified, Proposal Sent, and Closed Won. Deal values and expected closure dates calculate automatically.
WhatsApp Cloud API Integration
Message leads directly from your CRM using Meta-approved templates. Maintain complete chat transcripts on the lead record so the whole team sees context.
Smart Email & SMS Follow-Up Sequences
Send personalized follow-up emails and DLT-compliant SMS notifications. Schedule automated sequences so leads receive timely check-ins without manual effort.
Task Delegation & Meeting Reminders
Assign leads to team members, set follow-up tasks with due dates, and sync meetings directly with Google Calendar and Google Meet.
Executive Conversion Analytics
Track conversion velocity by lead source, executive win-rate, pipeline value, and response time through visual real-time reporting dashboards.
From first enquiry to payment in one system
Unlike standalone CRMs that stop when the lead says yes, CoreBase connects seamlessly to fulfillment, billing, and document collection.
Instant GST Invoicing
Convert a won lead into a GST-ready invoice in one click with automated UPI QR code and payment link.
Client Document Vault
Send secure, no-login document request links to collect KYC and project files straight into an encrypted folder.
Team Timesheets & HRMS
Track billable executive hours on each client account to measure project profitability and staff utilization.
Built for small teams that sell through conversations
Start using CoreBase CRM in three steps
Configure your stages & channels
Connect your website form, link your official WhatsApp Cloud API account, and customize your deal pipeline stages.
Import existing contacts
Upload your active spreadsheet contacts, assign accounts to executives, and set up role-based access permissions.
Close deals with zero dropped balls
Track communications in one unified timeline, schedule calendar reminders, and convert won deals into invoices.
Enterprise-grade security & Indian data sovereignty
Data Encryption
All client records and conversation threads are encrypted using AES-256 at rest and TLS 1.3 in transit.
Role-Based Access Control (RBAC)
Sales executives only view their assigned leads, while managers and firm owners retain complete organizational visibility.
Indian Data Residency
CoreBase servers and database backups are hosted in certified Indian cloud data centers for compliance.
Common Questions About Sales & Client Engagement
See CoreBase CRM in action on your sales process
Book a live 20-minute walkthrough with our team or start chatting right now on WhatsApp.