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What is CRM9?

CRM9 is a highly advanced, cloud-based Customer Relationship Management platform that seamlessly combines sales, marketing, and customer support into one unified system. It offers extensive management of contacts and leads by diligently documenting every engagement, thereby creating detailed 360° profiles of customers. The platform's sales pipeline feature provides a visual representation of deal progress, enabling precise forecasting and efficient workflow automation, which ultimately helps businesses close deals with greater success. Additionally, it incorporates marketing automation capabilities for targeted email campaigns, customer segmentation, and comprehensive analytics, significantly improving engagement rates. The integrated service desk effectively manages tickets and escalations across various channels, which contributes to enhanced customer satisfaction. Users gain access to real-time dashboards and reporting tools that offer insights into sales performance, customer behavior, and overall team productivity. Moreover, CRM9 leverages AI-enhanced automation and predictive analytics, along with customizable workflows to ensure robust data protection and regulatory compliance at all times. This all-encompassing platform not only facilitates the cultivation of strong relationships but also boosts operational efficiency and drives business expansion. With CRM9, organizations are well-equipped to navigate the constantly changing landscape of customer interactions and market trends, ensuring they remain competitive and responsive to their clients' needs. Ultimately, CRM9 stands as a vital resource for any business aiming to thrive in today's dynamic marketplace.

What is workXmate?

Uncover a budget-friendly CRM option specifically designed for B2B sales teams of any scale. Boost your sales pipeline by quickly identifying vital opportunities and potential risks, while efficiently organizing tasks to convert leads into loyal customers with workXmate CRM. Gain immediate access to extensive sales information, including lead tracking, account management, contact details, opportunity assessments, activity logs, invoices, quotes, and payment records. With built-in Tally functionality, guarantee that transactions are accurate and transparent for your clients; seamlessly convert qualified leads into opportunities and transform quotes into invoices through this innovative CRM. Experience complete sales force automation hosted on the cloud as a Software as a Service (SaaS), equipping your sales team with essential tools to make strategic decisions and expedite deal closures. In addition, utilize the CRM's features to effectively categorize your customer base, implementing industry-leading practices to focus on nurturing your most profitable segments for enhanced returns, while also ensuring that your sales strategy remains adaptable to changing market conditions.

Media

Media

Integrations Supported

G2
TallyPrime

Integrations Supported

G2
TallyPrime

API Availability

Has API

API Availability

Has API

Pricing Information

300 INR/month
Free Trial Offered?
Free Version

Pricing Information

$5 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CRM9

Date Founded

2025

Company Location

India

Company Website

www.crm9.in/

Company Facts

Organization Name

workXmate

Company Location

India

Company Website

www.workxmate.com

Categories and 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

Categories and 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

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