About CRM9

Deep Dive with Clara AI

CRM9 is a comprehensive customer relationship management platform designed to help businesses organize, track, and manage all customer interactions in one unified system. It provides tools for storing communication histories, including calls, emails, shared documents, invoices, and sales activities, ensuring that every customer detail is easily accessible. CRM9 emphasizes data privacy and secure management, allowing companies to work confidently without relying on multiple third-party applications. The software supports essential business needs such as time tracking, task scheduling, team collaboration, issue management, and detailed project oversight. Its streamlined interface helps teams stay coordinated, maintain accurate records, and deliver consistent customer service. With CRM9, businesses can strengthen relationships, simplify workflows, and make informed decisions through accurate, real-time customer insights.

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Pricing

Free Trial Available
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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

87%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Medium Business
Small Business
Individuals

API Support

Available

Modes of Support

Business Hours, Online

CRM9 Features

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CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

87%

Unique Features

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Referral Tracking

Track and manage your referred customers.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

CRM9 Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Quotation Based / Subscription )

CRM9 Others

₹100 billed Yearly

₹300 billed Montly

Features

Lead Management
Client Management
Task Management
Proposal Management
Invoices & Estimates
Appointment Scheduling System
Contract Management
Custom Dashboard
Events Calendar
Internal Chats & Messages
Knowledgebase
Subscription Management
Task Reminders
Team Activity Log
To-Do List

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Disclaimer: The pricing details were last updated on 02/12/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about CRM9 Pricing