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Know Your Customers Better. Close More Deals. Grow Faster.
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- 360° Customer View Across Every Touchpoint
- Automated Follow-Ups — No Lead Left Behind
- Works on iOS, Android & Desktop
- Integrates with Email, WhatsApp & SMS
Everything Your Sales Team Needs. In One Place.
360-Degree Customer Profiles
Complete contact history, interaction logs, and account timeline in a single view — no scattered notes or lost context.
Lead Capture & Pipeline Management
Track every prospect from first touch to closed deal with visual pipeline boards and drag-and-drop stage management.
Automated Follow-Up Workflows
Rule-based reminders, drip sequences, and task automation keep your team on track without manual scheduling.
Sales Forecasting & Revenue Tracking
Real-time deal value predictions, win/loss analysis, and performance dashboards for sales managers and leadership.
Multi-Channel Communication Log
Email, WhatsApp, SMS, and call logs unified in a single customer thread — every team member sees the full picture.
Mobile CRM — iOS & Android
Full CRM access on the go. Log calls, update pipelines, and manage tasks from any mobile device, anywhere.
Team Collaboration & Task Management
Assign tasks, set deadlines, tag teammates, and track completion — all within the CRM. No separate project tool needed.
Custom Reporting & Dashboards
Build reports on any CRM metric — pipeline velocity, conversion rates, rep performance — and schedule automated delivery.
Role-Based Access Controls
Define precisely what each team member can view, edit, or export. Protect sensitive account data with granular permissions.
Email, WhatsApp & SMS Integration
Send and receive messages across channels directly from the CRM. Conversation history auto-logged against the contact record.
Why Sales Teams Choose MOYO CRM.
- No data silos — every sales rep works from the same live customer record, updated in real time.
- Built for Indian SMEs and mid-market teams — no complex setup, no month-long implementations.
- Connects natively with WhatsApp, email, and SMS — the channels your customers already use.
- Works alongside MOYO Billing and MOYO Finance — convert a deal and raise an invoice in one platform.
MOYO CRM — Frequently Asked Questions.
Yes. MOYO CRM is designed specifically for Indian SMEs and growing mid-market teams. It requires no lengthy implementation or technical expertise — standard onboarding takes 1–2 weeks including data migration, team setup, and training. It scales from 5-user startups to 200+ user enterprise sales teams.
Yes. MOYO CRM integrates natively with WhatsApp Business API, email platforms (Gmail, Outlook), and SMS gateways. All inbound and outbound communications are auto-logged against the relevant contact or deal record, giving your team full conversation context without switching apps.
Yes. MOYO CRM has dedicated iOS and Android applications that provide full access to your pipelines, contacts, tasks, and communication logs. Field sales teams can update deal stages, log calls, and view customer history on the move with no functionality restrictions.
MOYO CRM supports granular role-based access controls (RBAC). Administrators define exactly what each user role can view, create, edit, export, or delete. Data is hosted on Indian data centres, encrypted in transit and at rest, with full audit trail logging for compliance purposes.
Yes. MOYO CRM integrates natively with MOYO Billing and MOYO Finance as part of the MOYO Suite. Once a deal is won in CRM, your team can raise a GST-compliant invoice in MOYO Billing without re-entering customer data. Revenue data flows into MOYO Finance automatically for real-time financial visibility.
See MOYO CRM in Action.
Book a free 30-minute demo and see how MOYO CRM can transform your sales pipeline and customer relationships.
