CRM BundalsCRM for small business
CRM for small business · IndiaCRM software for small business in India, built around the phone call
Big CRMs are built around emails, deals and dashboards. A small business in India sells on the phone and on WhatsApp, and collects fees in parts. CRM Bundals is built around that: the call, the follow-up, the visit and the payment.
Instead of the Excel sheet
Most small teams start with a shared sheet and a notebook. This is what changes.
Excel sheet and notebookCRM Bundals
A new enquirySomeone types it in a row, when they remember.It is in the list with an owner, and a first call is set.
Who should callDecided every morning by the owner.Shared in turn, by itself.
Did they call?You ask, or you check their phone.The call is read from the phone’s call log.
The second callA note in the margin.A follow-up with a time. Late ones turn red.
Fee part paidA separate sheet, or the receipt book.A receipt, the balance, and a reminder a few days later.
A caller leavesThe sheet may leave with them.The login is switched off. The leads stay with you.
Money is part of the lead
In a small business the sale is not done until the fee is in.
A receipt from the same place.
- Enter what you received. Print the receipt.
- The lead moves to Part paid or Won by itself.
- The balance reminder is made for you.
Pay links are not connected. Money comes to you the usual way, by cash, UPI or bank, and you enter it here.
Receipt · Disha Career Academy, SuratHarsh VaghelaRRB JE Mechanical · received by Pooja RanaPAID · UPI
₹5,000
Fee₹18,500
Balance₹13,500
Balance reminderIn 3 days
Dues get called too.
- Outstanding amounts have their own calling list.
- A promise needs a date. A broken promise is shown as one.
- Bring old dues in from an Excel or CSV file.
CollectionsMoney that is owed
₹19,500 openDhruv MakwanaInstalment 2 · ₹6,000 · due 5 Oct
Promised 12 Oct
Jignesh SolankiInstalment 3 · ₹9,500 · promised 6 Oct
Broken promise
Mitali ParmarInstalment 2 · ₹4,000 left of ₹8,000
Part paid
A promise needs a date, today or laterA dispute needs a note
Small team, clear roles
Three kinds of login.
- Owner: everything. Manager: everything except Settings. Caller: their own leads.
- You pick which apps each person opens.
- Each company’s data is kept apart from every other company’s.
TeamDisha Career Academy
5 loginsKS
Kavita ShahOwner · every app
NJ
Nikhil JoshiManager · all apps except Settings
PR
Pooja RanaCaller · own leads only
FS
Farhan ShaikhCaller · own leads only
RD
Riya DesaiCaller · own leads only
New leads shared in turn: OnHide full phone number from callers: Off
Numbers you can act on.
- Who made the calls, who got the admissions, who collected the fees.
- Targets for calls, won leads and fees, with an incentive per won lead if you use one.
- The same report in Excel.
Leaderboard · this week512 calls
1
PR
Pooja Rana198 calls₹1,31,0002
FS
Farhan Shaikh173 calls₹92,5003
RD
Riya Desai141 calls₹61,000First call 9:42 am · last call 6:10 pmLate follow-ups: 14
Is it the right CRM for you?
A good fit if
- You have 2 to 50 people who ring leads from their own mobiles.
- You sell by talking: admissions, site visits, quotes, appointments, policies.
- Fees or payments come in parts and need chasing.
- You want to be working in a day, starting from a starter pack for your trade.
- You want plain screens your callers can use without training.
Look elsewhere if
- You need billing, GST invoices, stock or accounts. CRM Bundals does none of these.
- You sell mostly by email and need email campaigns.
- You need an auto-dialler, a cloud number or call audio kept.
- You need Facebook or IndiaMART leads to arrive on their own today. For now that is download and import.
- Your callers use iPhones. Reading the call log needs Android.
CRM Bundals is one product from Bundals, which makes separate software for separate trades. This one does calling and follow-up, and nothing else.
Keep reading
Starter packsStages, sources and call scripts for 7 kinds of businessAll 15 appsWhat each app does, with its screenLead management softwareWhere a lead goes from the first enquiry to the feePayment collection follow-upReceipts, balances, promises and broken promisesLearn CRM Bundals8 written lessons, one for each jobHome pageThe product film and pricing