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CRM for people who sell on the move

Never miss another follow-up.
Move every customer closer to a deal.

ChaloCRM tells you who needs attention, helps you Call or WhatsApp them, and keeps the next action from slipping.

Start freeSee how it works

Free forever · 15-day Plus trial · No card required

ChaloCRM Today screen showing overdue and scheduled customer follow-ups
Today — overdue work, due today, and the recommended next customer.
Built for people who sell

Independent, relationship-based sales — from a phone.

Insurance Advisors

Renewals, policy conversations, and the next promised call.

Loan Agents / DSAs

Document blockers, application follow-up, and WhatsApp that does not disappear.

Real Estate Agents

Site-visit follow-up, buyer requirements, and the next meeting.

Flagship workflow

Start every day knowing who needs attention.

Overdue calls, renewals, waiting customers and today’s follow-ups — already organised into one working queue.

  • Overdue follow-ups
  • Today’s planned work
  • Customers waiting for a document or a reply
  • Renewals, when they are due

See how Today works →

ChaloCRM Today screen showing overdue and scheduled customer follow-ups
Today — overdue work, due today, and the recommended next customer.
After every conversation

Every conversation ends with the next action.

Log what happened and schedule the next follow-up before moving on. No forgotten promises. No separate reminder list.

  1. ContactCall Ravi
  2. Capture outcomeInterested
  3. Schedule nextTomorrow morning
  4. Move onDone ✓

No forgotten promises. Next customer.

ChaloCRM Today Execution screen with Call and WhatsApp follow-ups for today’s customers
Today’s work — contact from the queue, then move to the next customer.
More when you need it

Customers, deals, and a few tools that stay out of the way.

Keep every relationship and opportunity on the person you sell to. The rest lives on Features.

Plus

Campaigns

Work through a customer list without losing track.

Plus

Sales Kit

Keep product benefits and intros with the conversation.

Plus

Insights

See what moved, and what may be earned.

Free

Offline & app lock

Work without a signal. PIN or biometrics lock the phone.

Explore Features →

Why switch

Keep the tools you already use. Stop losing the next action.

Phone contacts

Names and numbers. No sales context.

WhatsApp

Important conversations disappear down the list.

Diary / notebook

Follow-ups depend on memory.

Excel

Good for lists. Weak for daily execution.

Large CRM

More setup than many independent sellers need.

ChaloCRM

Customer → conversation → next action. On your phone, including offline.

Your book of business

Your customer book stays yours.

Claims we can stand behind — not slogans.

Private access

PIN and supported device biometrics lock the mobile app on the device.

Works offline

Customers, follow-ups, and Today stay on the phone without a signal.

Cloud backup

Plus adds sync health, restore tools, and backup diagnostics. Core CRM already syncs when you are signed in.

Portable data

Export is Plus: a ZIP of CSV files of your CRM data.

Workspace isolation

Customers belong to a workspace. Team sharing is invited, not mixed by default.

Privacy · Terms · Account deletion

Pricing preview

Start free. Try Plus. Add Team when colleagues need the same book of business.

Free

₹0 / forever

Up to 50 active customers / month — customers you actually work with this month. See what that means →

Plus

from ₹249 / month

15-day Plus trial. Unlimited customers, campaigns, Sales Kit, insights, and backup tools.

Team

₹499 / user / month

Minimum 2 users. Shared workspace, invites, and web administration.

Start 15-day Plus trialStart with your team

Selling with colleagues? Start with your team →

Your next follow-up starts on ChaloCRM

See who needs attention, contact them, record what happened, and do not lose the next action.

Start 15-day Plus trialExplore Features