CRM · Pipeline · Follow-ups

Close every lead.
Every single time.

prism is the revenue CRM built for Indian SMBs — a drag-and-drop pipeline, automatic follow-up reminders and reports your CA will love. Leads from IndiaMART, WhatsApp & your website, all in one board.

No credit card · Set up in 4 minutes · Data stays in India

₹31Cr pipeline tracked92% follow-ups on time4.8× faster first response

vertex-realty.prism.app pipeline ₹6.4Cr

New —

Contacted —

Won —

⌘K

Vertex RealtyKaya SkincareNimbus ToursArcline InteriorsMedley ClinicsForgeFit Gyms

₹0Crpipeline value managed on prism

0%follow-ups completed on time

0teams run their revenue on prism

0%average lift in close rate in 90 days

Pipeline

Your whole funnel, one board

Drag a lead from New to Won. Stage totals update live, so you always know what this month really looks like.

Kanban pipeline with stage-wise value totals
Leads auto-captured from IndiaMART, WhatsApp & web forms
Duplicate detection & smart assignment

New

Aditi Sharma3BHK Baner₹1.4Cr

Manav Gupta2BHK Wakad₹79L

Qualified

Ritika SenOffice Kharadi₹1.2Cr

Won

Omkar PawarVilla plot₹1.7Cr

Timeline

Every call, note & visit — remembered

prism keeps a living timeline per lead. New teammate takes over? They read 30 seconds and sound like they've known the client for months.

Notes, calls, site visits & WhatsApp on one timeline
System events logged automatically
@mention teammates on any lead

📞

Called Sarthak — loved the lake viewAarav · 2m ago

📝

Loan pre-approved ₹1.6Cr from HDFCnote · 1h ago

📍

Site visit completed — Mulshi plotsystem · yesterday

💬

WhatsApp: sent floor plan PDFauto-logged · 2d ago

Follow-ups

The CRM that nags you (nicely)

Deals die in silence. prism schedules the next touch on every open lead and chases you until it's done — overdue ones turn red, not invisible.

One-tap follow-up scheduling from any lead
Overdue alerts on WhatsApp every morning at 9am
Team-wide "today" view — nobody drops the ball

✓

Call Farhan — negotiation follow-upoverdue · 6h

✓

Share final quote + registration coststoday · 1:00 pm

✓

Confirm Saturday 11am site visittomorrow

Everything included

Small team. Serious pipeline.

Drag-drop pipelineStages you define, totals that update as you drag.

Follow-up engineEvery open lead has a next step with a deadline.

WhatsApp captureEnquiries become leads automatically — zero typing.

Reports that matterFunnel, win-rate, source ROI — not vanity charts.

Built for teamsAssign leads, see who's crushing it, coach who isn't.

India-ready₹ everywhere, GST invoices, data hosted in Mumbai.

Loved by closers

"We were losing leads in WhatsApp chats. prism ka board lagate hi close rate 22% → 34% in one quarter. The follow-up nags alone are worth it."

Arjun MalhotraDirector, Vertex Realty · Pune

"My team of 4 manages ₹9Cr of pipeline without a single spreadsheet. Reports section I open every Monday before standup."

Sana QureshiFounder, Arcline Interiors

"Switched from a big-name CRM. prism is faster, in ₹, and my agents actually use it — that's the whole game."

Rahul IyerSales Head, Nimbus Tours

Pricing

One plan. Pay per seat.

5 seatsdrag to resize your team

1102550

Every seat gets the full product — pipeline, follow-ups, reports, WhatsApp capture. No "enterprise gate" nonsense.

STARTER

₹2,495

per month, billed monthly · ₹499/seat

Unlimited leads & pipelines
WhatsApp + IndiaMART + web capture
Daily follow-up digest
Priority support on WhatsApp

FAQ

Questions, answered

Yes — upload any .xlsx/.csv and map columns once. Averages under 3 minutes for 5,000 leads, duplicates get flagged automatically.

Connect your WhatsApp Business number. Every new enquiry creates a lead with the chat attached — replies keep syncing to the lead's timeline.

All data is encrypted at rest and in transit, hosted in Mumbai (ap-south-1), with daily backups and DPDP-compliant processing.

Yes — iOS and Android apps with the full pipeline, click-to-call and instant new-lead notifications.

Pick a seat count and pay in ₹ via UPI, card or NetBanking. No lock-in — export everything to CSV any time.

Your next quarter is on this board.

Start free. Import your leads. Watch the follow-ups happen.