ShailparShailpar
Shailpar CRMEarly access · guided demos

Every lead. Every follow-up. One clear workspace.

Shailpar CRM helps small teams organise contacts, track deals, record follow-ups and keep customer work in one place.

Request a demoExplore the product
  • Priced per company
  • Guided onboarding
  • Demo with sample data

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Sample workspaceSample data

Follow-ups due

  • Share portfolio samples

    Sana Qureshi · Lotus Dental Clinic · Meera S.

    1 day overdue

  • Call Priya about the fit-out budget

    Priya Nair · Banyan Interiors · Rohan M.

    Today

  • Send the revised proposal

    Office fit-out · Northgate Logistics · Aditi K.

    Today

Open pipeline by stage

Qualification
₹1,31,000
Discovery
₹1,20,000
Proposal
₹4,40,000
Negotiation
₹60,000
Decision
₹48,000
Invented sample records showing follow-ups due and open deal value by pipeline stage.

01Who it helps

For teams that sell through conversations.

Small service businesses, agencies and growing sales teams — where the same few people find the work, follow up and keep the customer happy.

  • Leads live in spreadsheets, call logs and chat threads.

    Keep every lead in one list with its company, source, estimated value and status — new, qualified, converted or lost. Agreed existing records can be imported with you during onboarding.

  • Follow-ups depend on someone remembering.

    Create a follow-up task on the lead or deal. The workspace overview shows how many follow-ups are still open. Due-date and teammate-assignment controls are illustrated in the preview and are still being added to the workspace screen.

  • Nobody is sure who is handling a deal.

    Keep notes and logged activities on each record so your team can pick up the context. Task-assignment controls are shown as a preview of work in progress.

  • The pipeline is a guess.

    Deals move through stages you can see at a glance — the default Qualification to Decision stages, or pipelines you define — and are closed as won or lost.

  • Customer conversations sit apart from sales records.

    Log calls, emails, meetings and messages against the lead, contact, company or deal. Logging is manual: Shailpar CRM does not sync your inbox, WhatsApp or phone system.

02Explore the product

The workspace, hands on.

Try the main screens with invented sample records. Search, open a lead, convert it, move deals, tick off follow-ups and switch roles to see what each one can do. Nothing you do here is saved or sent.

Sample agency workspace

Interactive preview — sample data

Workspace overview

Sample workspace values — not Shailpar or customer results.

New leads

4

Qualified leads

2

Open deals

7

Open follow-ups

8

Follow-ups due soon

  • Sana Qureshi · Lotus Dental Clinic · Meera S.

    1 day overdue

  • Priya Nair · Banyan Interiors · Rohan M.

    Today

  • Office fit-out · Northgate Logistics · Aditi K.

    Today

  • Listing photography retainer · Maple & Co. Realty · Aditi K.

    Tomorrow

  • Vikram Rao · Northgate Logistics · Aditi K.

    Tomorrow

Recent activity

  • Email

    Enquiry about a full office fit-out

    Priya Nair · Banyan Interiors · Rohan M. · Mon 10:40

  • Note

    Budget not fixed yet; wants options in two price bands.

    Priya Nair · Banyan Interiors · Rohan M. · Mon 11:05

  • Call

    Introductory call — needs online bookings before peak season

    Arjun Mehta · Tidewater Travel · Rohan M. · Fri 16:20

  • Meeting

    Met at the trade show stall; site visit agreed

    Vikram Rao · Northgate Logistics · Aditi K. · Thu 13:00

  • Message

    Asked for examples of clinic work

    Sana Qureshi · Lotus Dental Clinic · Meera S. · Tue 09:15

Preview only: changes stay in this tab and nothing is saved or sent.

An illustrative preview using sample data. Due-date and teammate-assignment controls are still being added to the workspace; support features are in validation. Confirm available capabilities in your guided demo.

03How work flows

From enquiry to customer.

The everyday path from first enquiry to an ongoing customer. Each step is done by your team unless you later choose to automate it.

  1. Add the lead

    Enter it by hand, or bring in agreed existing records during onboarding.

    Manual

  2. Plan the follow-up

    Create a task on the lead and keep the next action with the record.

    Manual

  3. Qualify and convert

    Mark the lead qualified, then turn it into a contact, an optional company and a deal in one step.

    Manual

  4. Track the deal

    Move it through the pipeline stages and close it as won or lost.

    Manual

  5. Look after the customer

    Keep notes, activities and follow-ups on the record. On Business, handle support cases and a customer portal.

    Manual · support in validation

Optional, in validation: rule-based workflows can react when a lead or deal changes — wait, ask a person to approve, then create a follow-up task or note. They are switched on only after live testing and are discussed in your demo. Until then, every step above is done by your team.

04What it does

Built around the daily routine.

Grouped by the job it helps with. Labels show where a capability belongs to a specific plan or is still being validated.

All plans

Organise leads and contacts

  • Leads with company, source, estimated value and status
  • A directory of companies and the people who work there
  • Search across leads, contacts, companies and deals
  • Export leads, contacts, companies or deals to CSV, for roles allowed to export

All plans

Manage the sales pipeline

  • A ready-made five-stage sales pipeline
  • Extra pipelines with stages you name yourself
  • Convert a qualified lead into a contact, an optional company and a deal in one step
  • Close deals as won or lost, with a reason when lost

All plans

Coordinate team follow-ups

  • Tasks linked to a lead, deal, contact or company
  • Due dates and teammate assignment previewed; workspace controls in development
  • Notes and logged calls, emails, meetings and messages on every record
  • An overview of new and qualified leads, open deals and open follow-ups

All plans

Control access and manage records

  • Choose what each team member can view and manage: Owner, Administrator, Sales Manager, Sales Representative or Viewer
  • Keep importing and exporting to the roles you trust with it
  • Add and remove team members within your included users
  • Important changes are recorded with who made them and when

Business · in validation

Support customers

  • Support cases with priority, status, and response and resolution targets
  • Invite a customer contact to a portal where they see and reply to their own cases
  • Approve or decline time-limited support access to your workspace

Growth and Business · in validation

Automate routine work

  • Workflows that start when a lead, deal or task changes
  • Conditions, waiting periods and a person’s approval before acting
  • Actions limited to creating follow-up tasks and notes
  • Every run is recorded, so you can see what happened

05Setup and onboarding

A guided start, not a login and good luck.

Data cleanup, migration and custom integrations are scoped services with indicative prices — not unlimited work included in a plan.

  1. 01Discuss your current workflow

    How leads arrive, who follows up, and where things slip today.

  2. 02Configure pipelines and access

    Stages that match how you sell, and your team added with the right roles.

  3. 03Import agreed data

    The records you choose, mapped to leads, contacts, companies and deals.

  4. 04Train the team

    A walkthrough of the daily routine: adding leads, planning follow-ups, moving deals.

  5. 05Review adoption and usage

    A check-in after the first weeks on what is used and what needs adjusting.

06Pricing preview

One price per company. Users included.

Proposed launch pricing. Your written quote confirms the plan, included users, onboarding and billing terms before anything is charged. Prices are shown in INR before applicable taxes. Tax treatment is confirmed in your quote.

01 / Starter

Starter

3 internal users included

For a small team moving leads and follow-ups out of spreadsheets and chat threads.

₹1,499
per company workspace / monthProposed
  • Leads, contacts and companies
  • Deal pipeline with stages
  • Tasks and follow-ups on every record
  • Notes and activity history
  • Workspace overview
  • Team roles and permissions
Discuss this plan: Starter
For growing teams
02 / Growth

Growth

10 internal users included

For teams that share leads and need clear roles, team visibility and a guided start.

₹3,999
per company workspace / monthProposed
  • Everything in Starter
  • Rule-based follow-up workflowsIn validation
  • Onboarding assistance with a defined scopeConfirmed in quote
Discuss this plan: Growth
03 / Business

Business

25 internal users included

For teams that also handle customer requests after the sale and want tighter control.

₹8,999
per company workspace / monthProposed
  • Everything in Growth
  • Support cases with priority and response targetsIn validation
  • Customer portal for your clientsIn validation
  • Approve time-limited support access to your workspaceIn validation
Discuss this plan: Business

Need custom implementation?

Specific workflows, integrations with tools you already use, or features that are not in the plans above are scoped and quoted separately after a conversation.

Discuss your requirements

Compare plans, onboarding estimates and pricing FAQ

07Questions

Before you ask for a demo.

Who is Shailpar CRM for?
Small service businesses, agencies and growing sales teams that need one place for leads, deals and follow-ups. If you depend on inbox sync, calling or WhatsApp inside your CRM, it is not a fit today — tell us in the demo.
What counts as an internal user?
Anyone on your team who signs in to your workspace, whatever their role, uses one of your included users. Customer contacts you invite to the support portal are not internal users.
Is the price per user or per company?
Per company workspace, per month. Each plan includes a number of internal users: 3 on Starter, 10 on Growth and 25 on Business. Extra users are priced in your quote.
Can existing spreadsheet data be imported?
Yes, as part of onboarding. We agree which records to bring across and map them to leads, contacts, companies and deals. Cleaning up or de-duplicating messy data is a scoped service, quoted separately.
What is included in onboarding?
Growth and Business are proposed with onboarding assistance of a defined scope: setting up pipelines and roles and a walkthrough for your team. Larger migrations, custom workflows and integrations are quoted after scoping.
Are WhatsApp, email and AI charges included?
The current plans do not include WhatsApp messaging, email sending or AI features, so there are no such charges. You can log conversations on a record by hand. If usage-based services are offered later, they will be quoted and metered separately.
Can a company request custom workflows?
Yes. Describe the workflow in your demo request. Custom workflows, integrations and development are scoped and quoted separately from the monthly plan.
How do team permissions work?
Each team member gets a role — Owner, Administrator, Sales Manager, Sales Representative or Viewer — that decides what they can see and change. For example, a Viewer can read records but not edit them, and only some roles can import or export data.
What product access is currently available?
Shailpar CRM is in early access. We start with a guided demo using sample data. Workspace access for your team is arranged after we agree fit, scope and a quote; there is no self-serve sign-up or trial at the moment.
How is pricing confirmed?
Proposed launch pricing. Your written quote confirms the plan, included users, onboarding and billing terms before anything is charged. Terms such as cancellation, refunds and exporting your data at the end are agreed in that quote, so raise them before you commit.

08Next step

See how Shailpar CRM fits your team.

Tell us how your team works today. Rajat replies to agree a time, walks you through the product with sample data, and then you discuss scope and a written quote.

  1. 01Send the short form — no payment details needed.
  2. 02Agree a demo time by email.
  3. 03Receive a written quote if it fits.

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