CRM
Leads, deals and contacts
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View pricing- Included: Lead Management
All-in-one CloudShope Business CRM Tools for growing teams
Every lead, every call, on one record
Streamline sales and customer management with CloudShope CRM tools. Track leads, automate workflows, manage customer data, and improve team productivity.
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One record, every source
Leads, calls, notes and tasks all land on the same record — and the pipeline, retry schedule and permissions your team works from all come out of it.
What teams use CloudShope Business CRM Tools for
Lead pipeline
Move leads through stages in a list or on a Kanban board.
Deal tracking
Watch a deal from open to closed, with its history attached.
Contact records
One record per person, with every note and activity on it.
Team workspaces
Each team gets its own workspace, fields and pipeline.
Role-based access
Assign work and decide who may see or change what.
Calling leads
Dial from the record — no copying numbers into a phone.
Re-engaging leads
Unanswered leads are retried automatically on a schedule.
IVR call handling
Inbound flows reach the lead and transfer to an agent.
CloudShope Business CRM Tools features
Everything included on every paid plan unless noted.
Workspaces
Team-level separation — records, roles and settings per workspace.
List and Kanban views
The same leads and deals as a table or as a board.
Activity timeline
Notes and history in order on the lead, deal or contact.
Collaborators
Add teammates to a record without opening up the workspace.
Role-based permissions
Set per workspace, so one team's rules are not another's.
Custom fields
Model what your business tracks, not what a template assumed.
Picklists
Your own dropdown option sets, kept consistent across records.
Custom buttons
Put the action your team repeats onto the record itself.
Saved filters
Keep the view you work from instead of rebuilding it daily.
Click-to-call
Dial from the record, through a calling queue and policy you set.
Call attempt log
Every attempt recorded, answered or not.
Automated lead retry
Unresponsive leads are re-queued on a schedule you decide.
CloudShope Business CRM Tools pricing
Free trial
Sales & Lead Management
CRM Free Trial
Try CRM Free Trial free for 7 days. No card required.
- Full access for the trial period
- After the trial, price on request.
FAQ
No. CRM is one system, not a set of packages — every feature on this page is included in the licence. You choose how many months to pay for, not which tier to buy.
No. CRM works on its own for leads, deals and contacts. A number is only needed if you want to call from inside it — click-to-call and inbound IVR use our calling service, which is bought separately.
You can dial a lead from its record. Calls go through a calling queue with a calling policy you set per workspace, and every attempt is logged on the lead whether or not it was answered. Leads that go unanswered are re-queued automatically on a schedule.
Not today. There is no public API for external CRM integrations yet, so records live here rather than being mirrored from another system. If that is a requirement, talk to us before you buy rather than after.
No. CRM tracks leads, deals, contacts and calls. Email and SMS are not integrated into the record, and there is no bulk import or export, no lead scoring, and no forecasting dashboard. We would rather you knew that from this page than found it in the trial.
Every service has its own independent 7-day trial with trial credits included. Starting a trial on one service does not use up your trial on another. No card is required.
A one-time charge covering number provisioning, DLT and account setup on the service you buy. It is billed once per service, on your first purchase of it, and appears as a separate line on your GST invoice.
Payments are processed by Razorpay — UPI, cards, net banking and wallets. CloudShope never sees or stores your card details. A GST invoice is issued automatically once payment is confirmed.
No. Prices are exclusive of GST, which is added at checkout at the applicable rate and split as CGST + SGST or IGST based on your registered state.
Try CloudShope Business CRM Tools free for 7 days
Every service has its own independent trial. No credit card required.