All-in-One Payroll Software

India's Smart CRM Software for
Growing SME’s Businesses

DigiSME CRM is a cloud-based platform that helps SMEs manage leads, automate sales, generate quotations,
send invoices, collect payments, and engage customers—all from one unified system.

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Team

AIAI-Powered CRM Software to
Boost Your Sales Workflow

Write emails, guide next actions, and gain insights, without changing how your sales team works.

Email Assistance

Automatically drafts professional emails for you based on Call notes, Meeting discussions, Tasks and Current Lead or Deal stage

Employees

Sales Guidance

AI reviews each Lead and provides Overview, Company information and Pitch assistance to salespersons, reducing R&D work

Approvers

Business Insights

AI analyses CRM data using natural language business queries. Eliminates the need to manually review multiple reports and dashboards

Approvers

Everything You Need to Sell Smarter

Powerful CRM features designed to simplify sales, automate workflows,
and help your business grow.

Fast Setup, Go Live in Days

Minimal configuration required, No need for CRM consultants or admins

Task-Oriented Sales Dashboard

Focus on Leads, Follow-ups, Quotations, Invoicing, and Payments in one clean UI

AI-Powered Sales Assistance

Built-in AI help sales teams write emails, decide next actions, and gain insights

Native Video Meeting Integration

Schedule Zoom or Microsoft Teams meetings directly from CRM, links auto-generated and logged automatically into CRM timeline

Mobile CRM with Face Recognition & GPS

Sales teams can clock in, track location, and manage leads on the go using the mobile app

Built-In Marketing Campaigns

Run Email and WhatsApp campaigns, track performance, and manage lead nurturing, promotions, and reminders all inside CRM.

Connect All Your Business Apps in One Place

Connect 20+ business tools to automate workflows, centralize data, and keep your teams working seamlessly from one CRM.

See All Integrations

No More Switching Systems

Capture leads, follow up, invoice, and get paid: All-in-One Connected Workflow
AD CAMPAIGNS LEADS QUOTATION INVOICE PAYMENT

One Connected Sales Workflow

From ads to payments, everything runs in one connected CRM Software

End-to-End Sales Flow

Manage the complete sales journey from lead capture to closing deals in one unified system.

Plug-and-Play Integration

Instantly connect Google and Meta ads to automatically capture and sync incoming leads into CRM.

Quotation & Invoicing

Generate, send, and manage professional quotations and invoices directly from your deals.

Grievance Handling

Structured, transparent resolution workflows that ensure every concern is heard and acted upon.

Accounting Integration

Connect easily with Xero and Zoho Books to avoid duplicate entries and reduce accounting errors.

Built-In Payments

Send payment links through Stripe, PayPal, and CCAvenue to collect payments faster.

No Middleware Needed

No APIs or extra tools needed—everything works directly in one system without manual syncing.

Sales Pipeline Visibility

Track every stage of your sales pipeline in real time to identify bottlenecks, monitor progress, and close deals faster

CRM + HRMS

CRM automatically syncs with HRMS to ensure leads are assigned based on staff availability, reducing missed follow-ups and improving forecast accuracy.

  • No Leads assigned to staff on leave 
  • Automatic Lead Re-routing
  • Accurate Pipeline Forecasting 

DigiSME CRM vs Traditional CRM Software

Compare how DigiSME CRM simplifies your entire sales workflow with one connected platform.

Features & Functions DigiSME CRM
Most Preferred
 Other CRM Software
CRM Software
All-in-One CRM Software for all your business solutions
Multiple Tools & Paid Add-ons Required
Setup & Onboarding
Fast setup with Plug-and-Play configuration
Complex setup, often requires consultants
Google & Meta Ads Integration
Built-in lead capture from ads
Requires third-party tools at extra cost
Quotation & Invoicing
Built-in Quotation & Invoicing
Separate systems and paid add-ons required
HR & Attendance Visibility
Integrated with HRMS & Attendance Software
Not Available
Payment Collection
Built-in Stripe & PayPal Payment
Separate Payment Gateway Integration Needed
Email Integration
Seamless Integration with Gmail & Outlook
Limited or Complex Email Integration

See How DigiSME CRM Works
for Your Business

Get a personalised walkthrough and see how SMEs manage leads,
close deals, and get paid - all in one system.

Trusted by growing Indian businesses

18+

Years in the Industry

27,000+

Customers

500+

Dedicated Staff

1M+

Active Users

CRM Software (FAQ)

What does CRM software do?

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CRM software helps companies to:

  • Store and Organise  customer information in one place
  • Track leads, sales opportunities, and customer interactions
  • Automate sales, marketing, and customer support workflows
  • Improve collaboration between sales, marketing, and service teams
  • Generate reports and insights for better decision-making

DigiSME CRM is designed to streamline daily operations while improving customer experience and business efficiency.

Companies need CRM software to stay competitive in today’s customer-centric business environment. As businesses grow, managing customer data manually becomes inefficient and error-prone.

With DigiSME CRM Software, companies can:

  • Maintain accurate and up-to-date customer records
  • Respond faster to customer enquiries
  • Track every customer touchpoint across teams
  • Reduce missed sales opportunities
  • Deliver consistent and personalised customer experiences

CRM software provides measurable business benefits, including:

  • Improved sales performance – Better lead tracking and pipeline visibility help sales teams close deals faster
  • Enhanced customer satisfaction – Quick access to customer history allows teams to provide personalized service
  • Increased productivity – Automation reduces manual tasks and administrative work
  • Better customer retention – Stronger relationships lead to repeat business and loyalty
  • Data-driven insights – Real-time reports help management make informed decisions

DigiSME CRM enables businesses to turn customer data into actionable insights that drive growth.

DigiSME CRM streamlines the entire sales journey from lead capture and follow-ups to invoicing and payment collection—reducing manual work and improving visibility across the sales pipeline. This enables SMEs to respond faster to leads, close deals more efficiently, and maintain better customer relationships.

You can manage end-to-end sales workflows including lead management, deal tracking, quotations, invoicing, and payment collection. All activities are tracked in one system, eliminating the need to switch between multiple tools.

Yes. DigiSME CRM supports popular accounting platforms such as Xero, and Zoho Books. This reduces duplicate data entry and ensures accurate financial records.

Yes. DigiSME CRM includes built-in integration with Google Ads and Facebook Ads, allowing leads to be captured automatically and routed directly into the CRM for immediate follow-up.

The system allows users to generate invoices directly from CRM deals and send them with embedded payment links. With integrated payment gateways such as Stripe, PayPal and CCAvenue, businesses can collect payments faster and improve cash flow.
DigiSME CRM is purpose-built for SMEs, offering a clean, task-oriented interface, fast setup, and affordable pricing. Unlike many CRMs designed for large enterprises, it does not require consultants or complex configurations and uniquely integrates HRMS, accounting, payments, and digital advertising in one platform.