CRM
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Feature Table
| Feature Category | Features | Lite Free | Lite Plus | Lite Pro |
|---|---|---|---|---|
| Lead Capture |
Manual lead entry CSV import Web forms |
✔ ◐ ✖ |
✔ ✔ ◐ |
✔ ✔ ✔ |
| Contact Management |
Basic contact profile Company association (flat) Activity timeline |
✔ ✖ ✔ |
✔ ◐ ✔ |
✔ ✔ ✔ |
| Pipeline |
Single pipeline Drag & drop stages Multiple pipelines |
✔ ✔ ✖ |
✔ ✔ ✖ |
✔ ✔ ✖ |
| Deal Data |
Deal value Expected close date |
◐ ◐ |
✔ ✔ |
✔ ✔ |
| Tasks & Follow-ups |
Manual tasks Due date reminders Recurring tasks |
✔ ✔ ✖ |
✔ ✔ ◐ |
✔ ✔ ✔ |
| Calls | Manual call logging | ✔ | ✔ | ✔ |
|
Email logging (Gmail) Email templates |
◐ ✖ |
✔ ◐ |
✔ ✔ |
|
|
Click-to-WhatsApp WhatsApp sync |
✔ ✖ |
✔ ◐ |
✔ ✔ |
|
| Reporting |
Default dashboard Fixed lead & deal reports Custom reports |
✔ ✔ ✖ |
✔ ✔ ✖ |
✔ ✔ ✖ |
| Automation | Task on stage change | ✖ | ◐ | ✔ |
| Users | Users included | 1 | Up to 5 | Up to 10 |
| Roles | Admin / User | ✖ | ◐ | ✔ |
| Platform |
Mobile app Offline (read-only) API access |
✔ ✖ ✖ |
✔ ◐ ✖ |
✔ ◐ ✖ |
Usage Limits
| Aspect | Lite CRM | |
|---|---|---|
|
Lead tracking Follow-up reminders Deal status Conversation history Team visibility Scalability |
✖Chats only ✖None ✖Guesswork Scattered ✖Poor Limited |
✔Structured ✔Yes ✔Clear stages Organised timeline ✔Shared Grows with you |
Usage Limits
| Aspect | Lite CRM | |
|---|---|---|
|
Lead tracking Follow-up reminders Deal status Conversation history Team visibility Scalability |
✖Chats only ✖None ✖Guesswork Scattered ✖Poor Limited |
✔Structured ✔Yes ✔Clear stages Organised timeline ✔Shared Grows with you |
Key Pricing Terms
| Aspect | Lite CRM | |
|---|---|---|
|
Lead tracking Follow-up reminders Deal status Conversation history Team visibility Scalability |
✖Chats only ✖None ✖Guesswork Scattered ✖Poor Limited |
✔Structured ✔Yes ✔Clear stages Organised timeline ✔Shared Grows with you |
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