OmniCRM
Built for Indian distribution — beats, dealers, schemes and WhatsApp — with AI agents billed per outcome, not per unforecastable credit.
43 add-ons across five lanes · 14 that no incumbent currently sells
Beats, dealer credit, schemes and secondary sales modelled natively — not bolted on by consultants
Trade scheme settlement with GST credit notes — closes the 2–3% margin leak incumbents never see
WhatsApp-first selling with a cost router built for Meta's July 2025 per-message pricing
Agents priced per resolved ticket or booked meeting — never Flex Credits you can't forecast
Off Salesforce or Zoho in weeks, live at a fraction of their licence-plus-implementation bill
In the base product
Before a single add-on attaches. No crippled bundle edition — what you get inside the suite is what you would get standalone.
- Contacts
- Leads
- Pipeline
- Activities
- Quotes
- Dashboards
What the category has not built
None of them model the Indian distribution reality — dealer credit, beat plans, field-sales attendance, WhatsApp-first customer conversation. That is where OmniCRM should be unrecognisably better rather than marginally cheaper.
The days OmniCRM pays for itself
Real situations, what the product does about them, and the result you can hold us to.
The national sales head at an FMCG brand
The pain
Trade schemes are reconciled weeks after the fact and leakage quietly eats 2–3% of gross margin.
What happens instead
Scheme & Claims Settlement computes every slab and FOC payout and issues GST credit notes automatically.
The result
Claims settled in days and the 2–3% margin leak closed for good.
The marketing head whose WhatsApp bill doubled in July 2025
The pain
Meta's per-message pricing turned every campaign into a cost surprise nobody could forecast.
What happens instead
The WhatsApp Cost Router pushes eligible traffic into the free service window and caps template spend per campaign.
The result
Messaging costs down as much as 80% at the same send volume.
The RSM who is blind past the distributor godown
The pain
Secondary sales arrive as day-end Excel, re-keyed from WhatsApp orders, a month stale by the time decisions get made.
What happens instead
Secondary Sales Capture pulls retailer sell-through, godown stock and van sales into the live pipeline view.
The result
Territory and stock decisions made on this week's sell-through, not last month's guess.
The sales ops lead quoted ₹25 lakh for Salesforce
The pain
The functionality gap versus cheaper tools is far narrower than the price gap, and Agentforce's Flex Credits are impossible to forecast.
What happens instead
CRM Exit Migrator moves pipelines and reports in weeks, and every OmniCRM agent bills per successful outcome.
The result
Live in under a month for less than a quarter of one year's Salesforce licence bill.
Everything that attaches to it
Five lanes, the same on every product. Agents bill only on outcomes they complete; money lanes carry no subscription at all.
Modules
8 · Major functional blocks that attach to the base product
Sales Pro
CPQ, quota and commissions
Per seat / month
Support
Customer ticketing and SLAs
Per seat / month
Desk
Internal IT and HR helpdesk
Per seat / month
Marketing
Campaigns and automation
Per seat / month
Commerce
Online storefront and catalogue
Per entity / month
Field Sales
Gap playBeat plans and rep attendance
Per seat / month
Partner Network
Dealer and channel portal
Per entity / month
Secondary Sales Capture
Gap playDistributor godown stock, retailer sell-through and van sales flow into the pipeline live — because incumbent CRMs go blind at the distributor's gate.
An RSM stops running his territory on day-end Excel re-keyed from WhatsApp orders and reallocates stock on this week's actual retailer sell-through.
Per entity / month
Capabilities
17 · Feature-level toggles
Lead scoring
Ranked by conversion likelihood
Flat / month
Call recording & coaching
Recorded calls with scorecards
Flat / month
Conversation intelligence
Transcripts, topics and signals
Credit pack
Territory & beat planning
Gap playRoute-based field coverage
Flat / month
WhatsApp & RCS campaigns
Approved template messaging
Credit pack
Landing page builder
Forms and capture pages
Flat / month
Attribution modelling
Multi-touch revenue credit
Flat / month
Marketplace connectors
Gap playAmazon, Flipkart, Shopify, ONDC
Flat / month
Pricing intelligence
Competitor price tracking
Flat / month
Returns management
RTO and refund workflows
Flat / month
CSAT / NPS
Survey and score tracking
Flat / month
Knowledge base
Self-serve help centre
Flat / month
Community forum
Customer discussion space
Flat / month
Scheme & Claims Settlement
Gap playComputes every slab, FOC and period-end trade scheme, reconciles distributor claims against agreements and issues GST-compliant credit notes — the settlement back-half no CRM incumbent models.
A national sales head at an FMCG brand settles distributor claims in days instead of weeks and closes the scheme leakage that was silently eating gross margin.
Flat / month
WhatsApp Cost Router
Gap playRoutes eligible messages into the free 24-hour service window, reclassifies templates and hard-caps spend per campaign — turning Meta's July 2025 per-message pricing from a shock into an edge.
A marketing head whose WhatsApp bill doubled overnight in July 2025 gets the same send volume at a fraction of the cost, with a spend cap per campaign.
Flat / month
CRM Exit Migrator
Gap playMoves objects, pipelines, workflows and reports off Salesforce or Zoho in weeks — the migration both vendors make painful enough to feel like lock-in.
A sales ops lead quoted ₹25 lakh for a Salesforce implementation refresh instead migrates 5 years of pipeline history and goes live in under a month.
One time
Channel Credit Control
Gap playCredit limits, ageing buckets and automatic order blocking per dealer — exposure enforced at order entry, not discovered in a month-old Excel.
A channel sales manager stops shipping to a dealer the moment outstanding crosses limit, and the follow-up ladder recovers dues before they age past 60 days.
Flat / month
Money
6 · Embedded payments, lending, cards and insurance
Payment links at quote
Collect on quote acceptance
Take rate
Consumer BNPL
Split payment at checkout
Take rate
Dealer credit lines
Gap playChannel financing
Take rate
Commission advance
Gap playReps paid before settlement
Take rate
Subscription billing & dunning
Recurring revenue collection
Take rate
B2B escrow
High-ticket transaction safety
Take rate
AI agents
7 · Autonomous agents billed on successful outcomes
SDR agent
Priced per qualified meeting
Per successful outcome
Support deflection agent
Priced per resolution
Per successful outcome
Quote generation agent
Configured quotes from a brief
Per successful outcome
Churn-risk agent
Early warning with reasons
Per successful outcome
Win-loss analysis agent
Patterns across closed deals
Per successful outcome
Voice support agent
Gap playMultilingual inbound calls
Per successful outcome
Beat optimiser agent
Gap playField route planning
Per successful outcome
Compliance & data
5 · Regulatory packs, residency and retention
DPDP consent management
Gap playMarketing consent and withdrawal
Annual
DND & TRAI scrubbing
Registry checks before send
Annual
Call recording consent
Capture, notice and retention
Annual
WhatsApp BSP policy monitor
Gap playTemplates, quality and opt-outs
Annual
Customer data residency
Region-pinned storage
Annual
Why the gap plays are here
Outcome-priced support deflection is proven monetisation with almost no Indian competitor.
The ONDC connector is a genuine India-specific gap.
Available on every plan
The same ladder as the other eleven products. No subscription starts before go-live.
Free
Up to 10
Starter
Up to 50
Growth
Up to 250
Business
Up to 1000
Enterprise
Unlimited
See OmniCRM against what you run today
Bring your hardest case to the demo. We would rather lose on a real scenario than win on a scripted one.
No credit card required
14-Day free trial