Manage Your Customers. Grow Your Business.

Bring your customer data, leads, sales activities, and business operations together in one powerful platform. Work smarter, follow up faster, and grow with confidence.

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★★★★★Powering smarter customer management
Sales Mitra CRM dashboard on a laptop and phone showing customers, leads, sales and follow-ups
92%Customer satisfaction
24/7CRM accessibility
500+Active consultancies
4.9Customer rating

Everything You Need to Manage Your Customers

Manage customers, leads, sales activities, follow-ups, support, and team operations from one centralized CRM platform.

Customer Management

Manage customer information, profiles, interactions, and relationships from one centralized platform.

Lead Management

Track leads, manage their progress, and keep every sales opportunity organized in one place.

Sales & Follow-Ups

Track sales activities, schedule follow-ups, and stay connected with customers throughout the sales process.

Customer Support

Keep customer conversations, requests, and support activities organized for faster and better service.

Reports & Insights

Get clear insights into customer activity, sales performance, and business progress with useful reports.

Team & User Management

Manage team members, user access, and responsibilities to keep your CRM organized and secure.

Manage leads and customer records
Lead & Contact Management

Keep your leads and customer information organized

Store and manage important customer information in one centralized place. Keep track of leads, contacts, and customer details without relying on scattered spreadsheets.

  • Centralized lead and contact information
  • Easy access to customer details
  • Organized customer records for your team
Review priority leads
Sales Pipeline

Track every opportunity through your sales process

Keep your sales activities structured by tracking leads and opportunities through different stages of your sales process.

  • Organize opportunities by sales stage
  • Track progress from lead to customer
  • Maintain a clear view of your sales pipeline
Upcoming customer follow-ups
Tasks & Follow-ups

Stay organized with tasks and customer follow-ups

Keep important customer activities and follow-ups organized so your team can stay on top of ongoing conversations and sales activities.

  • Keep track of important follow-up activities
  • Organize daily customer-related tasks
  • Maintain consistent communication with customers
Configure team sidebar permissions
Team Management

Keep your CRM team aligned

Give your team a shared workspace for managing customer-related activities, assigning responsibilities, and keeping everyone aligned with the sales process.

  • Organize responsibilities across the team
  • Keep customer activities visible to the right team members
  • Support a more organized sales workflow
Sales Mitra reports and analytics
Reports & Insights

Understand your CRM activity

Use organized CRM information to understand your sales activities, customer interactions, and overall workflow more clearly.

  • Review important CRM activities in one place
  • Monitor sales and customer management activity
  • Use CRM data to support better business decisions

Plans for Your Business

Choose the Sales Mitra plan that fits your business needs.

Free Plan

Free · No card

₹0 ₹0

Get started with essential CRM features.

Growth Plan

Minimum 3 users

₹249 ₹199 /person per month

Billed monthly Billed yearly

★ Most Popular

Pro Plan

Minimum 3 users

₹499 ₹399 /person per month

Billed monthly Billed yearly

Compare Plans & Features

Compare the features available across Free, Growth, and Pro plans.

FeaturesFreeGrowthPro
Core features
SIM Based Calling + Logs✓✓✓
Custom Lead Form✓✓✓
Follow-up & Reminders✓✓✓
Google Sheet Integration✓✓✓
Mobile App (Android & iOS)✓✓✓
Priority Lead Dashboard✓✓✓
WhatsApp Template Messaging✓✓✓
Communication & marketing
Document Management✓✓✓
Payment Management✓✓✓
Call Tracking + Webhook✓✓✓
SMS Marketing✓✓✓
Google Meet + Web Dialer✓✓✓
Pro & AI features
Task Management✓✕✓
AI Followup Suggestion✓✕✓
Product Management✓✕✓
Quotation Management✓✕✓
Live Chat✓✕✓
AI Insights of Leads✓✕✓
Email Integration & Automation✓✕✓
WhatsApp Drip Marketing✓✕✓
IVR Calling Integration✕✕✓

No Hidden Fees

Transparent pricing

Free Onboarding

Setup in 24 hours

Mobile App Included

Android & iOS

7-Day Free Trial

All features unlocked

Connect Sales Mitra With Your Workflow

Keep your customer information and daily sales activities organized in one place. Sales Mitra is designed to support a connected and structured workflow as your business grows.

Lead Management

Organize potential customers and keep important lead information accessible to your sales team.

Contact Management

Keep customer details organized and make important contact information easier for your team to access.

Sales Pipeline

Track opportunities through your sales process and maintain a clear view of ongoing customer deals.

Customer Records

Maintain structured customer records so your team can quickly find the information they need.

Tasks & Follow-ups

Organize customer-related tasks and follow-ups to help your team stay consistent throughout the sales process.

Customer Communication

Keep customer interactions connected to your CRM workflow and make conversations easier to manage.

Opportunity Tracking

Monitor sales opportunities and keep your team informed about the progress of potential customers.

CRM Dashboard

Bring important customer and sales activities together in a simple dashboard for easier visibility.

Sales Mitra CRM dashboard overview

Your CRM. One Clear View.

  • Track customer activity, leads, and sales performance in one place
  • Manage customer information and team activities from a centralized workspace
  • Stay on top of follow-ups, customer requests, and important sales activities

Sales Mitra Insights

Practical CRM insights, tips, and strategies to manage customers, leads, sales activities, and business growth more effectively.

CRM dashboard preview showing customer and lead information
Product

How CRM Helps Manage Customer Relationships

Learn how a centralized CRM can help teams organize customer information, track interactions, and maintain better customer relationships.

Sales Mitra Team · March 12, 2026 · 6 min read
CRM sales performance analytics preview
Growth

How to Organize Leads and Sales Activities

Keep your leads organized, monitor sales progress, and make sure important customer follow-ups are not missed.

Sales Mitra Team · March 9, 2026 · 5 min read
CRM reporting and business insights preview
Data

Using CRM Reports to Understand Business Performance

Use CRM reports to understand customer activity, sales performance, and business progress with clear and useful insights.

Sales Mitra Team · March 3, 2026 · 8 min read

Frequently Asked Questions

Find answers to common questions about Sales Mitra, its features, and its plans.

About Sales Mitra

What is Sales Mitra?

Sales Mitra is a centralized customer relationship management platform designed to help businesses manage customers, leads, sales activities, follow-ups, and support activities in one place.

What can I manage with Sales Mitra?

You can manage customer information, leads, sales activities, follow-ups, customer interactions, support activities, and team-related CRM operations.

Can I track leads and sales activities?

Yes. Sales Mitra helps you organize leads, monitor their progress, manage sales activities, and keep track of important follow-ups.

How does Sales Mitra help teams?

Sales Mitra gives teams a centralized workspace where customer information, leads, activities, and follow-ups can be organized and managed efficiently.

Is Sales Mitra accessible through the web?

Yes. Users can access the Sales Mitra portal through the web and manage their CRM activities from the available dashboard.

How can I access Sales Mitra?

Click the Access CRM or Login button on the website to enter the Sales Mitra portal.

Plans & billing

Is there a free trial?

Yes. You get a 7-day free trial with all features unlocked.

Do I need to provide a credit card?

No. A credit card is not required to start a free trial. You will be directed to a secure checkout when you upgrade.

Can I cancel at any time?

Yes. You can change or cancel a monthly or annual plan at any time from your account. Annual plans remain active through the end of the billing period.

Can I upgrade or downgrade my plan?

Yes. You can change your plan as your team size, integrations, or support needs change.

Manage Your Customer Relationships Better

Access Sales Mitra to manage customers, track leads, monitor sales activities, and keep your team organized from one place.

View CRM Dashboard

Get in Touch With Sales Mitra

Have questions about Sales Mitra, need product support, or want to explore a business partnership? Our team is here to help.

  • AddressSector 69, A Block - 15, Noida, Uttar Pradesh
  • Working hoursMon - Sat, 09:30 - 18:30 · Jovial Digital Services, India

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Why a CRM is essential for growing businesses

Learn how Sales Mitra brings customer information, sales activities, follow-ups, and team workflows together in one organized platform.

Why is a CRM important for your business?

As a business grows, managing customer information through spreadsheets, emails, and separate tools can become difficult. A CRM brings customer data, sales activities, follow-ups, and communication into one organized platform.

A good CRM helps your team spend less time searching for information and more time building customer relationships.

Where do customer management processes get stuck?

Customer management can become complicated when information is spread across different platforms. Missed follow-ups, incomplete customer records, and unclear task ownership can make it harder for teams to maintain a consistent sales process.

Common CRM challenges

How Sales Mitra simplifies your workflow

Sales Mitra is designed to give teams a centralized view of their customer relationships. From managing leads and contacts to tracking deals and follow-ups, teams can keep their daily CRM activities organized from one platform.

Instead of switching between multiple tools, your team can use a structured workflow to manage customer information and keep track of important sales activities.

What should you measure?

A CRM becomes more useful when teams can understand how their sales and customer management processes are performing. Instead of focusing only on the number of leads, businesses can monitor activities such as follow-ups, deal progress, conversions, and customer engagement.

With better visibility into these activities, teams can identify gaps in their workflow and make informed decisions about where to improve their customer management process.

Privacy Policy

Last updated: September 30, 2026

Learn how Sales Mitra handles customer information, account data, and other information you provide while using our CRM platform.

Information We Collect

When you use Sales Mitra, we may collect information that you provide while creating an account, managing your CRM workspace, or using the platform. This may include basic account information, contact details, customer information, lead information, sales activities, and other information that you choose to enter into the CRM.

How We Use Information

Information collected through Sales Mitra is used to provide and operate the CRM platform and to support your day-to-day customer and sales management activities. We may use information to manage accounts, organize customer records, support CRM activities, respond to support requests, and maintain and improve the platform.

Customer Data

Sales Mitra allows users to store customer and business-related information as part of their CRM activities. Users are responsible for ensuring that the information they add to the platform is collected and used appropriately. We do not use customer information for purposes unrelated to providing and supporting the CRM service unless required by law or otherwise permitted by applicable regulations.

Data Protection

We take reasonable measures to protect information handled through Sales Mitra and to reduce the risk of unauthorized access, misuse, or loss. Access to information is managed according to the requirements of the platform and the services provided. We also work to maintain the reliability and security of the CRM environment.

Terms of Use

Last updated: September 30, 2026

Please review the terms, responsibilities, and conditions that apply when using the Sales Mitra platform and its services.

Acceptance of Terms

By accessing or using Sales Mitra, you agree to follow these Terms of Use and any applicable policies related to the platform. If you do not agree with these terms, please do not use the Sales Mitra platform or its services.

User Accounts

Users are responsible for providing accurate information when creating a Sales Mitra account and for keeping their account information up to date. Users should keep their login credentials secure and should not knowingly allow unauthorized individuals to access their account.

Acceptable Use

Sales Mitra should be used for legitimate business and customer relationship management activities. Users must not use the platform for unlawful activities, unauthorized access, misuse of other users' information, or activities that could negatively affect the platform or its users.

Account Termination

Access to Sales Mitra may be restricted or terminated when an account is used in violation of these Terms of Use or applicable laws. We may also take appropriate action when necessary to protect the platform, its users, or customer information.