Every enquiry in one place. Every follow-up on time.
Leads from WhatsApp, IndiaMART and your website land in one CRM, and AI helps your team reply and follow up on time.
Trusted by growing sales teams
- Brightwell
- Kestrel
- Novalume
- Orchid & Co
- Pinecrest
- Quanta
- Riverbend
- Skyline Homes
Sample customer names for design testing. Replace them with real customers, with their permission, before launch.
Built for teams that sell on enquiries
If your sales start with a lead or a message, Agoal CRM fits.
- Real estate
- Builders & developers
- Interior design
- Education & coaching
- Healthcare & clinics
- Travel & tourism
- Insurance
- Loans & finance
- Automobile dealers
- Solar & energy
- Weddings & events
- Manufacturing
- Digital agencies
- IT & software
- Retail & e-commerce
- Fitness & wellness
- Staffing & recruitment
- Legal & consulting
- Logistics
- Home services
One platform for the whole sales journey
Start with leads. Add WhatsApp, documents, AI and more when you need them.
Leads and pipeline Kanban board, notes, follow-ups, bookings and deals in one place.
Learn moreWhatsApp Business Shared inbox, templates, campaigns and no-code flows.
Learn moreAI Hub Ask about any lead, deal or client and draft replies in seconds.
Learn moreQuotes and invoices GST invoices, quotations and proposals as branded PDFs.
Learn moreReal estate Properties, site visits, bookings and partner commissions.
Learn moreEmail marketing Campaign wizard, template editor and unsubscribe page.
See plansIntegrations Facebook Lead Ads, Google Ads, Google Sheets sync, webhooks and more.
Learn moreTeams and security Roles, workspaces, two-factor sign-in and activity logs.
Learn moreFrom first enquiry to a converted customer
Watch one lead travel through Agoal CRM, from the first click to a closed deal.
agoal CRMCommon sales problems, and the fix
Leads come from five places and half get lost in sheets.
One lead inbox. Connect your sources and let rules assign each new lead to the right person.
Customers message on WhatsApp and nobody replies in time.
A shared WhatsApp inbox with templates, flows and AI replies, linked to the lead record.
I never know which follow-ups are due today.
Follow-ups, calls and bookings scheduled from the lead and shown on your home board.
Quotes and invoices live in Word and Excel.
Documents built in the CRM, stamped with your company seal and emailed to the customer.
See every deal and know what to do next
Move leads across stages, add notes and schedule the next step without leaving the board.
- Kanban pipeline with lost reasons
- Schedule follow-ups, bookings and deals from the lead
- Import and export in bulk
- Auto-assign by team rules
Reply faster on WhatsApp, with AI to help
Your team works from one shared inbox. AI drafts the reply, and you decide what gets sent.
- Official WhatsApp Business API, plus WhatsApp Web pairing
- Templates, campaigns and read analytics
- Visual flow builder with no code
- AI Hub for notes, search and message drafts
Send quotes and invoices, and get paid sooner
Build documents from your product catalog and send them in one click.
- Proposals, quotations and invoices as PDFs
- GST report and receivables tracking
- UPI QR on every invoice
- Per-workspace document numbering
Built for property sales teams
Keep listings, visits, bookings and partner payouts together.
- Properties with your own custom fields
- Site visits and property bookings
- Channel partners and commissions
- Reports for every project
Your data stays yours
Control who sees what, and keep a record of what happened.
Isolated workspaces
Each workspace keeps its own data, document numbers and timezone.
Roles and permissions
Decide what each user, role and team can view or change, and invite or deactivate people.
Two-factor sign-in
Add a second step at login, control sessions, and let owners use single sign-on.
Activity log
An audit trail of what changed in your workspace, and who changed it.
Bring in leads from every channel
Connect the places your leads come from. Every enquiry lands in your pipeline and is assigned to the right person by your rules.
Website and messages
Capture website form enquiries and customers who message you on WhatsApp, and send emails from your own Gmail.
- Website forms
- Direct WhatsApp
- Gmail SMTP
Ads and maps
Leads from your Facebook and Google campaigns, and Google Maps arrive in your pipeline.
- Facebook Lead Ads
- Google Ads
- Google Maps
Spreadsheets and any tool
Send your leads from the CRM to Google Sheets, connect other systems with webhooks, and collect payments with UPI QR.
- Google Sheets
- Webhooks
- UPI QR
Property portals
Receive buyer enquiries from the portals you already pay for, the moment they arrive.
- IndiaMART
- 99acres
- MagicBricks
- Housing.com
- JustDial
- OLX
Choose a plan for your team
Start small and upgrade as you grow. Pick Core CRM or Real Estate CRM.
All prices are in INR per month and exclude GST; GST is added at checkout. Negotiated plans are available for larger teams.
Teams that sell on enquiries, running faster
Every lead now has an owner, and WhatsApp replies go out in minutes, even on weekends.
Quotes and GST invoices come from the same screen as the lead, so nothing gets typed twice.
Follow-ups used to live in a notebook. Now the home board shows exactly what is due today.
Facebook and Google leads land in one pipeline, and the right person is alerted the moment one arrives.
Site visits and bookings sit on the lead, so the whole team can see what is scheduled for the week.
Email campaigns and WhatsApp templates run from the same place as our leads, so nothing is copied across.
Sample testimonials for design testing. Replace them with real customers, with their permission, before launch.
Frequently asked questions
Straight answers on pricing, the free trial, security and getting started.
How much does Agoal CRM cost?
There are two editions, Core CRM and Real Estate CRM, each with plans for small and growing teams, plus a custom plan for larger companies. The Plans section shows the live prices for every billing period.
Can we pay monthly, quarterly or yearly?
Yes. Pick Monthly, Quarterly or Yearly when you buy. Longer periods cost less per month, and some plans add extra free months on your first purchase.
Is GST included in the price?
Listed prices are before GST. GST is added at checkout, and a GST invoice is available in your account once you have paid.
What if we need more users or storage?
Each plan includes a set number of users, storage and AI credits. You can add extra users, extra storage and add-ons such as WhatsApp Sync, when you buy or later, and you only pay for what you add.
Does the plan renew automatically?
No. Your plan does not renew on its own, so you choose when to pay again once the period ends. You can renew from your account at any time.
Can we change plans later?
Yes. You can move to a bigger plan, switch to a longer billing period, or add add-ons from your subscription page, and the value of your current plan is taken into account.
How do AI credits work?
AI features use credits. Your plan includes a number of credits, you can check usage at any time, and you can buy more when you run low.
Is there a free trial?
Yes. Selected plans start with a 14-day free trial with full access and no payment details needed. Each organization can use one free trial per product.
What happens when the trial ends?
Your workspace stays view-only for a while, then locks unless you buy a plan. Nothing is deleted, so your data is there when you subscribe.
Is our data kept separate and secure?
Each workspace is isolated. You also get role-based permissions, two-factor sign-in, session controls and an activity log of who changed what.
Can we control what each person can see?
Yes. Set permissions by role, team and user, invite or deactivate people at any time, and see every change in the activity log.
How long does it take to get started?
You can start a trial and invite your team the same day. Import your existing leads, clients and products in bulk, connect your lead sources, and we are happy to walk you through it in a 15-minute demo.
Can we import our existing leads and clients?
Yes. Leads, clients and products can be imported, and most lists can be exported.
Do we need the official WhatsApp API?
You can use the official WhatsApp Business API, or pair a number with WhatsApp Web for the inbox and AI auto-replies.
See Agoal CRM with your own leads
Tell us about your team and we will show a walkthrough built around how you sell.
- 15 minutes, no commitment
- Tailored to your industry
- We reply within one working day
Thanks, we have your request.
We will email you a time within one working day.