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Description
CRM9 is a sophisticated, cloud-oriented Customer Relationship Management solution designed to integrate sales, marketing, and customer support into a single cohesive system. It provides thorough contact and lead management, meticulously tracking every interaction to create comprehensive 360° customer profiles. The sales pipeline feature enables visual deal tracking, accurate forecasting, and streamlined workflow automation, allowing businesses to close deals more effectively. It also includes marketing automation tools that facilitate targeted email campaigns, customer segmentation, and in-depth analytics, significantly enhancing engagement levels. The integrated service desk efficiently handles tickets, escalations, and supports multiple channels, ultimately boosting customer satisfaction. Users benefit from built-in dashboards and reports, which deliver real-time insights into sales performance, customer behaviors, and team productivity. Furthermore, CRM9 embraces AI-driven automation and predictive analytics, along with flexible workflow customization, ensuring robust data security and compliance at all times. This comprehensive platform serves as a powerful solution for nurturing relationships, enhancing operational efficiency, and propelling business growth. With CRM9, organizations can effortlessly adapt to the evolving dynamics of customer interactions and market demands.
Description
Uncover, secure, and implement new business opportunities through an integrated deal and relationship management system. Harness and consolidate the shared intelligence within your organization using a comprehensive platform dedicated to deal and relationship management. More than just a CRM, Intapp DealCloud serves as a reliable single source of truth that aids teams in enhancing relationships, accurately monitoring and forecasting their pipelines, and speeding up execution processes. Designed with AI capabilities and a specific focus, DealCloud fosters improved performance, driving stronger growth. Cultivate and maintain network connections to pinpoint high-quality opportunities while building a robust pipeline informed by unified insights from both the firm and the market. Amplify the impact of your team's efforts and reduce frustration through automated workflows and AI-driven solutions. Equip your team with the essential tools required to effectively execute and win more business at a faster pace. With Intapp DealCloud, you can empower your firm's growth and unlock its full potential. This platform not only enhances operational efficiency but also cultivates a culture of collaboration and innovation within your organization.
API Access
Has API
No
API Access
Has API
No
Integrations
BoardEdge
No
BoardEx
No
Bureau van Dijk Review
No
Caddi
No
Cherre
No
D&B Connect
No
FactSet
No
G2
Yes
Grata
No
Microsoft 365
No
Integrations
BoardEdge
Yes
BoardEx
Yes
Bureau van Dijk Review
Yes
Caddi
Yes
Cherre
Yes
D&B Connect
Yes
FactSet
Yes
G2
No
Grata
Yes
Microsoft 365
Yes
Pricing Details
300 INR/month
CRM9 Pricing and Plans
At CRM9, we believe effective customer relationship management should be accessible and scalable for every business. Our pricing model is transparent, flexible, and designed to grow with your organization.
Subscription Model
Access the full range of CRM9’s core features for ₹300 per month. This plan provides essential CRM capabilities, including lead and contact management, sales pipeline tracking, task management, and follow-up automation. It is ideal for individuals and small teams looking for an affordable and efficient CRM solution.
Advanced Plans
As your business expands, CRM9 offers upgrade options with advanced features and additional user capacity. Higher-tier plans include:
Growth Plan: Enhanced automation, detailed analytics, and team collaboration tools.
Pro Plan: Advanced reporting, role-based access control, and customizable dashboards.
Enterprise Plan: Unlimited users, full access to all features, dedicated account management, and priority support.
Annual and custom enterprise pricing options are available for businesses requiring greater flexibility or large-scale deployments.
Key Inclusions in the Base Plan
Comprehensive lead and contact management
Sales and opportunity pipeline tracking
Task scheduling and follow-up management
Communication history and email tracking
Real-time analytics and performance reports
Secure cloud storage with daily data backup
Multi-user access with permission controls
Why Choose CRM9
Affordability: Competitive entry pricing that fits small business budgets.
Scalability: Upgrade options that align with your growth and operational needs.
Transparency: No hidden fees or complex pricing structures.
Value: Access to enterprise-grade tools and security at an affordable cost.
CRM9 offers a complete, professional-grade CRM experience at a price designed to deliver measurable value and long-term growth.
At CRM9, we believe effective customer relationship management should be accessible and scalable for every business. Our pricing model is transparent, flexible, and designed to grow with your organization.
Subscription Model
Access the full range of CRM9’s core features for ₹300 per month. This plan provides essential CRM capabilities, including lead and contact management, sales pipeline tracking, task management, and follow-up automation. It is ideal for individuals and small teams looking for an affordable and efficient CRM solution.
Advanced Plans
As your business expands, CRM9 offers upgrade options with advanced features and additional user capacity. Higher-tier plans include:
Growth Plan: Enhanced automation, detailed analytics, and team collaboration tools.
Pro Plan: Advanced reporting, role-based access control, and customizable dashboards.
Enterprise Plan: Unlimited users, full access to all features, dedicated account management, and priority support.
Annual and custom enterprise pricing options are available for businesses requiring greater flexibility or large-scale deployments.
Key Inclusions in the Base Plan
Comprehensive lead and contact management
Sales and opportunity pipeline tracking
Task scheduling and follow-up management
Communication history and email tracking
Real-time analytics and performance reports
Secure cloud storage with daily data backup
Multi-user access with permission controls
Why Choose CRM9
Affordability: Competitive entry pricing that fits small business budgets.
Scalability: Upgrade options that align with your growth and operational needs.
Transparency: No hidden fees or complex pricing structures.
Value: Access to enterprise-grade tools and security at an affordable cost.
CRM9 offers a complete, professional-grade CRM experience at a price designed to deliver measurable value and long-term growth.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CRM9
Founded
2025
Country
India
Website
www.crm9.in/
Vendor Details
Company Name
Intapp
Founded
2000
Country
United States
Website
www.intapp.com/dealcloud/
Product Features
CRM
Calendar/Reminder System
No
Call Logging
Yes
Document Storage
No
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
No
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
