- Three tools, bills, logins, and support relationships
- Calls and chats split across separate histories
- Reps update the CRM manually after every interaction
- Managers cannot see the true next action in one place
AI sales CRM for calls & WhatsApp A CRM that
sells.
Calls, WhatsApp, and follow-ups in one place — with full owner visibility, built for how Indian SMB teams actually sell.
A live 15-minute walkthrough. Pick a slot instantly. Prefer to explore first?
- 700+ businesses using SalesMax
- 6,000+ paid users
- Bengaluru team, since 2017
- 700+businesses using SalesMax
- 6,000+paid users
- 2.5 lakhcalls logged daily
- 1 lakhnew leads added daily
Source: Internal SalesMax operating and billing data, verified Aug 2026.
2-minute product tour
Watch one WhatsApp lead go from enquiry to payment.
No slides. This is the real product: the AI reply, the booked meeting, the call, the follow-up, and what the manager sees.
What you'll see
See it with your own lead sources and team size. Pick a slot that suits you.
From lead to close Your sales process is leaking money.
Your sales process is leaking money.
Here's exactly where.
Four leaks quietly drain revenue between a new lead and a closed deal. Pick one — see the fix in action.
LEAK 01
Leads are dead on arrival
By the time a rep opens the spreadsheet, the lead has already called your competitor. Buyers who enquire with several vendors usually go with whoever calls back first.
The Salesmax fix
- Auto-capture from 8+ lead sources
- Instant assignment to the right rep
- First call within 60 seconds — not 60 minutes
3x
Impactmore leads contacted within 5 minutes
Lead capture · live feed
LIVE10:02 AMNew lead from IndiaMARTRahul Sharma · ₹3.4L budget
10:02 AMAuto-assigned to Priya NairBased on territory + availability
10:03 AMFirst call connected — 47sBefore competitor even saw the lead
10:05 AMNew lead from Website formAnjali Verma · Enterprise plan
Still paying for a separate WhatsApp-only tool?
WhatsApp gets the reply. Calls often move the deal. SalesMax keeps both, plus AI follow-up and pipeline, on one lead record instead of another disconnected system.
One workspace for
AI chatbot with actionsAuto-repliesShared team inboxWhatsApp callingSIM & cloud telephonyPipeline & follow-ups
With SalesMax One timeline
One enquiry, one working timeline
New WhatsApp enquiry arrives10:41
AI qualifies need and location10:41
Rep calls with chat context10:44
Callback queued and deal updated10:52
- Calls, chats, notes, and outcomes on one lead timeline
- AI hands qualified conversations to the right rep
- Missed calls can trigger a reply and callback workflow
- Managers see ownership, next action, and deal movement
One lead record One team workflow Fewer tools to manage
Core CRM starts at ₹599/user/month + GST, billed annually for 5+ users. Optional WhatsApp API or coexistence: Rs 12,000/year/number; AI chatbot: Rs 12,000/year; cloud telephony: Rs 15,000/year. Meta and telephony usage charges may apply.
INTEGRATIONS
Your leads are already waiting. We just bring them in.
IndiaMart, JustDial, Facebook, Google — your lead sources connect in minutes, not weeks.
WhatsApp
Facebook
Meta CAPI
Instagram DM
Google Ads
Google Forms
Google Sheets
Google Meet
IndiaMart
JustDial
Razorpay
Jotform
Calendly
Exotel
OpenAI
CashfreeFAQ
Questions sales teams ask before a demo
Salesmax.ai is a sales CRM and sales operating system that brings lead capture, assignment, calls, WhatsApp, follow-up work, pipeline progress, and manager visibility into one system for growing Indian sales teams.
Indian businesses with a sales team of five or more people who sell mainly over phone calls and WhatsApp, for example in real estate, education, insurance and financial services, healthcare, automotive, recruitment, and B2B trading. A solo seller with low lead volume may not need a full team CRM yet.
₹599 per user per month, billed annually, with a 5-user minimum. GST is extra. Quarterly billing at ₹899 per user per month is available on request for teams of 20 or more. WhatsApp API (Rs 12,000/year/number), the AI chatbot (Rs 12,000/year), and cloud telephony (Rs 15,000/year) are optional add-ons.
Yes. Reps can call from their existing phones and SIMs, or you can add cloud telephony. WhatsApp conversations, templates, and follow-ups stay attached to the lead record, and the WhatsApp Business app can run alongside the API through coexistence. WhatsApp provider charges are billed separately.
Facebook and Instagram lead ads, Google Ads, IndiaMART, JustDial, TradeIndia, website forms, Google Forms, Google Sheets, Jotform, and custom sources through APIs and webhooks. Each lead keeps its source and is assigned to a rep automatically.
We ask how your leads arrive, how your team calls and follows up, and what you need to see as a manager. Then we show that same workflow in SalesMax and answer pricing questions for your team size. There is no obligation to buy.
Yes. You can create a workspace and get 4 days of workspace access, no card required. Most teams book a demo first so the workspace is set up around their real lead sources.
Yes. SalesMax runs in the browser on desktop and has an Android app on Google Play, so field and telecalling reps can call, update leads, and send WhatsApp follow-ups from their phones.
See SalesMax on your own sales process.
15 minutes with our team: we map your lead sources, calling, and WhatsApp follow-ups, then show you the exact setup. No obligation.