--- title: "Sales CRM with Calling & WhatsApp for Indian Teams | Salesmax.ai" url: "https://salesmax.ai/" description: "SalesMax is the sales CRM for Indian teams that sell on calls and WhatsApp: lead capture, auto-assignment, follow-ups, and manager visibility. From ₹599/user/month. Book a 15-min demo." --- # 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. Book a 15-min demo Watch 2-min tour A live 15-minute walkthrough. Pick a slot instantly. Prefer to explore first? Create a workspace - **700+** businesses using SalesMax - **6,000+** paid users - Bengaluru team, since 2017 - **700+** businesses using SalesMax - **6,000+** paid users - **2.5 lakh** calls logged daily - **1 lakh** new 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 1. 0:00 Why WhatsApp leads go cold without a system 2. 0:48 WhatsApp AI replies and qualifies in seconds 3. 1:06 Meeting booked automatically 4. 1:12 Call brief, recording, transcript and summary 5. 1:30 Follow-up sent with a payment link 6. 1:36 Managers see who is working and who went quiet 7. 1:48 WhatsApp Business app and power dialer 8. 2:00 Integrations and add-ons Book a 15-min demo 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. Here's exactly where. Four leaks quietly drain revenue between a new lead and a closed deal. Pick one — see the fix in action. 01 Lead capture 02 Selling 03 Follow-ups 04 Owner visibility 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 Impact more leads contacted within 5 minutes Lead capture · live feed LIVE 10:02 AM New lead from IndiaMART Rahul Sharma · ₹3.4L budget 10:02 AM Auto-assigned to Priya Nair Based on territory + availability 10:03 AM First call connected — 47s Before competitor even saw the lead 10:05 AM New lead from Website form Anjali Verma · Enterprise plan 142 leads captured today example workspace [See Lead Management →](https://salesmax.ai/lead-management-software) Calls + WhatsApp + AI · One sales workspace ## 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 actions Auto-replies Shared team inbox WhatsApp calling SIM & cloud telephony Pipeline & follow-ups Fragmented tool stack - 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 With SalesMax One timeline One enquiry, one working timeline New WhatsApp enquiry arrives 10:41 AI qualifies need and location 10:41 Rep calls with chat context 10:44 Callback queued and deal updated 10:52 - 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. [See WhatsApp CRM](https://salesmax.ai/whatsapp-crm) 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 Cashfree [See all integrations →](https://salesmax.ai/integrations) PRICING ## How much does SalesMax cost? **₹599** per user per month Billed annually, 5-user minimum, GST extra. That is about ₹20 per rep per day. The CRM, calling workflow, WhatsApp follow-ups, reports, and Indian support are included. WhatsApp API, AI chatbot, and cloud telephony are optional add-ons, and every one is priced on the pricing page. Get a quote on a 15-min demo [See full pricing](https://salesmax.ai/pricing) FAQ ## Questions sales teams ask before a demo ### What is SalesMax? 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. ### Who is SalesMax built for? 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. ### How much does SalesMax cost? ₹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. ### Does SalesMax work with WhatsApp and our existing phone numbers? 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. ### Which lead sources can SalesMax capture automatically? 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. ### What happens in the 15-minute demo? 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. ### Can we try SalesMax before buying? 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. ### Is there a mobile app? 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. Book a 15-min demoOr create a workspace yourself