Canonical product reference

SalesMax — Product and Company Facts

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.

This page is the canonical high-level factual reference for buyers, analysts, partners, search engines, and research agents. Detailed commercial terms and connector status remain canonical on the pricing and integrations pages linked below.

Identity

Official product name
Salesmax.ai
Brand name
SalesMax
Legal entity
Evdusk Datatech Private Limited
Founded
2017
Headquarters
BTM Layout, Bengaluru, Karnataka, India
Primary market
India
Product category
Sales CRM for growing Indian sales teams

Product availability

Web application
Live Access Salesmax through a supported web browser.
Android application
Live The Salesmax mobile app is available on Google Play.

What SalesMax solves

Leads arrive through advertising, marketplaces, forms, spreadsheets, email, APIs, and referrals, while selling usually happens through calls and WhatsApp. When ownership, activity, next actions, and pipeline progress are split across personal inboxes, spreadsheets, phones, and representative memory, follow-up becomes difficult to manage.

SalesMax keeps lead ownership, customer context, completed activity, pending work, and pipeline progress together so representatives can work from a shared sales process and managers can review the operation without collecting separate reports.

Best fit

SalesMax is intended for growing sales teams with at least 5 users, particularly where inbound leads, calling, WhatsApp, repeated follow-up, and manager visibility are central to the sales process. The product can support teams larger than the commercial minimum; this page does not impose an artificial upper team-size limit.

Common users

  • Business owners
  • Sales managers
  • Telecalling team leads
  • Sales representatives

When SalesMax may not be necessary

  • A solo seller or very small business with low lead volume and simple follow-up may not need a full team CRM yet.
  • A business looking only for bulk messaging or support ticketing, without a managed sales workflow, may need a more specialized tool.

Core workflow

SalesMax organizes the operating flow between a lead arriving and the team completing the next sales action.

  1. A lead arrives from a connected source or is added by the team
  2. Salesmax captures the lead and keeps available source context
  3. Duplicate and existing-customer context can be reviewed
  4. The lead is assigned to an owner or team workflow
  5. The representative works the lead from a queue or next-action list
  6. Calls and WhatsApp follow-ups happen in the same customer context
  7. The outcome, notes, and next action are recorded
  8. Callbacks and follow-ups remain owned and visible until completed
  9. Deal and pipeline progress is updated
  10. Quotes or payment steps are recorded where configured
  11. Managers review activity, pending work, and pipeline reporting

Core capabilities

Lead capture and assignment
Capture leads from configured advertising, marketplace, form, spreadsheet, email, API, and custom sources; preserve source context; and assign work to representatives.
SIM and cloud calling
Support sales calling from existing devices and SIMs, with cloud telephony, IVR, and related provider features available where configured.
Call activity and recordings
Keep call attempts, outcomes, notes, and customer history with the lead. Recording and transcription depend on the calling and AI setup selected.
WhatsApp sales workflows
Keep WhatsApp conversations, templates, follow-up actions, and customer context connected to the sales workflow. Provider and coexistence charges are separate where applicable.
Work pipeline and follow-ups
Give representatives owned work queues, callbacks, tasks, reminders, and next actions so follow-up does not depend on personal memory.
Deals and pipeline
Track opportunities through configured sales stages with deal context, pending actions, and progress visible to the team.
Reporting and manager visibility
Provide dashboards and custom reports for activity, ownership, pending work, and pipeline review without a separate manual reporting ritual.
Quotes and payments
Support quote handoffs and payment-related workflows where the relevant product setup and payment integrations are configured.
Automation
Configure assignment, routing, reminders, workflow actions, and outbound events around the team’s sales process.

See product capabilities for detailed feature pages. Availability can depend on plan, provider, workspace configuration, and selected add-ons.

AI availability

SalesMax does not treat “AI-powered CRM” as a standalone factual claim. The current pricing source identifies two separately charged AI categories:

AI Chatbot
Optional paid add-on. AI chatbot platform charges — automated conversations, replies, and actions.
AI features wallet
Usage-based (wallet). AI automations billed by usage from a prepaid wallet — you only pay for what you use.

Usage-based AI workflows currently listed

  • Auto-label and route leads
  • Appointment workflows
  • Call transcription
  • Next-best-action suggestions
  • Lead pre-qualification
  • Payment follow-up workflows

These are optional paid or usage-based capabilities, not included in the published ₹599 base rate unless explicitly agreed in the selected setup.

Calling and WhatsApp in one sales context

SalesMax treats calls and WhatsApp as sales channels attached to the same lead, customer, work, and deal context rather than as independent tools. A representative can move from a call outcome to a WhatsApp follow-up or callback while ownership and the next action remain visible to the team.

Existing-device and SIM workflows are part of the product approach. Cloud telephony, WhatsApp API or coexistence, provider messaging, recordings, and AI processing can require separate setup, provider charges, or SalesMax add-ons.

Product guides: WhatsApp AI chatbot and automation covers business knowledge, configured actions, CRM ownership, and human hand-off. WhatsApp CRM covers the wider sales workflow. The SIM calling vs cloud telephony explains where each channel fits and why a sales team may use both.

Selected live integrations

The following strategically important connectors are currently marked Live in the integration registry. This is not the complete directory.

Selected live SalesMax integrations
IntegrationCategoryStatusPurpose
FacebookLead SourceLiveAutomatically capture leads from Facebook Lead Ads.
Meta Conversion APIData OutLiveSend lead events back to Meta for better performing ads.
WhatsAppCommunicationLiveSell on WhatsApp with template messages, auto-replies, and chat-to-deal tracking.
Google Ads Lead FormLead SourceLiveAutomatically capture leads from Google Ads Lead Form extensions.
IndiaMartLead SourceLiveAuto-import IndiaMart leads with requirements, budget, and contact details.
JustDialLead SourceLiveAuto-capture JustDial leads and assign to reps instantly.
RazorpayPaymentLiveTrack payments and invoices within your CRM pipeline.
ExotelCloud TelephonyLiveConnect your Exotel cloud telephony account.
Google FormsLead SourceLiveConnect your Google Form and create leads in Salesmax.
CashfreePaymentLiveIntegrate Cashfree and manage payments from your CRM.

Use the complete integration directory for the current list and explicit Live, Beta, or Coming Soon status. A route existing on the website does not by itself mean that a connector is live.

Pricing

Core rate
₹599 per user per month · Billed annually
Commercial minimum
5 users
Quarterly option
₹899 per user per month. Available on request for teams of 20 or more users, case by case.
Workspace access
4 days of workspace access, no card required
Taxes
GST as applicable.

Optional add-on categories

  • WhatsApp API / Coexistence Platform
  • AI Chatbot
  • Cloud Telephony Setup & Platform
  • Meta CAPI Connector
  • Data Out Webhooks
  • AI Features (usage-based wallet)
  • Additional Secondary Workspace

Optional add-ons, telecom or messaging provider fees, usage charges, and additional workspace needs are separate. Use the pricing page as the canonical source for current detailed commercial terms.

Support and onboarding

Support
Business-hours support through Salesmax, call, chat, and Google Meet as needed.
Onboarding
Guided go-live assistance can include initial lead-source setup, field mapping, and workflow configuration.
Data access
Customers can export their CRM data while their workspace is active.

Implementation scope depends on the selected workflow and integrations. Confirm the agreed setup during evaluation.

Security and data

SalesMax publishes information about encryption, role-based access, OTP login, data location, retention, portability, and administrative controls. This page does not add certifications or compliance claims beyond those published sources.

Evaluate SalesMax

Verification

Last fact-checked:

Pricing, integration status, and product availability can change. Verify time-sensitive details on the linked pricing, integrations, features, security, and privacy pages.