Simple CRM for small business
Most small businesses do not need a giant CRM. They need every enquiry in one place, a salesperson on it within minutes, and a reminder so nobody forgets to call back. Upgrow SalesFlow is a simple CRM for small business built exactly for that.
What a small business CRM should do
- Collect every lead automatically: Meta lead ads, your website and landing pages, WhatsApp API, Google Sheets and walk-ins.
- Assign leads to the right salesperson the moment they arrive, and move them when someone is on leave.
- Remind your team to follow up, with today, overdue and upcoming lists on their phone.
- Show the owner what is happening: response time, conversions, lead source and lost leads.
- Be easy enough to learn in 5 minutes, so your team actually uses it.
Why small businesses pick SalesFlow
Simple, not stripped down
SalesFlow has the features small sales teams use every day and leaves out the ones they never touch. Your salespeople open the app, see who to call, call or WhatsApp in one tap, and update the status. That is the whole job.
Affordable, every feature included
One plan, priced per user: ₹299 per user per month billed annually, or ₹399 billed monthly, plus GST. No feature tiers, no add-ons to unlock reports or integrations. See pricing.
Built by people who generate leads for a living
SalesFlow is built by Upgrow, a team of performance marketers with 10+ years in lead generation. We built it because our own clients were losing leads in spreadsheets and WhatsApp chats.
Better leads from your Meta ads
When your team updates a lead as qualified or converted, SalesFlow can send that result back to Meta through the Conversions API. Meta then looks for more people like your real buyers, not just people who fill forms.
Basic CRM or full CRM: which one do you need?
| Basic CRM like SalesFlow | Large enterprise CRM | |
|---|---|---|
| Best for | Teams of 1 to 50 that sell by phone and WhatsApp | Large companies with long, complex sales cycles |
| Setup | Same day | Weeks, often with a consultant |
| Training | About 5 minutes | Days |
| Pricing | Simple per-user price | Tiers and paid add-ons |
If you need deep customisation, quoting and inventory, a larger CRM may suit you better. If you need leads followed up on time, start simple.
Who uses it
Education and training institutes, real estate teams, clinics, service businesses, D2C brands and agencies: any business where leads come in from ads and a sales team has to call them. Running a property business? See our real estate CRM.
Questions small businesses ask
Is SalesFlow a good CRM for a very small team?
Yes. It works for one person and grows with you. You pay per user, so a 2-person team pays for 2 users.
Do I need technical skills to set it up?
No. Connect your lead sources from the Integrations screen, add your team and start. If you get stuck, book a free demo and we will set it up with you.
Can I move my old leads from Excel?
Yes. Use bulk import to bring in your existing leads, then keep working in SalesFlow.