FOR EVERY NEW BUSINESS BEGINNING

Start with an idea.
Build your way forward.

CRMCEO helps solo founders, new businesses and growing teams in India.
Manage customer relationships, projects and billing as your business grows.

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WHEN YOU’RE STARTING OUT

One person.
Plenty of possibilities.

You don’t need a big team to begin. Create a workspace for your business and start organising the day-to-day work as it takes shape.

  • Use a working business name while you decide.
  • Keep customer information in one place.
  • Create tasks for the work you want to move forward.
  • Explore estimates and invoices in your chosen plan.
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A place for
what comes next.

  1. 01Your business idea
  2. 02Your own workspace
  3. 03Your first customer
  4. 04Your next step
WHEN YOU’RE WINNING YOUR FIRST CUSTOMERS

Make the next conversation
easier to pick up.

Every enquiry is a new possibility. Keep the details and follow-ups together as you turn conversations into customer relationships.

  • Organise contacts and new enquiries.
  • Track opportunities through your sales pipeline.
  • Assign the next follow-up or task.
  • Keep estimates, invoices and payment status in view.
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A place for
what comes next.

  1. 01A new enquiry
  2. 02A clear follow-up
  3. 03An agreed piece of work
  4. 04An invoice you can track
WHEN YOU’RE READY TO GROW

More people.
A shared way of working.

When it’s time to bring in help, give everyone context. Keep tasks, projects and the everyday details of working together organised.

  • Assign tasks, owners and due dates.
  • Keep project files and updates with the work.
  • Manage employee information, attendance and leave.
  • Use roles and permissions to control access.
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A place for
what comes next.

  1. 01Your next hire
  2. 02Clear responsibilities
  3. 03Shared project context
  4. 04A team moving together
YOUR BUSINESS WON’T LOOK LIKE EVERYONE ELSE’S

Start with the work
that matters to you.

Choose the modules and plan that fit what you need today. If you’re unsure where to begin, ask us about your setup or request a walkthrough.

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YOUR BUSINESS. YOUR FIRST STEP.

Big plans?
Start organised.

Give your idea a workspace of its own.
Start with yourself. Build the business as you grow.

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