A deals board you can drag
For example new, qualified, proposal, negotiation and won. Set your own stages, and move a card when the deal moves.
Picture from a sample company. The names and figures are made up.
Sales and lead software
Never lose an enquiry
in five different apps.
Website forms, WhatsApp, email, SMS and comments come to one place, each with a person responsible. For any team that sells.
How a message becomes a lead
Four questions. No duplicates, and nobody left out.
Keeplee CRM asks these in this order, on every message from every channel.
- Seen this exact message before?Nothing happens. If a service sends the same message twice, no second lead is made.
- Same email or phone as an open lead?It joins that lead's timeline. Two numbers with the same last ten digits count as one phone.
- Does this channel make leads by itself?A new lead is made, numbered and given to its owner. The owner is told. Website, WhatsApp and SMS are set this way at the start.
- OtherwiseIt waits in the Inbox for a person. Email and comments are set this way at the start, because many of them are not leads.
What your sales team opens
The work of selling, in one place.
An inbox with three answers
Messages waiting for a person need one click.
Make a leadMake an enquiryIgnore
Follow-ups, overdue first
Everything that is due is in one list, so no quotation is forgotten.
- Overdue
- Due today
- This week
Quotations with revisions
A quotation already sent never changes. The next price is a new revision. Your buy rate never prints.
Accounts with a history
Each customer shows their deals and a timeline. They are the same contacts the other Keeplee products use.
An overview for the morning
Open leads, open deals and their value, overdue follow-ups, deals by stage and leads by source.
Everyone sees what is theirs
A salesperson sees their own records and leads with no owner. Give someone the right to see all, and they see the whole team.
Better together
Most CRMs stop at "won". Here, won is where the work starts.
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You are here
Keeplee CRM
Lead, enquiry and quotation. A person confirms when the customer says yes.
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For freight
Shipment 360
The enquiry's route and cargo show on the Job Board. The booking and the job follow, with nothing typed again.
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Then
Keeplee Books
Customers are the same contacts, so the invoice goes to the company your sales team already knows.
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And
Shipment 360 BI Dashboard
The marketing and head of sales boards read from the CRM. The owner sees it with the rest of the business.
A story
Arjun's week with one WhatsApp message.
This is a made-up example to show how the work goes. Arjun and his company are not real, and it is not a customer's story.
- Tuesday, 9:10
A message comes in
Someone asks on WhatsApp for a price for 500 printed boxes. Keeplee CRM makes a lead, numbers it and tells Arjun.
- Tuesday, 9:40
An enquiry
Arjun opens an enquiry from the lead. The details go in once.
- Tuesday, 11:15
A quotation
He adds buy and sell rates, and sends the PDF on WhatsApp. His buy rate does not print.
- Tuesday, 11:16
A follow-up
He sets it for Thursday and forgets about it, on purpose.
- Thursday, 10:00
It comes back
It is on his Follow-ups page. The customer has asked for a lower price from the same number. So the message is already on the lead. He makes the next revision. The first one stays as it was sent.
- Friday, 15:30
A yes
Arjun confirms the quotation. The lead becomes a contact, and the customer is ready for accounts.
Customer
What our customers say.
Implementing the Keeplee ERP suite in our business was the single best operational decision we made this year. It unified our accounting, inventory, HR and CRM into one clear, real-time dashboard, saving our team dozens of manual hours every week while giving leadership total operational clarity.
Pricing for Keeplee CRM
₹850 a month. No hidden costs.
Prices are a month, plus GST. The first month is free, and you do not need a credit card.
Standard
₹850a month, plus GST
- 5 users
- 1 branch
- Every feature on this page
- First month free, no card
White label
Custompriced for your company
- Your own name and brand
- Your logo and colours
- For your own customers
Custom building
Custompriced for the work
- Changes made for your company
- New screens, reports or fields
- You get the price before work starts
As you grow
- 5 more users
- +₹850 a month
- Each extra branch
- +₹1,000 a month
For example: 10 users in 2 branches is ₹850 + ₹850 + ₹1,000 = ₹2,700 a month, plus GST.
Questions
What sales teams ask us.
What does a CRM do for my business? 
It keeps every lead, enquiry, quotation and follow-up in one place. Each one has a person responsible for it. For a freight company using Shipment 360, it also passes the enquiry to the Job Board.
Is Keeplee CRM sold on its own?
Yes. You can use it on its own or with other Keeplee products. Shipment 360 does not include it, so freight companies buy it separately. Your first month is free.
Can WhatsApp messages become leads by themselves?
Yes. A WhatsApp message from a new person makes a new lead. For this, you need your own Meta business account, a WhatsApp Cloud API number and a Meta app.
Can I type replies to customers from the CRM?
Not today. The CRM receives messages. It can send a quotation's PDF by email and WhatsApp. But it does not send typed replies on WhatsApp, SMS or comments.
Does it read my mailbox?
Not directly. You forward an address, such as leads@, to a mail-receiving service such as Mailgun or Postmark. That service passes each message to the CRM. Emails then wait in the Inbox, unless you tick that channel.
Does it take leads from Facebook and Instagram?
It takes comments from your Facebook page and Instagram. These wait in the Inbox. Facebook Lead Ads, LinkedIn, X and YouTube are not connected today.
Can my website enquiry form send leads to the CRM?
Yes. Each website gets its own key and a list of allowed addresses. The form sends the name, email or phone, and the message. Leads made this way get a person responsible right away.
Can salespeople see each other's leads?
You decide. A person without the right to see everything sees only their own records and leads with no owner.