The AI-first CRM your whole team can use. Free.
SmartBDM is a free AI-first CRM with unlimited users, a shared WhatsApp inbox, a mobile app and built-in AI agents. Every lead, every chat, every rep — kept up to date by AI.
Free for your whole team · unlimited users · no card
The AI does the CRM. Your reps sell.
AI scores every lead, plans every day, sets every follow-up and writes every update. Every AI agent that helps your rep is free.
- 01
It understands your business.
What you sell, how you sell it, what never to say. Every agent reads it first.
- 02
It reads everything. Then it acts.
Notes, voice notes, WhatsApp chats, AI calls — understood, summarised, turned into the next step.
- 03
It plans every rep’s day.
Who to call today, ranked. The next step and the follow-up, set.
- 04
No follow-up missed. No lead lost.
Every follow-up is set and chased. Leads going cold are flagged before they’re gone.
Every AI agent that helps your rep. Free.
Lead Capture & Routing
New enquiries become leads and go to the right rep.
Lead Scoring
Scores each lead, so you know who is worth calling first.
Daily Plan
A ranked list of who to call today, ready every morning.
Conversation Analyst
Reads your notes and chats, and sums up what the customer wants.
AI actions
Moves the stage and sets the follow-up for you — or suggests it, if you prefer to approve.
Auto Follow-ups
Sets the next follow-up date and reminds the rep whose lead it is.
Discovery AI
Shows how well you really know a lead, and what you still need to ask.
Quality Guard
Catches padded or copy-pasted notes, so scores and reviews stay honest.
Pipeline Cleanup
Clears dead leads out of the pipeline, so what is left is real.
Voice notes. Speak the update.
Say what happened, in every Indian language. The AI writes the note, moves the stage and sets the follow-up. 1 credit per voice note; your first 100 credits are free.
The AI that answers your enquiries, works your old lists and writes up your voice notes runs on credits — pay as you go, 1 credit = ₹1.
Every agent above is free from day one.
Fast on a phone. Built for the field.
The whole AI-first CRM on iOS and Android, for every rep and every manager. Free.
- 01
Your day, in order.
Focus opens on who to call: overdue first, then today’s follow-ups, then new leads — ranked by the AI.
- 02
Ten seconds after the call.
Tap, speak, done. The AI writes the note, moves the stage and sets the follow-up. Every Indian language.
- 03
Tap to call.
Rings you, then the lead, through your own IVR. The lead sees your business number. Logged on the lead.
- 04
WhatsApp, on the lead.
Read and reply from the app — templates and media too. The chat stays with the lead, not the phone.
- 05
Photos from the field.
A site visit, a document, a signed form — attached to the lead in one tap.
- 06
Nudged before it slips.
Push alerts for follow-ups due, follow-ups overdue and new leads assigned to you.
- 07
The AI agents, in your pocket.
Suggested updates, leads that need attention, leads going cold — acted on from the phone.
- 08
Managers too.
Team updates and analytics on the phone: what every rep did today, and the numbers behind it.
One WhatsApp inbox. Every chat on the lead.
Your business number, inside the CRM: chats assigned to reps, templates synced with Meta, re-engagement in compliant batches. Free.
- 01
Every chat on the lead.
Two-way WhatsApp inside the CRM, on the lead’s record: history, media, read receipts, search.
- 02
Assigned, like a lead.
Each chat has an owner. Reps see theirs, managers see everything. Reassign the lead and the chat moves with it.
- 03
Nothing on a personal phone.
The team works from the business number. When a rep leaves, the chats stay.
- 04
Templates, synced with Meta.
Create, sync and send approved templates from the lead. CRM fields fill the placeholders.
- 05
Re-engage in batches.
Pick a lead set and a template. Sent in compliant batches; sent, delivered, read, replied — tracked.
- 06
Your number, protected.
Sends pause on their own when deliverability or Meta’s quality rating drops.
- 07
Consent, on record.
Opt-ins and opt-outs kept per contact; marketing frequency capped.
- 08
The AI reads every chat.
What the customer wants, summarised; the next step, suggested. AI replies to new enquiries are Smart Inbound, on credits.
Meta’s per-message charges are billed to you by Meta, as with any WhatsApp tool. SmartBDM adds nothing on top.
Everything else your team needs. Free as well.
Pipelines, lead capture, analytics, datasets, team updates, unlimited users. Free up to 10,000 leads.
Leads & pipelines
Pipelines, stages and fields, your way. Every lead, one timeline.
Lead capture
Forms, WhatsApp and webhooks land as leads, with an owner.
Analytics
Numbers you can click into. Overview, outcomes, team.
Datasets
Spreadsheets beside your leads, linked to real records.
Team updates
What every rep did today, in one feed. Calls, notes, messages, stage moves.
Unlimited users
Field reps, tele-callers, back office. No seat count. No card.
All of it, for everyone on your team. No card.
Three things credits pay for.
Pay as you go, 1 credit = ₹1. The AI-first CRM stays free.
The update nobody typed.
Voice notes
Reps keep talking. A voice note in any Indian language is written into the lead, with the stage and the follow-up.
1 credit per voice note
on every plan
See it on the pricing pageAn enquiry at 11 p.m.
WhatsApp AI
Smart Inbound
AI replies on WhatsApp in seconds, asks your questions, hands the serious ones to a rep.
2 credits per lead each month
from ₹5,000 a month on Free · in Scale
How Smart Inbound worksA list nobody has called in months.
AI calling + WhatsApp
Smart Outreach
AI calls and messages it until someone engages, then hands them to a rep. No means no.
4 credits per connected minute
from ₹5,000 a month on Free · in Scale
How Smart Outreach worksCredits never expire. When they run out the AI pauses; a recharge starts it again. Plans, rates and an estimator on the pricing page.
Questions, answered
Talk to sales
Credits, a big team, a question first? Tell us how your leads arrive. We’ll call you back.
Put your whole team on it today. Free.
Unlimited users. No card. Your organisation is ready in about two minutes.
