Our Products/
Soham CRM
Soham CRM
Affordable CRM for Growing Businesses
All the power of a CRM without the complexity or exorbitant cost
Product Overview
What is
Soham CRM
Soham CRM is a purpose-built free online CRM platform designed for SMBs, startups, and growing businesses that need robust CRM services — including contact management, sales pipeline tracking, ecommerce, and accounting integrations — without the complexity or cost of enterprise platforms.
How it
differs from
other CRMs
Simpler onboarding than Salesforce · More affordable than HubSpot · Built-in WhatsApp & ecommerce integrations · Designed specifically for Indian and emerging market SMBs — all delivered through easy-to-use CRM services and a scalable free online CRM approach.
Perfect for
(SMBs,
Startups,
specific
industries)
Perfect for SMBs, startups, and any industry looking for a true all-in-one solution, Soham CRM eliminates the need for disjointed tools. By unifying sales tracking, ecommerce channels, and accounting data into a single dashboard, it empowers business owners to focus on what really matters: building lasting customer relationships and driving sustainable growth.
Core Features of SohamCRM
Contact management
Capture, track, and convert leads with structured workflows.
Lead tracking
Email campaigns, SMS notifications, drip sequences & segmentation
Sales pipeline
Omnichannel ticketing system with real-time tracking
Integrations
Store files, assign tasks & manage operations efficiently
Reporting & analytics
Capture, track, and convert leads with structured workflows.
Mobile access
Email campaigns, SMS notifications, drip sequences & segmentation
Ecommerce
Omnichannel ticketing system with real-time tracking
Accounting
Store files, assign tasks & manage operations efficiently
Why Businesses Choose SohamCRM
Affordable pricing
Quick setup
Easy to use
Excellent support
Industry Specific CRM Solutions
Every industry operates differently — and your CRM should adapt accordingly. SohamCRM delivers ready-to-use and fully customizable solutions tailored to meet the unique needs of various industries, helping you streamline operations, improve customer relationships, and drive growth.
CRM For Retail
Track customer purchases, manage loyalty programs, and monitor store performance with real-time insights.
CRM For Manufacturing
Manage leads, track projects, handle contracts, and optimize resources across your production cycle.
CRM For E-Commerce
Track orders, recover abandoned carts, and segment customers to boost conversions and sales.
CRM For IT
Manage client requirements, track projects, and streamline support for better customer relationships.
CRM For Consulting services
Track client interactions, manage projects, and schedule consultations efficiently.
CRM For Professional services
Handle inquiries, schedule appointments, and automate service workflows seamlessly.
CRM For Real Estate
Manage property listings, track leads, and automate follow-ups to close deals faster.
CRM For Travel Tourism
Manage tour packages, bookings, and traveler profiles for personalized experiences.
CRM For Hotel & Resort
Handle reservations, track guest preferences, and enhance overall guest experience.
Integration & Extensibility
Pricing
Every industry is different — and your CRM should be too. SohamCRM provides ready-to-use and fully customizable modules for:
Clear, simple pricing
No hidden fees
Volume discounts
Excellent support
Transform Your
Customer Relationships Today
Resources
Testimonials
FAQ
How to create a New Lead?
To create a new lead, select the Leads tab on the left vertical panel of the CRM. This will open a leads page. On the top of the leads page there is a button labeled as “New Lead”, click on the button to open a leads creation form. Fill the necessary information and click “Save” button. After you save, a new lead will be created.
How to import Leads?
To import leads in bulk, select the Leads tab on the left vertical panel of the CRM. This will open a leads page. On the top of the leads page there is a button labeled as “Import Leads”, click on the button to open the import leads page. The page will provide you sample of the required columns and column name to be included in the import sheet. The ready sample sheet of the same is also available for download and use. The sheet should have .CSV extension to support the CRM. Choose the file to be imported and click “Import” button at the bottom of the page to initiate the import.
How to create New Customer?
To create a new customer, select the Customers tab on the left vertical panel of the CRM. This will open a customers page. On the top of the customers page there is a button labeled as “New Customer”, click on the button to open a customer’s creation form. Fill the necessary information and click “Save” button. After you save, a new customer will be created.
Another way in which a customer can be registered is by converting an existing lead to customer. To convert a lead to customer, open a lead profile for the leads page. Once the lead profile is opened, click the “Convert to Customer” button and fill the necessary information to register the customer and click the “Save” button at the bottom of the form.
How to import Customers?
To import customers in bulk, select the Customers tab on the left vertical panel of the CRM. This will open a customers page. On the top of the customers page there is a button labeled as “Import Customers”, click on the button to open the import customers page. The page will provide you sample of the required columns and column name to be included in the import sheet. The ready sample sheet of the same is also available for download and use. The sheet should have .CSV extension to support the CRM. Choose the file to be imported and click “Import” button at the bottom of the page to initiate the import.
How to add Items for sales?
To add a new item, select the Sales tab on the left vertical panel of the CRM and further select “Items” tab from the dropdown menu. This will open an items page. On the top of the items page there is a button labeled as “New Item”, click on the button to open an “Add New Item” form. Fill the necessary information and click “Save” button.
How to create a Proposal?
A proposal can be created and sent to a Lead as well as a Customer. There are two ways to create a proposal.
Click the Sales tab on the left vertical panel of the CRM and further select “Proposals” tab from the dropdown menu. This will open the proposals page. On the top of the proposals page there is a button labeled as “New Proposal”, click on the button to open a “New Proposal” form. Fill the necessary information and click either “Save & Send” button to save the proposal and send it to the related lead or customer over email or “Save” button to just save it in the Proposals.
You can also create and send a proposal by selecting the Proposal tab present on the profile of the related lead as well as customer. Select the proposal tab to open the proposal form. Fill the necessary information and click either “Save & Send” button to save the proposal and send it to the related lead or customer over email or “Save” button to just save it in the Proposals.
These saved Proposals can be accessed through the proposal tab under the Sales tab where all the proposals in the database are stored. Also, the proposal tab present on the lead and customer profile helps you access saved proposals to the related lead and customer.
How to create an Estimate?
An estimate can be created and sent to a Customer only. There are two ways to create an estimate.
Click the Sales tab on the left vertical panel of the CRM and further select “Estimates” tab from the dropdown menu. This will open the estimates page. On the top of the estimates page there is a button labeled as “Create New Estimate”, click on the button to open a new estimate form. Fill the necessary information and click on either of the “Save & Send” button options available to save the estimate and send it to the related customer over email or “Save” button to just save it in the Estimates.
The other way to create an estimate is to convert the existing proposal to estimate. For that when you open any proposal, you can see a “Convert” button, selecting estimate from the drop down of the convert button, the proposal will be converted to estimate.
How to create an Invoice?
An invoice can be created and sent to a Customer only. There are two ways to create an invoice.
Click the Sales tab on the left vertical panel of the CRM and further select “Invoices” tab from the dropdown menu. This will open the invoices page. On the top of the invoices page there is a button labeled as “Create New Invoice”, click on the button to open a new invoice form. Fill the necessary information and click on either of the “Save & Send” button options available to save the invoice and send it to the related customer over email or “Save” button to just save it in the Invoices.
The other way to create an invoice is to convert the existing estimate to invoice. For that when you open any proposal or estimate, you can see a “Convert” button, selecting invoice from the drop down of the convert button, the proposal or estimate will be converted to invoice.
How to record Payments?
A payment can be recorded for an invoice having status either “Unpaid” or “Partially Paid”.
When you select an invoice you get a Payment button option which when clicked open a form to fill details regarding payments. Once the information is filled click the “Save” button to store the payment record.
Another way to record a payment is by selecting Batch Payment options by clicking the “Batch Payment” button on the Invoices page. Using batch payment option you can view all the unpaid and partially paid invoices at a time with their respected due amounts. You can record payments against those invoices all at once instead of opening every invoice separately every time.
How to add a New Project?
To add new Project in the CRM, select Project tab on the left vertical of the CRM. This will open the Project page where you can see all the projects I the database. To create a new Project click on the “New Project” button. Fill all the necessary information in the form and click “Save” button which will add the project in the system for you to track it.
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