Every lead, one inbox
Leads from your website form, calls, email and any lead portal with an API arrive in Blue CRM automatically, with a web-to-lead form for your site.
11:05 · Sales calls
CRM software for small businesses that never lets a follow-up slip
Blue CRM collects every enquiry in one place, filters junk before your team spends a call on it, and reminds the right person on WhatsApp when a follow-up is due. Proposals, invoices and projects live next to the lead that started them.
- Pre-leads filter junk
- WhatsApp reminders
- Proposals & recurring invoices
- Projects with Gantt view
From first enquiry to paid invoice
Blue CRM follows the whole sales cycle, so nothing depends on someone’s memory or a notebook.
Pre-leads
New enquiries land as pre-leads first, so junk and duplicates are filtered before they reach your sales team.
Follow-ups on WhatsApp
Reminders arrive on the salesperson’s WhatsApp; proposals, estimates and invoices can be sent to customers there too.
Sales documents
Proposals, estimates, invoices, recurring invoices, payments and credit notes, all linked to the customer.
Projects & support
Milestones, tasks, timesheets, a Gantt view, files and support tickets after the deal closes.
Fits your stack
Tally item sync with quantity, email integration with templates, scan-to-call, roles and Excel reports.
One day with Bestind
A sales day on Blue CRM
- Morning list
Each salesperson sees today’s follow-ups, sorted by priority.
- Calls
Notes, next steps and reminders are logged against the lead in seconds.
- Proposal
A proposal goes out on WhatsApp straight from the deal.
- Review
The owner sees the pipeline, won deals and overdue follow-ups.
Set up with your team, supported for the long run
Configured for you
Our engineers set the software up around your workflow and help bring in data from Excel or your old system.
Online training
Your staff are trained online, so you can start quickly wherever you are.
ARC support
Updates, fixes and help continue under Annual Renewal Charges (ARC), from a team that knows your setup.
Questions people ask about Blue CRM
Is Blue CRM good for a small team?
Yes. It is built for small and growing sales teams that need follow-ups, proposals and invoices in one place without a complex setup.
Can it capture leads from my website?
Yes. A web-to-lead form and API intake bring website and portal enquiries in automatically.
How does the WhatsApp integration help?
Follow-up reminders reach your team on WhatsApp, and proposals, invoices and recurring invoices can be shared with customers there, which saves SMS cost.
Can it manage projects after a sale?
Yes. Projects, milestones, timesheets, tickets and a Gantt view are included.
How is it priced?
Pricing depends on users and modules. Book a free online demo and we will share a quote. Support continues under Annual Renewal Charges (ARC).
06:00 · the next morning
See Blue CRM on a free online demo
Tell us about your business and we will show you the right setup on a screen-share. The demo is online and free, wherever you are in the world.