Milan CRM

Milan CRM is an all-in-one sales CRM built for Indian businesses. Capture leads, manage your sales pipeline, follow up with customers, handle WhatsApp conversations, create quotations, generate GST-ready invoices and manage after-sales service — all from one simple workspace. CAPTURE LEADS FROM EVERYWHERE Bring your enquiries into one place and reduce missed opportunities. • Meta (Facebook & Instagram) Lead Ads • IndiaMART • JustDial • TradeIndia • Sulekha • Website forms • WhatsApp • Instagram conversations SALES PIPELINE & FOLLOW-UPS Keep your sales team organised and know exactly what needs attention. • Visual deal pipeline • Lead and contact management • Assign leads to team members • Follow-up tasks and reminders • Complete activity history • Sales reports and analytics WHATSAPP & INSTAGRAM Manage customer conversations from a shared workspace. • Shared team inbox • WhatsApp Business API integrations • WhatsApp template campaigns • Automated chatbot flows • Message delivery and read tracking • Instagram conversations QUOTATIONS & GST INVOICING Create professional documents and simplify your sales-to-payment workflow. • Branded quotations • Multi-currency quotations • Quotation version history • PDF export • Online customer approval and e-sign • Reusable terms and conditions • GST-ready invoices GROW WITH ADD-ON MODULES Expand Milan CRM as your business grows. Customer Loyalty • Points and tiers • Rewards • Referral campaigns • Win-back campaigns • Scan-to-join QR codes Appointments & Booking • Public booking links • Staff scheduling • Appointment management Tickets & Helpdesk • Customer support tickets • Public ticket submission • Support management Time Tracking • Task timers • Billable hours • Convert tracked time into invoices Service Subscriptions • Recurring plans • Renewals • Expiry reminders Manufacturing • Work orders • Bill of materials (BOM) • Production costing • Production batches • Vendor bills • Goods receipts TEAM & BUSINESS CONTROL Manage your team and business operations from one place. • Roles and permissions • Staff attendance tracking • Slack notifications • Custom SMTP email connection • Secure business data protection BUILT FOR INDIAN BUSINESSES Milan CRM is designed with the needs of Indian businesses in mind, including GST-ready invoicing, rupee-based pricing and integrations with popular lead sources used by local businesses. Whether you run sales, distribution, services, manufacturing or another growing business, Milan CRM helps bring your customer and sales operations together. Milan CRM is not affiliated with or endorsed by Meta, WhatsApp, IndiaMART, JustDial, TradeIndia, Sulekha or Slack. All trademarks belong to their respective owners. Note: Some features, integrations and modules may require an active Milan CRM account, subscription or additional configuration.