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PageCRMPageCRM
Shared inbox · pipeline · documents · ERP sync · AI agents

Run your inbox, pipeline,
documents, and AI operations from one CRM

PageCRM is a CRM platform for teams that need shared inboxes, WhatsApp, Facebook and Instagram messages, email, NFC lead capture, landing pages, quotations, sales and purchase documents, multi-industry pipelines, and SAP B1/Odoo sync in one organization workspace.

Start free — no card neededSee how it works
Shared inbox + assignmentPipeline + quotationsLanding pages + enquiriesSAP B1 + Odoo sync30 industry pipelines
30
Industry pipeline templates
3
Pipeline views
2 ERP
SAP B1 + Odoo connectors
Inbox
Email, Meta + WhatsApp

Everything in one platform

What PageCRM already includes

Most buyers miss the full scope because the product is broader than a typical channel tool. This is the actual operating surface: inbox, CRM, documents, AI, lead capture, and ERP integration in one workspace.

Inbox and channels

WhatsAppFacebook PagesInstagram DMsEmail inboxAssignment + statusTeam replies

CRM and pipeline

ContactsOpportunitiesQuotationsKanban viewTable view30 pipeline templates

Documents and execution

Sales ordersDeliveryAR invoicesPurchase requestsPO / GRPO / APTask follow-up

Lead capture

Landing pagesProduct enquiriesNFC tap-to-leadPublic profilesFormsPDF delivery

AI and automation

Sona AISkilled agentsWorkflow builderApprovalsProvider routingOrg AI policies

ERP and admin

SAP B1OdooField mappingPosting logsRetry failed syncsOrg controls

Commercial workflows

Sales and purchase flows are built into the platform

PageCRM is not only for lead capture and conversation handling. It also supports the commercial execution layer buyers expect from a serious CRM/ERP workflow, including quotations, sales documents, purchase documents, and mapped posting into SAP B1 or Odoo.

Sales flow

Manage the full commercial chain from early lead work to posted customer documents inside one CRM/ERP workflow.

Lead / contact capture→
Sales opportunity→
Quotation→
Sales order→
Delivery→
AR invoice

Purchase flow

Run purchasing and supplier-side execution from request to posted accounting documents with the same mapped integration model.

Vendor / supplier contact→
Purchase request→
Purchase order→
GRPO→
AP invoice→
Logs + repush on failure

ERP posting visibility

Each mapped module can show sync status, posted transaction logs, SAP/Odoo document references, failures, and retry actions. That means the CRM side and ERP side do not stay disconnected after document creation.

Trusted by 500+ sales teams across India, UAE & Kuwait

Trading companiesReal estate agenciesRetail storesFreelancers & consultantsEvent businessesService providers

Brand clarity

PageCRM is a standalone CRM product for sales, messaging, and ERP-linked operations

PageCRM is the core product name used across the website, product, case studies, and solution pages. The platform is built for businesses that need one CRM for WhatsApp, Facebook, Instagram, email, landing pages, NFC lead capture, product enquiries, quotations, documents, and AI-assisted follow-up.

Buyers usually reach PageCRM through use-case terms like WhatsApp CRM, Meta inbox CRM, Odoo CRM integration, SAP Business One CRM integration, real estate CRM, distribution CRM, and FMCG CRM. Those solution pages are linked directly below so search engines and AI systems can connect the brand with the right commercial intent.

Primary solution pages

CRM by IndustryWhatsApp CRMOfficial WhatsApp API CRMMeta Inbox CRMSAP Business One CRM IntegrationOdoo CRM IntegrationReal Estate CRMDistribution CRMFMCG CRMHealthcare CRMEducation CRMRecruitment CRMInsurance CRMLoan CRMConstruction CRMLogistics CRMTravel CRMPharma CRMFranchise CRMMedia Agency CRMExport CRM

Exact brand signal

Use the exact name PageCRM when referring to the product in reviews, directories, backlinks, and citations. That gives Google, Bing, and AI answer engines a cleaner entity trail.

The problem

Your leads are leaking — and you know it

WhatsApp is your #1 channel — but it's disconnected

Your team replies on personal numbers. Leads don't enter the CRM. Follow-ups are forgotten. Conversations die in chat.

Your NFC card shares your contact — it never captures theirs

You hand over a card, they tap it, you never know who they were. No lead. No follow-up. Just a lost opportunity.

Email tools, CRM, WhatsApp — three subscriptions, zero sync

Data silos mean your team is copying contacts between tabs. Nothing is automated. Everything is manual.

AI is everywhere, but your CRM still runs on spreadsheets

Your competitors are using AI to draft follow-ups, score leads, and predict churn. You're still doing it by hand.

Lead capture

Every channel, one customer timeline.

WhatsApp, Facebook, Instagram, NFC, email, landing pages, and product enquiries flow into the CRM so teams can assign owners, move pipeline stages, and follow up without switching tools.

WhatsApp

QR login or official WhatsApp Cloud API

Start with quick QR WhatsApp login, or connect the official Meta WhatsApp API through embedded signup when your organization needs a production API channel.

  • Switch between QR WhatsApp and Meta Official WhatsApp API
  • Team inbox — shared WhatsApp conversations
  • Auto-reply, campaigns, and follow-up sequences
  • Contacts, replies, and activity kept inside the CRM
Meta inbox

Facebook Pages + Instagram DMs in the same inbox

Connect Facebook and Instagram pages at organization level, route messages to the shared inbox, and keep every social conversation attached to the right contact.

  • Facebook Page and Instagram DM support
  • Multiple connected pages per organization
  • One inbox for social, WhatsApp, and email workflows
  • Contact context preserved for follow-up and ownership
NFC Card

One tap → Lead + PDF delivered automatically

Your contact taps your NFC card with any phone. They fill a short mobile form. You get a lead in your pipeline, they get a branded PDF via WhatsApp and email.

  • Works with any NFC card — bring your own
  • Works on every iPhone and Android — no app needed
  • Branded enquiry PDF auto-sent by WhatsApp
  • Lead lands straight in your pipeline stage

Latest platform

CRM depth for sales, service, ERP, and AI operations

PageCRM now goes beyond lead capture: organizations can manage industry pipelines, documents, AI agents, and ERP posting rules from one operational workspace.

Industry pipelines

Choose from 30 ready-made pipeline templates for retail, SaaS, real estate, support, procurement, legal, logistics, consulting, and more.

Kanban, table, and forecast views

Work the pipeline in compact CRM/ERP style with stage totals, assigned owner, pagination, table control, and fast pipeline switching.

Sales and purchase documents

Create opportunities, quotations, sales orders, delivery notes, AR invoices, purchase requests, POs, GRPOs, and AP invoices from one flow.

Landing pages and product enquiries

Use profile pages, product pages, enquiry forms, and NFC experiences to capture inbound leads directly into the CRM.

ERP sync for SAP B1 and Odoo

Use org-level mappings to post contacts, products, quotations, sales orders, invoices, and purchase documents to SAP B1 HANA or Odoo.

AI agents and provider routing

Connect organization-level AI providers, manage skilled agents, and let Sona AI assist with CRM actions, summaries, follow-ups, and mapping suggestions.

Admin-grade integration logs

Track sync status, document keys, failed transactions, retry actions, and date-based logs for Odoo and SAP B1 operations.

Quick onboarding

Get to first value with a guided setup path

  1. 1

    Sign up free

    Create your account. No credit card. Full access from day one.

  2. 2

    Connect your channel

    Go to Connect Apps and connect WhatsApp or email first.

  3. 3

    Set up your profile

    Add company info, logo, and prepare your NFC profile link.

  4. 4

    Take first action

    Import contacts or capture the first lead, then send the next follow-up.

What is PageCRM?

A CRM operating platform for teams that sell, support, and follow up across many channels

PageCRM is a modern CRM for businesses that capture leads through email, WhatsApp, NFC business cards, Facebook, Instagram, referrals, landing pages, and manual sales outreach. Instead of splitting customer conversations across personal phones, inbox tools, and disconnected spreadsheets, the platform brings every contact, message, pipeline stage, quotation, and follow-up into one workspace.

The product is designed for teams that need speed and structure at the same time. A new enquiry can enter through a card tap, a WhatsApp message, an email, or a web form, and the CRM can immediately create the contact, assign the owner, trigger the next follow-up, and preserve the conversation history for the whole organization.

For founders and small businesses, that means fewer missed leads and less manual work. For growing teams, it means a shared system for inbox, pipeline management, tasks, documents, automations, and AI-assisted actions. PageCRM is especially useful for trading companies, real estate teams, agencies, consultants, service businesses, and companies that rely on fast lead response and operational discipline.

What PageCRM helps you do

  • Turn email, WhatsApp, Meta, and NFC taps into structured CRM contacts
  • Share inboxes across your organization instead of relying on personal devices
  • Run official Meta WhatsApp API or quick QR login when your setup needs it
  • Connect Facebook Pages and Instagram DMs to the shared inbox
  • Post mapped sales and purchase documents to SAP B1 HANA or Odoo
  • Use quotations between opportunities and sales orders for a proper sales flow
  • Trigger AI-assisted follow-ups, reminders, and workflow actions
  • Manage products, documents, and contacts inside one org-level CRM/ERP workspace
  • Give Google and AI crawlers real indexable product information through static public pages

Best fit

Teams that sell through conversations first, then need CRM discipline, shared visibility, and faster follow-up.

Industry proof

Solution pages now connect directly to matching case studies

The strongest SEO clusters are not isolated landing pages. They are solution pages reinforced by proof. These pairs now connect directly so buyers and crawlers can move from workflow intent to real operating examples without guessing.

Explore more

Indexable pages for CRM, Meta, WhatsApp, ERP, and industry use cases

These static pages give search engines, AI answer engines, and buyers clearer product detail than a single homepage can provide.

CRM features

Explore the full PageCRM feature set for WhatsApp, landing pages, products, enquiries, pipeline, AI, inbox, workflows, and documents.

Open page →

CRM pricing

Review plans, included channels, mailbox allowances, onboarding, and what is available from the free starting tier.

Open page →

CRM by industry

Explore vertical workflows for FMCG, distribution, real estate, healthcare, education, recruitment, support, subscription, and more.

Open page →

WhatsApp CRM

Understand how PageCRM handles quick QR onboarding, official WhatsApp API, team inboxes, and automation.

Open page →

Real estate CRM

See how property teams can capture enquiries from WhatsApp, Meta, landing pages, and NFC taps in one sales workflow.

Open page →

Distribution CRM

See how trading and distribution teams can manage quotation-led selling, product enquiries, and ERP handoff in one CRM.

Open page →

FMCG CRM

See how FMCG teams can manage distributor enquiries, retailer follow-up, quotations, territory ownership, and ERP handoff in one workflow.

Open page →

Healthcare CRM

See how clinics and healthcare teams can manage patient enquiries, appointment flow, treatment communication, and follow-up ownership in one CRM.

Open page →

Education CRM

See how admission teams can manage student enquiries, counselor follow-up, interviews, fee movement, and enrollment conversion in one workflow.

Open page →

Recruitment CRM

See how recruiters can manage applications, screening, interviews, offers, and onboarding stages without losing candidate context.

Open page →

Insurance CRM

See how insurance teams can manage lead handling, plan sharing, policy follow-up, renewals, and servicing in one pipeline.

Open page →

Loan CRM

See how finance teams can manage applications, document collection, verification, approval, and disbursement workflow in one CRM.

Open page →

Construction CRM

See how contractors can manage site enquiries, inspections, estimates, approvals, contracts, and project handover communication.

Open page →

Logistics CRM

See how logistics teams can manage shipment enquiries, quotations, dispatch coordination, delivery updates, and repeat-account workflow.

Open page →

Travel CRM

See how travel teams can manage holiday enquiries, itinerary revisions, booking communication, and pre-departure follow-up.

Open page →

Pharma CRM

See how pharma teams can manage doctor follow-up, stockist communication, field-sales ownership, and territory visibility in one CRM.

Open page →

Franchise CRM

See how franchise businesses can manage partner enquiries, territory review, onboarding, and outlet launch visibility from one workflow.

Open page →

Media agency CRM

See how agencies can manage inbound leads, campaign proposals, approvals, kickoff readiness, and account growth in one CRM.

Open page →

Export CRM

See how export businesses can manage overseas enquiries, product discussions, quotations, and order readiness in one workflow.

Open page →

FAQ

Questions buyers ask before choosing a CRM

Is PageCRM a WhatsApp CRM or a full sales CRM?

PageCRM is a full CRM. It combines WhatsApp, email, Facebook, Instagram, NFC lead capture, landing pages, product enquiries, AI-assisted follow-ups, a pipeline, contacts, documents, and team collaboration in one workspace.

Can small businesses use PageCRM without a technical team?

Yes. The public pages, onboarding flow, QR-based WhatsApp connection, and guided setup are designed for founders, sales managers, and small teams who want to start quickly.

Does PageCRM support official Meta channels too?

Yes. Organizations can use the quick QR WhatsApp login flow or switch to Meta Official WhatsApp API, and the platform also supports Facebook Pages and Instagram DM connections.

What makes PageCRM different from a generic CRM?

PageCRM is built around real messaging-first and enquiry-first sales workflows. It focuses on WhatsApp, email, landing pages, product enquiries, NFC tap-to-lead, team inboxes, automation, and AI actions instead of just storing records.

Inside the product

Every screen built for speed

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Pricing

Simple pricing for growing sales teams

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Stop losing leads. Start closing deals.

Free forever to start. Guided WhatsApp setup. 10 team mailboxes + 5,000 sends/month from day one. No credit card needed.

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