CRM Guides

CRM for Indian SMBs — a practical guide

Not Salesforce. Something that actually gets used.

Aditi RaoMay 22, 20269 min

Indian SMBs don't need a CRM with 400 fields. They need one that plugs into WhatsApp.

Must-haves

Customer 360, tag/segment, WhatsApp thread history, birthday/anniversary, RFM analysis.

Deal pipeline, loyalty points, referral tracking.

SaathiX ERP CRM ships all of the above — no seat license, no complex config.

Aditi Rao

Growth Marketing Lead

Ex-Meesho. WhatsApp commerce expert.

FAQ

Is a CRM overkill for a single-store retailer?

No — even a single kirana benefits from customer profiles + WhatsApp.

Start free. No card. 100 bills/month, forever.

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