1
Import & organize
Bring in contacts, prospects, and customers; de-duplicate and segment automatically.
CRM
Every relationship, one system of record.
Terrapin CRM takes every contact from first touch to loyal customer — prospects, opportunities, quotes, sales orders, and service, all tracked in one place.
7 connected modulesWhatsApp-firstBuilt for Indian SMBs
WhatsAppChat-first CRM
EmailThreaded conversations
PhoneCall logs & notes
Web & FieldForms, visits, meetings
The Solution
One system, from first contact to closed deal
Every stage of a relationship — prospect, customer, opportunity, quote, order, and service — lives in a single connected record.
ProspectsTrack raw leads until they're qualified enough to pursue
- Lead scoring & qualification workflow
- Automatic routing to the right rep
CustomersEvery closed-won account, with full purchase and service history
- Lifetime value & account health at a glance
- Renewal & reorder reminders
Opportunity & QuotesManage deals through every stage of your sales pipeline
- Configurable stages & win probability
- Generate quotes with approval workflows
Sales OrderConvert accepted quotes into orders, ready for fulfilment
- e-Invoice & eWay bill generation
- Auto-sync with inventory & billing
ServiceCreate and track support tickets & internal workflows
- Define business workflows by service categories
- Identify & fix bottlenecks to improve customer support
PromotionsCreate & Manage Trade Discounts, coupon codes & promo codes
- Create discounts by customer groups
- Apply promotions by purchase quantity
One record follows a customer through every module — no re-entering data, no lost context between sales and service.
Scenario
From first message to repeat business
A single WhatsApp conversation can carry a contact all the way through the pipeline — without ever switching screens.
1. Contact becomes a ProspectInbound WhatsApp query is logged and auto-qualified against your criteria
2. Prospect becomes a LeadClosed-won record carries full history forward into the customer profile
3. Lead becomes an OpportunityQualified lead moves into the pipeline with a stage and expected value
4. Opportunity becomes a QuoteRep sends a quote from the same chat thread; approvals apply automatically
5. Quote becomes a Sales OrderAccepted quote converts instantly, with e-Invoice and eWay bill generated
6. Post-sale, Service Management takes overAny follow-up request becomes a tracked ticket with SLAs, on the same record
How It Works
Go live in three steps
A simple path from your first contact list to a fully connected sales and service operation.
2
Configure your pipeline
Define opportunity stages, quote approval chains, and service SLAs to match how your team actually sells.
3
Sell and support from one thread
Reps work from WhatsApp, email, or the dashboard — every action updates the same record.
7
Modules, one connected record
1
Timeline per contact, every channel
24×7
Always-on pipeline & service tracking
₹800
Starting price per user, per month
Pricing
Simple, predictable seat pricing
Every plan includes all 7 modules — pricing scales with team size, not features.
StarterFor start-ups & small teams
₹1,200/user /month
- Up to 3 users
- All CRM modules included
GrowthFor fast-growing sales teams
₹1,000/user /month
- 4 to 20 users
- All CRM modules included
ScaleFor corporates & large teams
₹800/user /month
- 21 or more users
- All CRM modules included
All pricing excluding taxes
AI-assisted features are metered and billed separately
WhatsApp Messaging at ₹0.90 for Marketing & ₹0.20 for Utility
Minimum wallet recharge of ₹500 plus taxes
Custom requirement?
Contact us to get a quote customized to your team's requirements
Start with the modules you need most — every plan already includes the full CRM.
