14-day free Pro trial · No credit card required
Mitr Sarthi CRM brings your leads, follow-ups, quotations, invoices, inventory and automation into one fast workspace — so growing Indian businesses close more and chase less.
Full Pro access for 14 days · Free plan forever · Cancel anytime
Trusted by growing businesses across India
Features
Not another contact list. Mitr Sarthi covers the full journey — from the first enquiry to the paid invoice and the stock that ships after it.
Drag leads through stages you define — or start with the eight we set up for you. Won and Lost are tracked by flag, not by name, so renaming a stage never breaks your reports. Every lead carries its full history: calls, notes, quotes, invoices.
Workflow rules, cadence sequences and system automations handle the follow-up grind: due-date reminders by email or WhatsApp, auto stage moves, and leads marked Converted the moment their invoice is paid.
Build branded quotations with live stock visibility, convert them to invoices, and collect through Razorpay payment links on your own account. A paid invoice can convert the lead and deduct inventory — automatically.
See what actually converts — by source, campaign, city, product and pipeline stage — with a 12-month trend and average days-to-convert. Build your own dashboards with the drag-and-drop report builder, and export anything to CSV.
Every stock change is a ledger entry — opening stock, stock in/out, sales, adjustments. Paid invoices deduct stock on their own, and low-stock alerts reach your admins before you run dry.
Connect your Gmail in two clicks and message leads on WhatsApp — sent from your business identity, not a shared relay. Templates, sequences and reminders use the channels your customers actually read.
Admins, sales users, and fully custom roles with per-module permissions. Sales users see their own leads; managers see the whole board. Every sensitive action lands in the audit log.
Bulk-import thousands of leads and products from Excel with ready-made templates — imports run in fast batches, and anything over your plan cap is reported, never lost. Full CSV export on every list, every report.
How it works
No consultants, no six-week onboarding. Your workspace is live the moment you sign up.
Create your workspace in under a minute and get the full Pro plan free for 14 days — every feature unlocked, no card asked.
Import leads and products from Excel, shape your pipeline stages, invite your team, and connect your Gmail and WhatsApp.
Follow-ups land on the right person at the right time. Quotes go out, invoices get paid, automation handles the busywork in between.
Conversion intelligence shows which sources, cities and products win. Set targets, track them, double down on what works.
Pricing
Start free. Upgrade when the pipeline demands it. Every paid plan begins with a 14-day Pro trial.
For trying things out, forever
No card, no expiry
For small teams getting serious
Billed monthly
The full sales engine
Billed monthly
Contact sales
Billed directly, on your terms
Prices exclude GST (18%), added at checkout. Every charge comes with a proper GST tax invoice, emailed automatically. Pay by UPI, card or netbanking via Razorpay.
A day with Mitr Sarthi
No testimonials, no stock photos — just what the product actually does between 9 and 6, automatically.
A lead lands from your campaign and assignment rules hand it to the right salesperson before anyone’s finished their chai. First follow-up: already scheduled.
Assignment rulesYesterday’s “call back tomorrow” surfaces on its own — a WhatsApp and email nudge go out to the lead, and the rep gets pinged. Nobody had to remember anything.
Follow-up automationThe quotation is built straight from the product catalog with live stock visible per line. The moment it’s sent, the lead advances to “Quotation Sent” by itself.
Quotation builderThe customer pays the Razorpay link. The invoice marks itself paid, the lead moves to Converted, and the sold items deduct from inventory — three jobs, zero clicks.
Invoice-paid automationThe dashboard shows what converted and from where — by source, city and product. Tomorrow’s follow-ups are already queued. Everyone goes home on time.
Conversion intelligenceFAQ
Signing up gives you the full Pro plan for 14 days — every feature, no credit card. If you subscribe during the trial, you keep working uninterrupted and your first charge only happens when the trial ends. If you don’t, your workspace simply moves to the Free plan; your data stays put.
Subscriptions are processed by Razorpay, so UPI, credit and debit cards, and netbanking all work. Every successful charge automatically generates a GST tax invoice and emails it to you.
Listed prices are GST-exclusive; 18% GST is added at checkout. The tax invoice you receive breaks out CGST/SGST or IGST correctly based on your state — accountant-ready, every month.
Yes. Upgrades take effect immediately and you’re charged only the prorated difference. Downgrades apply at the end of your current billing cycle, with a banner showing exactly when the switch happens.
You connect your own Google account with two clicks (revocable anytime), and emails go out from your real address via the Gmail API. WhatsApp uses your own messaging credentials. Your customers hear from your business — never from a generic relay.
Every workspace is strictly isolated — tenant scoping is enforced on every query, fail-closed. Connected account tokens are stored with AES-256 encryption, traffic is TLS end-to-end, access is role-based, sensitive actions are audit-logged, and databases are backed up daily.
Yes — bulk import from Excel with downloadable templates for both leads and products (including opening stock). Imports run in fast batches, duplicates and errors are reported row-by-row, and you can export everything back to CSV anytime. No lock-in.
Your workspace moves to the Free plan — your data stays intact and exportable. Re-subscribe whenever you like and pick up exactly where you left off.
Contact us
Questions about plans, a demo for your team, or an Enterprise quote — send a message and it lands directly with the people who build and run Mitr Sarthi.
Messages from this form go straight to our support inbox — most get a reply within one business day.
Fourteen days of the full Pro plan, free. Import your leads this afternoon, send your first automated follow-up tonight.
