Sales CRM · Beta
Take an enquiry from your website, a CSV or a phone call through to a customer: follow-ups and site visits, a pipeline with a monthly forecast, and GST quotations your customer accepts online.
Who it is for
Indian businesses that take enquiries, follow them up by phone and on site, and send GST quotations, from an owner who sells alone to a team with sales managers and executives.
Screens from Aarav Infra Projects, one of our demo companies, on our staging server. Every name, number and email address in them is made up.
Deals in columns by stage with value, probability and owner. Move a deal on with one click; the monthly forecast is weighted by probability.
Leads from your website form, CSV import, phone calls and referrals, each scored out of 100, filtered by status, source and owner, with a CSV export.
Every lead shows how its score was built (phone and email given, source, expected value, requirement written, consent and recent activity) next to its details, status and owner.
Quotation lines with HSN or SAC, discount and the right CGST and SGST or IGST from the place of supply. Email the customer a link to accept it online, and make a new version when the terms change.
What is late, missing or waiting, such as leads without an owner and deals with no next step. Fix the item and it leaves the list.
Open deals by the month they are expected to close, with their value and the weighted value: value times the deal’s own probability, or its stage’s. For everyone, or for one owner.
One project, start to finish: see K-CRM with the other apps on one demo road job →
Make a web form, list your website address and paste the code into your site, or link to the form’s own page. Spam is held back by a hidden field, a time check and limits per visitor, and each form takes at most 200 new leads a day unless you change it.
Download the template, fill it and import. Rows with a problem are listed with the reason and left out; "Only check the file" imports nothing.
A new lead is checked by phone, email and GSTIN against leads, contacts and companies. Managers merge a duplicate into the other lead: activities and files move across.
New leads go to a person by city, by product, or in turn (round robin). A lead a sales executive adds stays theirs.
A score from 0 to 100 on every lead, with the reason for each point: contact details, a valid GSTIN, source, value, consent and recent activity.
GSTIN checked including its last character, PAN that must match the GSTIN, several addresses (billing, shipping, site, office) and tags. Contacts belong to a company.
Record the purpose, date, how consent was given and the exact text agreed to. An opt-out puts the email and phone on your organisation’s do-not-contact list, and K-CRM then sends that person no email from anyone in your organisation.
A board with one column per stage, and the same deals as a list. Product lines set the deal value before GST. Mark a deal won or lost with the reason.
Open deals by the month they should close, with the value and the value weighted by probability. Late and undated deals are shown apart.
Log a call, meeting, site visit, WhatsApp chat or note on any lead, deal, company or contact. On a site visit, "Check in here (GPS)" records where you are; the phone asks first.
Plan a task with a due date and a reminder; K-CRM emails you at that time. My tasks shows what is overdue, due today and coming up, and a morning email lists anything overdue.
A quotation from the deal’s lines with HSN / SAC, discounts and terms. Same state as yours: CGST and SGST; another state: IGST, by place of supply. Printable, with the amount in words.
Sending makes a signed link for the customer, who opens it, prints it and accepts or declines with their name; you get an email. A new version stops the old link working.
Managers keep templates with the person’s name, company and your name filled in. Emails go out within 15 minutes. Opened emails are not tracked.
One list of overdue follow-ups, leads not called in 2 days, unassigned leads, deals past their close date or with no next step, and quotations about to expire.
Funnel, conversion by source, win rate, sales cycle, activity by person, overdue follow-ups and deals with no next step, for any period. Each downloads as CSV.
Organisation admin, sales manager, sales executive and viewer. Sales executives see only their own leads and deals. Every create, change, delete and send is logged.
One sign-in with Khanal ID across every app. A won deal can start its project in K-Projects. Sending a tender lead to K-Tender and an accepted quotation to K-Finance as an invoice are coming.
Every app and five bundles (CS Firm, Contractor, Construction suite, Business suite and Khanal One) now have published monthly prices; yearly is 10 times the monthly price. With the code FOUNDING26, the first 50 paying organisations of each product that sign up by 31 March 2027 pay half the list price for 12 months, then 75% for the next 12 months. Paid plans start with a 14-day free trial and no card. Prices exclude GST. Payments for apps other than K-MailSign open at launch.
survey.khanals.in is where a site is checked before the work starts: a site register, survey requests from a K-CRM deal, an on-site checklist, GPS check-in and check-out (read only when the surveyor presses the button), photos into required angles with their embedded location data removed, a measurement sheet, and the client's acknowledgement with name, mobile number and signature. It works without network on site. The BOQ is prepared from the measurements with rates and an approval step, then goes to K-Projects as a new project or into an existing one. K-Survey is part of the Construction suite and Khanal One.
K-Projects can summarise a DPR or the last seven days and explain a gap with next steps; K-CRM drafts a follow-up email and summarises a lead's or deal's timeline; K-Logistics summarises a shipment and drafts a payment reminder; K-Tender groups a tender's eligibility and document text into a checklist, with its dates, EMD and fees filled in from the tender. An open-source model runs on our own server in India: nothing goes to an outside AI service and nothing is used for training. Every draft is labelled, can be edited or dismissed, and changes or sends nothing by itself. An admin switches it on in Settings.
| Plan | What is included | Founding price (list price struck through) | Yearly (10 × monthly) |
|---|---|---|---|
| Free | 2 users, 200 leads | Free | — |
| Standard | 10 users, 10,000 leads | ₹4,990 a yearList ₹9,990 |
Both plans have leads from web forms and CSV, the pipeline and forecast, site visits and GST quotations. Nothing is sold on top of a plan. Founding price with the code FOUNDING26 for the first 12 months, for organisations that sign up by 31 March 2027 (first 50 per product); then 75% of list in months 13 to 24, then list. Yearly = 10 × monthly, for 12 months. Prices exclude GST. Trial: 14 days, with 5 team members, 500 leads, 500 web-form leads; no card needed. Payments open at launch; start a free trial now. All apps, bundles and the offer: pricing.
Indian businesses that take enquiries, follow them up by phone and on site, and send GST quotations: from an owner who sells alone to a team with sales managers and sales executives.
Make a web form in K-CRM, list your website address, and paste the form code into your site. If your site cannot run the code, link to the form’s own page or show it in an iframe on the listed site. Each enquiry becomes a lead, checked for duplicates and given to a salesperson by your assignment rules. Spam is held back by a hidden field, a time check, limits per visitor and a daily cap of new leads per form (200 unless you change it).
Only through click-to-chat links. The WhatsApp button on a lead or contact opens a chat in WhatsApp, and you can log the chat as an activity or copy a quotation link into it. K-CRM does not send WhatsApp messages by itself and is not connected to the WhatsApp Business API.
No. A sales executive sees only the leads and deals assigned to them or that they created, and the companies, contacts, activities and quotations that belong to those. Sales managers and admins see everything; viewers can read but change nothing.
Each lead and contact keeps what the person agreed to: the purpose, the date, how it was given and the exact text (for web forms, the text of the checkbox). If the person says stop, or uses the stop link in any email from K-CRM, their email and phone go on your organisation’s do-not-contact list, no one in your organisation can email them from K-CRM, and any later record with the same email or phone is marked too.
When the place of supply is in your state, the quotation shows CGST and SGST; in another state, IGST. When you send it, K-CRM makes a signed link that works until the valid-until date. The customer accepts or declines once, with their name; the time is recorded and you get an email. A new version replaces the old one and the old link stops working.
With your Khanal ID, the same sign-in used for every Khanal Group app. On a phone, use "Add to home screen" from the browser menu.
At the Founding price: Standard ₹499 a month (list ₹999). The Free plan costs nothing. Yearly is 10 × monthly. Prices exclude GST. Trial: 14 days, with 5 team members, 500 leads, 500 web-form leads; no card needed. After the trial everything stays readable.
Where each product keeps app records, files and backups is set out in one table: where your data is stored. Trial, limits and price: pricing grid.
Free tools for sales and billing work: e-invoice and e-way bill checker · MSME 45-day payment tracker · break-even calculator. After the sale, run the work in K-Projects; bidding for tenders, see K-Tender.