01 / CRM for small agencies

Run your whole business from one calm dashboard.

Track deals, send invoices, chase renewals, and let NIRU AI handle the busywork — all in one place. No spreadsheets. No training required.

Free plan · 50 contacts · no card needed

N
Dashboard
✦ AI Insights

CUSTOMERS

52

OPEN DEALS

4

PIPELINE

₹1.9L

Due today

Send Proposal with AMC

Namrata Gokhale

OVERDUE
Trusted by service teams across IndiaGST-ready · Razorpay · WhatsApp · Google Calendar

02 / New to CRMs?

A CRM is simply one place to keep every customer, conversation, and rupee.

STEP 01

Add your contacts

Import from a spreadsheet or add one by one. Every contact gets a full profile, timeline, and activity history from day one.

STEP 02

Track deals & renewals

Move deals through your pipeline. Set renewal dates for retainer clients and get automatic alerts before anything lapses.

STEP 03

Close more, worry less

Automations handle routine follow-ups. NIRU AI drafts messages. You stay focused on the relationships that matter.

03 / Why NeerSoft

Simple enough for day one. Powerful enough for year three.

Everything in one place

Deals, tasks, estimates, invoices, services and renewals — no more juggling five different tools and a spreadsheet.

So simple your team just gets it

A clean, uncluttered interface anyone can pick up on day one. Rename modules to match how your business already talks.

Meet NIRU, your AI assistant

Just ask. NIRU creates estimates, deals and tasks, finds contacts and pulls stats — in plain language, right from chat.

Start free, scale when ready

Begin on the free plan with 50 contacts. Upgrade only when you grow — every paid plan starts with a 14-day free trial.

04 / Made for how India does business

Built around tools Indian businesses already use every day.

PAYMENTS

Razorpay links

Attach a payment link to any invoice and get paid faster.

MESSAGING

WhatsApp chat

Message any contact straight from your customer list.

TAX

GST invoices

CGST/SGST or IGST handled automatically on every invoice.

CALENDAR

Google Meet

Two-way Calendar sync with auto-generated meeting links.

AUTOMATION

Zapier

Connect to 5,000+ apps and pull leads from anywhere.

LEADS

Meta Lead Ads (BETA)

New Facebook & Instagram leads land in your CRM instantly.

05 / NIRU AI Assistant

Type what you need.
NIRU does the clicking.

NIRU is your built-in AI assistant. Ask it to draft an estimate, log a deal, create a task or pull this month's numbers — in plain English, no menus to hunt through.

  • "Create an estimate for Tanvi — website redesign, ₹40,000"
  • "Which renewals are due this week?"
  • "Add a follow-up task for Aarti tomorrow"
NIRU· AI Assistant

Create an estimate for Tanvi — website redesign, ₹40,000

Done ✓ Estimate #EST-0042 drafted for Tanvi Bapat — 1 line item, ₹40,000 + 18% GST = ₹47,200. Want me to email it?

06 / Questions, answered

Still figuring out if a CRM is for you?
Start here.

A single place to track every customer, deal, invoice and follow-up — instead of scattered spreadsheets, chats and sticky notes.

Ready to get organised?

Set up your workspace in under five minutes.

Start your 14-day free trialno card needed