support@multicrm.softurecsailabs.com Mon - Sat, 9:00 AM - 7:00 PM
v18.17
Built for performance, social & full-service agencies

Turn every agency enquiry into a discovery call

Enquiries from your website, LinkedIn, Clutch and referrals land in one pipeline. Prospects get your case studies on WhatsApp, an email with service packages and a call from your strategist within minutes.

  • Website, LinkedIn & referral leads in one place
  • Auto WhatsApp case studies + rate card
  • Strategist call-back in 2 minutes
TSRNZQ ★★★★★
Loved by growing businesses
  multicrm.softurecsailabs.com/leads
New business pipelineLive
Enquiries58
Pitches17
Retainers7
KA
Kunal AroraMeta ads · D2C skincare
Pitch
IV
Ishita VermaSEO retainer · Gurugram
Proposal
AR
Abdul RahmanSocial media · Hyderabad
New
2.4xmore discovery calls
< 60sfirst response time
Auto IVR call
Your team is connected in 2 minutes
WhatsApp sent instantly
Hi Priya 👋 thanks for reaching out to PixelPeak Digital!

Works with the tools your business already uses

WhatsApp Meta Google Instagram Messenger Razorpay Stripe Shopify WordPress Google Sheets Gmail & SMTP LinkedIn YouTube TeleCMI PayPal OpenAI & Claude WhatsApp Meta Google Instagram Messenger Razorpay Stripe Shopify WordPress Google Sheets Gmail & SMTP LinkedIn YouTube TeleCMI PayPal OpenAI & Claude
2.4xmore discovery calls
< 60sfirst response time
40%faster proposal turnaround
24/7lead capture
Sound familiar?

Why agencies teams lose good leads

Speed wins deals. These are the gaps that quietly cost you customers every week.

Prospects shortlist three agencies

A D2C brand looking for performance marketing contacts several agencies; the fastest, sharpest reply wins the pitch.

Proposals take days to send

Decks, rate cards and scopes are rebuilt from scratch for every pitch, so momentum dies before the proposal lands.

Client work lives in silos

Briefs, approvals and reports are spread across WhatsApp groups, email and drives, so renewals sneak up on you.

Here is how Multi CRM fixes every one of them
Features

Everything Digital Marketing Agencies needs to grow faster

Capture client enquiries from your website, LinkedIn and ads, reply on WhatsApp instantly, auto-call prospects and win more retainers with fast proposals.

Every enquiry, one pipeline

Website forms, LinkedIn, Clutch, Meta & Google lead ads and referrals flow into one CRM with budget and service tags.

KA
Kunal AroraMeta ads · D2C skincare
Pitch
IV
Ishita VermaSEO retainer · Gurugram
Proposal
AR
Abdul RahmanSocial media · Hyderabad
New

Instant WhatsApp case studies

New prospects get relevant case studies, your rate card and a discovery-call link on WhatsApp the second they submit.

Auto IVR call-back

The prospect is connected to your strategist by IVR within two minutes, with the call recorded on the lead.

Proposals & e-sign

Build proposals from reusable service blocks, see when clients open them and collect signatures on the retainer.

Projects & timesheets

Turn signed deals into projects with tasks, deliverables and timesheets so you know which retainers are profitable.

Client reporting & renewals

Share campaign reports, raise monthly retainer invoices with GST and get renewal alerts before contracts expire.

Automation

Every enquiry answered in under 60 seconds

The moment someone fills your form, the platform takes over: a WhatsApp message, an email and a phone call — automatically, day or night.

Form submittedOn your website, landing page, ad or QR code
0 sec
Lead created & assignedDe-duplicated, scored and routed to the right person
1 sec
WhatsApp message sentPersonalised greeting, brochure or booking link
Instant
Email deliveredBranded welcome email with all the details
Instant
Automatic IVR callYour team is bridged to the customer, call recorded
2 min
Follow-ups & remindersTasks, nudges and drip messages until they convert
Day 1-30
Messages, delays and call routing are fully editable from your admin panel.
Calling customer…IVR · agent connected
Email deliveredOpened just now
38 modules · one login

One platform instead of ten tools

CRM, WhatsApp, calling, marketing, billing and operations — connected, so every customer conversation lives in one place.

Popular Leads & Sales CRM

Pipelines, scoring, round-robin routing and follow-up reminders.

Popular WhatsApp Business

Official API + WhatsApp Web: campaigns, shared inbox, templates.

Popular Smart Forms

Multi-step forms, OTP, landing forms — every entry becomes a lead.

Popular IVR & Cloud Calling

Auto call-backs, click-to-call, recordings and call analytics.

Popular Proposals & Quotes

Beautiful proposals and quotations customers accept online.

Popular Projects & Tasks

Gantt, timesheets, budgets and client portals.

AI Voice Agents

Human-like AI agents that call, qualify and book 24/7.

Email Marketing

Drag-and-drop campaigns, drips, tracking and auto-replies.

SMS & DLT

Transactional and promotional SMS with DLT templates.

Social Media Suite

Schedule posts, reply to comments and DMs from one place.

Lead Ads Sync

Meta & Google lead ads land in the CRM in real time.

Bot Builder

No-code chatbots for WhatsApp, Instagram and your website.

Omnichannel Inbox

WhatsApp, Instagram, Messenger and web chat in one team inbox.

Calendar & Booking

Booking pages, reminders, round-robin and Google sync.

AI Website Builder

Launch a fast website with AI in minutes — no code.

Online Store

Catalogue, cart, payments and WhatsApp ordering.

How it works

From first enquiry to loyal customer

Set it up once in an afternoon. The platform runs it every day after that.

1

Capture

Every enquiry from website, LinkedIn, ads and referrals is captured with budget and service.

2

Engage

WhatsApp case studies, email and an IVR call to the prospect go out automatically in minutes.

3

Pitch

Book a discovery call, send a tracked proposal and collect the e-signed retainer.

4

Deliver

Run projects, log timesheets, bill retainers with GST and renew before contracts expire.

Customer stories

Businesses like yours grow with us

★★★★★

We reply to every inbound lead with case studies in seconds now. Our pitch-to-retainer ratio has never been better.

TSTanvi SaxenaCo-founder, PixelPeak Digital · Gurugram
★★★★★

Proposals that used to take two days go out in an hour, and we see exactly when the client opens them.

RNRahul NairBusiness Head, Brandloom Media · Bengaluru
★★★★★

Timesheets per retainer showed us which clients were losing us money. We repriced three accounts in a month.

ZQZoya QureshiFounder, Kite & Co. Creative · Mumbai
Pricing

Simple plans that pay for themselves

Start free, upgrade when you grow. No setup fees, no hidden charges, cancel anytime.

Free trail

Get Free trail for 2 days

₹0/month
₹0/month, billed yearly
  • System Updater
  • Broadcasts
  • Keyword Replies
  • Auto Replies
  • Send button message
  • Chat Forms
  • Send list messages
  • Templates
  • 100 MB storage
Start for free
Most popular

Business

Designed for growing businesses that need advanced control and scalability. Manage leads, automate workflows, and streamline customer communication with powerful CRM tools.

₹499/month
₹299/month, billed yearly
  • System Updater
  • Broadcasts
  • Keyword Replies
  • Auto Replies
  • Send button message
  • Chat Forms
  • Send list messages
  • Templates
  • 100 MB storage
Get started

Premium.

Designed for growing businesses that need advanced control and scalability. Manage leads, automate workflows, and streamline customer communication with powerful CRM tools.

₹999/month
₹699/month, billed yearly
  • System Updater
  • Broadcasts
  • Keyword Replies
  • Auto Replies
  • Send button message
  • Chat Forms
  • Send list messages
  • Templates
  • 100 MB storage
Get started
Secure payments Cancel anytime Free onboarding & support Your data stays yours
FAQ

Questions, answered

Still unsure? Our team replies on WhatsApp within minutes.

Can it capture leads from our website, LinkedIn and ads?
Yes. Website forms post straight into the CRM, Meta and Google lead ads sync automatically, and LinkedIn or Clutch enquiries can be added by email parsing or integration.
Will prospects get a WhatsApp message automatically?
Yes. As soon as an enquiry arrives, the prospect receives case studies, your rate card and a discovery-call booking link on WhatsApp, followed by an email.
How does the automatic IVR call work?
Two minutes after the enquiry, the platform calls your strategist and bridges them to the prospect. Calls are recorded and logged on the lead for the whole team.
Can we build and track proposals in the CRM?
Yes. Create proposals from reusable service and pricing blocks, share them as a link, see when they are opened and collect the client's e-signature.
Can we white-label the platform for our clients?
Yes. Agencies can resell the CRM under their own brand and domain, set up a sub-account for each client and manage them all from one login.
Get in touch

Get a personalised demo for your agency

Tell us about your agency. You will get a WhatsApp and an email right away, and our expert will call you within minutes.

  • Instant WhatsApp replySeconds after you submit
  • Confirmation emailWith everything you asked for
  • A call from our expertIn about 2 minutes (business hours)
Business hoursMon - Sat, 9:00 AM - 7:00 PM

Tell us about your business

Takes 30 seconds. No spam — ever.

Ready to win more retainers, faster?

See how digital agencies book more discovery calls and close retainers faster with automated follow-ups.