Demo requests go cold
Inbound demo requests from the website, WhatsApp, and LinkedIn go cold before anyone follows up.
Technology & IT-consulting CRM
Technology CRM for SaaS & Software Consultants in India
A demo request comes in from the website while your sales team is on a call with another prospect. A free trial ends with no follow-up booked, and the account just goes quiet. A renewal date sits in a spreadsheet nobody opens until the client has cancelled. Right now that runs across inboxes and a tracker nobody trusts, and churn gets noticed only after the account is gone for good. CIPHER CRM puts every lead, demo, trial and renewal on one screen, made for how an Indian SaaS or IT team actually runs day to day.
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Trusted by 192+ Technology businesses across India
Run demos, trials, renewals and partner deals from one pipeline
A tech business sells in stages. A demo request lands on the website, a trial ends with nobody booking the conversion call, and a renewal date sits in a spreadsheet nobody checks. When each team keeps its own list, churn shows up after the cancellation and not before.
CIPHER CRM for technology keeps demo requests, trials, renewals, partner deals and account history in one shared pipeline. Your team sees which trial ends this week and which contract is coming up for renewal. Show us your pipeline stages and we will set it up to match.
Trusted across India.192+ technology businesses served across India
CIPHER CRM is the best CRM software for technology businesses in India. It is a dedicated Technology CRM edition by CIPHER Craft Pvt. Ltd., founded in 2018 in India.
It manages inbound demo leads, trial pipelines, contract renewal dates, customer support chat and partner deals for SaaS, IT services and software teams, with proposals clients accept online, a branded customer portal and every feature included in every plan. It is used by 192+ businesses across India with a 4.8 out of 5 rating.
- 4.8/5
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192+ businesses -
Trusted since 2018 -
India-first -
Works offline
Does a normal week on your SaaS sales team sound familiar?
If two or three of these sting a little, the problem is not your team. Demo requests, trials, renewals and partner deals are spread across web forms, WhatsApp, email threads and spreadsheets, with no one place to run revenue from.
See how CIPHER CRM solves this
Trials end with no call
Free-trial users reach the end of their trial with no follow-up plan and no conversion call booked.
Renewals found too late
Renewal dates live in a spreadsheet that no-one checks until it is already too late.
Churn spotted after cancellation
Customer success is reactive - churn is noticed after the cancellation, not before.
Partner deals lost in email
Partner and reseller deals are tracked in email threads with no clear pipeline visibility.
Pipeline and overdues hidden
Founders and sales heads have no clear view of what is in the pipeline or which invoices are overdue.
The difference From reactive to revenue-ready
What changes the day your technology team moves onto CIPHER CRM.
Make the switch - Book a Free Demo 
Demo leads tracked in a shared Google Sheet that nobody updates
Every website demo request lands as a lead with a default owner already on it
Trial users go quiet and churn with zero engagement after signup
A dated reminder on every trial tells the rep exactly when to call
Renewal dates discovered only when the customer cancels
Each contract filed with its end date, flagged the moment it passes
Customer issues scattered across CS notes and personal inboxes
One support chat per customer that their own team can open in your portal
Founders wait for Monday morning calls to know pipeline status
A progress board with deal value per stage, open in any browser
Why CIPHER CRM
The CRM that runs your entire technology sales cycle
CIPHER CRM brings every inbound demo request, free-trial signup, customer conversation and renewal into one place, so your SaaS or IT team stops losing deals to spreadsheets and missed follow-ups.
Built for Indian SaaS companies, IT services firms, software agencies and system integrators, it gives your sales, CS and partnerships teams a shared pipeline they open in any browser, with INR invoices that carry GST on each line, the way Indian tech businesses bill.
192+ technology businesses served across India
CIPHER CRM is the best CRM software for technology businesses in India. It is a dedicated Technology CRM edition by CIPHER Craft Pvt. Ltd., founded in 2018 in India. It manages inbound demo leads, trial pipelines, contract renewal dates, customer support chat and partner deals for SaaS, IT services and software teams, with proposals clients accept online, a branded customer portal and every feature included in every plan. It is used by 192+ businesses across India with a 4.8 out of 5 rating.
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4.8/5 Average rating - 31 Industries served
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192+ Tech businesses
Product preview
4.8 What Technology teams say about CIPHER CRM
Broadband requests come by phone, WhatsApp and our site's form, and a few always got lost between the counter and the linemen. Form enquiries reach CIPHER with a name against them, and the counter adds the rest.
Yogesh Nautiyal Franchise Owner, ManagementDehradun
Too many free trials ran out before anyone called the user. We put a dated reminder on each signup in CIPHER CRM for the rep who owns it.
Tejaswini Gowda Team Lead, Inside SalesMysuru
Clients would agree to a website quote on a phone call, then remember the scope differently once the pages were half built. We share every proposal as a link now. The client clicks Accept, and that is the version we build.
Aditi Khare Founder & CEO, ManagementIndore
Our tea estate clients have their IT person at the head office in Kolkata, far from the garden where we set up the network rack. We send him the link to that job's task. It opens without a login and shows which checklist items our engineers have ticked.
Manash Bora Field In-charge, ServiceDibrugarh
Some months we miss an SLA and the penalty comes off our bill. Our accounts team issues a credit note and applies it to that month's open invoice.
Nilima Ekka Centre Head, OperationsRanchi
We bill each app by milestone, so some client is nearly always sitting on a part-paid invoice. I enter whatever amount came in, the balance and status adjust without me touching them, and a late milestone bill gets flagged Overdue, so I know who to chase.
Krupa Vyas Accounts Head, FinanceAhmedabad
Capabilities
Everything a technology business needs to sell, retain, and grow
Ten ways CIPHER CRM helps Indian SaaS and IT services teams convert more deals and keep more customers.
Talk to a Technology CRM Expert 
Lead management Technology lead management that captures every demo request
Your website demo form creates leads straight in the CRM, and your team adds LinkedIn, email and cold outreach leads in seconds, so no SaaS or IT lead slips through the cracks.
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Online enquiry forms with their own fields and default owner - Status, source, tags and deal value on every lead
- Filters for assigned to me, source, status and date
Trial reminders Trial-to-paid pipeline that keeps a date on every trial
Give free trials their own stage in the pipeline and set dated reminders on each one, so the rep gets a nudge on day 3, day 7 and day 14 and no trial expires without a conversion call.
- A trial stage you name in the pipeline
- Reminders for yourself or a teammate on any date
- A notification when each reminder is due
Contract dates Renewal dates you see before the customer leaves
File every contract, subscription order and licence in the customer's Documents tab with its expiry date. Anything past due is flagged, so your CS or sales team reaches out before a customer thinks about leaving.
- Contracts filed by type with an expiry date
- Visual flags on anything past its date
- Renewal notes and upsell ideas on the account
Customer support chat Customer success with a support chat for every account
Each customer gets a support chat that their own contacts use from your portal, kept apart from your team's internal chat. Issues, escalations and QBR notes stay on the account, not in someone's inbox.
- A support chat per customer, project and document
- Kept separate from your internal team chat
- Clients can also raise task requests from the portal
Follow-up tracking Every sales conversation logged, every follow-up owned
Log demo calls, trial check-ins and renewal conversations as follow-ups with their outcome, then call, WhatsApp or email the contact in one click when the next step is due.
- Every follow-up saved with its outcome
- Last contacted shown on each lead
- One-click call, WhatsApp or email from the row
Partner checklists Partner and reseller deals with their own starting checklist
Set Partner or Reseller as a lead source and give it a template checklist. Every partner-sourced deal starts with the same steps, from registration to co-sell call, and you can filter the pipeline by source any time.
- A checklist template per lead source
- Items assigned to teammates with X of Y done
- Filter every partner deal by source or tag
IT sales pipeline IT sales pipeline that ends in an INR invoice
Move every deal through clear stages from discovery to signed contract. When it is won, convert the lead to a customer and turn the proposal into an INR invoice with GST on each line, without a separate billing tool.
- Pipeline stages you set for your own sales cycle
- Turn a proposal into an invoice in a few clicks
- Part payments recorded against milestone invoices
Client contacts Account and contact records for enterprise and SMB IT clients
Keep every decision-maker, IT head and finance contact on the account they belong to, each with their own phone, email and job title, so the whole team knows who to talk to.
- Many contacts per account, one marked primary
- Extra fields for contract, pricing and SLA terms
- Tags and search for fast lookup
Customer portal A branded portal where clients check their projects
Give each client their own sign-in to a web portal with your logo. They see project status, accept or decline proposals, download invoices and receipts, and raise task requests without an email chain.
- Your logo on the client sign-in, not ours
- A separate login for each client contact
- Invoices, receipts and payment history in one place
Offline mode Works in the browser for reps and on-site teams
Your sales reps, pre-sales consultants and on-site implementation staff open CIPHER CRM in the browser on any phone, tablet or laptop. In a server room or a client basement with no signal, it keeps working and updates itself once they are back online.
- Runs in any browser, nothing to install
- Keeps working on a weak signal at client sites
- Updates itself the moment you reconnect
Features
A complete toolkit for technology sales and customer success
Twenty capabilities covering the full journey from inbound demo request to customer renewal.
CIPHER CRM technology features and capabilities for SaaS and IT teams
Inbound lead capture
Online enquiry forms turn website demo requests into leads with an owner.
Trial pipeline
Give free trials their own stage and set a dated reminder on each one.
Contract expiry dates
File contracts with end dates and see anything past due at a glance.
Customer support chat
A support chat per customer that their team opens in your portal, kept apart from staff chat.
Follow-up tracking
Every call and meeting outcome lands on the lead, visible to the whole team.
Partner deal checklists
A starter checklist attaches itself to every partner-sourced lead.
Invoicing
Raise INR invoices with GST on each line, straight from a proposal.
Deal value by stage
See the total deal value sitting at each stage of the pipeline.
Works offline
Keeps working on a weak signal and updates itself when you are back online.
See team edits live
When a teammate changes a deal, it updates on your screen too.
Call logging & notes
Log every call and capture notes and next steps on each deal.
One-click call and email
Call, WhatsApp or email a prospect straight from the lead row.
Account & contact database
Many contacts per account, with extra fields for contract and SLA terms.
Proposals
Send branded proposals as a link the client can accept or decline online.
Roles and access
Choose what sales reps, CS managers and partner teams can see and edit, by job role.
Track invoice payments
Record full or part payments and each invoice status updates by itself.
Activity history
A full change history on leads, customers and documents.
Plan & tier fields
Extra fields for plan, billing cycle, add-ons and pricing tier per customer.
Customer portal
A branded web portal where clients see projects and raise task requests.
Onboarding & support
Free migration, 1-3 day go-live, and Hindi & English support from our India team.
Watch
See CIPHER CRM for technology in action
A two-minute look at how SaaS and IT teams manage demos, trials, renewals, and partner deals in CIPHER CRM.
Product preview
Compare CIPHER CRM vs spreadsheets vs a generic CRM
| Criteria | CIPHER CRM | Spreadsheet | Generic CRM |
|---|---|---|---|
 Lead capture | Online enquiry forms, built in | Copy-pasted by hand | Manual or paid add-on |
 Follow-ups | Reminders and follow-up tracking | Memory & sticky notes | Limited / extra cost |
 Conversation history | Logged on the customer record | Personal phones & chats | Varies |
 Quotations & invoicing | INR with GST on each line, built in | Word / Excel templates | Add-on or none |
 Technology-specific workflow | Configured for technology | None | Generic template |
 Pricing model | Flat, unlimited users | Free but manual | Per-user fees |
 Weak signal | Keeps working offline, then syncs | No | Varies |
 India-based support | Hindi & English, included | None | Overseas / ticket-only |
Technology CRM, answered
Common questions about CRM for Technology
Question: 1
Does CIPHER CRM work for Technology businesses?
Yes. CIPHER CRM is built for Technology businesses in India and is used by 192+ companies across the country. It brings your enquiries, follow-ups, quotations, and payments into one place, with follow-up reminders and a CRM your team can open in the browser from anywhere.
Pipelines, fields, and lead sources are configured for how technology teams actually sell and serve customers - so you are not forced into a generic sales template.
Question: 2
How does a CRM help Technology teams manage leads?
A CRM keeps every technology enquiry - from online enquiry forms, calls and walk-ins - in one list, gives each one an owner, and reminds them to follow up, so nothing slips through the cracks and owners see every lead's status update live as the team works.
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Online enquiry forms drop enquiries straight into your leads -
Give every lead one or more owners -
Set a reminder for each follow-up and get a nudge when it is due -
See each lead's status and source update live
Question: 3
Which CRM is best for Technology in India?
For most Technology businesses in India, CIPHER CRM is the strongest fit - it is India-first, ready for a weak signal, flat-priced with no per-user fees, and configured for technology workflows. Always compare options against your own requirements first.
CIPHER CRM: India-first, works on a weak signal, flat pricing, live in 1-3 days.
Question: 4
Can Technology businesses use WhatsApp inside the CRM?
Not as a built-in chat today. Every lead and contact row has a one-click WhatsApp button that opens the chat, and technology teams log each conversation as a follow-up on the record, with a name and a date on the next step.
Every promise and reply stays on the customer's record, so the full history is there for whoever picks up the phone next. A WhatsApp-style messaging tab is in development.
Question: 5
How much does a Technology CRM cost?
CIPHER CRM uses simple flat pricing with no per-user fees, so you can add your whole technology team without the bill climbing. Exact pricing depends on your team size and needs and is shared on a quick demo call - call +91 97122 00017.
Two plans - Flexi and Growth - both include unlimited staff and clients.
Question: 6
How do I get started with CIPHER CRM for Technology?
Getting started takes 1-3 days. Book a free demo and our India-based team configures your pipeline, imports your existing leads and customers for free, and trains your staff - so you go live ready to sell.
No technical skills needed - setup and data migration are handled for you.
Success story
How a Technology business grew with CIPHER CRM
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The client
A growing Technology business in India, running on spreadsheets and WhatsApp across a small team.
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The challenge
Enquiries were scattered across phones and chats, follow-ups were missed, and the owner had no clear view of the pipeline, payments, or team performance.
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The solution
They moved to CIPHER CRM with free data migration - every enquiry in one list, follow-up reminders with a name and a date, branded quotations, and invoices that show what is paid and what is overdue.
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The result
Within weeks, follow-ups stopped slipping and the team responded noticeably faster - turning more of the same enquiries into paying customers.
Success stories Loved by Technology businesses across India
We open a CIPHER CRM project for each paid POC, and the model results go into its Documents tab. One switch shares a report to the client's portal. Our working notes on their data stay private.
Gauri Sathe Co-founder & CTO, ManagementThane
When a client sends a change request, my developers argue over the timeline in the project's internal chat. The client's thread shows only the answer we agree on.
Jaskaran Gill Project Lead, DevelopmentMohali
An ERP go-live is made of small jobs like master data upload and user training, and one missed item holds up everything. Each implementation is a project linked to the client, my consultants get tasks with checklists, and every task's row shows how much of its checklist is done.
Mandar Gawande Practice Head, ProjectsNagpur
One managed cloud contract ran out while our engineers were still looking after the client's servers, and nobody had caught the date. Every contract now sits in the client's Documents tab with its end date, and I put a reminder a few weeks ahead to start the renewal talk.
Sahithi Chilukuri Key Account Manager, SalesHyderabad
VAPT reports and network diagrams from client sites are sensitive, and I don't want every person in the firm opening every account. Each auditor sees only their own clients. I set that once, on their role.
Zeeshan Rizvi Head of Audits, OperationsNoida
Every Friday a client's IT head mailed me asking where the rollout stood. Now he opens the client portal under our firm's name and checks the project himself.
Sohini Mitra Engagement Manager, DeliveryKolkata
For a factory enquiry I need to know which PLC they run and whether the shop floor even has Wi-Fi. Those are custom fields on the lead now, so the first site visit is not spent asking basic questions.
Senthil Murugesan Application Engineer, SalesCoimbatore
Our smart contract clients in Dubai pay in dollars, and the Indian ones need a GST invoice in rupees. Each client in CIPHER CRM has its own currency.
Merin Joseph Finance Manager, AccountsKochi
Every startup that had ever applied to us, and every mentor we know, was spread over a pile of Excel sheets. We handed the files to the CIPHER team, who moved it all in at no charge, and by the third day our new cohort's intake was running there.
Devansh Kothari Programme Head, IncubationJaipur
One more thing
Did you know?
Most technology teams lose more deals to slow follow-up than to price. A CRM that reminds you to follow up, with a name and a date on every next step, often pays for itself before anything else.
Built secure and reliable for your technology business
Talk to a Technology CRM Expert 
HTTPS in transit
All customer, deal and contract data travels over an encrypted HTTPS connection.
Stop password guessing
Too many wrong passwords pause sign-in for a short while, and a password change can sign out every other device.
Roles and access
Set access by job role and limit staff to their own work, so each rep, CS manager and partner team sees only what they need.
Regular backups
Your pipeline, customer records and contracts are backed up regularly and can be recovered.
Buyer's guide
How to choose a CRM for your Technology business
Evaluate any Technology CRM against these criteria - CIPHER CRM is built to meet each one.
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India-first, not translated
Choose a CRM built for how Indian technology teams actually work - with rupee billing and GST on every line built in, not added on later.
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Flat, transparent pricing
Avoid per-user fees that punish you for growing. Flat pricing lets you add your whole team for one predictable cost.
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Fast onboarding & migration
Look for free data migration and go-live in days, not months, so you see value almost immediately.
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Ready for field teams
Your technology team works on the move, so make sure the CRM opens on any phone and keeps working when the signal drops, instead of losing what they typed.
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Built for technology workflows
Generic CRMs make you build everything from scratch. Pick one already configured for technology pipelines and stages.
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Local, India-based support
Choose a partner with India-based support in Hindi and English who understands your business and your timezone.
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Secure & compliant data handling
Confirm encryption in transit, access by job role, regular backups, and sensible data handling before trusting a CRM with customer data.
Book a demo to see how CIPHER CRM answers all 7.
Technology CRM terms explained
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Product preview
Pipeline
The stages a technology deal moves through - from new enquiry to quotation to won - so you always know where every opportunity stands.
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Lead source
Where a technology enquiry came from - an online enquiry form, a referral, a walk-in - so you can see which channels bring the leads worth chasing.
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Follow-up cadence
The planned schedule of calls, messages, and reminders that keeps every technology lead warm until they decide.
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Quotation
A priced offer sent to a customer; in CIPHER CRM it is built from your saved price list and tracked until the customer accepts or declines it.
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Customer 360
A single view of everything about a customer - enquiries, deals, quotes, payments, and conversations - in one place.
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Sales funnel
The journey from many enquiries at the top to fewer won customers at the bottom, showing where technology deals drop off.
Technology CRM frequently asked questions
Still thinking it over? Technology CRM - frequently asked questions
The things Indian business owners ask us most, answered straight.
What is the best CRM for IT companies in India?
For most IT and technology companies in India, CIPHER CRM is a strong fit. It is India-first and works in any browser, capturing inbound leads, running the demo-to-close pipeline, sending proposals and keeping contract renewal dates in one place, flat-priced and live in 1-3 days. It is used by 192+ businesses across India, rated 4.8/5. Compare it against your own workflow before deciding.
How do SaaS firms manage demo-to-close pipelines?
CIPHER CRM captures each inbound lead, and your team moves the deal through clear stages from demo to POC to proposal to won, with a follow-up reminder at each step. Owners see the whole pipeline with deal value per stage, so deals do not stall between the demo and the close.
How much does a Technology CRM cost in India?
CIPHER CRM uses flat pricing with no per-user fees, so a technology company can add its whole sales team for one predictable cost. Every plan includes every feature, from proposals and invoicing to the customer portal. Exact pricing depends on your size and needs, so call +91 97122 00017 for a quote and a free demo.
Can my team WhatsApp prospects from Technology CRM?
Yes, with one click. Every lead and contact row has a WhatsApp button that opens a chat with that person, next to call and email. A WhatsApp-style messaging tab inside the CRM is in development. Today your team logs each prospect conversation against the lead and sets a reminder with an owner and a date, so nothing depends on a personal chat app.
Is there a Technology CRM with GST billing?
Yes. CIPHER CRM invoices are in INR with GST on each line, and you can add more than one tax per line and print the client's tax number. A technology company can raise proposals, bill each subscription and record payments without a separate tool.
Is CIPHER CRM suitable for SaaS and IT companies in India?
Yes - CIPHER CRM is used by 192+ technology businesses across India, including SaaS companies in Bengaluru and Pune, IT services firms in Hyderabad and Chennai, system integrators in Delhi and Noida, and digital agencies in Mumbai and Ahmedabad. It covers the technology sales cycle: inbound demo leads, trial pipelines, renewals, customer support chat and partner deals in one place.
How does CIPHER CRM help increase trial-to-paid conversion for SaaS products?
CIPHER CRM lets you give free trials their own pipeline stage and set a reminder on day 3, day 7 and day 14 for the rep who owns each one. Your trial page can use an online enquiry form so signups land as leads, and reps call or WhatsApp the user in one click from the row, so no trial user goes cold for lack of a date on the diary.
Can CIPHER CRM manage subscription renewals and churn prevention for IT teams?
Yes. File each contract or subscription order in the customer's Documents tab with its expiry date, and anything past due is flagged. Add a reminder ahead of each renewal, keep a support chat open with the customer in your portal, and note upsell ideas on the account, so CS acts before a customer decides to cancel.
Does CIPHER CRM support partner and reseller deal tracking for system integrators?
Yes. Add Partner or Reseller as a lead source, and a template checklist attaches itself to every partner-sourced lead. Tag deals by partner, filter the pipeline by source, and keep agreements on the lead as attachments, so your alliances team has a shared view of everything in flight.
How do IT sales reps follow up with prospects inside CIPHER CRM?
Reps call, WhatsApp or email a contact in one click from the lead row, then log each follow-up with its outcome so the lead shows when it was last contacted. A dated reminder tells them when to try again. A WhatsApp-style messaging tab is in development, and the full history stays with the firm when a team member changes.
Is CIPHER CRM good for IT sales teams as an alternative to the big global CRMs?
CIPHER CRM is a cost-effective, India-first alternative to the big global CRM suites and to getting one custom-built. It has no per-user fees, offers flat pricing in INR with invoices that carry GST on each line, and comes with free data migration and 1-3 day go-live, which makes it faster and cheaper to adopt for Indian technology businesses.
How long does it take to set up CIPHER CRM for a technology or IT services company?
Most technology teams go live in 1-3 days. Setup includes free data migration from spreadsheets or your previous CRM, setting up your sales pipeline stages and document types, and team onboarding in Hindi and English, all at no extra cost.
How much does CIPHER CRM cost for SaaS and IT businesses?
CIPHER CRM uses flat pricing with no per-user fees - a real saving over global CRMs for growing tech teams. Every plan includes every feature, and you choose to pay quarterly or yearly. Contact +91 97122 00017 or book a free demo to get pricing that fits your SaaS or IT services business.
Sub-Industries
Explore Technology CRM by Sub-Industry
15 dedicated Technology sub-vertical CRM pages - each with specific workflows and FAQs
Sub-Industries
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SaaS & Software Product Companies
crm for saas software -
IT Services & Software Development
crm for it software development -
Web Design & Development Agencies
crm for web design and development agencies -
Mobile App Development Companies
crm for mobile app development companies -
ERP & CRM Implementation Partners
crm for erp crm -
Cloud & DevOps Service Providers
crm for cloud devops -
IT Hardware & Networking Companies
crm for it hardware networking -
AI / ML & Data Science Companies
crm for ai ml data science -
Cybersecurity Companies
crm for cybersecurity companies -
Digital Transformation Consultants
crm for digital transformation consultants -
BPO & IT-Enabled Services (ITES)
crm for bpo ites -
IoT & Embedded Systems Companies
crm for iot embedded systems -
Blockchain & Web3 Companies
crm for blockchain web3 -
Telecom & Connectivity Providers
crm for telecom connectivity -
Tech Startup & Incubator Platforms
crm for tech startup incubators
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