TRUSTED BY SALES TEAMS AT
Techno CompanionRealty PartnersSunrise HomesVertex SalesMetro BrokersTechno CompanionRealty PartnersSunrise HomesVertex SalesMetro Brokers
CRM DOST AI
CRM Dost AI: live now, getting stronger
We are shipping powerful AI and automation capabilities in focused phases so your team gets immediate value now, with clear roadmap momentum.
LIVE NOW
CRM Dost AI Control Center + Credits Wallet
One place to enable or disable AI by feature, monitor credit balance, and control usage at company and user level.
Master AI toggle
Feature-level controls
Credit wallet and ledger
CRM Dost AI Chatbot Builder (Owner Controlled)
Teams can create AI chatbot widgets with custom prompts, auto-reply, human interruption protection, and confidence-based handover.
Custom AI prompt per widget
Human takeover protection
Lead auto-create and auto-assign options
CRM Dost AI Email Workspace
Configure company SMTP once, generate drafts with AI, and send directly from CRM Dost with clear usage controls.
Company SMTP setup
AI-assisted compose
Manual review before send
COMING SOON
CRM Dost AI Auto Top-up Guardrails
Automatic credit top-ups with configurable daily and monthly spending caps to avoid runaway spend.
Threshold-based top-up
Budget caps
Owner-first controls
CRM Dost AI Usage Insights
Cross-feature AI analytics to track usage trends, costs, outcomes, and optimization opportunities.
Feature-wise usage trends
Cost and credit analytics
Performance breakdowns
CRM Dost AI Approval-first Outbound
For sensitive workflows, AI drafts are proposed first and sent only after explicit user approval.
Human-in-the-loop sending
Safer compliance posture
Audit-ready approvals
EVERYTHING IN ONE PLACE
Four modules. One dost.
No plugins, no add-ons, no per-seat surprises — leads, attendance, team and property management, built into the same simple app.
Lead Management
Track every lead from first contact to closed-won with a status pipeline built for how your team sells.
Kanban + list views
Call, WhatsApp, Email in one tap
Custom status pipeline
Attendance
GPS + selfie check-in, breaks, leave and regularization — built for field and office teams alike.
Geofenced check-in/out
Leave & approvals workflow
Per-location work rules
Team Management
Invite reps, define roles & permissions, and see your whole org hierarchy at a glance.
Org chart, 6 levels deep
Custom roles & permissions
Reporting hierarchy
Property Management
List, photograph and share properties with a workflow built for real estate teams.
Drag-and-drop photo upload
Public & private listings
Lead auto-assignment
Campaigns & Templates
Reach leads faster with reusable WhatsApp and email templates tied to your pipeline stages.
Saved message templates
Connect your own WhatsApp Business account
Stage-triggered follow-ups
AI Email Workspace
Configure your company mailbox once, draft emails manually or with AI, and send from CRM Dost without switching tools.
Per-company SMTP setup
AI-generated subject and body drafts
Manual edit before send
Reports & Insights
See team performance, conversion trends and channel mix without exporting a single sheet.
Team leaderboards
Conversion funnel trends
Channel-wise breakdowns
BUILT FOR YOUR INDUSTRY
Whoever you are, CRM Dost fits
From a two-person consultancy to a multi-branch college admissions office — the same simple system adapts to how you sell and follow up.
Companies & Businesses
Run your whole sales org — leads, attendance and team hierarchy — from one workspace instead of five disconnected tools.
Multi-team lead routing
Field & office attendance
Role-based reporting
IT Consultancies
Track long B2B sales cycles, client proposals and billable-hours attendance without juggling spreadsheets per client.
Long-cycle pipeline stages
Client-wise lead history
Consultant time tracking
Schools & Colleges
Manage admission enquiries as leads, track counsellor follow-ups, and mark staff attendance across campuses.
Admission enquiry pipeline
Counsellor performance
Multi-campus attendance
Property Firms
List properties, auto-import enquiries from portals, and route leads straight to the right rep — built for real estate.
Portal & ad lead auto-import
Property listing management
Site-visit scheduling
AUTOMATIONS & INTEGRATIONS
Leads flow in — you don't chase them
Connect the places your leads already come from, and let CRM Dost capture and route them automatically.
Property portal auto-import
Every enquiry from your listings on the big property portals lands directly in your pipeline — no manual copy-paste, ever.
MagicBricksHousing.com99acres
Know more
Ad-platform lead sync
Full lead-form automation from your ad accounts — new submissions become leads in CRM Dost within seconds.
Google AdsFacebookInstagram
Know more
Build your own chatbot
Design a lead-capture chatbot inside CRM Dost — no code — and drop it onto your own website with one script tag.
No-code builderEmbed on any site
Know more
NEW IN CRM DOST
Multi-tenant WhatsApp coexistence, built for scale
From onboarding to webhook reliability, CRM Dost now supports tenant-safe WhatsApp flows so each business connects and runs its own number with enterprise-grade control.
Coexistence with WhatsApp Business app
Eligible teams can keep using the WhatsApp Business app while CRM Dost handles Cloud API messaging, webhooks, and shared inbox sync.
Business app + CRM inbox together
Supported app echo handling
Human takeover protection built in
Tenant-owned Embedded Signup
Each customer connects their own Meta Business assets using secure Embedded Signup and state-verified callback completion.
Customer-owned WABA and number
No cross-tenant token sharing
Guided connect and health checks
Queue, retry, and delivery reliability
Webhook and outbound pipelines use retry backoff and DLQ-aware processing so conversations remain durable during provider failures.
Signed webhook ingestion
Retryable outbound sends
Operational controls via env
THE LEAD JOURNEY
Watch a lead move through CRM Dost
A real walkthrough — same lead, five moments, one pipeline.
STEP 1 · CAPTURE
Rahul enquires on 99acres
A 3BHK listing enquiry lands in CRM Dost automatically — no copy-paste.
RV
Rahul Verma
via 99acres · 3BHK Gurugram
STEP 2 · QUALIFY
Auto-tagged and routed
Status is set to Fresh and the lead is assigned to the right rep by territory.
Fresh→Assigned · Sahil J.
STEP 3 · ENGAGE
First WhatsApp message
One tap to call or message — logged straight onto the lead timeline.
"Hi Rahul, thanks for your interest in the 3BHK — are you free for a call today at 4 PM?"
STEP 4 · FOLLOW UP
Reminder fires on time
A due-today alert keeps the site visit from slipping through the cracks.
Site visit due today · 2:30 PM
STEP 5 · CLOSE
Closed Won — ₹42L
Deal value and reason are captured, feeding straight into team reports.
Closed Won₹42,00,000
4.2 days
avg. Fresh to Closed Won
27.5%
average conversion rate
3x
faster follow-up with reminders
LEAD MANAGEMENT
From first contact to closed-won
Every lead moves through one clear pipeline — nothing falls through the cracks.
STEP 1
Capture the lead
Add manually, import CSV, or auto-capture from WhatsApp, ads or your website.
+ New lead · Fresh
STEP 2
Auto-tag & assign
Status defaults to Fresh, priority to Medium, and it lands with the right rep.
Assigned to Karan Mehta
STEP 3
Call, WhatsApp or email
Every touchpoint is one tap away and logged straight onto the timeline.
Call logged · 4 min 12 sec
STEP 4
Move through the pipeline
Drag on the board, tap Change status, or use the list — your choice.
Interested → Scheduled Visit
STEP 5
Closed Won
Deal value and outcome are captured, feeding straight into team reports.
Closed Won
ATTENDANCE
Check in, work, get approved
GPS and selfie verified for the field, one tap for the office — approvals in seconds.
STEP 1
Check in
GPS geofence + optional selfie confirm the rep is really on-site.
✓ Checked in · 9:14 AM
STEP 2
Work, with breaks logged
A live timer tracks hours; breaks are logged with one tap.
On break · 14 min
STEP 3
Missed a punch? Regularize
Reps request a fix; managers approve or reject with one tap.
Regularization pending approval
STEP 4
Leave, on the same screen
CL, SL, EL, WFH, half-day, paternity/maternity — all defined by admin.
Leave approved · 2 days
TEAM MANAGEMENT
See your whole org at a glance
Invite reps, define who reports to whom, and control access with roles.
STEP 1
Invite a user
Add name, phone and choose who they report to.
Reports to Sahil Jain
STEP 2
Hierarchy builds itself
The org chart updates automatically, up to 6 levels deep.
Org chart · 6 levels
STEP 3
Assign a role
Custom roles & permissions control exactly what each person can see.
Role: Sales Rep
STEP 4
Track performance
See leads, conversions and attendance per rep, rolled up by manager.
27.5% conversion this month
PROPERTIES
List a property in minutes
Drag-and-drop photos, public or private listings, auto-assigned leads.
STEP 1
Add property details
Name, price, address and type — grouped into clear, simple sections.
Mannat Villa · ₹2.4 Cr
STEP 2
Drag-and-drop photos
Upload, reorder and set a cover photo — no forced cropping.
6 photos · cover set
STEP 3
Public or private
Share publicly or keep it internal — and assign a CRM Dost user.
Public
STEP 4
Leads flow in
Enquiries from the listing become leads, auto-assigned to a rep.
New lead · auto-assigned
PROPERTY TO CLIENT
From listing to site visit
One property, shared everywhere, tracked all the way to close.
STEP 1
Add a property
List a property with photos, price and details in minutes.
Mannat Villa · ₹2.4 Cr
STEP 2
Public or private
Choose whether it's visible to everyone or kept internal.
Public
STEP 3
Assign a CRM user
Route enquiries on this listing straight to the right rep.
Assigned to Priya Mehta
STEP 4
Share anywhere
One link works on social media, WhatsApp or direct message.
WhatsAppInstagramSMS
STEP 5
Get traction
Track views and shares as interest builds.
142 views this week
STEP 6
Client reaches out
Interested buyers message you directly from the listing.
"Hi, is this still available?"
STEP 7
Schedule an appointment
Book the site visit right from the conversation.
Site visit · Sat 11:00 AM
STEP 8
Auto-assign & remind
Logged as a lead, auto-assigned, with a reminder set on time.
Lead created · reminder set
BUILD YOUR CHATBOT
From bot to booked lead
Design it once, capture leads on autopilot.
STEP 1
Create a chatbot
Start a new chatbot from the no-code builder.
New chatbot · Draft
STEP 2
Add your UI
Pick colors, avatar and greeting to match your brand.
STEP 3
Design your fields
Choose exactly what to ask — name, phone, budget, interest.
NamePhoneBudget
STEP 4
Configure lead source
Every chat is tagged so you know exactly where it came from.
Source: Website Chatbot
STEP 5
Copy the code snippet
One script tag, generated for you — no developer needed.
<script src="dost.chat/w1">
STEP 6
Add it to your site
Paste it into your website's HTML — live in minutes.
yourwebsite.com
STEP 7
Visitor starts a chat
A visitor chats in, right on your site.
"Tell me about 3BHKs in Gurugram"
STEP 8
Lead created or matched
New number → new lead. Known number → attached to their existing lead.
New lead created
EMBED A WEB FORM
From form fill to new lead
Your own form, wired straight into the pipeline.
STEP 1
Create a custom form
Start a new lead-capture form.
New form · Draft
STEP 2
Add your UI
Style it to match your website.
STEP 3
Design your fields
Add exactly the fields you need to qualify a lead.
NameEmailCity
STEP 4
Configure lead source
Every submission is tagged with this form as its source.
Source: Contact Form
STEP 5
Copy the snippet or REST API
Embed the widget, or post directly from your own backend.
POST /v1/leads
STEP 6
Add it to your site
Live on your site or app in minutes.
yourwebsite.com/contact
STEP 7
Visitor submits the form
A new lead lands in CRM Dost the moment they hit submit.
New lead created
SHARE AN INSTRUCTION
From a shared link to an assigned lead
For registrations that happen on someone else's site.
STEP 1
Create an instruction
Define a lead-capture instruction for a partner site or event.
New instruction · Draft
STEP 2
Add your fields
Choose what information to collect on registration.
NamePhone
STEP 3
Configure lead source
Tag it so every lead shows exactly where it came from.
Source: Partner Instruction
STEP 4
Copy the REST API & share
Hand the endpoint to the partner site's team, or your own.
POST /v1/leads/instruction/42
STEP 5
User registers interest
Someone signs up on the third-party site or event page.
Registered on partnersite.com
STEP 6
Lead created directly
It lands in CRM Dost immediately — no manual entry.
New lead created
STEP 7
Auto-assigned or editable
Goes straight to your preset assignee — or edit and assign it yourself.
Auto-assigned to Karan Mehta
HOW IT WORKS
Live in a day, not a quarter
1
Sign up
Create your workspace in under 2 minutes — no credit card needed.
2
Invite your team
Add reps, set roles, and define your org hierarchy.
3
Connect your channels
Bulk CSV import or connect your own WhatsApp Business account with Embedded Signup — your pipeline, day one.
4
Start selling
Track leads, attendance and properties from a single dashboard.
WHY TEAMS SWITCH
Loved by reps, trusted by admins
"We switched from spreadsheets to CRM Dost and never looked back. My team actually uses it — that's the real win."
SJ
Sahil Jain
Sales Lead, Techno Companion
"The attendance module with GPS check-in solved a real problem for our field reps. Approvals take seconds now."
NK
Neha Kapoor
Operations Manager
"Property listings with drag-and-drop photos finally feels like a modern tool, not a legacy CRM."
RK
Rohit Kumar
Founder, Realty Partners
PLANS
Choose the perfect plan for your business
Scale your CRM with plans designed to grow with your business.
Loading latest plans...
Free
For solopreneurs and micro teams just getting started with CRM basics.
FREE
WHAT'S INCLUDED
1 user only
Lead management - create, view, follow-up
Basic dashboard
Company settings
Community support
Starter
For small teams ready to professionalise their sales and marketing operations.
₹949/mo
Billed monthly
🛡 30-day money-back guarantee
WHAT'S INCLUDED
Up to 100 users
Full lead lifecycle management
Team management and hierarchy
Roles and designations
Email templates
Campaign management
Reports and analytics
Email support
MOST POPULAR
Pro
For growing businesses that need automation, attendance, WhatsApp and web forms.
₹1,799/mo
Billed monthly
🛡 30-day money-back guarantee
WHAT'S INCLUDED
Up to 1,000 users
Everything in Starter
Attendance - check-in/out, approvals, reports
Web forms - embed and auto-capture leads
Chatbot - AI lead capture widget
Tenant-owned WhatsApp Business connection
Audit logs and compliance trail
Priority support
Enterprise
Unlimited scale for large organisations needing all modules, dedicated support and custom SLAs.
₹9,999/mo
Billed monthly
🛡 30-day money-back guarantee
WHAT'S INCLUDED
Unlimited users
Everything in Pro
Properties module (real estate vertical)
Dedicated account manager
Custom integrations and API access
99.9% SLA uptime guarantee
24/7 phone and email support
On-premise deployment option
30-day money-back guarantee
No credit card required for free plan
Cancel or change plans anytime
99.9% uptime SLA