CRM Software for Small Businesses in India — Online, Self-Hosted & Customized
Aapka Data, Aapka Server, Aapka Control 🗂️
Websicon sets up CRM software for Indian small and mid-sized businesses — online CRM your team uses in any browser or on mobile, built on Perfex CRM, Rise CRM or Concord CRM and hosted on your own server. You get leads, follow-ups, quotations, invoicing and support in one system, with no per-user monthly fees.
💬 WhatsApp — Free DemoAapko Kyun Chahiye?
Excel aur WhatsApp se customers manage karte hain — follow-ups miss ho jaate hain
Cloud CRM mein data foreign servers pe store hota hai — privacy risk
Expensive monthly subscription — ₹2,000–₹10,000/month bina ownership ke
What Is Self-Hosted CRM?
CRM software (customer relationship management software) keeps every lead, customer, conversation, quotation and invoice in one place, so follow-ups are not forgotten and managers can see the whole sales pipeline. For most Indian SMEs it replaces a mix of Excel sheets, diaries and WhatsApp chats.
A self-hosted CRM is still online CRM software: it runs on a cloud server and your team logs in from any browser or phone, wherever they are. The difference from Zoho or Salesforce is ownership — the server and data are yours, and you pay a one-time license and setup instead of a monthly fee per user.
A self-hosted CRM (Customer Relationship Management) system is software that runs on your own server, giving you complete ownership of your customer data. Unlike Salesforce or Zoho which store your data on their American servers, self-hosted CRMs keep everything within India — on a server you control.
We specialize in Perfex CRM, Concord CRM, and Rise CRM — powerful, feature-rich systems that cost a one-time setup fee with no recurring license costs. You pay once, you own it forever.
These CRMs handle lead management, customer follow-ups, project management, invoicing, proposals, support tickets, and much more. We customize them completely for your specific industry and workflow.
What's Included
Our Process
Requirements
We understand your sales process, team structure, and data needs.
Installation
CRM installed on your server with security hardening.
Customization
Modules, fields, workflows configured for your business.
Training & Launch
Team training and data migration from your existing system.
Transparent Pricing
All prices in INR + 18% GST · 50% advance, 50% on delivery
Perfex CRM Setup
- Perfex CRM installation
- Basic customization
- User setup (up to 10)
- Invoice templates
- Staff training (1 session)
- 30-day support
Custom CRM
- Full customization
- Custom modules & fields
- WhatsApp integration
- Advanced workflows
- Data migration from Excel
- Staff training (2 sessions)
- 60-day support
- Unlimited users
Enterprise
- Custom CRM development
- Mobile app integration
- Advanced API integrations
- Custom reporting & analytics
- White-label option
- 90-day support + SLA
- Ongoing development retainer
Industries We Serve
Frequently Asked Questions
Guides & Resources
Perfex CRM vs Zoho CRM — Which Is Better for Indian Small Businesses in 2026?
8 min read
Best CRM Software for Small Business in India (2026): Online vs Self-Hosted
8 min read
What Is Perfex CRM? Features, Modules & Self-Hosting Explained
9 min read
Perfex CRM Customization: 10 Tips for Maximum Efficiency
8 min read
Perfex CRM vs Rise CRM: Which One Is Right for Your Business?
7 min read
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CRM Platforms & Add-ons
Specific platform ke liye detailed guide aur pricing
Perfex CRM Setup & Customization
Best for: Real estate, healthcare, sales-heavy businesses. Complete invoicing, support tickets, lead pipeline.
View Details →Rise CRM Setup & Customization
Best for: Agencies, IT companies, service teams. Projects + HR + CRM + invoicing all-in-one.
View Details →Perfex CRM Customization & Modules
Custom Perfex modules, fields, PDF templates, integrations and upgrade-safe bug fixes.
View Details →AI CRM Automation
Instant AI replies to new leads, lead scoring and automatic WhatsApp follow-ups on your CRM.
View Details →Quotation Management Software
GST quotes in minutes, WhatsApp sharing, follow-up reminders and one-click quote to invoice.
View Details →