Skip the complex setups and bloated software. Grocito is an all-in-one platform designed to automate follow-ups, track communications, and help your team close deals faster.
🚀
Smart Pipeline Management
Visualize your entire sales flow with drag-and-drop Kanban boards, five unique list views, and fully customizable lead statuses tailored to your exact workflow.
⚡
Automated Lead Capture
Instantly sync leads from Facebook Ads & website forms etc. directly into your Sales CRM dashboard. Say goodbye to manual data entry and lost leads.
✨
AI-Powered Insights
Let AI do the heavy lifting by automatically scoring lead intent, summarizing discussion logs, and drafting professional email and chat replies instantly.
🔔
Automated Follow-Ups
Never let a deal go cold again. Stay on top of your pipeline with smart scheduled reminders, browser push notifications, and a dedicated 6-category follow-up tracker.
Features
Everything Your Sales Team Needs
From lead capture to deal closure — one platform, infinite possibilities.
🎯
Smart Lead Management
Automatically capture and organize leads from every source to keep your pipeline moving fast.
Drag-and-drop Kanban: Visually manage and track your entire sales pipeline with ease.
Automated lead capture: Instantly sync incoming leads from Facebook Ads, website forms, live chats & tickets.
Smart CSV import: Bulk upload existing databases with automatic deduplication.
Custom lead statuses: Tailor your pipeline tracking stages to fit your exact workflow.
🤖
AI-Powered Sales Assistant
Automate routine tasks and uncover hidden data patterns so your reps can focus on selling.
Automatic intent scoring: Let AI instantly analyze and rank the priority of leads.
Chat & email summarization: Instantly condense lengthy email templates and communication histories.
Website auto-replies: Use AI to instantly engage and reply to your live chat visitors.
💬
Omnichannel Communication
Connect with prospects where they are most active without ever leaving the dashboard.
Gmail two-way sync: Manage your email conversations and templates natively.
SMTP & IMAP emails: Connect custom email providers using SMTP & IMAP for seamless communication.
Transactional SMS: Send approved Fast2SMS DLT messages directly to prospects.
Live chat & ticketing: Engage website visitors and manage support tickets instantly.
🗨️
Official WhatsApp Cloud API
Engage prospects directly with official Meta integration for seamless, scalable communication.
Two-way messaging: Manage template-based outbound and free-form inbound natively.
Auto-reply AI: Generate smart responses powered by AI with credit tracking.
Broadcast campaigns: Send and schedule bulk template messages at scale & check statuses in realtime.
Multi-agent support: Track real-time agent status (online/offline) natively in our dashboard.
📞
Integrated Cloud Calling
Make, receive, and track customer calls directly inside your CRM. Effectively route calls and optimize the experience
Embedded Grocito Softphone: Manage incoming and outgoing calls directly inside your browser.
One-click dialing: Initiate instant click-to-call dials straight from lead profiles.
Automatic call logging: Track precise call lengths and timestamps natively in the CRM.
In-app call recordings: Review and playback recorded sales conversations to optimize performance.
📢
Social Media & Reputation
Manage your brand's digital presence and reply to customer reviews from one single place.
Schedule social posts: Plan and publish content across multiple platforms - Facebook, Instagram, Threads, X, LinkedIn & YouTube.
Manage post analysis: View your published posts and track performance seamlessly.
Google Business Profile sync: Connect your google business profile to easily monitor reviews, post and performance.
AI auto-replies: Automatically draft intelligent, contextual replies to your Google reviews.
📂
Secure Document Management
Store, organize, and securely share files, quotes, and proposals directly with your prospects.
Drag-and-Drop: Easily upload, store, and organize all your CRM files using our intuitive drag-and-drop interface.
Sharing Links: Share all your important sales documents privately, exclusively with your team, or even publicly.
Expiring URLs: Securely send sensitive sales proposals to clients using smart, auto-expiring, time-limited links.
Drive Syncing: Automatically generate and sync dedicated Google Drive folders for every new lead in your pipeline.
🛒
Sales & Orders Module
Streamline your billing process and manage your product library from one place.
Quotes & POS Orders: Generate custom estimates, track full version history, and manage manual POS orders easily.
Invoice Generation: Generate invoices from quotes, seamlessly tracking all exact balances and pending payments.
Managed Item Catalog: Centralize your entire product and service library with fully custom pricing structures.
Series Numbering: Set up smart auto-incrementing numbers for all your generated quotes, invoices, and orders.
📋
Project Manager
Keep your team members aligned and deliver projects or tasks on time with full visibility.
Smart Sub-Tasks: Assign detailed tasks with dedicated priorities, strict due dates, and real-time status tracking.
Visual Kanban: Organize your team's entire daily workflow visually by moving tasks seamlessly across status columns.
Time Tracking: Log exact hours worked per task seamlessly to maintain a comprehensive and accurate time-log history.
Team Comments: Access full activity audit trails and threaded team discussions natively within every single project.
⚙️
Smart Business Utilities
Access the essential tools Indian businesses rely on, built right into your workflow.
Professional Invoices: Instantly generate clean, professional PDF invoices for your clients.
Instant Calculators: Access built-in GST and EMI calculators seamlessly inside your dashboard.
AI-Generated Policies: Quickly generate essential legal policies and SEO content for your site.
Smart Unit Converters: Utilize integrated unit conversion tools directly inside your CRM workflow.
📊
Analytics & Smart Reminders
Get complete visibility into your team's performance and ensure no deal ever goes cold.
Smart follow-up tracker: Automatically organize tasks into six distinct follow-up categories.
Past-due delay tracking: Enforce mandatory reason logs for missed or delayed follow-ups.
Real-time funnel charts: Visualize your overall pipeline health and conversion rates instantly.
Team performance reports: Track individual rep success and identify your top lead sources.
🧑🤝🧑
Team Access & Data Security
Keep your valuable lead data safe with bank-grade infrastructure & granular permissions.
"Restrict to Own Data": Easily toggle visibility so sales reps only see their own leads.
Custom roles access: Enforce strict page-level Create/Read/Edit or Delete permissions.
Google Cloud Infrastructure: Secure your data using a robust, bank-grade cloud environment.
Automated data management: Rely on a full-system infrastructure for secure data handling.
LEAD MANAGEMENT
Never Let a Hot Lead Go Cold
Capture leads automatically from every source and let AI tell you who to call next. Grocito organizes your pipeline so your sales reps always know exactly where every deal stands.
TEAM PERFORMANCE
Total Visibility & Data Security
Get a bird's-eye view of your sales engine. Manage granular team permissions, track conversions, and keep your valuable lead data locked down.
SOCIAL & REPUTATION
Build Your Brand & Manage Reviews
Control your digital presence across multiple platforms without leaving the CRM. Schedule posts, reply to comments, and let AI handle your customer reviews automatically.
CUSTOMER SUPPORT
Turn Website Visitors Into Customers
Embed our live chat widget on your site to engage visitors instantly. Automatically route conversations to the right agent and seamlessly convert emails into support tickets.
MEETING SCHEDULING
Seamless Calendar Synchronization
Stop bouncing between your CRM and your calendar app. Schedule meetings, track attendance, and log meeting outcomes directly from the lead's profile.
AI-POWERED INSIGHTS
Your Personal AI Sales Strategist
Go beyond basic lead scoring. Grocito's deep AI integration analyzes your entire database to uncover hidden patterns and help you close harder deals.
EMAIL OUTREACH
Personalized Emails at Scale
Send, track, and manage your email communications directly from Grocito. Use AI to draft the perfect response or choose from your library of dynamic custom templates.
BUSINESS UTILITIES
Built Specifically for Indian Teams
Skip the generic, bloated global CRMs. Grocito comes packed with the exact local tools and integrations Indian businesses rely on to close deals faster.
EASY ONBOARDING
Switch in Minutes, Not Months
Moving from spreadsheets or an old CRM? Grocito makes it incredibly easy to bring your existing data over so your team can start selling on day one.
CUSTOM DOMAIN
Your CRM, Your Brand
Make the platform truly yours by hosting it on your own custom domain. Give your team a fully branded, professional experience from the moment they log in.
Industries
BusinessesWe Serve
At Grocito, we understand that every industry has unique needs. Our CRM is tailored to fit your business, no matter the sector.
Real Estate
E-commerce & Retail
Healthcare & Wellness
Food and Restaurant
Startups & SMEs
Educations & Learnings
Integrations
Connects With Your Entire Stack
15+ native integrations. Your tools, your workflows — all in one place.
WhatsApp API
Gmail
SMS Gateway
Grocito Calls
Razorpay
Google Calendar
Google Drive
Facebook
Instagram
Google Business
Linked In
MS Teams
SMTP & IMAP
Firebase
Live Chat
Gemini AI
Pricing
Simple, Transparent Pricing
No surprise fees. Cancel anytime. Save 25% with annual billing.
MonthlyAnnualSave 25%
Starter
Perfect for small teams getting started
₹799/mo
Billed ₹9,499/yr
✓ Up to 3 team members and 1 Admin
✓ 5,000 lead records
✓ 100MB Storage for Files
✓ Google Docs, Sheets, Calendar, Drive and Gmail integration
Grocito CRM transformed how we manage 500+ monthly property leads. The WhatsApp integration alone saved 2 hours daily per rep.
RK
Rahul Kapoor
Sales Head · NestWell Realty
★★★★★
The AI-powered follow-up suggestions are a game changer. Our conversion rate jumped 40% in just 3 months.
PS
Priya Saxena
Founder · EduPath Academy
★★★★★
Best CRM we've used in 10 years. Multi-branch support and the reporting is exactly what enterprise dealerships need.
AM
Arjun Malhotra
GM Operations · AutoEdge Dealers
FAQ
Frequently Asked Questions
Everything you need to know before getting started.
It is an all-in-one Customer Relationship Management (CRM) platform designed to help organizations isolate their sales data, automate lead tracking, and manage communications (Call, SMS, WhatsApp, Email, Live Chat) under a single, branded dashboard.
Yes — CSV import supports importing leads in one go.
Most teams are live within 30 minutes. Our onboarding team guides you through connecting your channels and importing existing leads.
No credit card required for the 14-day free trial. You only pay when you decide to upgrade.
Yes! Depending on your subscription plan, you can route the CRM through your own branded URL (e.g., crm.yourcompany.com) to maintain your corporate identity.
Powered by central Gemini AI or Other AI provider configurations, you can use the built-in AI tools to automatically rephrase discussion notes into professional formats, generate customized email drafts based on lead context, auto-reply to Google Business reviews, and run deep database pattern analyses.
Absolutely. Admins can toggle a "Restrict to Own Data Only" setting for any Sales Member. Once enabled, that user will only see leads explicitly assigned to them across dashboards, reports, analytics, calls, and chat modules.
The platform provides five distinct view modes: a standard grid Cards View, a sortable Table View, a dense Compact View for high-volume browsing, a drag-and-drop Kanban Board for status tracking, and a dedicated smart Follow-up View.
The Follow-up view automatically categorizes your tasks into six smart categories (like Past Due, Today, and Upcoming). To prevent slip-ups, if a team member attempts to close an overdue reminder, the system enforces a mandatory "Reason for Follow-up Delay" note that hooks directly into the audit log.
You can automatically funnel leads into the CRM using built-in integrations for Facebook Lead Ads (via real-time webhooks), embeddable Website Forms (Popup or Inline), and incoming queries via Live Chat widgets or IMAP Email-to-Ticket pipelines.
Limits on admins, sales members, lead counts, and file storage are determined by your subscription plan. You can view your current usage counters and upgrade your plan or purchase storage add-ons directly from the Billing section at any time.
Yes. Through the Grocito Softphone plugin, agents can use an embedded WebRTC phone to make click-to-call dials and receive incoming calls right inside the browser. Call data, recordings, text messages (via Fast2SMS DLT), and Gmail threads are all natively tracked in the lead's history log.
You can easily create custom quotations directly from your dashboard and track their full version history. Once a quotation is approved, you can convert it into a professional PDF invoice with a single click to seamlessly track exact balances and pending payments.
No. All files uploaded through the Document Manager are stored securely and served using time-limited Signed URLs. Files are completely private to your team unless an authorized user explicitly generates a public sharing link with an optional expiration date.
The platform uses a strict Multi-Tenant Isolation Model. Your organization's data is fully walled off using server-verified Google Cloud Auth custom claims and enterprise-grade Google Cloud Solution. No client-side spoofing can cross-access data between different tenants.
All subscription & addon prices listed on our website are exclusive of GST. As per standard regulations for B2B software services in India, an 18% GST will be applied to your final billing amount during checkout.
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