Is PageCRM a full CRM or only a WhatsApp tool?

PageCRM is a full CRM with WhatsApp, Facebook, Instagram, email, NFC lead capture, landing pages, product enquiries, AI assistants, team inboxes, industry pipelines, workflows, contacts, products, documents, and ERP integrations.

Can teams use Meta Official WhatsApp API as well as quick QR onboarding?

Yes. Organizations can start with the fast QR onboarding path for same-day setup, then switch to Meta Official WhatsApp API once business verification, template approval, and higher messaging volumes are needed. Both modes share the same shared inbox, contact records, agent assignment rules, and workflow triggers, so you can change channels later without losing your message history or pipeline state.

Who is PageCRM built for?

PageCRM is built for modern sales teams, SMBs, agencies, trading businesses, real estate teams, consultants, and service companies that need one CRM for messaging, pipeline, documents, and operational follow-up.

Does PageCRM support NFC business card lead capture?

Yes. NFC tap-to-lead is one of the product’s core workflows. A card tap can capture a lead, trigger a PDF, and start the next follow-up automatically.

AI CRM for messaging-led sales teams

Turn every chat into a controlled sales workflow.

Name: PageCRM
Brand: PageCRM
Price: 299 INR
Availability: InStock
Rating: 4.8 (300 reviews)

NFC personal crm brings WhatsApp, email, Meta DMs, NFC taps, product enquiries, pipeline stages, quotations, and AI follow-up into one compact workspace for growing teams.

Start free workspace Explore platform

channels

pipelines

ERP

ready

follow-up

Free forever to start. No credit card. Built for small teams and enterprise sales operations.

NFC personal crm intelligence layers

Capture · qualify · close · sync

Core platform map

Chats

Inbox

Omnichannel capture

5+ channels

WhatsApp, email, Meta inbox, NFC, forms, product enquiries, and landing pages enter one controlled workspace.

Shared inboxContact timelineLead ownership

Layer 02

Pipeline execution

30 pipelines

Move every opportunity through stages, owners, tasks, quotations, sales orders, and follow-up automation.

KanbanTable viewForecast

Layer 03

Sona AI control

AI assist

Score intent, summarize conversations, draft replies, suggest next actions, and route work to the right team.

Lead scoreReply draftNext action

Layer 04

Commerce and ERP

ERP ready

Products, quotations, sales documents, purchase flow, SAP Business One, Odoo, and sync logs stay connected.

ProductsDocumentsSync logs

Current signal

Hot lead detected

Intent score96%

OwnerSales Team A

Next actionSend quotation

Inbox

100+ users

Contacts

360 view

Products

Catalog

Documents

Quote to invoice

Workflows

Automation

Analytics

SLA + revenue

Lead capturedAI routedPipeline wonERP synced

30
Ready-made industry pipelines: 5
Channels in one inbox: 2
ERP connectors (SAP B1 + Odoo): 0
Tabs you'll juggle to follow up

Everything in one platform

What PageCRM already includes

Most buyers miss the full scope because the product is broader than a typical channel tool. This is the actual operating surface: inbox, CRM, documents, AI, lead capture, and ERP integration in one workspace.

Inbox and channels

WhatsAppFacebook PagesInstagram DMsEmail inboxAssignment + statusTeam replies

CRM and pipeline

ContactsOpportunitiesQuotationsKanban viewTable view30 pipeline templates

Documents and execution

Sales ordersDeliveryAR invoicesPurchase requestsPO / GRPO / APTask follow-up

Lead capture

Landing pagesProduct enquiriesNFC tap-to-leadPublic profilesFormsPDF delivery

AI and automation

Sona AISkilled agentsWorkflow builderApprovalsProvider routingOrg AI policies

ERP and admin

SAP B1OdooField mappingPosting logsRetry failed syncsOrg controls

Commercial workflows

Sales and purchase flows are built into the platform

PageCRM is not only for lead capture and conversation handling. It also supports the commercial execution layer buyers expect from a serious CRM/ERP workflow, including quotations, sales documents, purchase documents, and mapped posting into SAP B1 or Odoo.

Sales flow

Manage the full commercial chain from early lead work to posted customer documents inside one CRM/ERP workflow.

Lead / contact capture→

Sales opportunity→

Quotation→

Sales order→

Delivery→

AR invoice

Purchase flow

Run purchasing and supplier-side execution from request to posted accounting documents with the same mapped integration model.

Vendor / supplier contact→

Purchase request→

Purchase order→

GRPO→

AP invoice→

Logs + repush on failure

ERP posting visibility

Each mapped module can show sync status, posted transaction logs, SAP/Odoo document references, failures, and retry actions. That means the CRM side and ERP side do not stay disconnected after document creation.

Trusted by 500+ sales teams across India, UAE & Kuwait

Trading companiesReal estate agenciesRetail storesFreelancers & consultantsEvent businessesService providers

Jump to your use case

Built for the way your team actually sells

Most teams don't shop for a generic "CRM" — they need the WhatsApp CRM, the SAP Business One sync, the real-estate pipeline, or the FMCG distributor flow. NFC personal crm ships all of them out of the box.

Pick the lane that matches how your team works today and see exactly what comes pre-built — channels, pipeline stages, automations, document templates, and ERP postings included.

Read the full product overview →

Browse by use case

Not sure where to start?

Spin up a free workspace in under a minute and switch industry pipelines later — all 30 templates are one click away.

Create a workspace →

The problem

Your leads are leaking — and you know it

WhatsApp is your #1 channel — but it's disconnected

Your team replies on personal numbers. Leads don't enter the CRM. Follow-ups are forgotten. Conversations die in chat.

Your NFC card shares your contact — it never captures theirs

You hand over a card, they tap it, you never know who they were. No lead. No follow-up. Just a lost opportunity.

Email tools, CRM, WhatsApp — three subscriptions, zero sync

Data silos mean your team is copying contacts between tabs. Nothing is automated. Everything is manual.

AI is everywhere, but your CRM still runs on spreadsheets

Your competitors are using AI to draft follow-ups, score leads, and predict churn. You're still doing it by hand.

Lead capture

Every channel, one customer timeline.

WhatsApp, Facebook, Instagram, NFC, email, landing pages, and product enquiries flow into the CRM so teams can assign owners, move pipeline stages, and follow up without switching tools.

QR login or official WhatsApp Cloud API

Start with quick QR WhatsApp login, or connect the official Meta WhatsApp API through embedded signup when your organization needs a production API channel.

Switch between QR WhatsApp and Meta Official WhatsApp API
Team inbox — shared WhatsApp conversations
Auto-reply, campaigns, and follow-up sequences
Contacts, replies, and activity kept inside the CRM

Meta inbox

Facebook Pages + Instagram DMs in the same inbox

Connect Facebook and Instagram pages at organization level, route messages to the shared inbox, and keep every social conversation attached to the right contact.

Facebook Page and Instagram DM support
Multiple connected pages per organization
One inbox for social, WhatsApp, and email workflows
Contact context preserved for follow-up and ownership

NFC Card

One tap → Lead + PDF delivered automatically

Your contact taps your NFC card with any phone. They fill a short mobile form. You get a lead in your pipeline, they get a branded PDF via WhatsApp and email.

Works with any NFC card — bring your own
Works on every iPhone and Android — no app needed
Branded enquiry PDF auto-sent by WhatsApp
Lead lands straight in your pipeline stage

Latest platform

CRM depth for sales, service, ERP, and AI operations

PageCRM now goes beyond lead capture: organizations can manage industry pipelines, documents, AI agents, and ERP posting rules from one operational workspace.

Industry pipelines

Choose from 30 ready-made pipeline templates for retail, SaaS, real estate, support, procurement, legal, logistics, consulting, and more.

Kanban, table, and forecast views

Work the pipeline in compact CRM/ERP style with stage totals, assigned owner, pagination, table control, and fast pipeline switching.

Sales and purchase documents

Create opportunities, quotations, sales orders, delivery notes, AR invoices, purchase requests, POs, GRPOs, and AP invoices from one flow.

Landing pages and product enquiries

Use profile pages, product pages, enquiry forms, and NFC experiences to capture inbound leads directly into the CRM.

ERP sync for SAP B1 and Odoo

Use org-level mappings to post contacts, products, quotations, sales orders, invoices, and purchase documents to SAP B1 HANA or Odoo.

AI agents and provider routing

Connect organization-level AI providers, manage skilled agents, and let Sona AI assist with CRM actions, summaries, follow-ups, and mapping suggestions.

Admin-grade integration logs

Track sync status, document keys, failed transactions, retry actions, and date-based logs for Odoo and SAP B1 operations.

Quick onboarding

Get to first value with a guided setup path

1
Sign up free
Create your account. No credit card. Full access from day one.
2
Connect your channel
Go to Connect Apps and connect WhatsApp or email first.
3
Set up your profile
Add company info, logo, and prepare your NFC profile link.
4
Take first action
Import contacts or capture the first lead, then send the next follow-up.

What is PageCRM?

One CRM for the way teams actually sell — across every channel they actually use

NFC personal crm pulls every conversation — WhatsApp, email, Meta DMs, NFC taps, landing pages, web forms — into one workspace. The moment a lead lands, the CRM creates the contact, assigns an owner, schedules the next follow-up, and keeps the full thread visible to the whole team.

For founders, that means fewer missed leads. For growing teams, it’s a shared system for inbox, pipeline, quotations, documents, and AI follow-up that replaces the spreadsheet-plus-three-tabs setup. Trading, real estate, agencies, healthcare, and service teams use it daily.

What PageCRM helps you do

Turn WhatsApp, email, Meta DMs, and NFC taps into structured CRM contacts — automatically
Share inboxes across your team instead of leaks across personal phones
Run Meta Official WhatsApp API or quick QR login — switch when you outgrow one
Connect Facebook Pages and Instagram DMs into the shared inbox
Post mapped sales and purchase documents to SAP Business One or Odoo
Move from opportunity → quotation → sales order without leaving the CRM
Let AI draft follow-ups, score leads, and run repetitive workflow actions
Manage products, documents, and contacts inside one org-level CRM/ERP workspace

Best fit

Teams that sell through conversations first, then need CRM discipline, shared visibility, and faster follow-up.

Proof in your industry

See teams in your sector running it for real

Each solution page pairs with a real operating case study so you can shortcut the “does this work for us?” question before booking a call.

Cybersecurity CRM