The spreadsheet is the pipeline
Every rep keeps their own copy. The manager rebuilds the total on Friday, and it is out of date by Monday.
Every lead, deal and follow-up in one place
Albero CRM gives your sales team one pipeline, one record per customer and the follow-ups done on a rule.
- modules
- 20
- integrations
- 12
- roles
- 5
The pipeline on the desk, and the day’s calls on the phone. Sample data.
Where deals go missing today
Follow-ups depend on memory
A lead goes quiet, nobody notices for two weeks, and by then they have bought from someone who called back.
Conversations live in phones
The WhatsApp thread that closed the deal is on one rep’s handset. When they leave, the history leaves with them.
20 modules, one record per customer
Grouped by the job they do. Every module reads and writes the same contact, so a lead, its calls, its quote and its payment are one history.
Capture
Every enquiry lands in one place, with its source, before anyone has to copy it.
4 modulesContacts & companies
People and the organisations they belong to, with custom fields per team.
Lead inbox
Web forms, CSV imports, the API and Meta Lead Ads arrive in one list, tagged with where they came from.
Assignment rules
Round-robin, by territory or by product, so a new lead has an owner within the minute.
Duplicate checks
Matching email or phone is flagged on entry. Nothing is merged without a person deciding.
Sell
The pipeline your reps work from, and the conversations behind each deal.
7 modulesVisual pipeline
Drag deals between stages. Each column shows its count and weighted value.
Multiple pipelines
Separate stages for new business, renewals or each product line.
Tasks & reminders
Calls, meetings and follow-ups with due dates, on the deal they belong to.
Email templates & logging
Send from your own address with templates. Replies thread onto the contact.
WhatsApp logging
Messages from WhatsApp Business are kept under the contact, visible to the team.
Call log
Outcome and notes for every call, so the next person knows what was said.
Quotes
A quote from the deal’s products and prices, sent as a PDF, with a payment link where you use one.
Automate
The follow-ups people forget, done on a rule instead.
3 modulesWorkflow automation
When this happens, check that, then do this: create a task, change a stage, notify an owner.
Follow-up sequences
A set of emails and tasks spaced over days, stopped the moment the lead replies.
Lead scoring
Points for the things that predict a sale in your business, with the reasons shown beside the score.
Measure & control
What sales leaders and admins need to run the team, not just watch it.
6 modulesAnalytics dashboard
Won revenue, stage conversion, deal age and activity by rep.
Forecasting
Committed, best-case and weighted pipeline by month or quarter.
Territories & teams
Group reps into teams and regions, and report on each.
Custom fields & objects
Track what is specific to your sale without a workaround in the notes.
API & webhooks
Create and update records from your own systems, and get told when they change.
Audit log
Who changed a deal, a stage or a setting, and when.
Included on every plan
- Unlimited contacts and companies
- CSV import and export
- Role-based access
- Daily backups
- Mobile web access
- A free onboarding call
The four screens your team will open most
One history per customer
- Emails, calls, WhatsApp messages, meetings and notes in date order on one record.
- Open deals, past quotes and payments beside the timeline.
- The next task is pinned to the top, with its owner and due date.
Screens show illustrative sample data.
iOS and Android apps in development
The CRM in a rep’s pocket
We are building native apps for the work that happens away from a desk.
- Today’s calls and follow-ups, in order, with one tap to call or message.
- Log a call outcome or move a deal straight after the meeting.
- Push notifications for new leads assigned to you and deals going quiet.
- Recent contacts kept on the device for weak signal, synced when you are back online.
Until the apps are released, Albero CRM works in the browser on any phone. Release dates will be posted on this page and announced to customers by email.
Five roles, each seeing what their job needs
Access follows the role. A rep works their own deals, a manager sees their team, and finance sees quotes and payments without editing the pipeline.
Admin
Sets up pipelines, fields, automations, integrations and users.
Sales manager
Sees and reassigns every deal in their team, and owns the forecast.
Sales rep
Works their own leads and deals, logs activity and sends quotes.
Marketing
Manages lead sources, forms and sequences, and reads conversion reports.
Viewer
Reads dashboards and records without changing them. Useful for finance and founders.
| Capability | Admin | Manager | Rep | Marketing | Viewer |
|---|---|---|---|---|---|
| Pipelines, fields & settings | |||||
| Leads & deals | Team | Own | View | View | |
| Reassign deals | Team | ||||
| Quotes & payment links | Own deals | View | |||
| Automations & sequences | View | ||||
| Reports & forecast | Team | Own | |||
| Integrations & API keys |
Scroll the table sideways on a narrow screen.
Security, described so it can be checked
What every plan includes today. What is not built yet is listed underneath rather than left out.
Role-based access
Five roles with record-level scope: own, team or all. Enforced on the server, not only hidden in the interface.
Encryption
Traffic is encrypted in transit with TLS, and data is encrypted at rest.
Daily backups
Your workspace is backed up every day, and a backup can be restored on request.
Audit log
Changes to deals, stages, users and settings are recorded with who made them and when.
Workspace isolation
Each company’s records are kept apart from every other customer’s.
Your data, exportable
Contacts, companies, deals and activity export to CSV at any time, on every plan.
Not available today
We hold no security certification, and we will not imply one. If one of these is a requirement, ask us for its status before you sign.
- SSO / SAML sign-in (planned for Enterprise)
- IP allow-listing
- Field-level encryption for personal data
- SOC 2 or ISO 27001 certification
- Data residency outside India
Assistance that shows its working
The assistive features suggest; a person decides. Nothing is sent or changed on its own.
Lead scoring with reasons
Each score lists the signals behind it, such as a pricing-page visit or a reply, so a rep can disagree with it.
Follow-up nudges
Deals with no activity past the number of days you set are surfaced to their owner.
Email drafts
A first draft from the deal’s stage and history, which the rep edits before sending.
Forecast suggestions
Deals whose close date looks unlikely from their activity are flagged for review.
Lead scoring is on the Pro plan and above, forecasting on Business and above. Your CRM data is not used to train models for anyone else.
12 integrations with the tools sales teams already use
Mail, messaging, calendars, payments and lead sources, connected to the same contact record. This is the full list.
Gmail
Send from your own address and keep replies on the contact.
WhatsApp Business
Conversations logged under the contact, readable by the whole team.
Google Workspace
Sign in with Google and keep contacts in step with your directory.
Google Calendar
Meetings booked from a deal appear on the rep’s calendar.
Zoom
Create a meeting link from the deal and log the meeting on it.
Meta Lead Ads
Leads from Facebook and Instagram forms arrive in the lead inbox.
Razorpay
Payment links on quotes, with the payment recorded on the deal.
Stripe
Payment links for customers billed outside India.
Slack
Won deals and stalled ones posted to the channel you choose.
Microsoft Teams
The same deal alerts, for teams that work in Teams.
Shopify
Store customers and orders on the contact timeline.
Webhooks
Any CRM event sent to an endpoint you own.
How teams in different sectors set it up
Most of selling is the same everywhere. These are the parts that differ, and how the CRM is configured for them.
Real estate
A pipeline per project, leads from portals and WhatsApp, and site visits as tasks.
Education & training
Enquiry forms, counsellor assignment and admission as the won stage.
B2B services & agencies
Quotes from a product list, proposal stages and renewals in their own pipeline.
SaaS & technology
Trial, demo and contract stages, with forecasts by quarter.
Manufacturing & distribution
Dealer and distributor accounts, territories, and repeat orders on the timeline.
Healthcare
Account-based selling to hospitals and clinics, with role-limited access to contacts.
Financial services
Multi-step approvals as stages, and an audit log of every change.
Retail & D2C
Shopify customers on the contact, and win-back sequences for lapsed buyers.
From spreadsheet to pipeline in three steps
Keep working in your current setup until the new pipeline looks right.
- 01
Import your data
Contacts, companies and open deals from CSV, or exported from your current CRM. We map the columns with you.
- 02
Set up stages and rules
Your pipeline stages, required fields and the first assignment and follow-up rules.
- 03
Invite the team
Add users with their roles, connect email and WhatsApp, and go live.
Every plan includes a free onboarding call. On Business and Enterprise, onboarding is done with you.
Per-user pricing, with security on every plan
Pick the plan that matches how much of the sales process you want automated.
Starter
For small teams getting organised.
₹799/ user / month
Billed annually
Choose StarterIncludes
- Contacts & companies
- Visual sales pipeline
- Tasks & reminders
- Email templates
- Basic reports
- Email support
Pro
Automation and insight for scaling teams.
₹1,599/ user / month
Billed annually
Choose ProEverything in Starter, plus
- Multiple pipelines
- Workflow automation
- Lead scoring
- Analytics dashboard
- Integrations & webhooks
- Priority support
Business
Advanced control for larger sales teams.
₹2,799/ user / month
Billed annually
Choose BusinessEverything in Pro, plus
- Custom fields & objects
- Territories & teams
- Forecasting
- API access
- Dedicated onboarding
Enterprise
Custom workflows and a dedicated manager.
Custom
Quoted for your setup
Talk to salesEverything in Business, plus
- Custom workflows
- Advanced integrations
- SLA guarantee
- Dedicated account manager
Minimum 5 users. Prices are in INR and exclude 18% GST. Annual billing is charged up front for the year.
Every plan includes role-based access, encryption, daily backups and CSV export. None of it sits behind a higher tier.
Questions people ask before they sign
Including the ones where the honest answer is “not yet”.
DataWho owns the data in the CRM?
You do. Export contacts, companies, deals and activity to CSV at any time, on any plan.
MigrationCan we bring our existing data?
Yes. Import from CSV or an export from your current CRM. We map the columns with you on the onboarding call.
WhatsAppHow does WhatsApp work?
Connect a WhatsApp Business account and messages are logged under the matching contact, where the rest of the team can read them.
MobileIs there a mobile app?
Native iOS and Android apps are in development. Until they are released, the CRM works in the browser on any phone.
SeatsWhat counts as a user?
Anyone who signs in. Contacts, leads and customers are never billed as users.
ExitWhat happens if we leave?
Your workspace stays open until the end of the paid period. Export everything before it closes; we delete it after that, as described in our Privacy Policy.
Book a demo
See it with your own pipeline stages and a sample of your leads.