Startups and SMB
Startup and small business CRM for lean sales teams
Start with five stages, a quick-start checklist and WhatsApp follow-ups, then add fields and automations as you grow. No consultant needed.
Your pipeline, ready on day one
These stages come with the template. Rename, add or remove any of them.
- Stage 1NewA lead arrives from an ad, a form, a portal or a sheet import and is assigned to someone.
- Stage 2ContactedThe first call or message is done, and a next follow-up date is set.
- Stage 3InterestedThe lead has shown real interest, shared a need and agreed to see details.
- Stage 4ProposalA quote or proposal has been sent and is being followed up.
- Stage 5WonThe deal is closed, the payment link is paid and the customer is recorded.
What is a startups and smb CRM?
A small team needs a CRM that is working by lunchtime, not after a month of setup. Gandiv starts with a five-stage pipeline: New, Contacted, Interested, Proposal and Won. You import your sheet, connect a lead source, and each lead appears with a next action. A quick-start checklist walks you through importing contacts, inviting a teammate, connecting WhatsApp and sending the first follow-up. As the business grows you can add fields, round-robin assignment, automations and reports without moving to another tool. The simple start does not close the door on the powerful features.
Why startups and smb teams need one
Problem
Leads live in a sheet and chat groups.
With Gandiv
Import the sheet and every lead gets a stage, an owner and a next step.
Problem
The founder is the only one who follows up.
With Gandiv
Invite teammates, auto-assign leads and see who is behind.
Problem
Setup tools demand a consultant.
With Gandiv
A quick-start checklist gets you live in about ten minutes.
Problem
Follow-ups depend on memory.
With Gandiv
Every lead has a due date, and today's tasks are a single list.
Problem
Payments chase after the deal is done.
With Gandiv
Send a payment link from the lead and see it marked Won when paid.
Problem
Fear of outgrowing a basic tool.
With Gandiv
A grow-into ladder adds fields, automations and modules when you need them.
Key features
Quick start
Live before lunch
A checklist walks you through importing leads, inviting a teammate, connecting WhatsApp and creating your first follow-up. Each step is short, and you can skip what you do not need yet.
- Guided checklist
- Sheet or CSV import
- Invite teammates
Guided checklist
Sheet or CSV import
Invite teammates
Five stages
A pipeline anyone understands
New, Contacted, Interested, Proposal and Won cover most small sales. Rename a stage, add a lost reason or leave it as it is, because simple is the point at the start.
- Rename stages freely
- Lost reasons
- Drag between stages
Rename stages freely
Lost reasons
Drag between stages
Follow-ups
Today's list, nothing forgotten
Every lead has a next action and date. Open the Today view to see calls and messages due, tap to call or WhatsApp and log the outcome in a few seconds.
- Today view
- Tap to call and message
- Quick outcome notes
Today view
Tap to call and message
Quick outcome notes
Lead sources
Bring leads in automatically
Connect Facebook lead ads, IndiaMART or a Google Sheet so new enquiries arrive in the pipeline instantly. Round-robin assignment spreads them among the team without a manager.
- Facebook and portal leads
- Google Sheets sync
- Round-robin assignment
Facebook and portal leads
Google Sheets sync
Round-robin assignment
Grow-into ladder
Add power only when you need it
When the team grows, turn on custom fields, workflows, quotations, helpdesk or the dialer. Your data and pipeline stay as they are, and you add one capability at a time.
- Custom fields later
- Automations later
- No migration needed
Custom fields later
Automations later
No migration needed
What is inside the template
Everything below is created in your workspace when you pick this template.
| Fields | Company · Source · Deal value · Next follow-up date · Interest · City · Owner |
|---|---|
| Automations | Welcome WhatsApp on new lead · Follow-up task after 2 days · Assign leads in rotation · Payment link on Proposal accepted · Weekly summary to the founder |
| Reports | Leads by source · Pipeline by stage · Won value this month · Follow-ups overdue · Leads per teammate |
| Message templates | Thanks for your enquiry, may I call you today? · Here is our proposal, any questions? · Your payment link is ready · Just checking in, is this still on your list? |
| Call script | Hello, I am [Name] from [Company]. Thanks for your enquiry about [product]. What are you looking for, and by when do you need it? |
Fields
Company · Source · Deal value · Next follow-up date · Interest · City · Owner
Automations
Welcome WhatsApp on new lead · Follow-up task after 2 days · Assign leads in rotation · Payment link on Proposal accepted · Weekly summary to the founder
Reports
Leads by source · Pipeline by stage · Won value this month · Follow-ups overdue · Leads per teammate
Message templates
Thanks for your enquiry, may I call you today? · Here is our proposal, any questions? · Your payment link is ready · Just checking in, is this still on your list?
Call script
Hello, I am [Name] from [Company]. Thanks for your enquiry about [product]. What are you looking for, and by when do you need it?
By role
Founder or owner
- See pipeline and won value in one view
- Add teammates and rules in minutes
- Find overdue follow-ups
Salesperson or telecaller
- Work the Today list
- Call and WhatsApp from the lead
- Move stages as deals progress
Part-time or support helper
- Import and clean lead sheets
- Add leads from calls
- Update notes and tasks
Integrations for this industry
Related industries
Frequently asked questions
How fast can I start?
Most small teams import a sheet, invite a teammate and connect WhatsApp in about ten minutes with the quick-start checklist.
Can I change the five stages?
Yes. Rename, add or remove stages whenever you like. The default five are only a starting point.
Will I outgrow it?
No need to switch. Add custom fields, automations, quotations or a dialer later, and your leads and history stay in place.
Do I need a technical person to set up?
No. Import, invite and connect steps are guided, and most lead sources connect with a login rather than code.
Can I add team members as I hire?
Yes. Invite users with roles, and leads can be assigned in rotation or by rules as the team grows.
Start with the startups and smb template
Your pipeline, fields and messages are created for you. Change anything later.