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AzAd CRM for sales teams

Run pipeline, sales documents, projects, tickets, and customer records in AzAd CRM. Sign up with a CRM-only trial — no AzAd Mail mailbox required. Add mail storage later if you want inbox and sending on the same domain.

Start CRM-only trialCRM loginMail + CRM pricing
Available now

AzAd CRM

Sales, projects, and support — with or without AzAd Mail

AzAd CRM covers companies, people, pipeline deals, sales documents, projects, tasks, tickets, knowledge base, contracts, expenses, reports, and a client portal. Start a CRM-only trial with no mailbox required, or add it to AzAd Mail for US$10/month or US$100/year per organization.

  • Companies, people, and pipeline deals with team visibility
  • Proposals, estimates, invoices, payments, and credit notes
  • Projects and tasks with ownership and due dates
  • Support tickets and knowledge-base articles
  • Contracts, expenses, and subscription records
  • Reports plus client portal invoice share links
Open AzAd CRM

Capabilities

  • Customers & pipeline

    Keep companies and people in one place, move deals through stages, and assign owners so leadership can see pipeline health without a separate spreadsheet.

  • Sales documents

    Create proposals, estimates, and invoices with line items and payments. Convert an accepted estimate to a draft invoice, preview printable HTML, and record payments against open balances.

  • Projects, tasks & support

    Track projects and tasks, open support tickets with notes, and publish knowledge-base articles your team can reuse. Link tickets to projects when work spans both.

  • Ops, reports & client portal

    Manage contracts and expenses, review reports, and share invoice portal links with clients — staff can also preview portal invoices matched to a company person email.

What ships in AzAd CRM today

Phase 17 delivered a practical CRM for small organizations — not a claim of Salesforce or HubSpot feature parity. The modules below are available in the product.

  • Sales: items, proposals, estimates, invoices, payments, credit notes
  • Delivery: projects, tasks, job numbers, ticket ↔ project links
  • Support: tickets with notes, knowledge base articles, estimate requests
  • Ops: contracts, expenses, subscription records
  • Insights & portal: reports/dashboard stats; client portal share links for invoices (staff preview when session email matches a company person)

Standalone or with mail

AzAd CRM

Register for CRM without AzAd Mail — start a CRM-only trial and invite your team from workspace admin. One flat price per organization, not per user. You can also add CRM to mail storage plans; Business tiers include CRM at no extra charge.

Per organization

AzAd CRM

Rs 28,000per org / year

List price $100/yr · CRM-only trial needs no mail plan · add mail storage anytime

Save 17% vs monthly

  • Pipeline, companies, people, and deals
  • Activity history and notes on every account
  • Workspace admin — seats, modules, and org units
  • Optional mail integration when you add AzAd Mail later
  • CRM seats assigned within your organization (Business plans include 5 seats; CRM-only trial starts with 1)
Start CRM-only trialWorkspace trial (mail + CRM)Email sales

CRM-only signup provisions your organization and CRM seats only — no mailbox quota required. Already on a mail plan? Enable CRM in workspace admin under Apps → AzAd CRM, or subscribe on the billing page.

Need per-user mail storage, contacts, and webmail? View full workspace pricing.

Demo and trial options

Start with a CRM-only trial (verify your email, get admin access, no mail plan). Or open a full workspace trial if you want AzAd Mail and CRM together from day one.

Start CRM-only trialBook sales demoWorkspace trial (mail + CRM)