Cloud-based CRM

Cloud-based CRM software for small business

Keep every contact, deal and follow-up in one place you can open from any browser. Skyfliq's CRM gives you a drag-and-drop pipeline, lead scores, tasks and an activity timeline — connected to your forms, email and social media.

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What it does

What a cloud-based CRM is

A CRM (customer relationship management system) is one shared record of your customers and leads: who they are, what you've discussed and which deals are still open. A cloud-based CRM runs on the web instead of on one office computer — there's nothing to install or back up, and everyone on the team sees the same up-to-date pipeline from a laptop or phone. If you're new to the idea, start with our guide what is a CRM.

Skyfliq is a web app, so its CRM is cloud-based by design. Each contact has a lead score, tags and a timeline of calls, emails, notes and meetings; each deal sits on a pipeline board you move from stage to stage; and the dashboard shows open deals, pipeline value, won revenue and win rate at a glance.

Most small businesses start with WhatsApp chats, a notebook and an Excel sheet. That works until a lead slips through because nobody remembered to call back. Because Skyfliq's CRM lives in the same workspace as Forms, Email and Booking Bay, new leads arrive without copy-pasting, and follow-ups are a task with a reminder rather than a sticky note. The CRM docs walk through every screen.

How it works

Add your contacts

Add contacts with their company, stage and tags, or let a Skyfliq form add every new respondent automatically.

Track deals

Create a deal for each opportunity with a value and close date, and drag it across pipeline stages until it's won or lost.

Never miss a follow-up

Log calls, emails, notes and meetings, and set tasks with an owner and due date — the owner gets an email reminder.

Review and improve

Check pipeline value, win rate and contact sources in CRM analytics, then follow up by email or a booking link.

Key features

Key CRM features

Drag-and-drop pipeline

A board of deals by stage. Drag a deal forward and open value, won revenue and win rate update straight away.

Contacts and lead scores

A searchable directory you can filter by stage, with lead scores and tags on every contact.

Tasks with reminders

Follow-ups with a due date, an owner and the contact or deal they're about — with an email reminder when each is due.

Activity timeline

Calls, emails, notes and meetings in one newest-first timeline, filterable by type.

CRM analytics

Pipeline value over time, deals by stage, activity mix, top performers and where contacts came from.

Forms that feed the CRM

Form automations add each respondent to the CRM, email them a reply and notify you.

CRM software India

A cloud CRM priced for Indian small businesses

Skyfliq is built for freelancers and small Indian businesses that do their own marketing. Plans are billed monthly in rupees through Razorpay — cards, UPI and net banking — with no annual lock-in, and you can cancel any time.

Every plan includes the CRM along with every other Skyfliq tool rather than selling it as an add-on, so the same subscription covers your social media scheduling, email, forms and booking pages. Start with a 15-day free trial, no card required, and see pricing for what each plan includes.

Who it's for

Service businesses

Clinics, coaching institutes, interior designers, real-estate agents and studios that follow up on enquiries.

Freelancers and consultants

Track proposals and clients in a pipeline instead of a spreadsheet, and never lose a follow-up.

Small sales teams

One shared pipeline, tasks and activity log, with analytics on deals by stage and top performers.

FAQ

Cloud CRM questions, answered

What is a cloud-based CRM?

A customer relationship management system that runs on the web. You sign in from a browser, your contacts and deals are stored online, and the whole team sees the same pipeline without installing or maintaining software.

Is Skyfliq's CRM cloud-based?

Yes. Skyfliq is a web app, so the CRM works in any modern browser on a laptop, tablet or phone, with nothing to install.

What does the CRM include?

Contacts with lead scores and tags, a drag-and-drop deal pipeline, follow-up tasks with email reminders, an activity timeline for calls, emails, notes and meetings, and analytics on pipeline value, win rate, top performers and contact sources.

Can I capture leads from my website into the CRM?

Yes. Build a form in Skyfliq Forms, embed or share it, and turn on the automation that adds every new respondent to the CRM. Skyfliq's website chatbots can also collect leads.

How many people can use the CRM?

It depends on the plan: 1 workspace member on Liftoff, 5 on Ascend and 15 on Orbit. The free trial includes 5.

Is there a free CRM plan?

Skyfliq doesn't have a free plan, but you can use the CRM and every other tool free for 15 days with no card required. After the trial you choose a monthly paid plan billed in INR.