Advanced plan

CRM automation with WhatsApp, so the follow-up runs itself

Advanced adds the CRM automation you reach for once leads arrive faster than people can work them: scoring, workflows and sequences, WhatsApp and SMS alongside email, proposals with approvals, and the reporting to see what is actually working.

Billed per user, monthly or yearly, in rupees. Minimum 5 users. 14-day trial first, no card needed.

Several people or teams, each with their own process
Marketing spend that needs attribution you can trust
Anyone sending WhatsApp or SMS as well as email
What you get

Everything in Advanced

Automation and routing

  • Lead scoring with 50 scoring rules
  • Workflow automation: 50 workflows and 100,000 runs a month
  • 50 assignment rules, plus advanced routing
  • 25 follow-up sequences

Conversations

  • WhatsApp, 5,000 messages a month
  • SMS, 1,000 messages a month
  • Email, 10,000 a month, with unlimited templates
  • One unified inbox for every channel

Proposals and clients

  • Approval workflow on proposals
  • Proposal versioning and unlimited templates
  • Sales handover into a client record

Reporting and data

  • Advanced analytics and scheduled reports
  • 1,000 report exports a month
  • Import 50,000 rows at a time, export 100,000
  • 50 saved segments and unlimited saved views

Team and access

  • Custom roles and permissions
  • Team hierarchy and advanced data scope
  • 180 days of audit history
  • Priority support

Capture and integrations

  • Unlimited website forms, 5 Meta Lead Ads forms and 5 Google Ads lead forms
  • Meta Conversions API, so ad platforms learn which leads became real
  • Public API with 50,000 calls and 25 outbound webhooks
Moving up

What Advanced adds over Starter

  • Lead scoring, workflows and sequences
  • WhatsApp, SMS and the unified inbox
  • Approvals, proposal versioning and sales handover
  • Advanced analytics, scheduled reports and report exports
  • Custom roles, team hierarchy and advanced data scope
  • Public API, outbound webhooks and Google Ads lead forms
  • 10 pipelines instead of 2, and 100 custom fields instead of 25
The numbers

Limits on this plan

Minimum users
5
Pipelines
10
Website forms
Unlimited
Email a month
10,000
WhatsApp a month
5,000
Storage
50 GB + 5 GB per user
Audit history
180 days
Questions

Advanced, answered

What is the difference from Starter?

Starter covers capturing and working leads. Advanced adds the automation around them — scoring, workflows, sequences — plus WhatsApp and SMS, proposal approvals, advanced analytics, custom roles and the public API.

Do WhatsApp and SMS cost extra?

Each plan includes a monthly allowance — 5,000 WhatsApp and 1,000 SMS on Advanced. Messages beyond it are billed afterwards at the published rate. Sign-in codes and security alerts we send never count against your allowance.

Can I move up mid-month?

Yes. An upgrade applies immediately and you pay the difference for the rest of your current period only. A move down takes effect at your next renewal, so you keep what you paid for.

See Advanced on your own leads

Talk to an expert and we will help you set up your workspace.

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