Top CRM Software Providers in Hyderabad

In the digital-first world, Customer Relationship Management (CRM) software has become a vital component for businesses seeking to foster strong customer relationships, streamline sales workflows, and enhance operational efficiency. Hyderabad, often referred to as the “IT Capital of South India,” is home to a vibrant mix of startups, SMEs, and multinational corporations that increasingly rely on CRM solutions to scale their operations and deliver exceptional customer service.

This guide explores the best CRM software providers in Hyderabad, their key offerings, benefits to local industries, and why CRM has become indispensable for businesses in this tech-savvy city.

What is CRM Software?

CRM software is a technology tool that helps organisations manage their relationships with current and potential customers. It stores customer data, tracks interactions, automates tasks, and allows teams to manage leads, sales pipelines, and support queries all in one place.

Whether you’re in real estate, healthcare, education, or IT, a reliable CRM helps personalise customer communication, reduce response time, and increase conversions.

Why Hyderabad Businesses Need CRM Solutions

Hyderabad’s diverse economy encompasses IT services, pharmaceuticals, real estate, education, manufacturing, and other sectors. With thousands of businesses operating in high-competition zones like Madhapur, Jubilee Hills, and Banjara Hills, CRM software is more than just a tool—it’s a catalyst for growth.

Here’s why CRM is vital for local businesses:

• Lead Management at Scale: Hyderabad’s growing businesses often deal with hundreds of leads daily. CRM tools help track, follow up, and convert these leads efficiently.

• Customer Retention: Local businesses use CRM to build long-term relationships through follow-ups, reminders, and personalised messages.

• Sales Automation: Automating tasks like email follow-ups, WhatsApp responses, and payment reminders improves productivity.

• Multi-Channel Communication: Integration with platforms like WhatsApp, email, and SMS enhances outreach.

• Performance Tracking: CRM dashboards offer real-time insights into team performance, lead status, and customer satisfaction.

Key Features to Look for in a CRM Solution

When selecting CRM software in Hyderabad, businesses should look for the following essential features:

• Contact & Lead Management 
• Sales Pipeline Visualisation
• Automated Follow-Ups
• Email, SMS & WhatsApp Integration
• Cloud Access & Mobile App
• Custom Reports & Dashboards
• User Role Management
• Third-Party Integrations (Zoom, Google Calendar, Payment Gateways)
• Customer Support Ticketing
• Data Backup & Security Compliance

Top CRM Software Providers in Hyderabad

Below is a list of some of the top-performing CRM software providers in Hyderabad, trusted by local businesses across various sectors.

1. 99salescrm – Local CRM Built for Indian Businesses

Website: www.99salescrm.com

99salescrm is a leading CRM software solution developed to support the needs of Indian businesses, especially those operating in sales, education, marketing, and real estate. Based in India, it caters to Hyderabad’s small and mid-sized businesses by offering practical features and local customer support.

Notable Features:

• Built-in WhatsApp Marketing Automation

• Bulk Messaging (SMS, Email, WhatsApp)

• Lead Status Tracking and Task Scheduling

• Role-Based User Access

• Cloud Dashboard with Mobile Access

Industries Served: Coaching Institutes, Real Estate, Travel Agencies, Clinics, Marketing Agencies

2. Zoho CRM – Scalable and Versatile

Website: www.zoho.com/crm

With a strong presence in Hyderabad’s tech corridor, Zoho CRM is a flexible solution ideal for growing startups and medium enterprises. Its user-friendly design, customizable workflows, and suite of tools make it a top pick among IT firms and digital service providers.

Core Features:

• Omnichannel Communication (Email, Chat, Social Media)

• AI Sales Assistant (Zia)

• Lead Scoring and Analytics

• Integration with Zoho Books, Zoho Campaigns, and More

Ideal For: IT service companies, freelancers, marketing firms

3. Salesforce CRM – Enterprise-Grade CRM for Large Businesses

Website: www.salesforce.com

Salesforce is a globally recognised CRM solution that supports advanced customer management needs. It’s widely adopted by large IT and B2B enterprises in Hyderabad for its extensive customisation capabilities and integration with enterprise systems.

Key Features:

• Sales, Service & Marketing Cloud

• AI-Powered Forecasting

• Highly Customizable Dashboards

• Integration with Global ERP Tools

Best Suited For: Large Corporations, MNCs, Enterprise Sales Teams

4. Freshsales (Freshworks CRM)

Website: www.freshworks.com/crm

Freshsales by Freshworks is a smart and intuitive CRM that works well for tech startups and medium-sized companies. With built-in email tracking, lead scoring, and customer engagement analytics, it’s becoming a favourite among Hyderabad-based SaaS startups.

Top Features:

• AI-Driven Contact Scoring

• Integrated Phone & Chat

• Visual Sales Pipeline

• Workflow Automation

Industries: SaaS, Startups, Recruitment Firms, HR Tech

5. Kapture CRM

Website: www.kapturecrm.com

Kapture CRM is known for its focus on customer service. It provides a seamless experience for support teams to manage tickets, communication channels, and feedback from a single dashboard. Healthcare and logistics sectors in Hyderabad actively use Kapture.

Special Features:

• Helpdesk Management

• Mobile CRM for Field Agents

• Customer History Tracking

• Integration with CRMs and ERPs

Industries: Healthcare, Hotels, Logistics, BPOs

How CRM Software Impacts Hyderabad Businesses

1. Boost in Lead Conversion

With automated reminders and lead scoring, sales teams close deals faster.

2. Higher Customer Retention

Personalised communication via WhatsApp and email improves client engagement.

3. Improved Staff Efficiency

Automation and task scheduling free up employee time for critical activities.

4. Data-Driven Decisions

Real-time dashboards help business owners analyse trends and allocate resources better.

5. Better Team Collaboration

These CRM tools promote coordination between sales, marketing, and support departments.

CRM Pricing in Hyderabad: What to Expect

Tip: Most providers offer a free trial or demo version. Businesses in Hyderabad are encouraged to test the platform before committing to a long-term plan.

Choosing the Right CRM Provider in Hyderabad

Here’s a quick checklist to help narrow down your CRM choice:

• Does it support mobile access?
• Is WhatsApp/SMS integration available?
• Can it handle your lead volume?
• Are analytics and reporting easy to understand?
• Is local customer support available?
• Are updates and backups managed automatically?

Best CRM Software for Real Estate in Hyderabad: Boost Sales & Simplify Property Management

In the fast-growing property market of Hyderabad, real estate agents, developers, and brokerage firms are constantly juggling inquiries, follow-ups, site visits, and documentation. With rising competition in areas like Gachibowli, Kondapur, and Madhapur, staying organised and closing deals efficiently is crucial. This is where CRM software for real estate in Hyderabad plays a vital role.

A real estate-focused CRM (Customer Relationship Management) system helps agents streamline lead management, automate communications, track client interactions, and manage property listings—all from one platform. Whether you’re an individual broker or a large real estate company, using a dedicated real estate lead management CRM can transform your sales process and improve customer satisfaction.

Why Real Estate Businesses in Hyderabad Need CRM Software

Hyderabad’s booming real estate sector, driven by IT hubs, metro expansion, and infrastructure growth, generates thousands of daily property inquiries. Managing these leads manually can result in missed opportunities. A smart property management CRM India solution allows real estate professionals to:

• Track every lead from multiple sources (portals, ads, walk-ins, referrals)

• Automate follow-ups via email, SMS, and WhatsApp

• Schedule and monitor site visits

• Maintain a database of properties with images, documents, and availability status

• Generate custom reports on agent performance and sales progress

Features to Look for in the Best CRM for Real Estate Agents

When selecting the best CRM for real estate agents in Hyderabad, prioritise platforms that offer:

• Lead Capture Automation: Capture leads from portals like MagicBricks, 99acres, Facebook Ads, and Google Ads in real-time.

• WhatsApp Integration: Use WhatsApp to send instant property details, brochures, and follow-up messages directly from the CRM.

• Task & Reminder Management: Never miss a site visit or follow-up with automated reminders and calendar sync.

• Property Inventory Module: Upload and manage property listings with amenities, images, location, and pricing.

• Multi-User Access: Allow teams to collaborate while keeping data access controlled and secure.

• Analytics Dashboard: Visualise your sales funnel, agent performance, and conversion rates.

Real Estate CRM with WhatsApp Integration

WhatsApp has become the go-to platform for real estate conversations. A real estate CRM with WhatsApp integration ensures faster communication, higher response rates, and improved engagement. With auto-replies, pre-set templates, and chat history tracking, WhatsApp-powered CRMs help agents respond to queries instantly and share information on the go.

Platforms like 99salescrm offer WhatsApp automation, lead tracking, and property listing features—all tailored for real estate professionals in India.

Best Insurance CRM Software in India: Empowering Insurance Agents with Smart Automation

In the competitive insurance industry, managing policyholders, tracking renewals, and staying on top of client follow-ups can be overwhelming without the right tools. Whether you’re an individual agent or a large brokerage firm, the key to success lies in seamless client communication, timely reminders, and efficient policy management. This is where a reliable insurance CRM software in India comes into play.

An insurance-focused CRM (Customer Relationship Management) system helps agents organise leads, automate renewals, maintain policy records, and strengthen customer relationships. It’s the digital backbone that allows insurance professionals to boost conversions and improve client retention in a highly competitive market.

Why Insurance Professionals in India Need CRM Software

With the rise in demand for life insurance, health policies, motor coverage, and term plans, insurance agents and brokers handle hundreds of interactions every week. Manually managing these records not only causes delays but also increases the risk of missed opportunities. A specialised CRM software for insurance brokers offers end-to-end solutions including:

• Centralised customer database

• Lead tracking from multiple sources

• Policy management with renewal alerts

• Automated follow-ups via SMS, email, and WhatsApp

• Document and KYC management

• Sales performance tracking

Features of the Best CRM for Insurance Agents

When choosing the best CRM for insurance agents, ensure the system offers:

Lead Capture & Distribution

Automatically capture leads from your website, landing pages, social media, and paid ads. Distribute them based on agent availability or product type.

Policy Lifecycle Management

A good insurance policy management CRM helps you track issued policies, expiry dates, and pending renewals. It also stores client documents securely for easy access.

Automation Tools

The best insurance CRM with automation tools sends automatic birthday wishes, policy renewal reminders, and payment due alerts through WhatsApp, SMS, and email.

Customizable Dashboard

Visualise your monthly targets, conversions, and lead status with an easy-to-use dashboard tailored to your agency’s workflow.

Mobile CRM Access

Access your data on the go with mobile CRM apps that allow remote work—ideal for field agents.

Why 99salescrm is Ideal for Insurance Agents in India

99salescrm is one of the fastest-growing CRM platforms designed specifically for Indian businesses. With features like WhatsApp automation, lead tagging, follow-up reminders, and document upload, it’s a preferred insurance CRM software in India for agents who want a localised, affordable, and scalable solution.

Highlights of 99salescrm:

• Built-in WhatsApp integration for real-time communication

• Auto-generated reminders for policy renewals

• Cloud-based access with mobile compatibility

• Custom labels for term, health, motor, or life insurance leads

• Easy to use with minimal training required

Best Travel Agency CRM Software in India: Streamline Bookings, Itineraries & Customer Service

In the highly competitive and customer-focused travel industry, managing leads, bookings, itineraries, payments, and post-trip feedback can be overwhelming without the right tools. Whether you’re a tour operator, travel agency, or solo travel consultant, a reliable travel agency CRM software in India can significantly improve your efficiency, customer experience, and revenue growth.

With the travel sector bouncing back post-pandemic, agencies in cities like Hyderabad are witnessing a surge in inquiries for domestic and international tours. A robust CRM tailored for travel businesses helps organise operations and ensures no lead or follow-up slips through the cracks.

Why Do Travel Agents in India Need CRM Software?

Travel businesses deal with a high volume of client interactions—from first-time inquiries to multi-destination itinerary planning. Manual spreadsheets and outdated tools can’t keep up with the demand for real-time updates, instant communication, and automated reminders.

That’s why a CRM for travel agents in Hyderabad or any growing city is essential. It centralises client data, tracks every conversation, schedules tasks, manages tour packages, and facilitates seamless communication between agents and travellers.

Must-Have Features in the Best CRM Software for Travel Business

To stay competitive and scalable, travel agents need more than just basic contact management. The best CRM software for travel business should offer:

1. Lead Capture & Follow-Up Automation

Automatically capture leads from your website, Facebook Ads, and travel portals. Schedule follow-ups, auto-responders, and task reminders.

2. Tour Itinerary Management

A specialised tour operator CRM with itinerary management allows you to create, edit, and share multi-day itineraries, including hotel stays, transport details, sightseeing, meals, and more.

3. Booking & Payment Integration

A modern CRM with booking and payment integration helps agents generate invoices, track payments, and manage cancellations or reschedules without switching between tools.

4. WhatsApp, SMS & Email Integration

Send confirmations, reminders, and personalised tour details via WhatsApp or SMS directly from your CRM.

5. Agent & Team Collaboration

Allow multiple agents to collaborate, assign leads, and update booking status in real-time while keeping operations transparent.

Why Choose 99salescrm for Travel Agencies in India?

99salescrm is a powerful, India-centric CRM platform tailored to small and mid-sized businesses—especially in service industries like travel. It’s designed to meet the everyday needs of agents looking for a travel agency CRM software in India that supports:

• Lead management with tour package tagging

• Itinerary builder and tour plan sharing

• WhatsApp and SMS automation for real-time updates

• Booking reminders and payment tracking

• Easy-to-use dashboards with cloud access

Whether you’re a solo travel agent in Hyderabad or a growing tour company with operations across India, 99salescrm offers the right tools to elevate your business.

Best Healthcare CRM Software in India: Streamlining Patient Management and Hospital Workflows

India’s healthcare industry is growing rapidly, and so is the need for technology that simplifies patient engagement and administrative operations. Hospitals, clinics, diagnostic labs, and private practitioners are now turning to specialised healthcare CRM software in India to manage appointments, follow-ups, and communication—all in one place.

Whether you run a multi-speciality hospital or an independent clinic, a reliable CRM for hospitals and clinics improves patient care, reduces administrative workload, and enhances the overall experience of both patients and staff.

What is a Healthcare CRM?

A Healthcare Customer Relationship Management (CRM) system is a specialised platform designed to manage relationships between healthcare providers and patients. It automates appointment scheduling, patient data storage, follow-ups, communication, and report sharing. A good patient management CRM system ensures that no appointment is missed, every follow-up is tracked, and patients receive timely updates about their treatment journey.

Why Do Hospitals and Clinics in India Need CRM?

In a busy medical practice, manually tracking appointments, walk-ins, patient history, and reminders can lead to delays and errors. Here’s how medical CRM software for doctors helps healthcare providers:

• Centralises patient data for quick access

• Tracks appointment history, feedback, and prescriptions

• Sends automated reminders for upcoming consultations

• Manages follow-up schedules and referral tracking

• Integrates with WhatsApp, SMS, or email for instant updates

With rising patient expectations and competition, especially in metros and Tier 1 cities, investing in a hospital CRM with appointment scheduling is a strategic move toward efficient, patient-centric service delivery.

Must-Have Features in a Healthcare CRM

The best CRM for clinics and hospitals should offer:

Appointment Scheduling

Allow patients to book appointments online or through call centres. Automate reminders via SMS or WhatsApp to reduce no-shows.

Patient Record Management

Store and access complete medical history, prescriptions, lab reports, and visit logs securely.

Communication Tools

Enable bulk messaging, health tips, or follow-up reminders through SMS, email, or WhatsApp.

Staff & Doctor Coordination

Assign cases, manage doctor schedules, and improve internal communication among departments.

Analytics Dashboard

Track daily patient flow, appointment trends, and revenue from a centralised dashboard.

99salescrm: A Trusted Healthcare CRM Software in India

99salescrm is a powerful CRM solution designed for Indian healthcare providers. From small clinics to large hospitals, it helps manage every aspect of patient interaction—from the first inquiry to discharge and beyond.

Top Features of 99salescrm for Healthcare:

• Online and offline appointment management

• WhatsApp/SMS automation for appointment reminders

• Custom tagging for treatments and specialities

• Lead tracking from portals or social media

• Secure cloud-based access with role-based permissions

Whether you’re managing a dental practice, dermatology clinic, diagnostic lab, or multi-speciality hospital, 99salescrm adapts to your workflow with ease.

CRM for Educational Institutes in India: Empowering Schools, Colleges & Coaching Centres

In today’s fast-paced academic environment, managing student relationships, admissions, communications, and inquiries manually is no longer sustainable. Educational institutions across India are now adopting modern, cloud-based CRM for educational institutes in India to streamline operations, improve communication, and enhance the overall student experience.

Whether it’s a school, college, or coaching centre, the right CRM software allows institutions to stay ahead by automating routine tasks and focusing more on student success.

Why Do Educational Institutes Need a CRM?

Managing a large volume of student inquiries, admissions, attendance, payments, and communication is time-consuming and error-prone. A centralised School and College CRM software simplifies these tasks by bringing everything onto one platform.

Key benefits include:

• Faster admission management

• Automated communication via email and SMS

• Centralised student data and records

• Efficient follow-up for inquiries

• Real-time reporting and analytics

Best Features of a Student Admission CRM

An ideal Student Admission CRM is more than a contact management tool—it should cover the entire student lifecycle from inquiry to enrollment, learning, and alumni engagement.

Lead & Inquiry Management

Capture and track leads from multiple sources—website, walk-ins, social media, or call campaigns.

Admission Follow-ups

Set automated reminders for counsellors to follow up with interested students and improve conversion rates.

Email & SMS Automation

Send bulk emails, event notifications, reminders, fee alerts, or results directly through Education CRM with email and SMS integration.

Attendance & Fee Tracking

Monitor class attendance and integrate fee management to streamline administrative workflows.

Parent & Student Communication

Send real-time updates about attendance, assignments, tests, or school events directly to students or parents.

CRM Software for Coaching Centres

Coaching institutes face intense competition. A powerful CRM software for coaching centres helps retain students and ensure that every inquiry gets the attention it deserves.

Top features for coaching CRMs:

• Batch-wise student tracking

• Demo class scheduling

• Targeted SMS/email campaigns

• Document uploads (Aadhar, marksheets, etc.)

• Trial-to-paid student conversion funnel

Why 99salescrm is Ideal for Educational Institutions

99salescrm is one of the most trusted platforms for school and college CRM software in India. Designed specifically for the Indian education ecosystem, it supports multiple user roles like counsellors, teachers, admins, and marketing teams.

Core Features of 99salescrm:

• Admission CRM with lead capture forms

• WhatsApp, email & SMS automation

• Role-based access control for staff

• Real-time dashboards and performance analytics

• Custom reports for management and compliance

Whether you’re managing a chain of coaching centres or a standalone school, 99salescrm can be customised to fit your operational model and growth goals.

CRM Software for eCommerce Businesses: Boost Sales, Customer Loyalty & Efficiency

In today’s competitive digital marketplace, building and maintaining customer relationships is as crucial as making sales. With increasing customer expectations and multichannel sales platforms, managing interactions manually is inefficient. That’s where CRM software for eCommerce businesses comes in.

A specialised Retail CRM system in India helps online sellers not just manage customers, but also streamline sales pipelines, automate marketing, and optimise inventory and order fulfilment—all from a single dashboard.

Why eCommerce Businesses Need CRM Software

For product-based businesses, success depends on repeat purchases, smart inventory tracking, personalised marketing, and seamless post-sales support. A powerful CRM can:

• Store detailed customer profiles

• Track purchase behaviour and preferences

• Trigger personalised email/SMS offers

• Automate order follow-ups and delivery updates

• Streamline returns, refunds, and service tickets

A modern CRM for product-based businesses goes beyond just lead management. It integrates marketing, sales, service, and logistics to offer a full customer lifecycle view.

Features of a Smart Retail CRM System in India

eCommerce businesses need a CRM tailored to the challenges of the Indian retail ecosystem. From WhatsApp integration to multilingual support and GST compliance, an ideal Retail CRM system India offers:

1. Centralised Customer Database

All customer details, past purchases, communication history, and preferences are stored in one place.

2. Real-Time Customer Tracking

Know what your customers are browsing, buying, or abandoning in real-time. A well-equipped Online store CRM with customer tracking helps reduce cart abandonment.

3. Order & Inventory Management

A powerful CRM with inventory and order management ensures your stock levels are accurate, and order statuses are updated in real-time across platforms like Shopify, WooCommerce, and Magento.

4. Marketing Automation

Send personalised campaigns, product recommendations, or re-engagement messages based on user behaviour, location, or purchase history.

5. Support & Ticketing System

Handle customer queries, complaints, or refund requests swiftly via integrated support channels—email, WhatsApp, or live chat.

CRM for Product-Based Businesses: Who Can Benefit?

This CRM setup is perfect for:

• Online clothing brands

• Electronics sellers

• Home décor businesses

• Organic & FMCG product sellers

• Niche D2C startups

• Dropshipping entrepreneurs

Whether you’re selling through your website, Amazon, Flipkart, or social commerce platforms, a CRM helps you track every customer interaction and purchase effortlessly.

Why Choose 99salescrm for eCommerce?

99salescrm is India’s leading cloud-based CRM software for eCommerce businesses, built specifically for retail and product-driven brands. It includes:

• WhatsApp & Email automation

• Order and inventory sync

• Customer segmentation

• Cross-sell & upsell triggers

• Real-time dashboard & analytics

• Seamless integrations with Shopify, WooCommerce, Razorpay, etc.

From product launch to post-purchase support, 99salescrm gives eCommerce entrepreneurs full control over customer experience and business performance.

Conclusion:

As businesses in Hyderabad grow and diversify, managing customer interactions manually is no longer viable. Whether you run a coaching institute in Ameerpet, a digital marketing firm in Gachibowli, or a real estate agency in Kondapur, the right CRM software can help you achieve more with less effort.

By choosing a trusted CRM software provider in Hyderabad, you invest in customer satisfaction, team productivity, and long-term revenue growth. Solutions like 99salescrm offer localised features tailored for Indian businesses, while global names like Zoho and Salesforce provide enterprise-grade tools.

Need help finding the right CRM for your business in Hyderabad?
Try a demo from leading providers like 99salescrm or Zoho CRM and experience how it transforms your sales and support operations.