A CRM with WhatsApp and AI built in, set up in minutes
Keep every lead in one place and follow each one up on time.
Leads from your website, WhatsApp, ads and phone calls all go into one pipeline. AI shows which ones are hot, and reminders tell your team who to call back next.
From ₹1,999 per team member per month · No setup fee · Pay online and start today
Screens show a demo workspace with made-up leads.
Leads come in automatically from
Leads go missing
Enquiries are spread across WhatsApp, a spreadsheet, the ad dashboard and someone’s call log. Pioneer CRM puts them all in one list, with duplicates merged.
Replies come too late
Every lead has a reply-time clock. When a new enquiry has waited too long, the lead is flagged and the right person is alerted.
Ad spend you can’t measure
Each lead keeps its campaign, UTM tags and ad click ID. You can see which ads produced paying customers, not only which ones produced form fills.
What’s included
Capture, qualification, follow-up and reporting all live in one tool, so you don’t pay for four.
Visual pipeline
Drag leads through your own stages. Every card shows where the lead came from, its value, the next follow-up and whether it is waiting too long for a reply.
AI lead qualification
AI reads each enquiry, tags it hot, warm or cold with a one-line reason, and summarises long WhatsApp threads. Spam and junk are flagged so nobody wastes a call on them.
WhatsApp in the CRM
Pair your business number by scanning a QR code. New chats become leads automatically, and click-to-WhatsApp ad clicks keep their campaign details.
Follow-ups that happen
Follow-up dates, overdue flags, reply-time alerts and a Focus mode that shows only what needs doing today. You also get first-response time for every lead.
Automations
Automatic welcome replies, message templates, round-robin assignment, and rules that move or tag leads for you. Nurture sequences follow up for weeks after the first enquiry.
Insights & ROI
Conversion rate, revenue, one-time vs recurring income, paid vs organic, and results by channel and campaign. Google click IDs are captured so you can import offline conversions into Google Ads.
Calls & texts
Connect RingCentral, Twilio or Spruce. Calls are logged against the lead with the recording and an AI transcript, and two-way SMS sits in the same timeline.
Bookings
Book appointments straight from a lead. Use booking types, a slot picker and day or week calendars, and reschedule without leaving the CRM.
Email marketing
Send campaigns to your own contacts from your own verified domain. Do-not-contact status is respected across every channel.
Team roles
Four roles: Owner, Sales head, Coordinator and Viewer. Each person sees and changes only what their role allows.
Made to fit
Rename stages, add custom fields, set your own lost reasons and save list views, so the CRM follows your sales process.
Open API
Push leads in and pull them out over a documented REST API. Signed outbound webhooks and polling work with Zapier, Make, Pabbly or your own code.
Product tour
These are real screens from Pioneer CRM, shown with a demo clinic’s made-up leads.
One drawer per lead: an AI summary of the enquiry, one-tap call outcomes, voice notes, follow-ups and bookings.
Add an AI front desk
Add-ons that answer, qualify and book leads at any hour, including the ones that arrive after you close.
WhatsApp AI front desk
AI that answers leads on WhatsApp, qualifies them and books consultations.
₹4,999 / month
AI voice agent
Inbound calls answered, qualified and logged by an AI voice agent.
₹7,999 / month
Start using it today
- 1
Pick a plan
Choose a plan and the number of team members. Your total is worked out as you go.
- 2
Pay online
Pay by UPI, card or net banking through Razorpay. You pay for the first month only, with no setup fee.
- 3
Start working
Your CRM is created as soon as the payment goes through, with a ready-made pipeline and your AI credits. The login link is on screen and in your inbox.
Simple pricing
Pay per team member each month, with no setup fee and no agency contract.
Starter
For a single clinic getting started: leads, pipeline, shared WhatsApp inbox and follow-up reminders.
₹1,999 / user / mo
- ✓ Full pipeline, contacts & insights
- ✓ 500 AI credits / month
- ✓ 2,000 emails / month
- ✓ 3 of 5 add-ons available
Growth
For a busy practice: automations, campaign reports, routing rules and every add-on unlocked.
₹2,999 / user / mo
- ✓ Full pipeline, contacts & insights
- ✓ 2,000 AI credits / month
- ✓ 10,000 emails / month
- ✓ Every add-on available
Pro
For multi-location clinics: location-level CRM, team performance views and priority support.
₹4,499 / user / mo
- ✓ Full pipeline, contacts & insights
- ✓ 5,000 AI credits / month
- ✓ 25,000 emails / month
- ✓ Every add-on available
Enterprise
For hospital groups: custom onboarding, a dedicated success manager and the largest credit bundles.
₹7,999 / user / mo
- ✓ Full pipeline, contacts & insights
- ✓ 15,000 AI credits / month
- ✓ 1,00,000 emails / month
- ✓ Every add-on available
Prices in INR, excluding 18% GST. See all add-ons and prices in other currencies
Questions
Do I need to hire Branding Pioneers as my agency to use it?
No. Pioneer CRM is sold as its own product. You pay a monthly subscription for the software and never sign an agency retainer. If you want help running ads or content later, we can talk about that separately.
How fast can I start?
Within minutes. Once your online payment goes through, the CRM is created and you get a login link on screen and by email. The in-app setup checklist then walks you through connecting lead sources, WhatsApp and your team.
Can I bring my existing leads?
Yes. You can connect a Google Sheet, import a CSV, or push leads in over the API or a Zapier, Make or Pabbly webhook. Website forms can be added with a single embed code.
What are AI credits?
Every plan includes a monthly allowance of AI credits. These are used for AI lead qualification and conversation summaries, and the allowance refills each month.
Is my data safe?
Each business has its own separate workspace, and each team member only has the access their role allows. Your leads are yours, and you can export them to CSV at any time.
What does it cost, and can I change plans?
You pay per team member per month, and add-ons are charged per account. Prices below are in INR and exclude 18% GST. To add seats or switch plans, reply to your welcome email.
Stop losing enquiries to slow replies.
Sign up in about two minutes, pay online, and add your first leads today.
Start your CRM →