The CRM small businesses actually keep using
Big CRMs need weeks of setup and a person to maintain them. Small businesses end up back on WhatsApp and a spreadsheet. CappsAI Studio keeps the CRM small and connects it to the work that earns money: quotes, invoices and follow-ups.
- Client management: every client with their quotes, invoices, money to collect and a full history of emails, reminders and follow-ups.
- Custom fields on clients, leads, quotes, invoices and line items, in 16 types.
- Fast data entry: paste a visiting card or WhatsApp message to fill the form.
- One-tap WhatsApp to any client.
- Leads from your website form, chat bot or API land in the same CRM, with source and status. Convert a lead to a client in one click.
- Follow-ups: Today, Upcoming and Overdue views with a notification when each one is due.
- Search everything with Ctrl/⌘ + K.
A CRM for freelancers, and for teams
Start alone on the free plan. When your team grows, Pro adds up to 5 people with roles (Admin, Manager, Sales, Accounts, Support, Viewer), 13 permission areas, internal team chat and an activity log. You choose whether each person sees all records or only their own.
What's free and what's paid
| Feature | Free ₹0 | Pro ₹99 | Premium ₹299 |
|---|---|---|---|
| Clients | 100 | 1,000 | Unlimited |
| Leads, follow-ups, reminders | ✓ | ✓ | ✓ |
| Custom fields | ✓ | ✓ | ✓ |
| Quotes & GST invoices | ✓ | ✓ | ✓ |
| Team members with roles | – | Up to 5 | Unlimited |
| Internal team chat | – | ✓ | ✓ |
| Analytics dashboards & live alerts | – | ✓ | ✓ |
| Email inbox linked to clients | – | – | ✓ |
Prices are per month and exclude 18% GST. Every new account gets Premium free for 7 days, with AI included; afterwards it moves to Free unless you choose a plan. Nothing is charged automatically.
Is it a full CRM?
No, on purpose. It's a lightweight CRM that avoids the setup and cost of an enterprise CRM. If you need advanced forecasting, sales territories or marketing campaigns, an enterprise CRM fits better. If you need to know who asked, what you quoted, who owes you and who to call today, Studio is enough. Read how to choose a CRM for a small business.