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Customer Management

Mio CRMEvery enquiry, followed up

Mio CRM is a lead, call and follow-up tool for sales teams in Indian businesses. It captures enquiries from your listings, website and ads, assigns them to the right person, and makes sure nobody forgets to call back.

Lead capturePipelineCall remindersField sales
Features

What you can do with Mio CRM

Manage leads, contacts and deals in one place. Follow up on time and close more business.

Capture every lead

Pull enquiries from BizXmart listings, your website and ads, including IndiaMART, Justdial and Facebook/Google lead forms, or import a CSV.

Auto-assignment

Round-robin or owner-based assignment with email alerts, so leads never sit unanswered.

Pipeline board

Drag-and-drop stages you can customise, with a reason captured for every lost lead.

Calls & follow-ups

Tap to call, log the outcome, set the next step and work from a daily call list with overdue items first.

WhatsApp, SMS & email

Templates, auto-replies and bulk messages that respect opt-outs.

Scoring & automation

Hot, warm and cold scoring plus rules that assign, remind, reply and escalate.

Field sales

Day start and end, visit planning, location check-ins with photos, a team map and attendance.

Reports

Source performance, response times, activity counts, a morning email digest and CSV export.

Role-based access

Reps see their own leads, managers see their team, owners see everything.

Who it's for

Built for

Small shops
Sales teams
Field-sales teams
Growing businesses
How it works

Get started in 3 steps

1
Connect your sources

Link listings, website forms and ad lead forms, or import your old list.

2
Assign & follow up

Leads are assigned automatically and appear in each rep's daily call list.

3
Convert & bill

Turn won leads into customers with a GST quotation in Mio Invoice.

Plans & pricing

See current plans and pricing for Mio CRM on crm.miosynergy.com.

View pricing
Better together

Works with the Mio ecosystem

One sign-in across Mio products. Add what you need as you grow.

FAQs

Mio CRM questions

Where can I see Mio CRM pricing?

Current plans and pricing are listed on the Mio CRM website, where you can also sign up.

What happens with duplicate enquiries?

Repeat enquiries from the same phone or email are merged into the existing lead.

Can field staff use it?

Yes. The field sales module covers day start and end, visit planning, location check-ins with photos and a team map.

Ready to try Mio CRM?

Open Mio CRM and get started, or request a demo and our team will walk you through it.

Get started
Get in touch

Request a Mio CRM demo

Tell us about your business and we will set up a walkthrough, answer your questions and help you get started.

Free consultation · No obligation · Clear next steps
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