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CRM software

CRM software that starts where your leads actually arrive.

Most enquiries now start as a chat message. Sentinel puts every one in a shared inbox, works out who the customer is, and keeps the deal moving until it is paid.

Sentinel CRM is customer relationship management software for sales teams. It captures leads from messaging apps, email and web forms, classifies each one as business (B2B) or consumer (B2C) with a confidence score, and manages the pipeline, follow-ups, quotations and invoices in one place.

Sentinel CRM lead list with B2B, B2C and Review labels, lead score, intent, stage, owner and next action for each lead
Shown with demo data.

What CRM software is, and who needs it

A CRM (customer relationship management system) is the shared record of every potential customer: who they are, what they asked for, who is handling them and what happens next. Without one, that record lives in personal phones, notebooks and memory, and leads quietly go cold when someone is busy or on leave.

You need a CRM when any of these are true: more than one person answers enquiries; enquiries arrive in more than one place; you can't say how many leads you got last month, or how many you won; or a customer has ever had to repeat themselves because a colleague didn't know the history.

Sentinel is built for the version of this problem that general-purpose CRMs handle poorly: teams whose customers write on WhatsApp and Instagram first, and expect an answer in minutes.

From first message to paid, in one system

  1. Capture

    A message, email or form submission arrives and becomes a lead with its channel and history attached.

  2. Classify

    Sentinel labels it business, consumer or needs review, scores it 0 to 100 and reads the requirement.

  3. Assign

    Rules route it to the right team or person. Nobody has to triage by hand.

  4. Follow up

    Replies are drafted, tasks are created, and timed checks catch anything left waiting.

  5. Quote

    A branded quotation goes out as a secure link the customer accepts online.

  6. Invoice

    The accepted quote becomes an invoice. Paid status and pipeline value update together.

One inbox for every conversation

WhatsApp, Instagram, Facebook Messenger and email threads sit in one list. Filter by channel, by unread, by unassigned or by your own leads. Replies go out through the account the customer wrote to, so they see a normal conversation.

Next to each conversation, the lead's score, intent, type, owner and stage are one click away, so the person replying has the context and can change it without leaving the thread.

How the WhatsApp inbox works

Sentinel CRM inbox with Instagram, WhatsApp, Messenger and email conversations, and the selected lead's score, intent and B2B label beside the chat
Shown with demo data.

Classification you can see and overrule

For each lead, Sentinel produces a verdict: business, consumer or review, a confidence between 0 and 100%, a category, an intent level and the signals that led there, such as a company email domain, a business job title or an order size.

The verdict is applied automatically only when confidence clears your threshold (70% by default) and nobody on your team has already classified the lead. Everything else waits in a review queue for a person to decide.

How the AI works

Sentinel AI verdict for a lead: B2B at 97% confidence, Healthcare category, informational intent, score 49, with the business signals that led to it
Shown with demo data.

A pipeline that shows what needs doing

Every deal sits on a board by stage, with its value, owner and next action. Managers see the open pipeline, the deals most likely to close and each person's results. Salespeople see their own Focus list, the next actions in order, so the day starts with the right call.

Assignment rules, follow-up tasks and stage checklists keep everyone working the same way without a weekly reminder meeting.

See CRM automation

Sentinel CRM pipeline board with deals in New, Contacted, Qualified, Proposal and Negotiation columns, each card showing value, lead type and score
Shown with demo data.

Quotes, invoices and the numbers behind them

Build a quotation from line items with quantities, discounts and tax, then send it as a secure link. The customer reads it on their phone and accepts by typing their name, or declines with a reason. Either way, the lead updates itself.

Accepted quotes convert into invoices, which show the amount due and when they were paid. Analytics cover new leads, first-response time, win rate and pipeline value by stage.

A Sentinel CRM quotation for structured cabling and Wi-Fi with line items, discount, tax and total, marked accepted by the customer
Shown with demo data.

Supported channels and what each one needs

ChannelWhat you connectApproval needed
WhatsAppA WhatsApp Business Platform (Cloud API) numberMeta business verification and a number not already on the WhatsApp app
InstagramAn Instagram professional (business or creator) accountSign in with Instagram; messaging permissions granted to the account
Facebook MessengerA Facebook PagePage admin access
EmailYour sales inboxNone beyond access to the mailbox
Web formsA form built in Sentinel, linked or embedded on your siteNone
CSV importA spreadsheet of existing leadsNone

Meta controls access to WhatsApp, Instagram and Messenger messaging. What a connected account can do depends on the permissions Meta grants it. See all integrations.

Pricing, allowances and limits

PlanPriceChannelsLeadsAI analyses a month
Free₹0125020
Starter₹799 per user a month, billed yearly25,00050 per user
Growth₹1,499 per user a month, billed yearly1050,000100 per user
Business₹2,499 per user a month, billed yearly50500,000200 per user

The built-in classification model is unlimited on every plan. The monthly allowance covers the optional deeper analysis by an advanced AI model; extra analyses cost ₹149 per 100 and don't expire. Lifetime plans are also available. Full pricing.

Security and your data

  • Separate by design. Each business's data is kept apart from every other business's, and checked on every request.
  • Encrypted. Connections are encrypted in transit, and access tokens for connected channels are also encrypted at rest.
  • Controlled access. Roles, optional two-factor sign-in, account lockout and an audit log of important changes.
  • Yours to take. Export leads to CSV or export everything at any time. Deleted records can be restored for 30 days.

Read about security

How Sentinel compares with the alternatives

ApproachWorks well whenBreaks down when
Spreadsheet and phonesOne person handles every enquiryEnquiries arrive in several apps, or a second person starts replying
Shared WhatsApp phoneThe team sits together and volume is lowNobody knows who owns a chat, and history leaves with the phone
General-purpose CRMLeads mostly arrive by email and web formsChat conversations live outside the CRM and are copied in by hand
SentinelLeads start on WhatsApp, Instagram, Messenger and emailYou need deep accounting or ERP features; Sentinel stops at quotes and invoices

Questions

How long does it take to set up?

A team can start the same day: create a workspace, invite people, connect an email inbox or build a web form. WhatsApp and Instagram take longer only because Meta has to approve the business account first.

Can I move my existing leads in?

Yes. Import a CSV and map its columns to Sentinel's fields. Imported leads are classified like any other.

Does the AI reply to customers by itself?

No. Sentinel drafts replies and suggests the next step; a person sends them. Automation rules can assign, tag, notify and create tasks, but they don't send messages for you.

Can I get my data out?

Yes, at any time: leads as CSV, or a full export of your workspace.

Every enquiry answered. Starting today.

Free for 2 users, no card required. Connect an inbox and your first leads are sorted in minutes.