Say it the way you would say it
English, Hindi, Arabic and Malay — or any of them mixed with English in one sentence. “Kal 11 baje”, “2 lakh”, “RM 50 ribu”, “بكرة الساعة ١٠” and “next Tuesday” are all understood.
CRM for small to large teams
Every deal, contact and invoice in one place.
Root Digit CRM replaces the spreadsheet, the shared inbox and the “who’s following up?” message. Track your pipeline, send quotes, get paid — without switching tools.
- Free plan, not a trial
- Import from your current CRM
- Set up in minutes
the spreadsheetthe shared inbox“who is following up?”the quote in someone’s downloadsthe invoice templatethe WhatsApp threadthe sticky notethe CRM nobody opens
Voice
Speak after the visit. The CRM writes it up.
Walk out of the meeting, tap the microphone and say what happened. The CRM writes the note, works out what it means for the deal, and asks you to confirm. Or open it and tell Amie what you want. In English, Hindi, Arabic and Malay, on the web and in the Android app, on the Intelligence plan.
Spoke to Ravi, deal pakki ho gayi, 2 lakh final. Kal 11 baje agreement bhejna hai.
What the note says to change · Sharma Steels
- Stage: WonHeard: “deal pakki ho gayi”
- Amount: ₹2,00,000Heard: “2 lakh final”
- Follow-up: Send agreement — tomorrow, 11:00Heard: “kal 11 baje agreement bhejna hai”
- Next step: Send agreementHeard: “kal 11 baje agreement bhejna hai”
Save the note and 4 changes
Good morning, Sarah. What do you want to do?Remind me to call Ravi tomorrow at 11.
Amie · New task
- Task
- Call Ravi
- Due
- Tomorrow, 11:00
- For
- You
Add task
The note writes itself, and so do the changes
The words become a tidy note on the record, and the CRM proposes what they point to: the stage, the amount, the close date, the next step, a follow-up task with its day and time, a new phone number.
Ask Amie by voice — she answers and does it
Open the CRM and Amie asks what you want. Say it: who has not paid, what is on today, remind me to call Ravi tomorrow. She answers from your records, and anything she would make or change comes as a card you confirm with one tap.
No recording is kept
Speech is turned into text in the browser or on the phone. Root Digit never receives or stores a recording — only the words reach the CRM.
Get paid faster
Know who will pay late. Before they do.
The CRM learns how each customer pays you, chases the ones who will be late, and tests which reminders bring the money in sooner. On the Intelligence plan.
Who to chase₹38,500 is late, on 1 invoice
- INV-2041Sharma SteelsUsually pays 18 days late — 6 invoices₹1,20,00082% likely late
- INV-2038Kaveri ExportsPays on time — 6 of 6, so 21% despite your customers' 64%₹45,00021% likely late
- INV-2035Tumkur Traders12 days late — reminded automatically by WhatsApp₹38,500Late
WhatsApp before the due date: paid 6 days sooner than email on the due date, between 3 and 9 — 140 invoices.
Who will pay late, and why
Every unpaid invoice gets a likely pay date and the chance it is late, learned from how that customer has paid you before — with the reasons in plain words.
Cash coming in, week by week
Unpaid invoices placed where they are likely to land, beside what is simply due, so the month's cash is not a guess.
Reminders that send themselves
Off until you switch them on. Before the due date for customers who are usually late, on it, then after it — by email or WhatsApp, under your company's name — and they stop the moment the invoice is paid.
Find out what works in your business
Test two ways of reminding on your own invoices. The CRM says which got paid sooner, by how much and how sure it is, and switches only when you say so.
See it in action
The whole CRM in under three minutes
From the scattered spreadsheet and the “who’s following up?” message to a pipeline your whole team can see — and the quote, the invoice and the payment that follow.
How it works
One record, from first hello to money in the bank
Most CRMs stop at the deal and hand you to another tool for the quote, the invoice and the payment — which is exactly where the numbers start to drift apart. Every step on the left happens on the same record, and nobody retypes anything.
- A lead arrivesFrom a form, an ad or a phone call — into the CRM, not an inbox.
- It becomes a dealContact, company and deal in one step. The name is typed once.
- A quote goes outPriced from the catalogue, with the tax already worked out.
- The invoice followsBuilt from the accepted quote, in the form that country expects.
- The payment landsWhen the customer pays, the invoice marks itself paid. Nobody types it in.
One record, not five tools
A lead becomes a contact, a company and a deal in one step. The name is typed once, by whoever typed it first — often the customer, on a form.
The money sits with the deal
The quote, the tax, the invoice and the payment live on the record they belong to. Nothing is copied into a spreadsheet to be reconciled later, because nothing left.
It moves without being pushed
A lead form fills itself in, an accepted quote becomes an invoice, and a payment marks that invoice paid. The thread moves forward whether or not anyone is watching it.
What it does
The whole business, not half of it
Contacts and a pipeline are the easy part, and every CRM has them. What decides whether a team stays is whether the quote, the invoice, the tax and the payment live in the same place as the deal.
A board you can actually move
Drag a deal from one step to the next, and how likely it is to close comes with it — from the step it is in, rather than from a guess. More than one board, when the business sells in more than one way.
LeadsDealsForecastTargets
The right tax, in the right words
Eighteen countries arrive configured — what the tax is called there, and how it splits. Anywhere else, you set your rate once and invoices carry it from then on. The rate itself comes from the product, then its category, then the workspace.
United StatesSales tax
IndiaCGST + SGST, or IGST
United Kingdom · IrelandVAT
United Arab Emirates · Saudi ArabiaVAT
Singapore · Australia · CanadaGST
MalaysiaSST
Anywhere else you sellYour rate, set once
Quote → invoice → paid
From the Growth plan, send a payment link through whichever gateway your market actually uses. When the customer pays, the invoice marks itself paid — nobody types it in.
StripePayPalRazorpayCashfreeCCAvenue
An assistant that answers from your records, not about them
Ask in plain English — “how much came in this month”, “how many open deals over $10k is Sarah closing this month”, “tell me about Acme Inc.”, “what is our win rate”, “make an invoice for Acme Inc., 2,500 for website design” — and she answers from what is actually in your workspace, hearing every part of the question, raises the invoice as a draft, and says “undo that” means undo that. She opens with what changed since you last looked, keeps a standing question for you every Monday, answers on WhatsApp when you message the business number from your own phone, and can be told she is wrong: “the competitor thing is not real” re-scores the deal and stays corrected. Every number she says is one she just counted from your records, never guessed — and your records train nothing outside your workspace.
Three reasons to open it on a day nothing is closing
Who owes you money, biggest and oldest first, with one tap to remind them on WhatsApp. Who opened the quote you sent an hour ago. Whose birthday it is, which customer placed their first order a year ago today, and which festival to greet them for. On every plan, including Free — and silent on a day with nothing to say. From Growth, the repeat business that quietly stopped, with the amount.
The follow-up that sends itself
An email today, a WhatsApp message in two days, a call on day five — written once, put on any lead, deal, quote or invoice, and stopped the moment they reply. From your own mailbox, never at night. On every plan.
Selling that happens in person
Plan and record visits against the account, for the businesses whose work is on the road.
Who sees what
Roles, profiles, sharing rules and territories, plus an audit log of every change — the things a company asks for the day more than one team depends on the answer.
A real API, and no lock-in
Everything in the workspace can be read and written by other software you use, with keys you hand out and can take back. Export the lot whenever you like, at no charge — nothing is held hostage.
Cases, campaigns, catalogue, inventory
Customer problems logged and answered before the deadline you set, campaigns you can trace deals back to, a catalogue that carries its own tax rates, and stock that moves when an invoice does.
Intelligence
It tells you which deals will close — and why.
Your CRM records what happened. Intelligence reads it and says what happens next: which deals are real, which forecast holds, and which customer is quietly leaving. Watch it re-order three deals that look identical from the outside.
EXAMPLE · THREE OPEN DEALS
As your CRM records themAs intelligence reads them
Same three deals. One order is the order they were created in.
A score that shows its working
Every open deal carries a number and the reasons behind it — who replies, how long it has sat still, who has gone quiet. Not a figure you have to take on faith.
A forecast you can defend
Commit, best case and worst case computed from what the pipeline is actually doing, so the number you take into a board meeting is not a hopeful guess.
Customers about to leave
The ones going quiet come to the top before their renewal, in order of what they are worth — while there is still time to ring them.
What to do first
For each deal, the one thing most likely to move it — in order, for the whole team, so the morning starts with a list rather than a decision.
Moving in
Import your data from Zoho, Salesforce, and 15 more
Export a CSV from the CRM you use today. We map the columns, run a dry run that writes nothing, and show you exactly what will land before it does.
- Salesforce
- Zoho CRM
- HubSpot
- Pipedrive
- Dynamics 365
- Freshsales
- monday.com
- Zendesk Sell
- Copper
- Close
- Insightly
- SugarCRM
- Odoo
- Bitrix24
- Keap
- Vtiger
- Capsule
- Any spreadsheet
Run it twice, safely
Every record keeps the id it had in your old CRM. Run the import again next week and matched records update instead of duplicating — so you can move in stages instead of all at once.
Nothing lands in the wrong field
Columns are mapped before anything is written, and a row whose shape does not match the header is reported rather than shifted quietly into the next column.
And you can leave the same way
Every record is exportable and the API is open to you. There is no charge to take your own data out. A CRM should be kept by being useful.
Pricing
Start free. Stay free until you outgrow it.
Every plan includes the core CRM — larger plans add seats, storage, custom fields and the heavier modules. Prices are set per workspace, not per seat.
Free
The whole CRM for a small to large team. Not a trial.
Free
Free forever, not a trial
The full CRM, including
- Sales pipeline
- Price books
- Contacts, companies, deals & tasks
- Follow-up autopilot
- Your mailbox, mail server & WhatsApp connected
- Quotes, invoices & payments you record
- Import from your current CRM
- 3 seats
- 1,000 recordscontacts, companies, leads, deals, quotes & invoices — tasks, notes and files are free
- 1 GB storage
- 500 emails per monthcampaigns, one-off and follow-up emails, sent through your own email provider
Add on, any time
- Your own domain$2/mo
Growth
For teams that need forecasting and campaigns that reach people.
$29
$12/month
4 seats included · $4 per extra seat, per month
Launch pricing
Everything in Free, plus
- Campaigns
- Credit notes
- Your own domain
- Custom fields & layouts
- Customer cases
- E-invoicing — India's IRN, ZATCA and Peppol
- Email tracking
- Forecasting
- Payment links — Stripe, PayPal, Razorpay, Cashfree & CCAvenue
- Every other integration — accounting, Slack, Zoom & more
- Knowledge base
- Mass email
- Order management
- Recurring invoices
- Report builder
- REST API with scoped keys
- Use your CRM from Claude or ChatGPT
- Every conversation, in one place
- Field visits
- Forms on your website
- Win back
- Workflow rules
- 4 seats
- 100,000 recordscontacts, companies, leads, deals, quotes & invoices — tasks, notes and files are free
- 5 GB + 1 GB per seat
- 50,000 emails per monthcampaigns, one-off and follow-up emails, sent through your own email provider
Add on, any time
- Predictions & scoring$25/mo
- 100,000 more records$5/mo
- 10 GB more file storage$6/mo
- 25,000 more emails a month$3/mo
Enterprise
Every module, the heavier automation, and the controls an audit asks for.
$79
$30/month
6 seats included · $4 per extra seat, per month
Launch pricing
Everything in Growth, plus
- Custom modules
- Customer portal
- E-way bills, one at a time or in bulk
- Inventory
- Automatic follow-ups & rules
- SMS & WhatsApp
- 6 seats
- 5,000,000 recordscontacts, companies, leads, deals, quotes & invoices — tasks, notes and files are free
- 50 GB + 2 GB per seat
- 10 modules of your ownyour own objects, with their own fields and permissions
- 250,000 emails per monthcampaigns, one-off and follow-up emails, sent through your own email provider
Add on, any time
- Predictions & scoring$25/mo
- 100,000 more records$5/mo
- 10 GB more file storage$6/mo
- 25,000 more emails a month$3/mo
Intelligence
Everything in Enterprise, plus predictive scoring and forecasting.
$53/month
6 seats included · $4 per extra seat, per month
Early access
Everything in Enterprise, plus
- Voice notes — speak a visit, the CRM writes it up
- Ask Amie by voice — she answers and does it
- Deal scoring, with the reasons beside it
- Lead scoring on the same evidence
- Customers about to go quiet, before they do
- Commit, expected and best case, computed
- A daily worklist, ordered by what is at stake
- A brief before every customer meeting
- New leads to whoever converts them best
- What discount actually wins, on every quote
- Every next action with the message already written
- Who will pay late, and when the cash will arrive
- Payment reminders that send themselves
- Tests what works in your business and, with a holdout, shows the extra money it brought in
- Ask Amie — your records, in plain questions
- Every score shows its working
- 6 seats
- 25,000,000 recordscontacts, companies, leads, deals, quotes & invoices — tasks, notes and files are free
- 200 GB + 4 GB per seat
- 50 modules of your ownyour own objects, with their own fields and permissions
- 1,000,000 emails per monthcampaigns, one-off and follow-up emails, sent through your own email provider
Add on, any time
- 100,000 more records$5/mo
- 10 GB more file storage$6/mo
- 25,000 more emails a month$3/mo
Compare everything
| Feature | Free | Growth | Enterprise | Intelligence |
|---|---|---|---|---|
| What you get | ||||
| Users included | 3 users | 4 users | 6 users | 6 users |
| Extra usersAdded any time | — | $4/month each | $4/month each | $4/month each |
| RecordsContacts, companies, leads, deals, quotes and invoicesTasks, calendar, cases, notes, files and emails do not count. Some CRMs count all of those against your limit. | 1,000 records | 100,000 records | 5,000,000 records | 25,000,000 records |
| File storage | 1 GB | 5 GB + 1 GB/user | 50 GB + 2 GB/user | 200 GB + 4 GB/user |
| Emails a monthCampaigns, one-off and follow-up emails, on your own email provider | 500 emails/mo | 50,000 emails/mo | 250,000 emails/mo | 1,000,000 emails/mo |
| Contacts, companies & leads | ||||
| Lead capture and conversion | ||||
| Duplicate detection & merge | ||||
| Custom fields | ||||
| Custom layouts & sections | ||||
| Modules of your ownCandidates, Sites, Patients — 10 on Enterprise, 50 on Intelligence | ||||
| Tags, notes & file attachments | ||||
| Field history on every record | ||||
| Recycle binDeleted records recoverable | ||||
Getting started
What the first hour looks like
Not a trial you forget about. A workspace with your data in it, today.
- Create the workspaceName, email, phone. About a minute, and no card.
- Bring your contactsImport the CSV you already have. Dry run first, so nothing lands wrong.
- Set your pipelineRename the stages to the ones your team actually says out loud.
- Invite the teamThey see what they should see — roles and sharing rules, from the start.
Set it up this afternoon
Import your contacts, invite your team, and have a working pipeline before the day is out.
- No card to start
- Free plan stays free
- Export your data any time
- Credentials encrypted at rest