# Root Digit CRM — full reference > The CRM that chases, invoices and answers — without you typing. Root Digit CRM is a CRM for small to large teams: contacts, companies, leads, a visual sales pipeline, quotes, tax-compliant invoices (sales tax, GST and VAT), field visits, campaigns and reports in one place — with voice notes (say what happened after a visit, in English, Hindi, Arabic or Malay, and it writes the note and proposes the updates, keeping no recording) and Amie, an assistant you can ask by voice that answers from your own records in plain English — any record, any condition, a brief on any customer by name, win rate and revenue trends — raises invoices and quotes by talking, follow-ups that send themselves on every plan, tells you what changed since you last looked, answers on WhatsApp, and can be corrected. WhatsApp messages land on the right customer by themselves. Free plan, no card; imports from Zoho, Salesforce and 15 more; works from Claude Desktop and ChatGPT. Publisher: Root Digit (https://rootdigit.com). Product site: https://crm.rootdigit.com. Sign up: https://crm.rootdigit.com/signup. Category: customer relationship management (CRM) software, web application. ## Who it is for Small to large teams that sell and invoice: sales teams, agencies, distributors and traders, consultancies, field-service and field-sales businesses. Sold and supported in every English-speaking market: prices quoted in seven currencies, tax configured for eighteen countries and settable anywhere else, and a payment gateway available in each major market. ## What is in the product - Contacts, companies and leads. Lead conversion happens in one step: the matching company and contact are found and shown before anything is saved, an opportunity is optional with its own amount, stage and closing date, the lead's notes and files move onto the contact, and a converted lead closes and cannot be converted twice. - Deals in a visual pipeline with configurable stages and probabilities, board and list views, weighted forecasts. - Quotes and invoices with line items, HSN codes, discounts and tax. A presented or accepted quote becomes an invoice or a sales order, and a confirmed sales order an invoice, in one step that carries the customer, contact, address, tax registration, place of supply, currency, terms and every line, takes the next number and links the two — once per source and kind unless asked again. Recurring invoices (Growth and up) are raised on their schedule in the workspace's time zone, numbered, issued and optionally emailed through the workspace's own email route; paused or ended schedules raise nothing, and a missed period is raised once with only the newest emailed. Payments recorded against invoices (an invoice becomes Paid or Partly paid only when money is recorded, and choosing either status on the form asks for the amount, date and method); recording a payment by hand is on every plan, by a manager or an administrator. - Taking payment online, on Growth and up: a payment link for an invoice through Stripe, PayPal, Razorpay, Cashfree or CCAvenue that never expires — each time it is opened it starts a fresh checkout for what is still owed, labelled with the invoice number and the business's name. When the customer comes back, the gateway is asked with the workspace's own keys whether the money moved, and the payment is recorded with no webhook needed; a webhook is optional (for Stripe, Razorpay and PayPal) and also catches bank payments that clear later and customers who close the page early, and Cashfree reports by itself. A payment is recorded once however it is reported, only against the invoice whose checkout it came from, and in that invoice's currency. SagaPay gives a stablecoin deposit address instead. On a plan without online payment, new links and checkouts are refused — a link sent earlier tells the customer to reply to arrange payment — and a payment already under way is still recorded. Tax is charged only when the workspace holds a tax registration, such as a GSTIN in India; without one the document is a plain invoice with no tax line. - "Scan to verify" on every invoice and credit note: a QR code that opens the issuer's own record of the document — issuer, tax number, number, dates, amount, and whether it is paid, partly paid, unpaid, a draft or cancelled — and never the customer. The code is signed, so it cannot be guessed or altered; it is not a payment code. Saudi invoices carry the ZATCA code instead. It does not replace a government code where one is required (India's e-invoice IRN code above ₹5 crore turnover, Malaysia's MyInvois, Portugal's ATCUD, Kenya's eTIMS). - India e-invoicing: for a GST-registered business that must e-invoice, each invoice to a registered business, export or SEZ supply gives the Invoice Registration Portal's JSON (schema 1.1, the bulk-upload shape) after checking NIC's rules, each problem named with where to fix it; sales to unregistered buyers are not reported. The business uploads the file on the portal and brings back the response or just its signed QR, which is matched to the invoice (number, both GSTINs, total, date) before it is kept. The IRN, acknowledgement and the NIC-signed QR then print on the invoice, its figures lock, and a cancellation recorded within the IRP's 24 hours (with no payment against it) voids it; the number is never reused. The product does not call the IRP's API, which needs credentials issued to the business itself through a GST Suvidha Provider. All of it is on the invoice's own "E-invoice & e-way bill" tab, and the invoice's Overview says where it stands. Many invoices can be filed at once: tick them on the invoice list for one file, and the portal's answer to the bulk upload, uploaded once, records every IRN. On the Growth plan and up. - India e-way bills: for goods worth more than ₹50,000 on the move, the invoice's Transport & e-way bill fields (mode, distance, vehicle, transporter, transport document, ship-to and dispatch-from) make the e-way bill portal's bulk-generation file (version 1.0.0621), after its rules are checked — goods only, PIN and state, vehicle number format, 4,000 km, 250 items, 180 days. The 12-digit number the portal gives back is recorded, with its validity (a day per 200 km, 20 km for over-dimensional cargo), and prints on the invoice; a cancellation within the portal's 24 hours is recorded too. With the transport filled in before the e-invoice file is made, the IRP makes the e-way bill with the IRN and it is recorded with it. Bulk works the same way, and an IRN is not cancelled while its e-way bill is active. On the Enterprise plan and up. - No signature block unless the workspace turns it on: an invoice issued electronically needs no signature in India (CGST rule 46), the UAE, the UK, the EU or the US, so the PDF says it is computer-generated and needs no signature instead. - Tax on documents, by country: US sales tax, GST (India, Singapore, Australia, Canada), VAT (the UK, Europe, the Gulf, Africa) and SST (Malaysia), each with that country's wording. India additionally: CGST/SGST for intra-state supply, IGST for inter-state, HSN-wise summary, amount in words, reverse-charge statement, GSTIN validation, place of supply — all decided from the supplier's and customer's state. - Tasks, calendar events, field visits with check-in and check-out. - Campaigns and mass email, sent through the customer's own provider so campaign volume runs on their sending reputation rather than a shared one. Each message is personalised from the recipient's own record and carries an unsubscribe link plus List-Unsubscribe and one-click headers; unsubscribing sets the opt-out on the record, so later campaigns exclude them. Open and click tracking is per recipient and can be switched off; a tracked link redirects only to a destination the campaign itself contained, and opens and clicks are never counted against a message that failed to send. - Support cases, knowledge base articles, customer portal. - Ready-made reports on every plan, and a report builder on Growth and above, always within what the viewer is allowed to see: filters with custom logic (1 AND (2 OR 3)) and date phrases (this quarter, last 90 days, this financial year), fields from linked records, grouping by day/week/month/quarter/year in the workspace's financial year, a second grouping as a grid, several totals and formulas (COUNT, COUNTIF, SUM, AVG, MIN, MAX, AVGDAYS), comparison with the previous period or the same period last year, CSV export, and scheduled email delivery; an Overview dashboard computed from the workspace's own records. - Products and price books on every plan; inventory on Enterprise. A price book holds a price per product and per quantity break; a line takes the book chosen for the deal or document, else the default book for its currency, else the product's own price; a book's standard discount comes off, then its rounding rule (none, nearest whole unit, nearest 0.05, or .99). Purchase orders (Growth and up) are received line by line — all that is owed or the part that came, never more than was ordered — and each line goes onto the matching inventory item's stock where the plan includes inventory. - Forecasts (Growth and up) show, for their own period, the open deals expected to close, the same weighted by each deal's chance, what was won, and the gap to the target, converted at the workspace's own rates. - Optional identity and compliance fields on contacts and companies: document type, number, issuer and expiry for a person; trade licence and expiry (UAE, Saudi Arabia, Qatar, Kuwait, Bahrain, Oman), incorporation date, registered address and beneficial owner for a company; and the authorised signatory with their own document and expiry. A verification status and trail on both. Document numbers never show up in search, and the section can be hidden wholesale by field-level permissions. Every expiry is a date field, so a workflow rule can raise a task before it falls due. - A customer portal: contacts are invited by email, set their own password, and sign in to see their own cases, invoices, quotes and published knowledge articles, raise a case and reply to one, pay an invoice through whichever gateway the business has connected, and accept a quote. Portal accounts are kept entirely apart from the people in the workspace: a customer signed in to the portal sees only what belongs to them and can never reach the CRM itself. Each of the four areas can be switched off, which turns it off completely rather than hiding a tab. - Approval rules: conditions on any object decide when a record needs sign-off, routed to a named person, the record owner, or the owner's manager resolved through the role hierarchy. A record awaiting a decision is locked against every edit path — app, API and import — except by those who can decide it. Rejection requires a reason; decisions, comments and follow-on actions are kept. - Workflow rules that run however a record is saved — in the app, through the API or by an import: trigger on create or change, on a date coming round (days before or after any date field, once per record per day, in the workspace's time zone) or on the customer replying on WhatsApp or SMS; conditions on the object's own fields; and steps — actions, waits of days or hours, and if/otherwise on the record as it stands by then. Actions raise a task, set a field, reassign, email the owner or a teammate, email or WhatsApp the customer (through the workspace's chosen route; WhatsApp as text within the customer's 24-hour window or an approved template outside it), set a field on the linked record, create a record, add a note, put the record on a follow-up, or send a signed automation.fired webhook. Steps that reach a customer run once the record is saved, and one rule reaches one person at most once a day. Ready-made rules are offered to start from. Every firing is logged, including the ones that decided not to act. - Custom fields and layouts (Growth plan and up); a field can be archived (hidden, its values kept, no longer required) or deleted together with its values. Document numbering, invoice templates. - Duplicate rules per object, a scan of what the workspace already holds twice, and a merge that compares both records field by field so the surviving value is chosen rather than assumed. Notes, activities, files, line items and field history move to the survivor; records that named the merged one are repointed; the merged record goes to the recycle bin and can be restored. - Web-to-lead forms: built from the workspace's own fields, published at a public address, shared as a link or embedded in any site, with submissions arriving as records. Built-in spam protection, so no visitor is asked to solve a puzzle. - Data import from Zoho CRM, Salesforce, HubSpot, Pipedrive and thirteen other CRMs; an import can be run again without creating duplicates. - REST API with API keys and scopes, webhooks with signed deliveries, a developer console. The API-key surface is described as OpenAPI 3.2.1 at https://api-crm.rootdigit.com/api/v1/openapi.json (no key needed; ?oas=3.1 for a 3.1 copy), and with a key https://api-crm.rootdigit.com/api/v1/openapi/workspace.json describes only what that key may reach, with the workspace's own fields and modules. - Integrations: the live list is at https://api-crm.rootdigit.com/api/v1/public/integrations and the page at https://crm.rootdigit.com/integrations renders it. Connectable today: Stripe, PayPal, Razorpay, Cashfree and CCAvenue for payments, SagaPay for stablecoins, QuickBooks Online, Xero, Tally Prime and Zoho Books for accounting, OneDrive and Google Drive for documents, DocuSign for signatures, Slack, Telegram and WhatsApp Business Cloud for messaging, Twilio, MSG91 and Gupshup for SMS, Zendesk and Freshdesk for support, Mailchimp, SendGrid and Amazon SES for delivery, Zoom, Google Meet and Microsoft Teams for meetings, Calendly for scheduling, Meta for lead ads, and Zapier (through Webhooks by Zapier, with the CRM's webhooks and API). The Integration hub shows which connectors are available now and which are coming soon; one that is not ready cannot be connected, rather than saving a connection that does nothing. - What the connections do once connected: a Calendly booking becomes a meeting for whoever was booked, on the contact or lead with that email (someone new becomes a lead), moved when the invitee picks a new time and put in the recycle bin when they cancel; a meeting can be put in Google Calendar or Outlook and given a Google Meet, Zoom or Microsoft Teams link, kept in step when it changes; an invoice, a quote or an order can be saved as a PDF to OneDrive or Google Drive, by hand or every time it is emailed; a quote or a sales order can be sent for signature through DocuSign, and a signed quote is marked Accepted with the signed copy filed on it; a payment entered in QuickBooks against an invoice sent from the CRM is recorded on that invoice; a TallyPrime invoice goes across as a file to import, or straight into the books when TallyPrime can be reached; a Zoom meeting made from the CRM records when it was held and for how long; and a company's own identity provider (Google Workspace, Microsoft Entra ID, Okta or any SAML 2.0 provider) can be the way everyone signs in. - Security: two-step sign-in with an authenticator app (with backup codes) or a passkey, roles and profiles with object- and field-level permissions, record sharing rules, audit log, recycle bin (records deleted one at a time or many at once from any list, restorable; administrators can delete permanently or empty it), session revocation on sign-out. A workspace's own security rules are enforced on every request, including for people already signed in: two-step sign-in for everyone, sign-in only through the company's identity provider (Google Workspace, Microsoft Entra ID or Okta; administrators keep a password as the way back in), signing out a browser nobody has used for a chosen time, allowed networks (addresses and ranges, for people, API keys and connected assistants alike), and how long activity history and deleted records are kept. Saving a rule that would lock out the person saving it is refused. Someone whose only second step is a passkey and who signs in with a password is emailed a six-digit code; changing or resetting a password signs that person out everywhere, connected assistants included, and a reset also removes their passkeys; each person is emailed when a passkey, an authenticator app or a connected assistant is added to their account. Microsoft Entra ID sign-in is tied to the customer's own directory, and Google Workspace sign-in admits only accounts of the company's own Workspace. Root Digit's own staff have no separate way in: they sign in through the same sign-in with a second step. - Notifications: each person chooses which emails they get about their own work (something given to them, reminders for their tasks and meetings, their deals moving, money in on their invoices, approvals, finished campaigns), and every one of them also shows in the bell in the workspace. - Files attached to records and documents, within each plan's storage allowance. ## Follow-up autopilot Follow-up autopilot is on every plan, including Free. A cadence is up to eight timed steps — email, WhatsApp, call or task, each on a day from 0 to 90 — that runs against one lead, contact, deal, quote or invoice at a time. A run stops by itself when the person replies (a WhatsApp message or a portal action on the record or its contact), when a colleague logs a call or meeting with them, when the record closes (lead converted or unqualified, deal won or lost, quote accepted, declined or expired, invoice paid or voided), or when the person opted out of email, withdrew consent or had processing restricted — and says which. Emails go out the way the workspace sends email — its connected Gmail or Microsoft 365 mailbox, or its own mail server, SendGrid or Amazon SES if Settings says so — and each counts toward the plan's monthly email allowance, the same allowance as campaigns and one-off emails; with nothing to send through or no allowance left a run waits a day on the same step rather than skipping it. WhatsApp steps send through the workspace's WhatsApp provider (Meta, Bird, Twilio or Gupshup): the written message when the customer wrote on WhatsApp in the last 24 hours, the step's approved template otherwise, because WhatsApp only lets a business start a conversation with a template it approved. With no provider, no template or a refusal, the step becomes a task for the record's owner with the message written, a one-tap wa.me link and the reason. Call steps become tasks; tasks count as records. Messages go out between 09:00 and 19:00 in the owner's time zone, Monday to Saturday; the gap between steps is kept from when the previous step ran, and a customer is never sent the same step twice. ## Customer email and WhatsApp Settings → Email & communication chooses the service customer email leaves through: a connected Gmail or Microsoft 365 mailbox, the company's own mail server over SMTP (ports 587 with STARTTLS or 465 with SSL/TLS; the password encrypted on arrival; the server must be reachable over the public internet and is checked by signing in before it is used), SendGrid, or Amazon SES — or Automatic, which tries the writer's own mailbox first (each person can connect theirs in My profile: their own login on a mail server, and Gmail or Microsoft 365 where those are offered), then a workspace mailbox, then the mail server, then a sending service, then Root Digit mail. Root Digit mail is built in: with nothing connected, invoices, quotes, follow-up emails and one-off emails go out through Root Digit's own mail service under the business's name ("Name at Business"), with the invoice PDF attached and replies going to the person who wrote them; on the Free plan one footer line says the email was sent using Root Digit CRM, and paid plans leave it off; it counts in the plan's email allowance and is limited per day, rising with trust (500 a paying workspace and 30 on a trial or the Free plan, or 100 and 10 in its first week). Bounces and spam complaints reported by the mail service stop mail to dead addresses and pause a workspace that is reported too often; when emails cannot go out, a banner on every screen and a note on the invoice and quote forms say why and what to do, and the owner is emailed; the workspace's own mailbox still sends. A one-off email through the company's server or a sending service carries the writer's name and sends replies back to them. Campaigns always go through a mail server or sending service, never a personal mailbox. WhatsApp goes through Meta's WhatsApp Business API, Bird (formerly MessageBird), Twilio or Gupshup; replies through Meta, Bird and Twilio are verified by the provider's signature, and Gupshup's by a secret address only the workspace has; they land on the customer's record and stop a follow-up, and Twilio SMS replies land as SMS. The one-tap WhatsApp reminder and greeting send the written message while the customer's 24 hours are open, and otherwise the two approved templates the workspace names under Settings → Email & communication. All of these are connected in the Integration hub. A mailbox (Gmail or Microsoft 365), the company's own mail server and a WhatsApp provider can be connected on every plan, including Free, so follow-ups send on Free too; SendGrid, Amazon SES and the rest of the hub are on the paid plans. ## Voice notes Voice notes are on the Intelligence plan: on the web, in the note box of any record; in the Android app, in the note on a record's timeline, and from the microphone at the bottom of Home, whose sheet has Voice note, which asks which lead, contact, company or deal it was about. The languages offered follow the workspace's country — India: English and Hindi; the UAE, Saudi Arabia, Qatar, Kuwait, Bahrain and Oman: English and Arabic; Malaysia: English and Malay; elsewhere English — and the person can choose any of the four. The person taps the microphone, chooses English or Hindi, and speaks; the words appear as they are said. When they stop, the CRM reads what was said — English; Hindi in Devanagari or in Latin letters; Malay, including Malay mixed with English ("esok", "lusa", "minggu depan", "pukul 3 petang", "5 ribu", "RM 2.5 juta", "dah setuju", "tak jadi", "kalah kepada X"); Arabic, Modern Standard and Gulf ("بكرة", "بعد بكرة", "الأسبوع الجاي", "الساعة ٣", "ألف درهم", "وافقوا", "راحوا للمنافس X", Arabic-Indic digits) — and returns a tidy note in the words it was spoken in, and the changes the words point to. For a deal: the stage (forward only, or won, or lost with the competitor and the reason when they are said), the amount ("2 lakh", "1.5 crore", "50k", "dedh lakh"), the closing date and the next step. For a lead: its status, rating, decision role, timeline, budget, need and next follow-up. For a lead, contact or company: a phone number, mobile or email said aloud — a mobile in the shape the workspace's country writes it (India, Malaysia, the UAE, Saudi Arabia and the rest of the Gulf). And up to three follow-up tasks with their day and time ("kal 11 baje", "next Tuesday", "in 3 days"), named after and linked to the record. A value the record already holds is not proposed again. Each change is shown with the words it was heard from and starts ticked; the person unticks what was misheard, and one tap saves the note and the rest. Only changes the person may make are offered — field permissions and the right to create tasks apply — and they are saved through the same checks as typing them, so a voice note can do nothing the person could not do by hand. No recording is kept. Speech becomes text in the browser or on the phone, never on Root Digit's servers: no audio is uploaded, stored or kept, and only the words are sent. Where the device can recognise speech by itself it does — Chrome's on-device speech recognition when it is installed for the language, Android's on-device recognizer on Android 12 and later, where the phone has one — and otherwise the browser's or phone's own speech service turns speech into text (for example Google's, in Chrome and on most Android phones); the person is told so once, before their first note. Reading the words into changes is done by rules Root Digit wrote, on its own servers, with no language model and no outside AI service. In the Android app a note spoken with no connection is saved on the phone at once and sent when the connection returns, and its changes are offered the next time the record is opened online. Arabic notes and questions are shown right to left. Browsers with no speech recognition (Firefox) and the iPhone app do not show the microphone yet. ## Ask Amie by voice On the Intelligence plan and its trials, the top of the dashboard on the web is Amie's greeting: "Good morning, Sarah.", one line of what today holds from the person's own records — their open tasks due today or earlier, the money still to come in this week on invoices they may open (left out entirely where their profile hides invoice amounts), and their meetings today — then "What do you want to do?", a microphone, and three or four things to tap, drawn from the same Today list as the Next actions card below it. It is open the first time each day, a single line after that, and can be closed for the day; Type instead opens Amie's panel to type in. In the Android app the top of Home is the same hello and line, and a microphone floats beside the Ask Amie button: it opens a sheet that listens at once, where Ask Amie sends what is said to her (her answer and any card to confirm shown in the sheet), Voice note puts it on a record, and Type instead turns it into a text box. Nothing listens without a tap, and listening stops by itself after a pause. What is said goes to Amie as a question, in the same conversation as her chat, so a follow-up is understood in the light of the last answer. She answers as she does when typed to, from the workspace's own records through the person's permissions. A request to make or change something — a task ("remind me to call Ravi tomorrow at 11"), a lead, a quote or invoice, a logged call — comes back as a card to confirm in one tap, and is made through the same checks as making it by hand; "undo that" works. When she does not understand, she says so in one line and offers three things she can do. Questions in Malay, Arabic and Hindi are read for the same things — overdue invoices, who has not paid, who to call today, today's meetings, a task, a quote, a lead, a logged call — and answered in English, which the screen says plainly under the question. Her short answers are read aloud in the browser's or phone's own voice (the browser's speech synthesis; Android's TextToSpeech), never the records or tables under them, and only once the person turns Read aloud on — it is off until they do, and kept for that person. Nothing is recorded or sent anywhere but the words. On plans without Amie the greeting stays on the web, locked, and on the phone it says only that it is not turned on. ## What no other CRM does Voice notes (above): speak a visit in English, Hindi, Arabic or Malay, and the CRM writes the note and proposes the updates, with no recording kept. And Amie asks what you want when you open the CRM: say it, and she answers or does it once you confirm. Amie answers from the workspace's own records, asked in plain English. Every figure is counted from the workspace's own records, within what the asker is allowed to see, so figures are exact, and the records never leave the workspace. The questions asked of her are kept for 90 days, to teach her new ways of asking, with names, numbers, amounts, dates, emails and phone numbers replaced, and any word Amie doesn't already know hidden; never her answer, the records, or who asked. An administrator can turn this off in Settings > Security & compliance, which also deletes what was kept. Her AI runs on Root Digit's own servers: it recognises what an unusual phrasing means, and answers are composed from the counted records. Typos and shorthand are understood. She reads the whole question rather than a keyword: any kind of record (built-in or custom) filtered by date (today, last month, this quarter, this financial year, Q2, since April, between two dates), owner (mine, a colleague's, unassigned), amount (over $10k, between 10k and 50k; amounts in lakh and crore are understood too), stage or status, picklist values, a customer or a city, then counted, totalled, averaged, grouped by stage, owner, source or month, or ranked ("the biggest five"); money is summed per currency and never across currencies, and a win is dated by when the stage became Won. Asked about something by name she gives a brief — for a company: open deals and their value, what is owed and overdue, the last contact and what was said, the next task; for a deal: stage, value, close date, score and next step; for an invoice: amount, status and days overdue; for a colleague: open deals, wins this month and activity this week. She answers the manager questions in a sentence each: win rate (against the previous period, by rep), sales cycle, revenue trend (this month against last by the same day), top customers and best-selling products (by invoiced value), leaderboard, lead conversion by source, and team activity. She holds a conversation — a follow-up asks the last question again with the change in it ("only Sarah's", "what about last quarter", "just Chicago", "who owns them"), acts on a result set (previewed, confirmed, undoable), raises invoices, quotes, credit notes, sales orders and purchase orders one question at a time (always drafts, numbered and taxed like the screen does it), opens with what changed since the person last looked (stage moves, new records, payments, commit delta, money due today, setup steps for a new workspace), keeps up to five standing questions answered nightly, answers on WhatsApp from a phone on a user record, sits in the corner of every screen aware of the open record, and can be corrected - "the competitor thing is not real" re-scores the deal and dampens that signal for the workspace. Every plan, including Free, gets the daily habits: the chase list (overdue invoices by party, ordered by amount x days, one-tap WhatsApp reminder), who opened an email or quote in the last hour, and birthdays, first-order anniversaries and the festival calendar with greetings. Win back — repeat business that stopped — is on Growth and up. The Intelligence plan adds voice notes, scoring fitted on the workspace's own closed deals with reasons, forecast calibration (commit vs what closed, after three months) and win patterns (after five wins and five losses). It also adds: a meeting brief on every customer meeting (and on demand on a company, deal or contact) — who they are and who the user knows there, open deals with their scores and the main reason, unpaid and overdue invoices, open quotes and cases, the last conversations, open promises (tasks) and the customer's health — read as the user may see it, with the first line in the meeting's reminder; smart lead assignment, a workflow-rule action that gives a new lead to whoever in the team converts leads like it best (same source, then region, then budget band), learned from converted and unqualified leads, with a daily limit and an open-lead ceiling, given in turn below 12 decided leads, and the reason noted on the lead; discount advice on quotes and on quote approval rules, from accepted, rejected and expired quotes (“quotes with more than 15% off haven't won more often here”), by customer size or product family when there are enough, from 12 decided quotes, a hint and never a block; and the user's Today list in their morning note. None of it uses a language model or leaves the workspace. Collections (Intelligence): each unpaid invoice gets a chance of being paid late and a likely pay date, learned from the workspace's own paid invoices (where an invoice like it starts: a logistic model once 20 invoices have been paid, at least 5 late and 5 on time, or before that the workspace's own late rate, and the page says which; then the customer's own record on top as a beta-binomial in which the workspace's pattern counts as three of their invoices, so their own history dominates after a handful — accuracy measured on held-out invoices), with the reasons in words; cash expected over the next eight weeks beside what is due; one-tap reminders. Automatic payment reminders are off until an administrator switches them on: before the due date for habitual late payers, on it and after it, with a per-invoice maximum, a daily cap and working hours, never to opted-out or bounced addresses, stopping when the invoice is paid, voided or credited, each one on the timeline and in the audit log; WhatsApp only with a connected provider and an approved reminder template, and by email if it stops working. A built-in test compares two ways of reminding: invoices are assigned at random, the result is read once at a fixed horizon (every invoice 30 days past due, at least 30 per way), with the difference in days to pay and a 90% interval, an optional holdout that measures the extra money reminders brought in, and a one-click switch for an administrator — never automatic, and only from the workspace's own invoices. A WhatsApp way can be tested only once WhatsApp is ready; invoices reminded by email because it stopped working are counted, and from a tenth of a way the test is marked unfair and not offered for adoption. Drafted messages (Intelligence): Today, Next actions and Collections offer a short email and WhatsApp written from the record's own facts (amount, due date, last conversation, next step, pay link) in wording the workspace can edit — no language model or outside service writes them, and nothing is charged per message; the person edits and sends through the workspace's own email or WhatsApp. MCP: an MCP server at /api/v1/mcp with OAuth 2.1 sign-in (RFC 8414 / 9728 discovery, dynamic registration, PKCE) for Claude Desktop, ChatGPT and Claude Code; scoped API keys for developer tools. ## Workspace addresses Every workspace gets its own address, {brand}.rootdigit.com, chosen from the company or brand name at signup and changeable later. From Growth up, a workspace can use its own domain (for example crm.yourcompany.com) by pointing a CNAME at cname.rootdigit.com; the certificate is issued automatically. Not during a trial. The sign-in page at a workspace address carries that workspace's name and logo, and a session is only valid from its own address. ## Plans and limits - Free: free. Seats included: 3. Records: 1,000. File storage: 1,024 MB base. Emails per month: 500. API calls per day: —. The whole CRM for a small to large team. Not a trial. - Growth: $12 / ₹1,000 per month for the workspace. Seats included: 4. Records: 100,000. File storage: 5,120 MB base plus 1,024 MB per seat. Emails per month: 50,000. API calls per day: —. For teams that need forecasting and campaigns that reach people. - Enterprise: $30 / ₹2,500 per month for the workspace. Seats included: 6. Records: 5,000,000. File storage: 51,200 MB base plus 2,048 MB per seat. Emails per month: 250,000. API calls per day: —. Every module, the heavier automation, and the controls an audit asks for. - Intelligence: $53 / ₹4,400 per month for the workspace. Seats included: 6. Records: 25,000,000. File storage: 204,800 MB base plus 4,096 MB per seat. Emails per month: 1,000,000. API calls per day: —. Everything in Enterprise, plus predictive scoring and forecasting. A "record" for the allowance is a contact, company, lead, deal, quote, invoice, recurring invoice, vendor, sales order or purchase order, or a record in one of the workspace's own modules. Tasks, calendar events, visits, support cases, knowledge articles, forecasts, processes, campaigns, products, price books, inventory, notes and files are never counted. Deleted records stop counting immediately. Add-on packs on paid plans: +100,000 records or +10 GB of file storage each, billed monthly, cancellable any time. Custom domains are included from Growth up and are not available during a trial. Some capabilities are also sold as packs on top of a plan — for example a custom domain, or predictions and scoring — and a pack opens its part on the plans it is sold for. Which pages each plan has (as sold; Settings › Plan & billing shows a workspace's own): every plan, including Free — Overview, Leads, Contacts, Companies, Deals, Quotes, Invoices, Tasks, Follow-ups, Calendar, Inbox, Reports (ready-made), Products and Price books. Growth and up — Report builder, Win back, Campaigns, Credit notes, Recurring invoices, Visits, Sales orders, Purchase orders, Vendors, Customer cases, Knowledge base, Forecasts, Forms and Custom fields, plus mass email with open and click tracking, workflow rules, payment links and the other integrations beyond a mailbox, mail server and WhatsApp provider, the REST API and MCP, and a custom domain. Enterprise and up — Approvals, Processes, Inventory, the customer portal, paid SMS and WhatsApp routes and modules of the workspace's own (10; 50 on Intelligence). Intelligence — Today, Collections, Deal scores, Lead scores, Pipeline forecast, At risk, Customer health and Ask Amie, plus Next actions at the top of the Overview, payment reminders that send themselves and tests of which reminders work. Locked pages and the one-day trial: in the web app, a page the plan does not include stays in the menu with a lock, and opening it names the first plan that has it. An administrator can upgrade there or start a free one-day trial of that plan, which opens its pages for everyone in the workspace for 24 hours. The day is once per workspace and once per person, for good: it cannot be paused, restarted or extended by anyone, Root Digit included, and it is not offered during the 14-day signup trial. It opens pages, not limits; API keys and MCP keep only the paid plan's features, and a custom domain is not part of it. When it ends the pages lock again and nothing made during it is deleted. A module an administrator switched off, or a page a person's profile cannot read, is not in the menu at all. ## Billing Subscriptions are handled by Razorpay (card or UPI AutoPay mandate authorised on Razorpay's page; card details never touch Root Digit). Monthly or yearly billing; coupons can discount the first months of a new subscription; upgrades apply immediately and downgrades at the end of the paid period; cancelling keeps every record on the free plan. Invoices from Root Digit are GST tax invoices. ## Your data Every workspace's data is kept apart from every other workspace's. Customers can export every object they can read as CSV at any time, free, from Settings, Data management or from GET /api/v1/export/{object} with an API key — custom fields included, field-level permissions applied. The one exception is a trial: during the 14-day signup trial or a one-day trial, exports wait (the API answers 403 with reason "trial" or "day_trial") and open again when the workspace is on a plan or the day ends. The recycle bin keeps a deleted record for the time the workspace chooses — a year unless changed — and then removes it; an administrator can also remove it sooner. ## Policies Privacy policy: https://www.rootdigit.com/legal/privacy · Terms of service: https://www.rootdigit.com/legal/terms · Refund and cancellation policy: https://www.rootdigit.com/legal/refund · Data processing agreement: https://www.rootdigit.com/legal/data-processing · Acceptable use: https://www.rootdigit.com/legal/acceptable-use · Cookies: https://www.rootdigit.com/legal/cookies. ## Contact Sign up at https://crm.rootdigit.com/signup. Support tickets can be raised from inside the product (Get help). Company site and contact: https://www.rootdigit.com/contact. Security reports: https://www.rootdigit.com/contact/security.