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Kanishu CRM Capture. Qualify. Close.

Keep your sales pipeline visible, organised and actionable.

From the first enquiry to the final deal, Kanishu CRM helps your team manage leads, contacts, opportunities and follow-ups in one place. Track what is moving, identify what needs attention and build reports that answer your sales questions — priced per agent, so it grows with your team.

The problem

Leads go cold in inboxes and spreadsheets

Enquiries arrive by email and forms, nobody owns them, and the pipeline review is a guess about which deals are real.

What changes with Sales Lead Management

Every lead owned

Leads captured — including straight from your sales mailbox on Growth and up — and assigned by your routing rules on Business and up.

Focus on the right deals

Lead scoring and duplicate detection keep the list clean and the best leads first.

A pipeline you can trust

Deals by stage with activities and tasks, and forecasting against quotas on Business and up.

Reports without spreadsheets

Funnel, win/loss and your own reports from a report builder.

Key capabilities

What Sales Lead Management does across its plans. Availability and limits vary by plan — each capability below shows the plan it starts on, and the comparison lists every difference.

Full lead-to-deal pipeline: Leads, Contacts, Deals, Pipelines & stages, Activities
Forecasts with quotas, territories and multi-currency deals as you grow
Per-agent pricing that scales with your team, not your data
Role-based permissions, MFA, and moving between Kanishu products without signing in again
Self-service API access on Growth tier and above

Take the 3-minute tour

Sales Lead Management with sample data — the screens your team would use every day.

See it

New leads, pipeline by stage and today’s tasks.
Dashboard. New leads, pipeline by stage and today’s tasks.
Leads with source, score and owner; duplicates caught on entry.
Leads. Leads with source, score and owner; duplicates caught on entry.
Activities, notes and one-step conversion to account, contact and deal.
A lead. Activities, notes and one-step conversion to account, contact and deal.
Deals by stage with value and expected close date.
Deals. Deals by stage with value and expected close date.
Tasks and follow-ups for the whole team.
Activities. Tasks and follow-ups for the whole team.
Pipeline, conversion and performance reports, plus a report builder.
Reports. Pipeline, conversion and performance reports, plus a report builder.

Works with the rest of Kanishu

Other Kanishu products

The same account and sign-in as the other Kanishu products; on Business and up, see a customer's tickets and vendor record alongside the account.

Everything Sales Lead Management does

Every capability, grouped by what it's for — not a feature-name soup.

Lead & Pipeline Management

Lead capture & tracking (All plans)
Manual entry and web-form capture, with lead status and source tracking.
Contacts (All plans)
A dedicated contact record, separate from the lead or deal it originated from.
Deals & pipeline stages (All plans)
Track every deal through a configurable, ordered pipeline.
Multiple pipelines (Growth+)
Run more than one sales pipeline at once.
Activity timeline (All plans)
Calls, meetings, notes and tasks logged against every lead, contact and deal. Tasks also appear on My Tasks, and managers can give a task to someone on the team.

Selling smarter

Lead scoring (Growth+)
Rules you set score each lead, so the best ones are worked first.
Duplicate detection (All plans)
Same email or phone on every plan; from Growth, also a similar name at the same or a similarly named company.
Sales forecasting with quotas (Business+)
By month or quarter for each sales person: quota, won, commit, best case and weighted pipeline.
Funnel report (Growth+)
Leads by stage, how many were converted, and how many deals were won.
Win/loss report (Business+)
Win rate and the reasons deals were lost.
Multi-currency deals (Business+)
Deals in any currency, converted into your home currency for totals and forecasts at the day's exchange rate.
Territory management (Business+)
Territories by country, state, city or PIN code; new leads go to the least-busy member of their territory.
Across-Kanishu account view (Business+)
An account shows its open support tickets from Ticketing and whether it is also one of your vendors.
Team leaderboard (Enterprise)
Every sales person's open and won deals side by side.
Stage requirements (Growth+)
Decide what a deal needs before it moves on — a value, a close date, a contact. Exceptions are allowed with a reason, and recorded.
Forecast snapshots (Growth+)
The forecast is kept as it stood each month and quarter, so you can compare what was promised with what was won.
Find and merge duplicates (All plans)
Likely duplicate leads, contacts and accounts listed, with a preview of the merged record before you merge.

Team & Access Management

Role-based permissions (All plans)
Sensible default roles, plus individual overrides for exceptions.
Simple invitations (All plans)
Teammates set their own password via a secure link.
Self-service password reset (All plans)
Separate from the everyday change-password flow.

Security

Multi-Factor Authentication (MFA) (All plans)
Any user can turn on TOTP-based MFA, with QR set-up and one-time recovery codes. Making it compulsory is on Business and above.
Move between Kanishu products (All plans)
Into ITAM, Vendor & Contract Management and the others without signing in again, and back.
Account lockout protection (All plans)
Repeated failed logins automatically lock an account temporarily.

Suite Integration & API

Self-service API access requests (Growth+)
Request a token with specific scopes; a manager reviews and approves it.
Knowledge Base (All plans)
Shared and searchable across the whole Kanishu suite.
Your team from Microsoft Entra ID (Business+)
People, departments and managers kept in step with your Microsoft directory. Read only.

Reporting & Audit

Custom report builder (Business+)
Report on deals, leads, accounts, contacts, activities or quotes: choose the columns and filters, group with counts and totals, add a chart, save and share reports, download CSV or PDF, or print. Everyone sees only the records they are allowed to see.
Live dashboard (All plans)
Your pipeline and deal activity at a glance.
Full audit-history views (All plans)
For leads, contacts, deals, and users.

AI

Use your own Claude or ChatGPT (Growth+)
Connect your organisation once; each person adds Kanishu to their own Claude or ChatGPT and asks in plain words. It reads only what that person's login may see, and it can't change anything. Uses their own AI subscription — Kanishu doesn't charge for AI.
Ask AI about this record (Growth+)
On a record's page, open Claude or ChatGPT with a question about it already written. Only the record's reference goes in the link, never its contents.
AI inside Kanishu, with your own AI key (Business+)
Add your organisation's own OpenAI, Anthropic or Google Gemini key and ask questions in a chat panel right in the product, as yourself. You choose which kinds of data AI may read and set a monthly limit; your provider bills you for what you use.
Help with the page you're on (Business+)
On any page, ask your own AI to improve what you're writing — a policy statement, the steps of a change, a vendor question — or to explain what you're looking at. It sees the form as you type it, saved or not, and suggests wording for you to use; it never fills anything in itself. Your administrator decides whether pages are shared at all, and passwords, keys and sign-in pages are never sent.
AI that only reads (Growth+)
AI in Kanishu never changes a record by itself: a suggested change waits for a person to approve it. Passwords and keys found in records are hidden before anything is sent, and you choose which kinds of data AI may read.

Security

Each organisation's business records are kept in its own database, separate from every other customer's.
Multi-factor authentication any user can turn on; on Business and above, admins can make it compulsory.
Role-based access, adjustable person by person, permission by permission.
A history on every record — who changed what and when — in a chained audit log, so a later edit to the log is detectable.
Secrets you give a product, such as integration passwords and API keys, are encrypted at rest and never shown again once saved; an API token is shown once, when it is issued.

Plans & pricing

Capabilities marked "All plans" above are in every plan; higher plans add capacity and the capabilities marked with the plan they start on.

Starter

INR 749 per agent /mo

Minimum 3 agents — from INR 2,247/mo

Growth

INR 1,099 per agent /mo

Minimum 5 agents — from INR 5,495/mo

Business

INR 1,499 per agent /mo

Minimum 10 agents — from INR 14,990/mo

Enterprise

INR 2,299 per agent /mo

Minimum 20 agents — from INR 45,980/mo

Full plan comparison

Included Starter Growth Business Enterprise
Minimum users billed 3 5 10 20
Pipelines 1 3 Unlimited Unlimited
API calls a day, per function — 500 5,000 Unlimited
API clients (integrations without a login) — 2 5 20
Leads, Contacts, Deals & Activities
Role-based permissions & MFA
Knowledge Base & audit history
Moving between Kanishu products without signing in again
Email-to-lead from your own mailbox
Email support (first reply within 3 business days)
Require MFA (for admins only, or for everyone)
Self-service API access —
Lead scoring —
Duplicate detection (fuzzy matching) —
Your own Claude or ChatGPT with Kanishu (AI connector) —
Stage requirements —
Forecast snapshots —
Sales forecasting with quotas — —
Multi-currency deals — —
Territory management — —
Across-Kanishu account view — —
Custom report builder — —
Lead routing rules — —
Workflow automation rules — —
Organisation-wide change log and export — —
Joiners, movers and leavers (People) — —
Single sign-on with your identity provider (SAML: Entra ID, Google, Okta) — —
AI inside Kanishu with your own AI key — —
Microsoft 365, Entra ID and Intune connection — —
Team leaderboard report — — —
Signed API requests (an HMAC on every call) — — —
Priority support (first reply within a business day) — — —
Custom permission policies — — —
Automatic login changes for joiners and leavers — — —

Add-ons — more capacity without changing plan

Add-onPriceAvailable on
+10 GB storage ₹990 a month Every plan that limits it

Storage packs are bought, never metered, and end with the subscription. At renewal, enough packs are kept for the files you have stored; nothing is ever deleted because of a storage limit — over the limit, only new uploads wait until there is room.

Questions

Can enquiries emailed to us become leads automatically?

Yes, on Growth and up: connect your sales mailbox. A new sender becomes a lead; someone already known gets the email added to their record instead of a duplicate.

Can I buy just this product?

Yes. Every Kanishu product is sold and billed on its own. Start with one and add others later from the same account — no bundle.

Do the products share one sign-in?

Your team moves between the Kanishu products your organisation uses without signing in again. Each product keeps its own roles and permissions, and People keeps one directory of your staff for all of them.

What happens when we reach a plan limit?

Your admins get an email at 80% and again at 100% of a limit. Nothing is deleted: at the limit you can't add more until you free some up or upgrade, and the usage is shown on your My Plan page.

Do you issue GST invoices?

Yes — a GST tax invoice in rupees for every payment.

What support do you offer?

Support is by email, from inside the product (Contact Support) or by replying to our emails. We reply within 3 business days on every plan, and within 1 business day on plans that include priority support. Business days are Monday to Friday, 9:00 to 17:00 India time. We don't offer chat or phone support.

Already using Kanishu for the rest of the business?

ITSM, ITAM, Vendor & Contract Management and Continuous Assurance share the same account and sign-on as Sales Lead Management.

See the whole suite
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