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MizUp CRM · Sales CRM

The sales CRM that fills itself and follows up for you

Most CRMs fail at data entry. MizUp CRM captures leads from the channels they already arrive on, scores and assigns them by rule, and starts the follow-up before a rep even logs in.

MizUp CRM is a product by BrandMiz Private Limited

  • Meta & Google lead capture
  • Round-robin assignment
  • WhatsApp follow-ups
Lead assigned to RiyaMeta Lead Ads · 2s ago
Follow-up sentWhatsApp · stopped on reply
7assignment strategies
360°customer timeline
0leads re-typed
1database with Finance & CLM
Features

Everything in MizUp CRM

Leads from ads, forms and WhatsApp arrive scored and assigned. Pipelines, follow-ups and forecasts keep every deal moving.

Lead capture with attribution

Meta Lead Ads, Google Ads, website forms, CSV import and API — campaign, ad set, ad, UTM, gclid and fbclid preserved at the source.

  • Meta & Google Ads webhooks
  • CSV import with column mapping
  • Custom fields created during import

Smart lead assignment

Round robin, least assigned, least active, weighted, team, territory or a specific owner — locked per rule so two leads never collide.

  • 7 assignment strategies
  • Working-hours aware
  • Reassign in bulk

Pipelines & deals

Visual pipelines with stages, probability and next steps. Won deals flow straight into a GST invoice in MizUp Finance.

  • Kanban & list views
  • Weighted forecasts
  • Products & price books on deals

Blueprint process control

Define how a lead moves — which status can follow which, what must be filled, who can move it — so every rep follows the same playbook.

  • Mandatory fields per transition
  • Editable lead statuses
  • Status-change automations

Follow-up automation

Sequences fire on real events and stop the moment a customer replies. Quiet hours and frequency caps are enforced centrally.

  • WhatsApp & email sequences
  • Stop on reply
  • Event-based triggers

Activities & calendar

Tasks, calls, meetings and demos with reminders, so every conversation has a next step on someone’s calendar.

  • Call & meeting logs
  • Demo scheduling
  • Overdue alerts

Customer 360

Leads, deals, contacts, activities, messages and invoices for a company in one ordered timeline.

  • Company & contact records
  • Duplicate detection
  • Cross-product timeline

Forecasting & analytics

Pipeline, source attribution, conversion and rep performance — plus a report builder for everything else.

  • Sales analytics dashboards
  • Report builder
  • Source ROI

Team & access control

Owner, admin and member roles per product, module-level visibility and an audit trail for sensitive actions.

  • Module visibility per person
  • Seat management
  • Audit log
Workflow

From ad click to paid invoice

Lead arrives

A Meta or Google form, website enquiry or WhatsApp message is captured with full attribution.

Scored & assigned

Your rules pick the right rep in milliseconds — even when leads arrive together.

Follow-up starts

A WhatsApp or email sequence begins, and stops the moment the lead replies.

Deal progresses

Reps move deals through your blueprint with the right fields captured at every step.

Invoice raised

The won deal becomes a GST invoice in MizUp Finance without re-typing.

Miz AI in CRM Beta

Know who to call, and what to say

  • Fills budget, product, city and timeline from the conversation
  • Ranks today’s hot leads with the reason behind each score
  • Writes the call brief and the follow-up message for you
Start free
Miz AIOnline
Aaj kaunse leads pehle call karun?
1) Rohan Mehta: pricing 2 baar dekhi, budget ₹50k–1L. 2) Sana Clinic: demo maanga, 5 baje follow-up. 3) Amit Traders: quote 3 din se pending.
From: Leads · Activities · Instagram DMs
Built for

Useful to every person who opens it

Sales reps

Open the CRM to a prioritised list of who to call, with context — not an empty form.

Sales managers

See stalled deals, overdue follow-ups and rep workload on a single screen.

Founders

Weighted forecasts, source ROI and conversion without asking anyone for a spreadsheet.

Marketing teams

Know which campaign produced revenue, not just leads.

See it working

MizUp CRM in everyday use

MizUp CRM dashboard in use
Every lead on one board, from first call to won.
Pricing

Simple plans that grow with you

Yearly prices shown, per month. Prices exclude GST.

Free

For founders and tiny teams getting organised.

₹0forever
See plan details
  • Up to 2 users
  • Leads, contacts & companies
  • Pipelines & deals
  • Tasks, calls & meetings
  • Website lead forms
  • Mobile-ready web app

Starter

For small sales teams replacing spreadsheets.

₹690/user/mo + GST
See plan details
  • WhatsApp Business API - official Meta Cloud API
  • Everything in Free, for your whole team
  • Meta & Google lead capture
  • Round-robin lead assignment
  • CSV import with column mapping
  • WhatsApp & email templates
Most popular

Growth

For growing teams that want process and automation.

₹1,260/user/mo + GST
See plan details
  • WhatsApp Business API access - send from your own system
  • Webhooks & REST API
  • Everything in Starter
  • 7 lead assignment strategies
  • Blueprint process control
  • Follow-up sequences with stop-on-reply

Enterprise

For larger sales organisations with controls.

₹2,160/user/mo + GST
See plan details
  • Full REST API - leads, contacts, deals & messages
  • Delivery & reply webhooks
  • Everything in Growth
  • Module-level access per person
  • Territory & team assignment
  • Audit log for sensitive actions

Custom

For 50+ users, multiple entities or special requirements.

Custom
Talk to sales
  • Full API access + dedicated integration support
  • Volume pricing
  • Assisted data migration
  • Custom workflows
  • Dedicated success manager
  • Invoice-based billing

Compare all CRM plans

Integrations

Connected from day one

Meta Lead AdsGoogle AdsWhatsApp Business APIWebsite formsGoogle sign-inWebhooksREST APIMizUp FinanceMizUp CLM Native mobile apps Coming soonEmail inbox sync (Gmail/Outlook) Coming soonCall recording integrations Coming soonAI deal insights Coming soon
Trust & security

Your business data, handled with care

Organisation-level isolationEvery record is scoped to your organisation.
Server-enforced accessProducts and modules are checked on every request.
Audit trailSensitive actions are recorded with who and when.
Secure paymentsCheckout runs on Razorpay with verified signatures.
Product tour

See MizUp CRM in action

mizup.app
MizUp CRM screen: Every lead in one list, with source, owner and status

Every lead in one list, with source, owner and status

MizUp CRM screen: Dashboard: new leads, open pipeline and where leads came from

Dashboard: new leads, open pipeline and where leads came from

Real MizUp CRM screens, shown with sample data.

FAQ

MizUp CRM questions

Do leads really arrive assigned?

Yes. Assignment runs at capture — before anyone opens the CRM — using the rules you configure, with a sensible round robin until you do.

What happens when two leads arrive at the same moment?

They go to two different people. The assignment cursor is locked per rule inside a database transaction, so the rotation can never double-assign.

Can I import my existing leads?

Yes. Upload a CSV, map columns to MizUp fields and create missing custom fields during the import itself.

Does MizUp CRM work with WhatsApp?

Yes. Connect your WhatsApp Business number and send approved templates, run sequences and see replies on the lead.

Can my sales team see payroll or finance data?

No. Each MizUp product has its own access. People only see the products and modules the owner grants them.

Is there a free plan?

Yes. The Free plan covers up to 2 users so small teams can start without a card. Paid plans add automation, assignment rules and analytics.

See MizUp CRM with your own data

Start in minutes, or let our team walk you through it on a live demo.