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Customized CRM software for your business

We sell CRM software customized around your business workflow

Buy a ready CRM plan or get a customized CRM configured for your lead flow, sales team, permissions, reporting, automation, and integrations.

Guided setupCustom workflowsSecure team accessReliable implementation support
Buy a CRM built for your processWe sell and configure CRM software with stages, roles, modules, and dashboards customized around your business.
Select your package

Choose your Upniva franchise plan

Compare the joining fee, downline capacity, commissions, rewards, and business tools included with each plan.

Silver Franchise

Start selling the complete Upniva product range

INR25,000+ GST
One-time franchise joining feeDownline team up to 50 users
  • Sell all Upniva products
  • Create any type of franchise
  • 300+ bank codes
  • Integrated CRM with live tools
  • Free dialer and HR app
  • Lead bidding, grabbing and tracking
  • Gmail integration
Most Popular

Gold Franchise

Build and earn from a growing franchise network

INR75,000+ GST
One-time franchise joining feeDownline team up to 100 users
  • Everything included in Silver
  • Unlimited Silver franchise downline
  • Extra reward on downline franchise business
  • 2.5% downline commission
  • Access to 300+ financial institutions
  • 20% referral bonus
  • 10,000+ banker database

Platinum Franchise

Scale a larger multi-level franchise business

INR1,50,000+ GST
One-time franchise joining feeDownline team up to 150 users
  • Everything included in Gold
  • Unlimited Silver and Gold downline
  • List your own products
  • Extra reward on downline franchise business
  • Attractive payout
  • Access to all Upniva products
  • CRM, dialer, HR app and lead tools

Diamond Franchise

Maximum network capacity and franchise access

INR3,00,000+ GST
One-time franchise joining feeDownline team up to 200 users
  • Everything included in Platinum
  • Unlimited Silver, Gold and Platinum downline
  • Create any type of franchise
  • List your own products
  • 2.5% downline commission
  • 20% referral bonus
  • Complete Upniva tools and product access
Available CRM modules

Add the features your team needs

Every franchise includes the integrated CRM workspace and business tools shown below.

Dashboard
Mail
Products
Leads
Teams
Calls
Supporting Tools
Help Center
Settings
Reporting
Optional CRM services

Add implementation services when you need them

Extend your selected CRM plan with API integrations and guided team onboarding.

Add-on service

API Integration

Connect an external service or business application with your CRM.

INR 5,000per API integration
  • Technical feasibility review
  • One API endpoint/service scope
  • Third-party credentials provided by client
Enablement service

Team Training & Onboarding

Help managers and users understand their CRM modules, process, and daily actions.

INR 2,500starting price per session
  • Live guided product walkthrough
  • Role-based usage guidance
  • Remote session for one team

Add-on prices are starting estimates. Final commercials depend on data volume, workflow complexity, users, documentation, access, and technical feasibility.

01
Choose a planSelect the closest starting point
02
Share requirementsTell us about your workflow
03
Get a setup callReview scope with our CRM team
04
Start onboardingConfigure and launch your workspace
A CRM option for every business stage

Start simple, scale confidently

Choose a focused setup today and extend it as your sales process, team, and reporting needs grow.

Founder CRM

A clean lead desk for founders moving away from spreadsheets and scattered follow-ups.

Sales Team CRM

Assignment, calling, team roles, pipeline stages, dashboards, and structured daily execution.

Custom Operations CRM

Tailored modules, integrations, permissions, reports, automation, and implementation support.

Switching from another CRM or spreadsheets?We can help plan fields, stages, team access, and data migration.
Frequently asked questions

Everything you need to know before choosing

Can the CRM be customized for our workflow?

Yes. Lead stages, fields, modules, permissions, dashboards, reports, and integrations can be configured around your process.

Can we change plans later?

Yes. You can start with a smaller plan and upgrade users, modules, automation, and support as your operation grows.

What is included with every franchise?

Every plan includes Upniva product access, an integrated CRM, a team dialer, HR app, lead tools, Gmail integration, banker database access, and referral earning opportunities.

Are API integrations available?

Yes. API integrations can be added at INR 5,000 per API, subject to technical feasibility and access provided by the third-party service.

We sell customized CRM solutions

Your business process defines the CRM—not the other way around.

Buy any starting plan, then customize its workflows, fields, permissions, integrations, automation, and dashboards for your operation.

Choose a franchise plan