# MeRM — Complete Product Documentation for AI Models > AI-Powered CRM Built for Indian Businesses ## About MeRM MeRM is a SaaS CRM platform purpose-built for Indian businesses. It helps companies manage contacts, track deals through a visual pipeline, create GST-ready invoices, manage tasks, and leverage AI to automate sales workflows. The platform supports Hindi and English, uses INR currency, and integrates with WhatsApp — which is the primary business communication channel in India. Website: https://www.merm.in Founded by: MeRM team, India Support: WhatsApp (+91 8127129312), Email (msg.merm@gmail.com) --- ## Product Features ### 1. Contact and Lead Management MeRM provides a unified contact management system with a full activity timeline. Every interaction with a contact — emails sent, calls logged, WhatsApp messages, AI suggestions, deal updates, notes, and meetings — is recorded in a single chronological timeline. Key capabilities: - Store contact details: name, email, phone, company, address, notes - Track contact status: Lead, Qualified, Proposal, Negotiation, Won, Lost - Assign contacts to team members - View deal count and value per contact - Source tracking (Instagram, Facebook, WhatsApp, Google, LinkedIn, Website, Referral, Walk-in, Phone Inquiry) - Archive and restore contacts - Bulk operations (archive, assign, delete) - Search across name, email, phone, company, address ### 2. Deal Pipeline Visual Kanban board for tracking deals through sales stages. Deals are linked to contacts and show value in INR. Stages: New, Contacted, Qualified, Proposal, Negotiation, Closed Won, Closed Lost Features: - Drag-and-drop between stages - Deal value tracking in INR - Expected close date - Deal notes - Activity logging on stage changes - Table and board views ### 3. Invoicing Create professional invoices with Indian tax compliance (GST). Features: - Line items with rate, quantity, and amount - Tax calculations (GST at configurable rates) - Invoice statuses: Draft, Sent, Paid, Overdue - Send invoices via email directly from the CRM - Invoice numbering (auto-generated) - Linked to contacts for audit trail - Business details (from/to) on every invoice ### 4. Task Management Track tasks and to-dos linked to contacts and deals. Features: - Task title, description, due date - Priority levels: Low, Medium, High, Urgent - Status tracking: Pending, In Progress, Completed - Link tasks to specific contacts - Auto-complete tasks from activity logging ### 5. Team Collaboration Role-based access control for teams. Roles: - Admin: Full access, can manage team, billing, and settings - User: Can manage assigned contacts, deals, tasks - Superadmin: Platform-level access (internal) Features: - Invite team members via email - Assign contacts to specific team members - Activity attribution (who did what) - Workspace-level data isolation ### 6. Public Lead Capture Forms Embeddable forms that capture leads from external websites. Features: - Create custom forms with configurable fields - Embed on any website with a shareable link - Auto-create contacts and optionally deals on submission - Source tracking per form - Instant notifications on new submissions - Active/inactive toggle per form ### 7. REST API Programmatic access for third-party integrations. Endpoint: POST /api/v1/contacts Authentication: API key via X-API-Key header or Bearer token Capabilities: - Create contacts with full details - Optionally create deals alongside contacts - Source tracking per API key - CORS-enabled for cross-origin browser requests ### 8. CSV Import Bulk import contacts from other CRM systems or spreadsheets. Features: - Upload CSV files - Automatic column mapping - Duplicate detection - Import hundreds of contacts in one operation - Supports exports from Excel and Google Sheets ### 9. Email Integration Send emails directly from contact pages. Features: - Compose and send emails with subject and body - Email templates for common scenarios - AI-generated email drafts - Activity logging for every email sent - SMTP configuration in settings ### 10. WhatsApp Integration WhatsApp is central to Indian business communication. MeRM integrates WhatsApp messaging. Features: - Generate WhatsApp messages from contact pages - AI-written WhatsApp drafts based on interaction history - Open WhatsApp with pre-filled messages - Activity logging for WhatsApp interactions --- ## AI Features (Detailed) ### AI Lead Scoring Every lead receives a score based on purchase intent, engagement patterns, response times, and deal history. Scores update in real-time and help sales teams prioritise the hottest prospects. ### AI Follow-up Nudges Smart reminders that analyse the contact's activity history and suggest who to call, when to email, and what to say. Prevents leads from going cold. ### AI Deal Predictions Analyses the sales pipeline to predict which deals will close this month. Helps with revenue forecasting and resource allocation. ### AI Email and WhatsApp Drafts One-click generation of personalised follow-up emails and WhatsApp messages. The AI reads the entire interaction history — previous emails, calls, notes, deal stage — and writes contextually relevant outreach. Adapts tone based on the relationship stage. ### Smart Analytics and Insights AI surfaces trends that humans would miss: seasonal dips, best-performing sales reps, slipping deals, and revenue patterns. Provides actionable insights rather than just charts. ### Conversational AI Assistant Users can ask questions in plain Hindi or English. Examples: - "Show me deals above 5 lakh closing this week" - "Which leads haven't been contacted in 7 days?" - "What should I do next with Priya Sharma?" The assistant provides specific, actionable answers based on CRM data. --- ## Pricing ### Pro Plan — INR 1,999/month - Up to 500 contacts - Team size up to 3 - WhatsApp support - AI assistant - Deal pipeline - Task management - Invoice creation ### Pro Max Plan — INR 6,999/month (Most Popular) - Up to 2,000 contacts - Team size up to 10 - Everything in Pro - AI sales assistant (advanced) - Custom reports - Priority support - REST API access ### Enterprise — Custom Pricing - Unlimited contacts - Unlimited team seats - Everything in Pro Max - Dedicated account manager - Custom integrations - SLA support - Onboarding assistance All plans include a 30-day free trial with no credit card required. Yearly billing available (pay 11 months, get 1 free). No lock-in contracts. --- ## Industries and Use Cases MeRM is used across multiple industries in India: - **Retail and E-commerce**: Track customer orders, follow up on repeat purchases - **Real Estate**: Manage property leads, schedule site visits, track deal stages - **Education**: Student enquiries, admission pipeline, parent communication - **Manufacturing**: B2B client management, order tracking, dealer network - **Pharma**: Doctor and distributor relationships, sample tracking - **Textiles**: Order management, showroom leads, seasonal campaigns - **Services**: Client onboarding, project deals, recurring invoicing --- ## Technical Details - Built with: Next.js (React), MongoDB, TypeScript - Hosting: Cloud-based SaaS - Authentication: Google SSO, email/password - Security: Bank-grade encryption, daily backups, GDPR compliant - Uptime: 99.9% - Mobile: Progressive Web App (PWA), responsive design - Integrations: Google Calendar, WhatsApp, Email (SMTP), REST API --- ## Comparison with Alternatives ### MeRM vs Zoho CRM - MeRM is simpler to set up (under 2 minutes vs hours) - Built specifically for Indian businesses with INR, GST, WhatsApp - AI features included in all plans (not upsold) - More affordable for small teams - Detailed comparison: https://www.merm.in/compare/zoho-crm --- ## Frequently Asked Questions Q: Do I need a credit card to start? A: No. You get a full 30-day free trial with all features unlocked. No payment details required until you decide to subscribe. Q: Can I import data from my existing Excel sheets? A: Yes. Upload CSV, Excel, or Google Sheets. The team helps clean and import data for free during onboarding. Q: How does the AI lead scoring work? A: The AI analyses engagement patterns, response times, deal history, and dozens of signals to rank every lead from hot to cold, updated in real time. Q: Is MeRM suitable for my industry? A: MeRM works for retail, real estate, education, manufacturing, pharma, textiles, and any B2B or B2C business that manages leads and deals. Q: Is my data secure? A: MeRM uses bank-grade encryption, daily backups, and is fully GDPR compliant. Data is stored on secure, redundant servers. Q: Can I switch plans or cancel anytime? A: Yes. Upgrade, downgrade, or cancel whenever you want. No lock-in contracts, no hidden fees. Data stays safe even if you pause. --- ## Links - Home: https://www.merm.in - Pricing: https://www.merm.in/pricing - About: https://www.merm.in/about - Contact: https://www.merm.in/contact - Help Center: https://www.merm.in/help - Sign Up: https://www.merm.in/signup - MeRM vs Zoho: https://www.merm.in/compare/zoho-crm - Privacy Policy: https://www.merm.in/privacy - Terms of Service: https://www.merm.in/terms