Brave CRMFeatures
Everything your sales team does, in one app.
Ten groups of features, all included during launch. A badge marks the few that are Android-only or web-only; everything else works on both.
Leads & pipeline
Every enquiry in one list, with an owner and a next step.
Leads arrive from your portals, forms and phone, reach the right salesperson automatically, and move through stages you define.
- Filters, sorts and saved lead lists for the groups you work every day.
- A lead score from 0 to 100 that explains itself — temperature, stage, recent replies, activity and deal value.
- Bulk actions on up to 200 leads at once, and a Recently deleted bin that keeps leads for 30 days.
- Excel or CSV import of up to 50,000 rows, with a ready-made template.
- Add leads straight from your phone contacts or recent calls. Android
- Round-robin, load-balanced or by-source distribution to your team.
- Your own stages, labels, sources and custom fields.
Calls & Caller ID
Know who’s calling before you pick up.
When a lead rings, Brave shows their name, stage, score and last conversation over the call screen, then logs the call against the lead.
- Caller ID pop-up over the incoming-call screen, with Open lead one tap away — or Add as lead for a new number. Android 10+
- Automatic call logging, with outcomes like Interested, Call back and Not interested.
- A power dialer to work through a list, one call after another. Android
- Call recordings uploaded automatically from your phone’s recordings folder. Android
- Call intelligence: transcript, sentiment and the commitments you made, turned into tasks. Hinglish included.
Tasks & reminders
Follow-ups that ring like an alarm.
Every open lead gets a dated next step. When it is due, Brave doesn’t send a polite notification — it takes over the screen.
- Tasks with types, priority, repeat and subtasks, a calendar, and timed reminders.
- Full-screen reminders, even on a locked phone: Mark complete, Snooze 10, 30 or 60 minutes, or Call. Android
- Cadence templates that lay out a whole follow-up sequence in one go. Android
- A follow-ups queue that shows who is waiting on you, and why.
WhatsApp & messaging
One WhatsApp number for the whole team.
Connect WhatsApp Business once. Every customer chat lands in a shared inbox, attached to the lead — and stays with the business when people move on.
- Free-form replies inside Meta’s 24-hour window, and your approved templates after it.
- A message from a new number becomes a new lead, automatically.
- Smart reply chips suggest your next message from the conversation.
- Outbound messages fall back from WhatsApp to SMS to email, with a window to undo. Web
Quotations & invoices
From quotation to paid, without Word or Excel.
Build a GST quotation from your products, convert it to an order and an invoice, and let reminders chase the payment.
- Quotations, orders and invoices with GST fields, your own numbering and a clean A4 PDF.
- Convert quotation → order → invoice without retyping, using your products catalogue.
- Record part payments and payment modes against each invoice.
- One-tap WhatsApp payment reminders, plus optional automatic reminders for overdue invoices, sent between 10am and 7pm IST.
- Razorpay UPI payment links that mark the invoice paid when the money lands.
- The AI quote generator suggests line items for a lead from your own catalogue — the prices always come from the catalogue. Web
Brave AI
An assistant that has read your CRM — and nothing else.
Brave AI works from your own leads, calls, chats and invoices. It drafts, summarises and suggests. You decide what gets sent.
- Today’s Briefing: who to call, what is overdue, and which deals are going quiet.
- Ask Brave about your pipeline in plain words. Android
- Next best action on every lead, a deal risk radar and suggested tasks.
- Draft with Brave in the tone you choose, call summaries, and a weekly digest.
- Follow-up drafts for a whole queue, paste-an-enquiry to create a lead, and voice notes that transcribe and file themselves. Web
Projects & sharing
Keep clients in the loop without the status calls.
Run delivery as a project with milestones and share a live status page. Send brochures and price lists as trackable links.
- Projects with milestones, and a client status page that updates as you tick them off.
- Content pages, files and message templates, shared as trackable links.
- A digital business card with themes, publishing and view analytics.
Team & security
Everyone sees what they should. Nothing more.
Invite your team, pick a role for each person, and protect every account with two-factor sign-in.
- Owner, admin, manager and sales roles out of the box.
- Custom roles built from 18 permissions. Web
- Two-factor authentication with recovery codes and trusted devices.
- Switch between organisations from one login.
Integrations
20 integrations, picked for Indian lead sources.
Connect the portals and tools your enquiries already come from. IndiaMART is pulled every 15 minutes — there is no webhook to set up.
- Lead sources: IndiaMART, Facebook Lead Ads, Google Lead Form, 99acres, MagicBricks, Housing.com, JustDial, TradeIndia, ExportersIndia and WordPress forms.
- Messaging and payments: WhatsApp Business and Razorpay.
- Call logging: MyOperator, Acefone and CallerDesk.
- Automation and marketing: Zapier, Pabbly, Facebook Audience, Brevo and ZeptoMail.
Reports & analytics
Numbers you’ll actually open.
Check leads, calls and sales on your phone every morning. Dig into trends and forecasts on the web.
- A mobile dashboard for leads, calls and sales. Android
- A web dashboard and 8 live business reports. Web
- Analytics v2: trends, deal velocity and a forecast. Web
- A sales target on your dashboard, and targets for each person on the web.
- Scheduled email reports, and CSV export.
Also in every account
- English + Gujarati on Android
- Light and dark themes
- Recently deleted, kept for 30 days
- Excel and CSV export
- Two-factor sign-in
- Android app + web app
See it with your own leads.
Connect IndiaMART or your website form in a few minutes and watch the next enquiry arrive. Free during launch.