Choose a plan that fits your workflow. Upgrade anytime. Cancel anytime.
Choose a plan that fits your workflow. Upgrade anytime. Cancel anytime.
Comprehensive AI chatbot solutions designed to meet your specific business
requirements and objectives.
Experience the full power of Estatex CRM for 14 days without any commitment or credit card information.
Get your team up and running in half the time compared to traditional CRM solutions with our intuitive interface.
Our user-friendly design ensures higher adoption rates and easier training for your entire team.
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Perfect for small teams and startups just getting started.
Ideal for growing businesses with expanding needs.
Complete solution for established businesses with complex needs.
Compare our plans to find the perfect fit for your business needs.
| Features | Starter | Pro | Premium |
|---|---|---|---|
| Standard Dashboards | ✔️ | ✔️ | ✔️ |
| Standard Reports | ✔️ | ✔️ | ✔️ |
| Charts & KPIs | ✔️ | ✔️ | ✔️ |
| Sales, Source Reports | ✔️ | ✔️ | ✔️ |
| Features | Starter | Pro | Premium |
|---|---|---|---|
| Clients Management | ✔️ | ✔️ | ✔️ |
| Add/Edit Clients | ✔️ | ✔️ | ✔️ |
| Client Assignment & Filters | ✔️ | ✔️ | ✔️ |
| Lead Management | ✔️ | ✔️ | ✔️ |
| Follow-up Scheduling & History | ✔️ | ✔️ | ✔️ |
| Lead Status Tracking | ✔️ | ✔️ | ✔️ |
| Lead Sharing | ❌ | ✔️ | ✔️ |
| Advanced Lead Filtering | ❌ | ✔️ | ✔️ |
| Lead Export | ❌ | ✔️ | ✔️ |
| Reminders & To-Do List | ❌ | ✔️ | ✔️ |
| Meeting Tracking (Arrange/Done/Closed) | ❌ | ❌ | ✔️ |
| Features | Starter | Pro | Premium |
|---|---|---|---|
| Projects | ❌ | ✔️ | ✔️ |
| Project Inventory & Unit Types | ❌ | ✔️ | ✔️ |
| Inventory Status Update & Filters | ❌ | ✔️ | ✔️ |
| Features | Starter | Pro | Premium |
|---|---|---|---|
| Call Logs & Attendance Tracking | ❌ | ❌ | ✔️ |
| Features | Starter | Pro | Premium |
|---|---|---|---|
| Data Import/Export | ✔️ | ✔️ | ✔️ |
| Sensitive Data Management | ❌ | ❌ | ✔️ |
| Merge Duplicates - Find & Merge Option | ❌ | ✔️ | ✔️ |
| Features | Starter | Pro | Premium |
|---|---|---|---|
| Role-Based Access Control | ✔️ | ✔️ | ✔️ |
| Profiles | ✔️ | ✔️ | ✔️ |
| Data Sharing Rules | ❌ | ✔️ | ✔️ |
| Features | Starter | Pro | Premium |
|---|---|---|---|
| CRM Customization Options | ❌ | ✔️ | ✔️ |
| Workflow Automation | ❌ | ✔️ | ✔️ |
| Features | Starter | Pro | Premium |
|---|---|---|---|
| Integration with Other Apps | ❌ | ❌ | ✔️ |
| AI Agent (Auto Lead Generator) | ❌ | ❌ | ✔️ |
| Features | Starter | Pro | Premium |
|---|---|---|---|
| Personal Settings | ✔️ | ✔️ | ✔️ |
| Company Logo and Theme | ❌ | ❌ | ✔️ |
| Advanced filters | ❌ | ✔️ | ✔️ |
| Accessibility Controls | ❌ | ❌ | ✔️ |
| Features | Starter | Pro | Premium |
|---|---|---|---|
| Mobile Access | ✔️ | ✔️ | ✔️ |
| Dashboard Setup | ✔️ | ✔️ | ✔️ |
| Leads Management | ✔️ | ✔️ | ✔️ |
| Advanced Filtering | ❌ | ❌ | ✔️ |
| Feature | Starter | Pro | Premium |
|---|---|---|---|
| Support | Basic Email Support | Priority Email Support | Dedicated Account Manager |
| Trial | 7 Days Free | 7 Days Free | 7 Days Free |
Leverage the power of artificial intelligence to automate repetitive tasks and gain valuable insights from your customer data.
Our AI assistant helps you analyze customer interactions, suggest next actions, and automate responses to common inquiries.
Create custom workflows to automate your sales and customer service processes, saving time and reducing errors.
Seamlessly connect with WhatsApp, Google Sheets, and other tools your team already uses to centralize your data.
Discover how Estatex CRM has transformed businesses around the world.
"Estatex CRM has completely transformed how we manage our customer relationships. The intuitive interface made adoption across our team seamless, and the automation features have saved us countless hours."
Sales Director, TechNova Solutions
"As a small business owner, I needed a CRM that wouldn't break the bank but still offered powerful features. Estatex delivered exactly that. The WhatsApp integration has been a game-changer for our customer communication."
Owner, Bright Ideas Consulting
"The AI assistant in Estatex Premium has revolutionized our sales forecasting. It identifies patterns we would have missed and suggests actions that have measurably improved our conversion rates. Worth every penny."
Marketing Manager, Global Reach Inc.
Estatex CRM works seamlessly across all your devices, keeping your team
connected whether in the office or on the go.
Full-featured experience optimized for Windows, Mac, and Linux with keyboard shortcuts for power users.
Touch-optimized interface perfect for field sales and presentations to clients.
Stay connected on the go with our native iOS and Android apps with offline capabilities.
Access from any modern web browser with no installation required, perfect for temporary workstations.
Find answers to common questions about Estatex CRM.
Our free trial lasts for 14 days and includes all features from our Premium plan. No credit card is required to start your trial, and you can downgrade or cancel at any time.
Yes, you can upgrade or downgrade your plan at any time. When upgrading, you'll be charged the prorated difference for the remainder of your billing cycle. When downgrading, the new rate will apply at the start of your next billing cycle.
Absolutely. We use industry-standard encryption and security practices to protect your data. All information is stored in secure, redundant data centers, and we perform regular security audits. We're also GDPR compliant and offer data export options.
All plans include email support with a 24-hour response time. Pro plans include live chat support during business hours. Premium plans include dedicated support with a named account manager and priority response times.
Yes, Estatex CRM supports importing data from CSV files, Excel spreadsheets, and direct migration from popular CRM platforms like Salesforce, HubSpot, and Zoho. Our support team can assist with complex migrations.
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We’re here to help you with whatever you need. Reach out to us anytime!