Pricing
CRM pricing per workspace, every feature included.
Every plan starts with a free trial. Plans differ only in seats, leads, branches and limits. No per-user licence, no per-feature add-ons, no per-message markup.
Every plan includes all of Xale CRM, the best study abroad CRM: a follow-up for every role, access by stage and branch, and automations that retry.
Basic
Perfect for small agencies and startups getting started.
Billed monthly · 18% GST extra
- 5 team seats
- 200 leads stored
- Single branch
- 20 active automations
- 30 GB file storage
- Email support (24h SLA)
No credit card for the trial · cancel or change plan anytime
Pro
Ideal for growing agencies needing automation and scale.
Billed monthly · 18% GST extra
- 20 team seats
- 1K leads stored
- 3 branches
- 20 active automations
- 30 GB file storage
- Priority WhatsApp & email support
No credit card for the trial · cancel or change plan anytime
Custom
Unlimited scale with custom limits, pricing, and onboarding.
Talk to us · billed annually
- Unlimited team seats
- Unlimited leads
- Unlimited branches
- 20 active automations
- 30 GB file storage
- Dedicated success manager
Prices per workspace; 18% GST is added to every invoice. The same plans are shown when you sign up.
Compare plan limits
Every feature is on every plan. These are the only things that change between them, and the Usage page in Settings shows how much of each you have used.
| Limit | Basic | Pro | Custom |
|---|---|---|---|
| Team seats | 5 | 20 | Unlimited |
| Leads stored | 200 | 1K | Unlimited |
| Branches | 1 | 3 | Unlimited |
| Roles | 5 | 20 | Unlimited |
| Active automations | 20 | 20 | 20 |
| File storage | 30 GB | 30 GB | 30 GB |
| Scheduled reports | 15 | 15 | 15 |
| Free trial | 7 days | 14 days | Talk to us |
| Support | Email (24h SLA) | Priority WhatsApp & email | Dedicated success manager |
Included in every plan
A follow-up for every role
Several roles can work each student and every university application, and each role keeps its own follow-up and reminder. Overdue, Today and Later lists show what is due, and managers see the team's follow-ups by user, branch and role, with "Due in N days" and "Maximum days allowed" settings on every stage.
Access control, stage by stage
4 role templates and a 5-level lead-access dial on every pipeline stage, enforced on the server, with branch and territory scope, per-field access and lead exports set per role and stage.
Automations built to be relied on
26 automation actions, including Set / update follow-up, Move deal and Assign track. Every run is queued after the change is saved, retried automatically, logged with a plain-English summary and retryable in one click.
Student portal
With the student portal switched on for your workspace, students sign in with their phone number and password and follow their own application's stage, status and progress.
Custom Report Builder and drillable reports
The Custom Report Builder builds lead reports and measures calls, connected calls, talk time, follow-ups, activities, deal value, amount paid and amount pending for any group of leads, and every cell opens its rows. Alongside it, 8+ ready-made report tabs and 20+ built-in dashboard cards open the exact leads behind every number, scoped to each viewer's access.
The whole CRM, on every plan
Ready study-abroad pipeline, one deal per university application, stage requirements, documents on the student record, internal team chat, and a custom domain with your logo on the login page.
Every channel
WhatsApp Cloud API with Coexistence or your Wati, Gallabox or UrbanChat account, Meta Lead Ads sync, Gmail sending and TeleCMI cloud telephony.
Calls from counsellors' phones
Every counsellor call logged and recorded, two routes: the Xale Android app files each call from the counsellor's own phone on the right lead, with no per-minute charges, and attaches the phone's own recording; TeleCMI cloud telephony records calls on any phone, iPhone included.
HR Suite, at no extra cost
Attendance with breaks and shifts, leave, comp-off and WFH, payroll and payslips, in the same login as the CRM. Checked-out and on-break people are skipped by automated lead assignment.
No per-message billing
Xale is a subscription for your workspace. WhatsApp template messages are billed by Meta or your WhatsApp provider under their own pricing, never marked up by Xale.
See what each part does on the features page or the study abroad CRM overview, and the HR Suite on CRM with HR software.
Pricing questions
Can I start free?
Yes. Every plan starts with a free trial of 7 to 14 days, depending on the plan, with no credit card and no call with sales. You sign up, pick a plan and the workspace is ready. When the trial ends you pay for the plan you chose, or write to hello@xale.in to change it.
Is the price per user or per workspace?
Per workspace. A plan includes a set number of team seats, leads, branches, active automations and file storage, and everyone in the workspace uses the same features. There is no per-user licence and no per-feature add-on, and 18% GST is added to the invoice.
Is every feature of Xale CRM on every plan?
Yes. Xale CRM is the best study abroad CRM for consultancies: every role on a student, on each university application and on each track keeps its own follow-up, as many parallel pipelines as the work really has run beside the main one, access is set stage by stage and track by track, automations run in the background with retries and a log of every run and Xale AI drafts them from plain words, a Custom Report Builder answers your own questions from your own data, and you can talk to Xale AI, or let it take the call, in Malayalam or English. Every plan includes all of that, along with the student portal, the Custom Report Builder, call recording, WhatsApp, Meta Lead Ads, one deal per university application and team chat, and the Xale HR Suite for attendance, leave, WFH, payroll and payslips at no extra cost; plans differ by limits such as seats, leads, branches, active automations and file storage.
What does yearly billing save?
Yearly billing takes up to 15% off the monthly price and is invoiced once for the year. The cards above show the effective monthly price and the yearly total for each plan.
What happens when we reach a limit?
The workspace keeps working and the Usage page in Settings shows how much of each limit is in use. When you need more seats, leads or branches, move to the next plan or ask for a custom plan; nothing is deleted.
Can I cancel anytime?
Yes. To cancel, write to hello@xale.in. Refund requests are handled case by case, as set out in our Terms of Service.
Do you offer migration help?
Yes. Export your leads from your current CRM or spreadsheet as Excel or CSV and use the import wizard: map your columns, set up deals, preview duplicate phone numbers and download any failed rows to fix. For help with a larger migration, write to hello@xale.in.
What's the WhatsApp message cost?
Meta charges for WhatsApp template messages under its own pricing. How that is billed depends on how you connect: your own WhatsApp Business account on the Cloud API, or your Wati, Gallabox or UrbanChat plan. Xale does not add a per-message charge.
What payment methods do you accept?
UPI, cards and netbanking. Xale issues a GST invoice for each billing period.
Rolling out across several branches?
Talk to us about a custom plan. We'll scope the seats, branches and limits that fit your team and your rollout.