CRM help center: set it up, then get on with selling
Help center guides for setting up your CRM: lead capture, routing, the inbox, automation and reporting — and a way through to a person when a guide is not enough.
Browse by topic
Getting started
Invite your team, import what you have, and connect your first lead source.
Lead routing
Rules, round robin, territories and the unassigned queue.
WhatsApp and email
Connect a number and a domain, sync templates, record consent.
Automation
Triggers, conditions and actions — and what happens when one fails.
Import and export
CSV mapping, bulk jobs and moving off another CRM.
Security and access
Roles, permissions, audit logs and who can export what.
Asked before anyone reads anything
If yours is not here, write to us — the answer usually becomes one of these.
How long does it take to set up?
Connecting a lead source is a short job — pick your Meta forms or drop the website snippet in, map the fields once, and leads start arriving on the list. Importing an existing spreadsheet and shaping your pipeline stages is usually the longer half.
Which lead sources can I capture from?
Meta Lead Ads, Google Ads lead forms, IndiaMART, your own website forms and CSV import are all connected today. Each one has a page of its own with the setup steps and what it syncs.
Can I bring data from the CRM we use now?
Yes. Import leads, contacts and companies from CSV or XLSX, map the columns to your fields, and run it as a bulk job. Duplicates are detected on the way in rather than after.
Can we message customers from inside the CRM?
Email from your own verified domain, WhatsApp from your own Business number, and SMS with your DLT details are all sent from the record they belong to, and replies come back to the same thread.
Who can see which records?
Roles decide what a person can view, edit or export, and data scope decides whose records they see — their own, their team's, or everything. Changes are written to an append-only audit trail.
What happens to our data if we leave?
You can export your records at any time, and you can ask for the workspace and everything in it to be deleted. The data deletion page explains what is removed and what has to be kept for legal reasons.