- 1A short call to understand your business.
- 2We set up your stages, fields and roles.
- 3We bring in your existing contacts.
- 4We connect WhatsApp and email.
- 5We train your team.
- 6You go live, and we stay available for questions.
Three ways to set up
A one-time setup fee applies to guided and custom setup. We quote it for your company after a short call.
Self-setup
Free
- Demo data
- A guided tour
- Help docs
Guided setup
One-time setup fee, quoted for your company after a short call.
- Industry setup
- Your custom fields
- Lead forms on your website
- Roles
- A few automation rules
- Importing your existing contacts
- Connecting WhatsApp and email
- Team training
Custom setup
Quoted for your company.
- Data migration
- Integrations
- Custom modules
- Larger teams
Typical setup time 1 to 2 weeks for guided setup. Custom depends on scope.
Example setups
Example, not a customer story
Dental and clinics
- Dental chairs and doctors on a day view
- A walk-in queue
- Prescriptions you can print, email or share as a PDF
- Clinic reports
- A customer portal for your patients
CA firms
- Compliance deadlines for each client
- A filing status board
- A client portal
Financial advisers
- A KYC tracker
- SIP and portfolio imports from your spreadsheets
- AUM dashboards
Salons and bridal
- Starts with a ready pipeline and templates for your trade
Events
- Starts with a ready pipeline and templates for your trade
IT and SaaS companies
- Support tickets with a tracking link for your customers
- Projects with their tasks
- Reports on trials, win and loss, and churn
Real estate
Set up on the general CRM: pipelines, fields, roles, WhatsApp, forms.
Education
Set up on the general CRM: pipelines, fields, roles, WhatsApp, forms.
Retail
Set up on the general CRM: pipelines, fields, roles, WhatsApp, forms.
Manufacturing
Set up on the general CRM: pipelines, fields, roles, WhatsApp, forms.
What we need from you
- A file of your current contacts (Excel or CSV).
- Your stages, from first enquiry to done.
- A list of your team and what each person does.