User guide Getting started
Getting started
Log in, find your way around and set up your company in 10 minutes.
1. Log in
Open the CRM address your admin gave you (for example crm.yourcompany.com) and log in with your email and password. If two-step login is on, type the 6-digit code from your authenticator app.
Only one login per account is allowed. If you log in on another computer or phone, the older one is logged out.
2. Find your way around
- Icon bar on the left — the sections: Home, Leads, Calls, Calendar, Marketing, Reports, Settings and Help. The version number at the bottom opens What's new.
- Panel next to it — the pages of the section you are in. Hide it with ; the pages then show as chips above the page. It stays hidden until you open it again.
- Search box in the middle of the top bar — find any lead by name, phone, email or city. Shortcut: Ctrl + K or /.
- Your initials at the top right — your profile, theme (light / dark / same as device), two-step login, alerts and Sign out.
- Footer — your plan and its end date, and the New lead button with quick actions (start calling, book an appointment, import…).
- On a phone: the ☰ button opens the whole menu, and the bar at the bottom has Home, Leads, Call, Follow-ups and Pipeline.
3. First steps for the admin
- Settings → General: company name, lead sources and auto-assign.
- Settings → Stages: your pipeline (e.g. New → Contacted → Site visit → Won / Lost).
- Settings → Team members: add your managers and callers.
- Settings → Integrations: connect Facebook Lead Ads, Google Ads, IndiaMART or your website form — or import an Excel file.
- Ask the callers to install the mobile app.
Started with demo data? Settings → General → Delete demo data removes all sample leads, calls and the demo team in one go. Your settings stay.
Who can do what
| Role | Can |
|---|---|
| Caller | See and call only their own leads, add leads, save calls, follow-ups and appointments, see their own reports. |
| Manager | Everything a caller can, for all leads, plus assign leads, import, campaigns, automations and team reports. |
| Admin | Everything, plus settings, team members, integrations and the plan. |
Topics
Leads, search and filtersAdd, import, find, filter and bulk-update leads.
Calling and the call queueCall leads one after another and save the result of every call.
Follow-ups and calendarNever miss a call-back, visit or meeting.
PipelineSee every deal by stage and move leads by dragging.
WhatsApp and campaignsChat, templates, bulk campaigns, drip sequences and the chatbot.
Automations, scoring and SLALet the CRM do the routine work for you.
ReportsTeam performance, hour by hour, custom reports and source to close.
Mobile appOne-tap calling, post-call popup and call recordings on Android.
Team, settings and planTeam members, stages, fields, integrations, security and billing.
Questions and answersQuick answers to the most common questions.
What's newRelease notes of every version.