Question 1

What is this Sales CRM platform?

Accepted Answer

It is an all-in-one Customer Relationship Management (CRM) platform designed to help organizations isolate their sales data, automate lead tracking, and manage communications (Call, SMS, WhatsApp, Email, Live Chat) under a single, branded dashboard.

Question 2

Can I import my existing leads?

Accepted Answer

Yes — CSV import supports importing leads in one go.

Question 3

How long does setup take?

Accepted Answer

Most teams are live within 30 minutes. Our onboarding team guides you through connecting your channels and importing existing leads.

Question 4

Do I need a credit card for the trial?

Accepted Answer

No credit card required for the 14-day free trial. You only pay only when you decide to upgrade.

Question 5

Can we use our own custom domain?

Accepted Answer

Yes! Depending on your subscription plan, you can route the CRM through your own branded URL (e.g., crm.yourcompany.com) to maintain your corporate identity.

Question 6

Is there a limit to how many team members or leads I can add?

Accepted Answer

Limits on admins, sales members, lead counts, and file storage are determined by your subscription plan. You can view your current usage counters and upgrade your plan or purchase storage add-ons directly from the Billing section at any time.

Question 7

Can I restrict sales agents from seeing each other's leads?

Accepted Answer

Absolutely. Admins can toggle a "Restrict to Own Data Only" setting for any Sales Member. Once enabled, that user will only see leads explicitly assigned to them across dashboards, reports, analytics, calls, and chat modules.

Question 8

What are the different ways to look at my lead pipeline?

Accepted Answer

The platform provides five distinct view modes: a standard grid Cards View, a sortable Table View, a dense Compact View for high-volume browsing, a drag-and-drop Kanban Board for status tracking, and a dedicated smart Follow-up View.

Question 9

How does the Follow-up view help accountability?

Accepted Answer

The Follow-up view automatically categorizes your tasks into six smart categories (like Past Due, Today, and Upcoming). To prevent slip-ups, if a team member attempts to close an overdue reminder, the system enforces a mandatory "Reason for Follow-up Delay" note that hooks directly into the audit log.

Question 10

What platforms can we track and capture leads from?

Accepted Answer

You can automatically funnel leads into the CRM using built-in integrations for Facebook Lead Ads (via real-time webhooks), embeddable Website Forms (Popup or Inline), and incoming queries via Live Chat widgets or IMAP Email-to-Ticket pipelines.

Question 11

How does the AI assistance work inside the CRM?

Accepted Answer

Powered by central Gemini AI or Other AI configurations, you can use the built-in AI tools to automatically rephrase discussion notes into professional formats, generate customized email drafts based on lead context, auto-reply to Google Business reviews, and run deep database pattern analyses.

Question 12

Does the CRM support direct calling and message tracking?

Accepted Answer

Yes. Through the Grocito Softphone plugin, agents can use an embedded WebRTC phone to make click-to-call dials and receive incoming calls right inside the browser. Call data, recordings, text messages (via Fast2SMS DLT), and Gmail threads are all natively tracked in the lead's history log.

Question 13

How secure is our organization's data?

Accepted Answer

The platform uses a strict Multi-Tenant Isolation Model. Your organization's data is fully walled off using server-verified Google Cloud Auth custom claims and enterprise-grade Google Cloud Solution. No client-side spoofing can cross-access data between different tenants.

Question 14

Are our uploaded documents publicly accessible?

Accepted Answer

No. All files uploaded through the Document Manager are stored securely and served using time-limited Signed URLs. Files are completely private to your team unless an authorized user explicitly generates a public sharing link with an optional expiration date.

Changelog, Roadmap & Feature Requests