What is this Sales CRM platform?

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.

Can I import my existing leads?

Yes — CSV import supports importing leads in one go.

How long does setup take?

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

Do I need a credit card for the trial?

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

Can we use our own custom domain?

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.

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

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.

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

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.

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

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.

How does the Follow-up view help accountability?

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.

What platforms can we track and capture leads from?

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.

How does the AI assistance work inside the CRM?

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.

Does the CRM support direct calling and message tracking?

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.

How secure is our organization's data?

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.

Are our uploaded documents publicly accessible?

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.

Terms of Service | Grocito CRM

Last Updated: 29 May 2026
Entity: Grocito Online Private Limited

1. Acceptance of Terms and Definitions

By registering for, accessing, or using the Grocito CRM platform ("Platform", "Service") operated by Grocito Online Private Limited ("Grocito", "we", "us", "our"), a company with its principal place of business in J979, C/o Hanuman Sahay Gupta, Raja Colony, Dausa (303303), ROC-Jaipur, Rajasthan, India.
And
You ("Customer", "Tenant", "User", "Client") agree to be bound by these comprehensive Terms of Service ("Terms").

"Platform" refers to the Grocito CRM web application, mobile applications, APIs, and integrated add-ons.
"Customer Data" refers to any leads, contacts, files, or communications uploaded or generated by you within the Platform. If you are entering into these Terms on behalf of a company or other legal entity, you represent that you have the authority to bind such entity to these Terms. If you do not have such authority, or if you do not agree with these Terms, you must not accept these Terms and may not use the Service.

2. Provision of Service and Multi-Tenant Architecture

Grocito CRM is a multi-tenant, cloud-based Customer Relationship Management (CRM) Software-as-a-Service (SaaS). We provide tools for lead management, omnichannel communication (Email, SMS, WhatsApp, Voice), AI-assisted analysis, and business utilities. Features available depend strictly on the subscription tier and paid add-ons selected by the Customer. We reserve the right to update, modify, or discontinue features of the Service at our sole discretion, with reasonable notice provided for material changes.

3. Account Registration, Security, and KYC

3.1 Account Creation: You agree to provide accurate, current, and complete information during the registration process.
3.2 Security: You are solely responsible for safeguarding your login credentials and for all activities that occur under your account, including actions taken by team members you invite. Grocito cannot and will not be liable for any loss or damage arising from your failure to secure your account.
3.3 Know Your Customer (KYC): To comply with Indian regulatory frameworks and prevent fraud, Grocito reserves the right to request KYC documentation (such as GSTIN, PAN, and business registration certificates) at any time. Failure to provide verified KYC documents may result in immediate suspension of communication features or account termination.

4. Billing, Subscriptions, and Auto-Renewal

4.1 Subscription Fees: The Service is billed on a prepaid basis (monthly, quarterly, or annually). All fees are exclusive of applicable taxes (e.g., GST) unless stated otherwise.
4.2 Upgrades and Downgrades: Upgrading your plan will result in an immediate, pro-rated charge. Downgrades will only take effect at the end of your current billing cycle.
4.3 Platform Wallet: Customers may load funds into a digital "Grocito Wallet" for auto-renewals, SMS credits, and AI credits. Wallet balances are strictly non-refundable, non-transferable, and non-redeemable for fiat currency. You are responsible for maintaining a sufficient wallet balance. We are not liable for service interruptions caused by insufficient funds.
4.4 Price Changes: Grocito reserves the right to adjust pricing at any time. Existing customers will receive a minimum of 30 days' notice before price changes apply to their next billing cycle.

5. Acceptable Use and Telecom Compliance (Strictly Enforced)

You agree to use the Platform strictly for lawful business purposes. Grocito provides the software interface but is not a telecom operator. You explicitly agree to the following:

5.1 Telecom Regulations: You must strictly comply with the Telecom Regulatory Authority of India (TRAI) guidelines. You are solely responsible for DLT (Distributed Ledger Technology) registration and template scrubbing before sending bulk SMS or utilizing Cloud Telephony.
5.2 WhatsApp and Meta Policies: You must adhere to the WhatsApp Business Commerce and Messaging Policies. Grocito is not liable if Meta blocks or bans your number due to spam complaints or policy violations.
5.3 Anti-Spam (Zero Tolerance): You shall not use the Platform to transmit unsolicited commercial messages (Spam), phishing links, malware, or deceptive content.
5.4 Infrastructure Abuse: You shall not attempt to reverse-engineer, scrape, DDoS, or bypass the multi-tenant isolation protocols of the Platform. Penalty for Breach: Violation of this Acceptable Use Policy will result in immediate, permanent account termination without refund, and potential reporting to law enforcement or telecom authorities.

6. Artificial Intelligence (AI) Features and Liability Disclaimer

6.1 "As-Is" AI Provision: The Platform utilizes third-party large language models (e.g., Google Gemini) to provide lead scoring, email drafting, chat summarization, and auto-replies. These features are provided "AS IS" and "AS AVAILABLE".
6.2 AI Hallucinations and Errors: You acknowledge that AI technology is experimental and prone to generating inaccurate, biased, or contextually inappropriate content ("hallucinations").
6.3 Human Oversight Required: You are strictly required to review, verify, and approve all AI-generated content before sending it to clients or executing business decisions based on AI lead scoring.
6.4 Waiver of AI Liability: Under no circumstances shall Grocito be held liable for any lost revenue, reputational damage, lost contracts, or legal claims arising from your reliance on AI-generated outputs, automated chat replies, or AI lead summaries.

7. Intellectual Property and Data Ownership

7.1 Customer Data: You retain complete ownership of your Customer Data (leads, client lists, communications). You grant Grocito a worldwide, royalty-free, limited license to host, process, and display this data strictly for the purpose of operating the Service for you.
7.2 Grocito Property: The Platform, its source code, UI/UX designs, algorithms, workflows, and trademarks are the exclusive property of Grocito Online Private Limited. You are granted a revocable, non-exclusive, non-transferable license to use the Platform.
7.3 Feedback: Any feedback, feature requests, or suggestions you provide may be used by Grocito to improve the Platform without any obligation to compensate you.

8. Third-Party Services, Plugins, and External APIs (Limitation of Liability)

Grocito CRM relies on various third-party service providers, external APIs, and plugins to deliver omnichannel capabilities (including but not limited to Meta for WhatsApp, Google/Gemini for AI, Fast2SMS for text messaging, TeleCMI for cloud telephony, and Razorpay/Zoho for payments). By using the Platform, you explicitly acknowledge and agree to the following:

8.1 No Guarantee of Uninterrupted Service: We do not control these third-party providers. Grocito shall not be held liable for any service interruptions, latency, data delivery failures, or complete outages caused by third-party infrastructure failures, telecom network drops, or regional internet blocks.
8.2 API Changes and Deprecation: Third-party providers may change, throttle, or deprecate their APIs or services at any time without notice. If a third party discontinues a service or modifies their API in a way that breaks integration with Grocito CRM, we will make reasonable efforts to find alternatives, but we are not liable for the loss of that functionality, nor does it entitle you to a refund.
8.3 Third-Party Account Suspensions: Providers like Meta (WhatsApp Business) and telecom operators have strict spam and commerce policies. If your integrated third-party account is restricted, banned, or blocked due to your communication practices, Grocito is not responsible for any resulting loss of business. We cannot reverse third-party bans.
8.4 Third-Party Terms Compliance: Your use of integrations and plugins is subject to the respective terms of service and privacy policies of those third-party providers. It is your responsibility to read and comply with them.
8.5 Force Majeure regarding Third Parties: Any failure of a third-party plugin or service provider (including bankruptcy, regulatory shutdown by the Indian government, or withdrawal from the Indian market) constitutes a Force Majeure event. Grocito bears no financial or legal liability for the downstream impact on your business operations.

9. Terms for Use of API, API Deprecation & API Usage Limits

9.1 Technical Skill and Liability for Integration: Integration of Grocito CRM with third-party applications using APIs provided by Grocito requires technical skill. You understand that errors, bugs, or defects in the integration process may cause the loss, corruption, or duplication of Customer Data. You must ensure that you engage technically skilled professionals for the integration. You explicitly agree that Grocito is not liable for any loss, corruption, or exposure of data caused by errors or defects in your custom integrations.
9.2 Undocumented Functionality: You must strictly interact with the API according to the official Grocito API documentation. You must not attempt to access, reverse-engineer, or exploit any functionality, endpoint, or data that is not explicitly exposed in the documentation. Grocito shall not be liable for any consequences, system crashes, or data breaches resulting from your attempt to use unexposed API functionality.
9.3 API Deprecation Policy: Grocito may, at its sole discretion, cease providing the current version of the API, either by discontinuing the API entirely or by upgrading it to a newer version. The current version will then stand deprecated ("Deprecated Version"). When Grocito decides to deprecate a version, you will be notified via a service announcement or email. For a period of six (6) months following this announcement ("Deprecation Period"), Grocito will use commercially reasonable efforts to support the Deprecated Version. You understand that Grocito is under no obligation to provide features of the newer version within the Deprecated Version.
9.4 Early Cessation of Support: Grocito reserves the right to immediately cease supporting a Deprecated Version before the six-month Deprecation Period expires if: (a) Grocito is required to do so by law or regulatory mandate; (b) you have breached any provision of these Terms; or (c) Grocito determines that continuing to support the Deprecated Version poses a security, performance, or stability risk to the Grocito platform or other tenants.
9.5 API Usage Limits (Rate Limiting): To protect the multi-tenant architecture, Grocito may prescribe strict usage limits, including but not limited to the maximum number of API calls per minute/hour, number of records per call, payload size, and bandwidth usage. You are required to implement proper logic (e.g., exponential backoff) and adhere to these limits to avail of uninterrupted service. Grocito reserves the right to throttle, restrict, or suspend your API access if you reach these limits. You understand that an API call may fail or be partially executed if the limits are triggered during a transaction, and Grocito is not liable for any resulting data sync failures.

10. Limitation of Liability

To the maximum extent permitted by applicable Indian law:

10.1 No Warranties: Grocito provides the Service without any warranties, express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement. We do not guarantee that the Service will be uninterrupted or error-free.
10.2 Consequential Damages: Grocito shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including loss of profits, loss of data, loss of goodwill, or business interruption, even if we have been advised of the possibility of such damages.
10.3 Liability Cap: In no event shall Grocito’s total, cumulative liability arising out of or related to these Terms exceed the total amount paid by you to Grocito in the three (3) months immediately preceding the incident giving rise to the liability.

11. Indemnification

You agree to fully defend, indemnify, and hold harmless Grocito Online Private Limited, its directors, employees, partners, and agents from and against any claims, actions, damages, liabilities, costs, and expenses (including reasonable attorney fees) arising from: (a) Your use or misuse of the Platform; (b) Your violation of these Terms; (c) Your violation of any third-party rights (including data privacy rights of your leads); (d) Any penalties levied by TRAI, Meta, or other regulatory bodies due to your communication practices.

12. Termination and Data Deletion

12.1 By Customer: You may cancel your subscription at any time. Cancellation stops future billing but does not trigger a refund as per our refund policy.
12.2 By Grocito: We may suspend or terminate your access immediately if you violate these Terms, fail to pay invoices, or if your usage poses a security risk to our infrastructure.
12.3 Data Retention Post-Termination: Upon termination, your account will be deactivated. We will retain your Customer Data for thirty (30) days to allow you to export it. After 30 days, your Customer Data will be permanently and irretrievably deleted from our active databases.

13. Governing Law, Dispute Resolution, and Arbitration

These Terms shall be governed by and construed in accordance with the laws of India. Any dispute, claim, or controversy arising out of or relating to these Terms or the breach thereof shall be resolved by binding arbitration administered under the Arbitration and Conciliation Act, 1996.

The seat and venue of arbitration shall be Dausa/Jaipur, Rajasthan, India.
The courts in Dausa/Jaipur shall have exclusive jurisdiction over any matters requiring judicial intervention.

14. Severability and Entire Agreement

If any provision of these Terms is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary so that these Terms will otherwise remain in full force and effect. These Terms constitute the entire agreement between you and Grocito regarding the use of the Platform.