Questions people actually ask
If yours is not here, we answer email within one business day.
Getting started
How long does setup take?
Most teams are live the same day. Importing your existing leads, creating users and setting distribution rules is a guided flow, and our team will run the import for you on Growth and above.
Can I import my existing data?
Yes — CSV import for leads, contacts and accounts, with field mapping and duplicate detection. We also migrate from most common CRMs on request.
Do you support multiple branches?
Yes. Locations, teams and territory-scoped reporting are built in, and role-based data scope controls exactly who sees which records.
Is there a mobile app?
The product is fully responsive and works on any mobile browser today. Native apps are on the roadmap.
The product
Does it work with WhatsApp?
Yes. WhatsApp Business messaging is built in, with templates, delivery and read receipts, and every message threaded onto the lead.
What can the AI actually do?
It scores leads on conversion probability from your own historical data, drafts call-prep briefs, summarises long note histories, answers questions about your pipeline in plain English, and flags statistically unusual changes in your numbers.
Can I build my own reports?
Yes. A report builder with a closed, safe dataset vocabulary, saved reports, scheduled email delivery and custom dashboards.
Pricing & plans
Is there a free trial?
Every paid plan includes a 14-day trial. You can start on a monthly plan and cancel before it renews if it is not right for you — your data stays intact either way.
Can I change plans later?
Yes. Upgrades take effect immediately. Downgrades apply at the end of your current billing period, so you keep what you have paid for.
What happens if my payment fails?
Your workspace keeps working for a 7-day grace period while we retry. You will get an email at each attempt, and nothing is deleted if the grace period lapses — access is restored the moment payment succeeds.
Do prices include GST?
Prices are shown excluding GST. Indian customers are charged 18% GST at checkout, and a GST-compliant invoice is issued for every payment.
Can I pay yearly?
Yes — monthly, quarterly, half-yearly and yearly. Paying yearly saves roughly 20% against the monthly rate.
Do you offer refunds?
If something is wrong in the first 14 days of a new subscription, contact support and we will make it right. See our refund policy for the details.
Billing & invoices
How do I get an invoice?
A GST invoice is generated automatically for every payment and is available to download from Billing at any time.
Security & data
Where is my data stored?
In our Mumbai (ap-south-1) region, so Indian customer data stays in India. Dedicated infrastructure is available on Enterprise.
Is my data isolated from other customers?
Yes. Every record carries a tenant identifier enforced at the database level with foreign keys, so a cross-tenant read is physically impossible rather than merely prevented by application code.
Do you keep an audit trail?
Every create, update, delete, login, permission change and export is recorded with the actor, IP, device and a field-level diff. It is queryable and exportable by your administrators.
Can I control what each user sees?
Roles carry both permissions and a data scope — own records, their team, their location, or everything. A telecaller sees their own pipeline; a branch manager sees their branch.
Get your team off spreadsheets this week
Import your leads, add your users, set your routing rules. Most teams are live the same day.