HELP27 guides in plain words
How can we help?
Short guides for every part of CrmGro, written for the people who use it every day.
Getting started
Set up your company, add your team and learn your way around.
- Your first day with CrmGroThe five things to do first, in about 15 minutes.
- Try CrmGro with sample dataSee CrmGro full of example work, then clear it with one click.
- Install CrmGro on your phone and computerGet CrmGro on your home screen, with alerts even when it’s closed.
- Signing in and changing your passwordEmail or user ID, “Keep me signed in”, and what to do if you forget.
Leads & follow-ups
Bring leads in, give them to the right person and never miss a follow-up.
- Add and import leadsType a lead in, paste a list, or upload Excel.
- Get leads from your website, Facebook, IndiaMART and moreEvery enquiry arrives as a lead by itself.
- Follow-ups, My day and the morning summaryOne list of who to call today, and what you missed.
- Lead fields, stages and saved viewsMake the lead form fit how your business sells.
Customers & sales
Customers, quotations, GST invoices, payments and products.
- CustomersOne card per customer with everything you’ve sold and collected.
- Quotations, orders and GST invoicesMake a quotation, turn it into an order and an invoice without typing again.
- Getting paid by UPI, and recording paymentsA “Scan to pay” QR on every invoice, and receipts in one tap.
- Your company details on documentsLogo, GSTIN, bank, UPI, numbering and terms.
- Products and stockYour price list, with GST, HSN and stock.
Service & AMC
Complaints, engineer visits, time limits and AMC contracts.
Your team
Employees, departments, roles, attendance, tasks and targets.
- Add your teamGive each person a sign-in, a department and a role.
- Departments and roles: who can see whatSwitches per department, or ready-made roles.
- Attendance and locationMark in and out from the phone, with time, place and photo.
- Tour plansPlan field visits ahead, then mark them visited.
- Tasks and expensesGive work to people, and approve expense claims.
- Targets and incentivesMonthly targets per person, and the incentive they earn.
Alerts, billing & safety
Notifications, WhatsApp, your plan, and keeping your data safe.
- Notifications and alertsChoose what you’re told about, and where.
- WhatsApp inside CrmGroChat with leads and customers next to their details.
- Your plan, free trial and billingWhat happens when a trial ends, and how to pay.
- Your data: safety, activity log and deletingWho changed what, and how CrmGro protects your records.
- Getting help from CrmGro supportChat with us inside the app, or on WhatsApp.
Still stuck?
Ask us. We usually reply within a working hour (Mon–Sat, 10 am to 7 pm).