CrmGro works best once it knows your company, your team and where your leads come from. The Setup guide walks you through each of these, and you can stop and come back at any time.
- Open Settings → Setup guide & import, or go to the setup guide. Add your company name, phone, address and GSTIN.
- Add your team. Type them in one by one from Employees, or paste a list from Excel or WhatsApp with Import list.
- Bring in what you already have: customers, vendors and products. Paste a list or upload an Excel file. CrmGro works out which column is which.
- Connect your lead sources: your website form, Facebook lead ads, IndiaMART, Justdial or calls. Each one gets its own link to paste into that tool.
- Install the app on your phone so you get alerts for new leads and follow-ups. See Install CrmGro on your phone.
TipWant to look around before adding your own data? Use Try with sample data on your dashboard. It adds a few example leads, customers and invoices, and removes them all with one click.
Take the tour
The short tour shows where everything is: the menu, the New button, search, alerts and help. Start it any time from the ? button at the top of every page.
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