Frequently Asked Questions – Smart CRM Solution
Will Facebook / Instagram leads directly come into this CRM?+
Yes. Smart CRM is fully integrated with Facebook & Instagram Lead Ads. All leads automatically sync in real-time — no manual download or upload required.
Can my website leads directly come into this CRM?+
Absolutely. You can connect your website forms using:
- Webhook
- API
- HTML Form Integration
- Landing Page Integration
All website enquiries will automatically be stored inside the CRM.
Can WhatsApp be connected with this CRM?+
Yes. You can connect your WhatsApp Business API with Smart CRM for:
- Incoming messages
- Outgoing messages
- Automated campaigns
- Lead tracking
Can we automate WhatsApp messages to new leads?+
Yes. You can set automatic WhatsApp messages to:
- New leads
- Follow-up reminders
- Status updates
- Payment reminders
- Custom workflow triggers
Can we create WhatsApp flow charts or automation workflows?+
Yes. You can create automation workflows based on:
- Lead source
- Campaign
- City
- Status
- Tag
- Time delay triggers
This helps you build a complete WhatsApp follow-up journey.
Do you have a mobile app for this CRM?+
Yes. Smart CRM provides a mobile app so your team can:
- Call leads
- Update status
- Get reminders
- Track performance
- Manage tasks
From anywhere.
Can we get recording of all calls?+
Yes. All calls made through the CRM calling system are recorded and saved inside the lead profile for review and monitoring.
Can we get follow-up reminders at the exact due time?+
Yes. The system gives:
- Real-time follow-up reminders
- Dashboard notifications
- Mobile notifications
So no lead is ever missed.
Are there any additional charges for WhatsApp messages?+
Yes. WhatsApp message charges are applicable as per Meta’s official pricing policy (80 Paisa + GST). CRM subscription does not include WhatsApp conversation cost.
Do we need to pay anything extra other than ₹199/month?+
₹199/month is the base CRM subscription. Additional charges may apply for:
- WhatsApp conversation usage
- SMS usage (if enabled)
- Additional users (as per plan)
No hidden charges. Everything is transparent.
Can we automatically assign leads to team members?+
Yes. You can auto-assign leads based on:
- Campaign name
- City
- Source
- Lead form
- Round robin distribution
- Manual rules
Can new WhatsApp incoming messages be saved as new leads in CRM?+
Yes. If a new customer messages on WhatsApp, the CRM can automatically:
- Create a new lead
- Capture number
- Store chat history
- Assign to team
Can we see reporting status-wise, employee-wise, source-wise?+
Yes. You can view detailed reports like:
- Status-wise reports
- Employee performance
- Campaign performance
- Source analysis
- Call reports
- Conversion tracking
- Follow-up tracking
Complete business visibility in one dashboard.
Can we upload other Excel sheet leads into this CRM?+
Yes. You can easily upload bulk leads using Excel / CSV files with duplicate check and field mapping.
Can we get leads directly from Magicbricks, IndiaMART, Justdial, etc. into this CRM?+
Yes. Integration is possible via API, Email Parsing, Webhook or automation tools. Once connected, all portal leads automatically enter the CRM in real time.
If direct API is not available, can leads still be captured?+
Yes. Leads can be captured using official lead emails, auto email reading systems or third-party automation connectors.
