Getting started: from sign-up to your first lead
Create your workspace, choose a plan and add your first lead.
1. Create your workspace
Go to Pricing, pick a plan and enter your business name, your name and your email. Your workspace is private to you — nobody else can see your data.
2. Choose and pay for a plan
Plans are yearly. Pay with UPI, card or netbanking through Razorpay. Your workspace opens as soon as the payment is confirmed.
3. Follow the Get started checklist
The dashboard shows a short checklist: add your business details, connect WhatsApp, add a lead and send a quotation. Each step links straight to the right page.
4. Add your first lead
Open CRM → Leads and press Add lead, or share your lead capture form link so new enquiries arrive on their own.
Still stuck? Send us a message and we'll help.