Questions people ask before signing up

GenZCRM is a CRM for small Indian businesses that run on WhatsApp — real estate agents, agencies, coaching centres, insurance advisors, consultants and local service teams. Enquiries from your WhatsApp number become leads, follow-ups go out automatically, and you send GST quotations and invoices from the same place. It is built by Optima Webdesign in Ahmedabad.

It is made for teams of 1 to 25 people. If you currently track leads in a notebook, Excel or WhatsApp chats, and lose follow-ups because of it, this is for you. You do not need an IT person to set it up.

Those are built for larger sales teams and priced in dollars per user. GenZCRM does fewer things, in rupees, with WhatsApp and GST built in rather than bolted on. Most people are set up in under an hour.

There is a free plan with no time limit, with limits on users and leads. Paid plans start at ₹199 per month and add more users, WhatsApp follow-ups and GST invoicing. Yearly plans are about 20% cheaper. See the pricing page for current limits.

No. The free plan needs only an email and mobile number. You pay only if you choose a paid plan.

Through Cashfree — UPI, debit or credit card, or net banking. You get a GST invoice by email after each payment.

Yes, any time from Settings → Billing. Your plan stays active until the end of the period you paid for, then drops to the free plan. Your data is kept for 30 days so you can export it or come back.

You connect your WhatsApp Business number through Meta’s official WhatsApp Cloud API. After that, anyone who messages your number becomes a lead in GenZCRM, replies show up in the inbox, and approved message templates can be sent as follow-ups — one at a time or to a list.

You need a number that is not logged into the regular WhatsApp app. Many businesses use a second SIM for it. A number currently on WhatsApp Business app can be moved, but you lose the app chats, so take a backup first.

A website with your business name on it, a legal name and address that match your GST or MSME certificate, and an email on your own domain. If you do not have a website, we can make a one-page site that passes Meta’s check for ₹2,500.

Yes. Our one-time setup service (₹2,500) covers Meta Business verification, the Cloud API, connecting it to your GenZCRM and getting your first three templates approved. Message +91 79904 02535 on WhatsApp to start.

No — Meta charges per conversation. You add a prepaid balance in GenZCRM and each message is deducted from it. Utility messages (order updates, follow-ups about something the customer asked for) cost less than marketing messages.

Meta bans numbers for spam. Only message people who have enquired or agreed to hear from you, use approved templates, and keep a way to opt out. GenZCRM uses the official API, which is safer than the unofficial automation tools.

Yes. Save your sheet as CSV with Name and Phone columns (Email and Company are optional) and import it from the Leads board. Numbers already in the CRM are skipped, so you never get duplicates.

Yes. Your GSTIN, address, bank account, UPI QR code, terms and signature are set once and print on every quotation and invoice. Customers can pay by scanning the QR.

Yes. You can give a client a login to a small portal where they see only their quotations and invoices — nothing else.

Yes. Admins see everything; managers see their department; employees see only what is assigned to them, plus the modules you switch on for them. You can also stop someone from deleting records.

Yes. When a deal is won it becomes a project with tasks. Employees submit tasks for review, managers approve them, and files and discussion stay attached to the task instead of scattered across WhatsApp groups.

Each company has its own separate workspace — no one outside your business can see your leads or customers. Connections are encrypted, passwords are hashed, and WhatsApp tokens are stored encrypted. The privacy policy explains exactly what we store.

Yes, at any time. Leads, contacts and clients export as CSV from the app. If you close your account we delete your workspace within 30 days, except invoices we must keep for tax law.

No. Data leaves GenZCRM only to Meta (to deliver your WhatsApp messages) and Cashfree (to take your payment).

WhatsApp +91 79904 02535 or email support@genzcrm.in. We are in Ahmedabad and reply during working hours. There is also a step-by-step setup guide on the site.

Yes. It is a web app that works in the phone browser, with tap-to-call and WhatsApp buttons on every lead. There is no separate app to install.