Your Quick Start Guide
Welcome aboard! Let us get you up and running. By the end of this guide, you will have your first lead saved and ready to contact.
What You Will Achieve
Your Step-by-Step Journey
Sign Up in Seconds
What to do:
Enter your mobile number and verify with OTP. Fill in your name and basic details.
What you will see:
A simple form asking for your phone number. You will receive an OTP instantly.
This creates your personal workspace where all your leads and conversations live.
Welcome to Your Dashboard
What to do:
After login, you will land on your home screen. Take a quick look around.
What you will see:
A clean dashboard showing your leads, campaigns, and quick actions.
This is your command center. Everything you need is one click away.
Tell Us About Your Business
What to do:
Click on your profile and fill in your business name, what you sell, who your customers are, and your location.
What you will see:
A friendly form with simple questions about your business.
This helps our AI assistant understand your business and give you better suggestions.
Add Your First Lead
What to do:
Click the Add Lead button. Enter a customer name and phone number. Hit save.
What you will see:
A simple form to enter contact details. Your new lead appears in your list instantly.
You have just taken the first step. Now you can follow up and never lose this contact.
Import Your Existing Contacts
OptionalWhat to do:
Have many contacts? Click Import and upload your Excel file. We will do the rest.
What you will see:
An upload button and a preview of your contacts before they are added.
Bring all your existing customers into one place. No more scattered spreadsheets.
Start Reaching Out
What to do:
Open any lead and tap the call or WhatsApp button to connect instantly.
What you will see:
Contact options right next to each lead. One tap to call or message.
Your first conversation is just one click away. Start building relationships today.
You Are All Set!
Congratulations! You have taken the first step towards organized customer management. Now you can start reaching out to your leads, send campaigns, and grow your business.
Need a Hand?
We are here to help. Reach out anytime.