Can I separate leads from students?

Yes. Every contact has a type (Lead or Student) you can filter, segment and automate on.

Is CRM & Contacts included in the trial?

Yes. Every module is unlocked during the 30-day trial, with no card required.

CRM & Contacts is available on Basic, Pro, Growth.

Yes. Our help center covers every module, and you can book a paid 1-on-1 setup call.

Sales · CRM & Contacts

Contacts, groups, tags, custom fields and a full timeline — so anyone on your team can pick up a conversation where it left off.

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record per customer, across every module

₹

deal value tracked at every stage

100%

of payments tied to a deal

Illustrative

1
Turn it on
Open CRM & Contacts from the sidebar — it’s already included in your workspace.
2
Make it yours
Set it up with your own details, fields, templates or staff in a few minutes.
3
Let it run
Connect a workflow so it works for you around the clock, even at 11 p.m.

Custom fields and values
Add the fields your business needs, then reuse custom values as merge variables in messages, emails and pages.
Lead temperature and type
Mark contacts Cold, Warm or Hot, and separate leads from students so nobody gets the wrong message.
Groups, tags and assignment
Segment by group or tag and assign each contact to a staff member who owns the follow-up.
One timeline per contact
Forms, chats, emails, bookings and payments line up in order on the contact record.

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