CRM & ERP FAQs

Do I need a custom CRM or ready made software? If your team is under five and sales steps are standard, start with ready-made software such as Zoho or HubSpot. A custom CRM usually makes sense past five to ten users, or when you need WhatsApp, instalment or inventory workflows. Read the full answer

Can the CRM connect with Facebook and Google leads? Yes. A custom CRM receives Meta lead ads and Google Ads lead form submissions automatically through webhooks and APIs, moments after submission. Each lead arrives tagged with campaign, ad and form, and is assigned to an agent with a follow-up reminder. Read the full answer

Can the CRM send WhatsApp messages? Yes. Through Meta's official WhatsApp Business Platform, it sends template messages such as reminders, payment notices and lead follow-ups, and agents reply to chats from inside the CRM. You need a verified Meta Business account, an approved number and contacts who have opted in. Read the full answer

Can staff use the CRM on mobile? Yes. A responsive web CRM works in any phone browser: staff see leads, call or WhatsApp with one tap, update status and add notes. Field teams needing offline access or GPS check-ins are better served by a companion app. Read the full answer