A setup guide forA setup guide for every part of ZevroCRMevery part of ZevroCRM

[A] Every module · 23

1. 01

   How to Set Up Lead Management

   Keeps every enquiry in one place as a lead — with its source, project, owner, stage and next follow-up — so nothing is missed and every lead has someone responsible for it.

2. 02

   How to Connect Property Portal Leads to ZevroCRM

   Automatically brings enquiries from 99acres, MagicBricks, Housing.com, IndiaMART and JustDial into ZevroCRM, so your sales team doesn't need to download them from each portal.

3. 03

   How to Connect Facebook & Instagram Leads to ZevroCRM

   Automatically brings leads from Facebook and Instagram lead forms into ZevroCRM, so your sales team doesn't need to download and upload them manually.

4. 04

   How to Import Your Existing Data into ZevroCRM

   Brings your existing data into ZevroCRM in bulk from a spreadsheet — users, leads, projects, units and customers — so you don't need to type it in one by one.

5. 05

   How to Set Up Customers and the Customer Portal

   Gives every buyer who books a place in Customers, a relationship manager (RM) to look after them, and a customer portal where they can see their booking, payment schedule, receipts, documents and construction updates.

6. 06

   How to Add Projects and Units

   Keeps your projects and their units — type, price and status — in one place, so your sales team quotes and books the right unit and never sells a unit twice.

7. 07

   How to Use the Unit Grid

   Shows every unit of a project on one screen — by block and floor — coloured by status: Available, Held, Booked or Sold. Your sales team can see what is free at a glance, and hold or release a unit for a buyer.

8. 08

   How to Create and Send Quotes

   Lets your sales team create a branded quotation for a buyer — project, unit, price breakdown and validity — as a PDF with its own quote number, and send it by email.

9. 09

   How to Set Up Bookings and Payments

   Turns a won lead into a booking with the unit, total price, advance and payment schedule. Your RM records each payment, sends demand letters and receipts, and your buyer can see the schedule and receipts in their portal.

10. 10

    How to Collect Payments Online with Razorpay

    Lets your team send buyers a secure payment link for a booking milestone. Buyers pay by UPI, card or netbanking, and the payment and receipt are recorded in ZevroCRM automatically.

11. 11

    How to Manage Documents

    Keeps all your documents in one secure place, attached to leads, bookings, customers and projects. Buyers can upload their KYC and property papers in their portal, and your RM can verify or reject each one.

12. 12

    How to Handle Customer Support Requests

    Lets your buyers raise service requests from their portal, and lets your team track and reply to each one until it is resolved. Your team is alerted when a customer is kept waiting, and immediately when a message sounds dangerous, such as a gas smell or fire.

13. 13

    How to Set Up WhatsApp Alerts

    Sends WhatsApp messages automatically from ZevroCRM — alerts to your team (new lead assigned, urgent support request, overdue follow-up, daily summary) and messages to buyers (site-visit reminders, payment requests, promotions).

14. 14

    How to Set Up Notifications

    Alerts your team when something needs them — a lead assigned, a follow-up due, a customer waiting on a support request, a payment received.

15. 15

    How to Use Team Chat

    Gives your staff private channels and direct messages inside ZevroCRM, so work conversations stay with the business instead of on personal phones.

16. 16

    How to Call Leads from ZevroCRM

    Adds a Call button to every lead, so your team can call customers from the CRM and every call is recorded on the lead's history.

17. 17

    How to Send Promotions from ZevroCRM

    Sends a marketing message to selected leads and customers by email or WhatsApp, and shows the delivery status for each person. Contacts who unsubscribed are left out automatically.

18. 18

    How to Set Up Channel Partners (Brokers)

    Gives each broker a private referral link. Every buyer they submit comes into ZevroCRM as a broker lead with their name on it, so you always know who referred whom.

19. 19

    How to Set Up Automation Rules

    Lets you set rules that act on leads automatically — for example, when a lead reaches a stage, it can be reassigned, a follow-up can be set, or staff can be reminded.

20. 20

    How to Use the Dashboard and Reports

    Shows owners and managers the business on one screen — headline numbers, the sales funnel, lead trend, leads by source and team performance — for any period you choose.

21. 21

    How to Set Up the Owner's Morning Brief

    Sends the owners one short summary every morning — new leads, overdue follow-ups, today's site visits, collections due and cash received yesterday — so they know where the business stands without opening the CRM.

22. 22

    How to Use AI Lead Scoring and the AI Analyst

    The AI analyst answers questions about your business numbers, such as "How many leads came in this month, by source?", from any screen.

23. 23

    How to Send ZevroCRM Events to Zapier, Make or Your Website

    Sends an automatic message from ZevroCRM to a web address you choose whenever something happens — a new lead, a stage change, a lead won or lost, a booking, a payment, a site visit or a support request.