Search our guides, configure WhatsApp connections, synchronize IndiaMART leads, and explore how to use Pravyon CRM.
General support and configuration details.
Manage client profiles, assignment workflows, follow-ups and diary notes.
Connect IndiaMART API key and automate client pipeline captures.
Enable desktop system alerts and config mobile messaging.
General account details, settings, employee roles, and pipeline tools.
General support and configuration details.
Add notes, reminders, and tag employees in lead notes. Tagged employees will receive dashboard and WhatsApp notifications.
View and manage all your leads in one place. You can filter leads, update status, assign to employee, send quotation, and track notes and follow-ups.
Learn how to enable browser notifications to receive real-time updates even when not using the CRM.
Connect your WhatsApp Business account with Pravyon to send quotations, invoices, notifications, and customer updates directly from CRM.
Connect your IndiaMART account with Pravyon to automatically import inquiries and manage leads inside CRM.
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Our engineering support team can guide you in setting up uPVC Quotation formulas, connecting WhatsApp Business Numbers, or importing custom leads catalogs.
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