Chetaa CRM
Free trial
Setup guide

Ready in a day

1. Sign in

Start at https://app.chetacrm.com/signup: your business name, mobile, email and a password. You get a company code (shown on the dashboard); later you sign in at https://app.chetacrm.com with the company code, your User ID and password. It works in any browser, on a computer or a phone. Until WhatsApp is connected the CRM is in test mode: nothing reaches a customer, so try anything.

2. Your team

Settings → Logins: add managers and agents. Agents see their own leads and calls; managers see everyone's and run campaigns and reports; the owner also sets things up. Add each person's mobile number for calling and WhatsApp reports.

3. Your business and the AI

Settings → Business: name, phone, hours, website. Settings → AI: write what you sell, the prices the AI may quote and answers to common questions. The AI says only what is written there. Use Save + Test to see how it would answer, then switch on Reply to leads with AI and, if you like, the morning briefing.

4. Import your leads

Leads → Import Excel / CSV: upload your sheet, match its columns (mobile, name, city, status, agent, ...), and the CRM cleans the numbers, merges repeats and lists any bad rows.

5. Connect WhatsApp

Settings → WhatsApp: tap Connect with Facebook, choose your business and WhatsApp number, allow everything. Then put the webhook address and verify token shown there into your Meta app. We do this with you on a call. Submit the message templates (alerts, briefing, reports) in WhatsApp Manager once; we give you the text.

6. Lead sources

Lead sources shows each one with its own address and key:

  • IndiaMART: paste the CRM key (Lead Manager → Import/Export → CRM integration) and tick "pull every 10 minutes"; give IndiaMART the push URL too.
  • Justdial: send the push URL to your Justdial manager.
  • TradeIndia: User ID, Profile ID and Key from the inquiry API.
  • Facebook / Instagram lead ads: the callback URL and verify token in your Meta app, and a page token.
  • Website: put the ready form on your site with one line, or post to the lead API.
  • Google Sheets / Forms: paste the small script shown there.

7. Calling

Settings → Phone calls. Choose Agents' own phones (agents install the Android app from More → App, tap to call and the phone's recordings come in) or Exotel (cloud calling with recording; paste your Exotel keys). Then make a campaign from any lead filter and press Start; agents open the Dialer and set themselves Available.

8. Pipeline and rules

Pipeline → Stages and fields: rename the stages to your process and add the details you need on every lead. Rules: a good first rule is "A new lead comes in → assign in turn to your agents, alert the agent". Add "Not called in 30 minutes → alert managers".

9. Chetaa ERP (optional)

Settings → Chetaa ERP → Connect, sign in to Chetaa, tick your company and allow changes. On a won lead, Make invoice in Chetaa prepares the GST invoice; check it and press Save.

10. A day in the CRM

  1. Morning: read the briefing; agents open Dashboard → Call these first.
  2. New leads arrive, go to an agent in turn, and the agent gets a WhatsApp alert.
  3. Agents call from the Dialer, fill the call form, and the AI report follows.
  4. Chats come into the Inbox; ✨ AI draft writes the follow-ups.
  5. Managers check Call reports and the AI coach; deals move on the Pipeline.
  6. Won deals become invoices in Chetaa ERP; the CRM shows when they are paid.

Stuck anywhere? WhatsApp us on +91 93112 92031.