FAQ

Appetenza CRM — Frequently Asked Questions

Clear answers about the free trial, pricing, lead management, follow-ups, WhatsApp automation, GST invoicing, data security and support for Indian businesses.

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Getting Started & Free Trial Pricing & Billing Leads & Pipeline Follow-ups, Tasks & Reminders WhatsApp, Email & Communication GST Invoicing & Payments Real Estate CRM Team, Users, Roles & Permissions Data, Security & Privacy Integrations & Lead Capture Reports & Analytics Customisation & Setup Mobile & Access Support, Onboarding & Industries Automation & Workflows Contacts & Customer Management Deals & Sales Closing Templates & Bulk Messaging Calendar & Scheduling Quotations & Estimates Migration & Switching CRMs Account & Subscription Management Compliance & Legal Value & Comparisons

Getting Started & Free Trial

Appetenza CRM is an affordable, India-first customer relationship management software that helps businesses capture and manage leads, plan follow-ups and tasks, schedule meetings and site visits, send GST invoices, and communicate with customers over WhatsApp and email — all in one place.

Yes. Every paid plan includes a 14-day free trial and no credit card is required to get started. You can manage leads and explore the sales features before choosing a plan.

No. You can start your 14-day free trial without entering any card details. You only add a payment method when you decide to subscribe to a plan.

You can start by requesting a demo or filling in the contact form on our website. Our team will set up your account and guide you through onboarding so you can begin managing leads quickly.

Most businesses are up and running the same day. You can start capturing leads immediately, and our team can help you import existing contacts, configure your pipeline stages and set up your invoice template during onboarding.

Pricing & Billing

Plans start at just ₹99/month for the Startup plan (1 user, 1 GB storage, up to 1000 leads/month). The Business plan is ₹499/month (5 users, 10 GB storage, unlimited leads) and the Enterprise plan is ₹4999/month (25 users, 25 GB storage, unlimited leads and dedicated support).

Yes. You can change plans from your account settings at any time. Upgrades are prorated for the remainder of your billing cycle, and downgrades take effect at the end of the current billing period. There are no penalties or lock-in contracts.

No. Our pricing is transparent. You pay the plan price shown, and features such as GST invoicing and WhatsApp integration are included rather than charged as extras.

Yes. You can pay monthly, and annual billing is available with savings compared to paying month by month. Our team can share the current annual pricing during your demo.

We accept UPI (Google Pay, PhonePe, Paytm), credit and debit cards (Visa, Mastercard, RuPay), net banking and wallet payments via CCAvenue. Enterprise plans can also pay by direct bank transfer (NEFT/RTGS).

Leads & Pipeline

The CRM captures leads from your website forms, WhatsApp and manual entry, then organises them into a clear pipeline. You can assign leads to salespeople, track their status, add notes, schedule follow-ups and see the full history of every lead in one place.

Yes. Appetenza CRM provides embeddable lead-form code that you can paste into any website — WordPress, Wix or custom HTML — so enquiries flow directly into your CRM pipeline.

Yes. You can assign leads to team members manually, and managers can reassign leads at any time. Each salesperson sees the leads and follow-ups that belong to them.

Yes. You can configure pipeline stages to match your sales process, so leads move through stages that reflect how your business actually works.

Yes. You and the assigned salesperson can be notified when a new lead arrives, so no enquiry is missed and follow-ups can begin quickly.

Follow-ups, Tasks & Reminders

Yes. The CRM turns your leads, follow-ups and meetings into a clear daily plan and reminds each salesperson about upcoming calls, meetings and follow-ups so nothing slips through the cracks.

Yes. You can schedule follow-ups, tasks and reminders against any lead or customer, set due dates, and see everything that is pending or overdue for the day.

Yes. Managers can see pending and overdue follow-ups, today’s meetings and site visits, and overall team activity — making it easy to spot deals that are going cold before they slip away.

Yes. Appetenza CRM can send your customers reminders for their appointments or meetings through supported, configured and consented channels such as WhatsApp, email and SMS.

Yes. You can schedule meetings and site visits inside the CRM, attach them to the right lead or customer, and get reminders so your team is always prepared.

WhatsApp, Email & Communication

Yes. You can communicate with leads and customers over WhatsApp directly from the CRM, and every conversation is attached to the right customer record so the whole relationship stays in one place.

Yes. Appetenza CRM supports WhatsApp automation for follow-ups and reminders, sent through supported, configured and consented channels, so your team stays in touch without manual effort.

Yes. You can send and track emails to leads and customers from within the CRM, keeping all communication history in one place alongside notes, tasks and follow-ups.

Yes. Conversations, notes and tasks are attached to the right customer, so anyone on your team can see the full history of every interaction.

Yes. WhatsApp integration can be configured with your business number where supported by the WhatsApp Business API, so customers see messages from your brand.

GST Invoicing & Payments

Yes. GST invoicing is a core feature, not an add-on. The system automatically switches between IGST (inter-state) and CGST+SGST (intra-state) based on your customer’s location.

Yes. You can generate professional PDF invoices with your company letterhead, GSTIN, HSN/SAC codes and all the fields required for filing GST returns.

Yes. GST is calculated automatically based on your item rates and the customer’s state, so you get correct IGST or CGST+SGST amounts without manual maths.

Yes. You can store your company GSTIN and add HSN or SAC codes to line items, so every invoice is compliant and ready for your accountant.

Yes. Invoices can include online payment options via UPI, cards, net banking and wallets through CCAvenue, making it easy for customers to pay quickly.

Real Estate CRM

Yes. Appetenza offers a dedicated Real Estate CRM designed for builders, brokers and agencies to manage property enquiries, site visits, follow-ups and deals.

Yes. You can capture property enquiries, schedule and track site visits, assign leads to agents and get reminders so no buyer is left waiting.

Yes. You can organise and filter leads by project, property or location, so your agents always know which enquiry belongs to which listing.

Appetenza offers Real Estate CRM landing pages for many cities and states across India. If your city isn’t listed yet, our team can still set you up remotely.

Yes. You can assign multiple agents to a project, distribute leads among them and let managers track everyone’s follow-ups and site visits in one place.

Team, Users, Roles & Permissions

Yes. You can add team members based on your plan — 1 user on Startup, 5 on Business and 25 on Enterprise — and manage what each person can see and do.

Yes. You can assign roles and permissions so salespeople, managers and admins each get the right level of access to leads, reports and settings.

Yes. Managers can see team activity, pending and overdue follow-ups, today’s meetings and overall progress — without chasing everyone for updates.

Yes. Access can be configured so salespeople see their own leads while managers and admins get a wider view, keeping data organised and secure.

You can upgrade to a higher plan for more users at any time. Upgrades are prorated, so you only pay the difference for the rest of your billing cycle.

Data, Security & Privacy

All your data is stored on Indian servers hosted by Hostinger in their Mumbai/Delhi data centres, so your business data never leaves the country.

Yes. We take data security and sovereignty seriously, especially for Indian businesses handling GST records and customer information. We don’t sell your data or share it with third parties for advertising.

Yes. You can export your leads, contacts, invoices and reports as CSV/Excel files at any time, so your data is always yours.

Before cancellation you can export everything. After you cancel, your data is retained securely for 90 days in case you return, and then it is permanently and securely deleted.

No. We do not sell your data or share it with third parties for advertising. Your customer information stays private and under your control.

Integrations & Lead Capture

Yes. Appetenza CRM provides embeddable widget code you can paste into any website — WordPress, Wix or custom HTML — and leads flow directly into your pipeline.

Yes. You can customise the form fields and styling, and even add tracking scripts to attribute leads to specific pages or campaigns.

Yes. Appetenza CRM can connect to other systems through supported integrations and APIs, so leads and data can flow between your website, CRM and other tools.

Yes. You can import your existing contacts and leads, and our team can help with the import during onboarding so you start with all your data in place.

Yes. With the embeddable form and tracking parameters, leads from your ads and campaigns can be captured and attributed to the right source.

Reports & Analytics

Yes. You can view reports on leads, follow-ups, sales activity and team performance, helping you understand what’s working and where deals are getting stuck.

Yes. Managers get visibility into each salesperson’s leads, follow-ups and activity, making it easy to compare performance and coach the team.

Yes. You can track where your leads come from — website, WhatsApp, campaigns or manual entry — so you can invest more in the channels that convert.

Yes. Dashboards and reports show pending and overdue follow-ups, today’s meetings and site visits, so nothing is missed.

Yes. Reports can be exported as CSV/Excel files, so you can share them with your team or use them in your own analysis.

Customisation & Setup

Yes. You can configure pipeline stages, fields, roles and invoice templates so the CRM matches how your business actually works.

Yes. You can create and rename pipeline stages to reflect your sales process, so leads move through steps that make sense for your team.

Yes. You can set up your invoice template with your company letterhead, GSTIN and branding, and our team can help configure it during onboarding.

Yes. You can capture the information that matters to your business by adding fields to leads and customers as part of setup.

Yes. For paid plans we offer guided onboarding — we set up your pipeline stages, import your contacts, configure your invoice template and train your team at no extra cost.

Mobile & Access

Yes. The CRM is fully responsive and works well on mobile browsers, so you can manage leads, view your pipeline and send invoices from your phone.

The CRM works in mobile browsers today, and a dedicated Android and iOS app is in development, expected to launch in Q3 2026 with push notifications for new leads and task reminders.

Yes. Appetenza CRM is cloud-based, so your team can log in and work from anywhere with an internet connection.

You can receive notifications about new leads, and the upcoming mobile app will add push notifications for new leads and task reminders.

No. Appetenza CRM runs in your web browser, so there’s nothing to install. You simply log in and start working.

Support, Onboarding & Industries

Yes. Paid plans include guided onboarding where our team sets up your pipeline, imports contacts, configures your invoice template and trains your team.

You can reach our team through the contact form or WhatsApp, and we aim to respond within 2 business hours. Enterprise plans include dedicated support.

Yes. Fill out the contact form or WhatsApp us and our team will schedule a personalised demo call, usually within 2 business hours.

Appetenza CRM is built for growing Indian businesses — including real estate, services, education, healthcare, retail and B2B — that want to stop losing leads and start closing deals.

Yes. You can start on an affordable plan and upgrade as your team and lead volume grow, adding more users, storage and dedicated support when you need them.

Automation & Workflows

Yes. Appetenza CRM can automate routine work such as follow-up reminders, task creation and status-based messages, so your team spends more time selling and less time on admin.

Yes. You can set follow-ups against any lead and the CRM will remind the assigned salesperson at the right time, so no lead is forgotten.

Yes. Leads can be routed to salespeople based on your rules, so new enquiries reach the right person quickly without manual sorting.

Yes. You can configure messages and tasks to trigger as a lead moves through your pipeline stages, keeping both your team and customers informed.

Yes. Automated follow-ups and reminders can be sent over WhatsApp and email through supported, configured and consented channels.

Contacts & Customer Management

Yes. Every contact’s details, notes, tasks, follow-ups and conversation history are kept together, so your whole team sees the full relationship at a glance.

Yes. Calls, WhatsApp messages, emails, notes and meetings are attached to each customer, giving you a complete timeline of the relationship.

Yes. You can add notes to any lead or customer so important context is saved and shared with your team.

Yes. You can search and filter contacts by name, source, stage, project or other fields to quickly find the records you need.

Yes. The CRM helps you keep data clean, and you can manage and merge records so each customer is represented once.

Deals & Sales Closing

Yes. You can move deals through your pipeline stages, track their value and status, and see which opportunities are close to closing.

Yes. The CRM shows your open opportunities and their stages, so you can understand your pipeline value and forecast more confidently.

Yes. Managers can spot pending and overdue follow-ups and stalled deals early, so your team can act before opportunities are lost.

Yes. You can update a deal’s outcome as won or lost, which keeps your pipeline accurate and improves your reporting.

Yes. By turning follow-ups and tasks into a daily plan, the CRM makes sure every salesperson knows whom to contact next until the deal is closed.

Templates & Bulk Messaging

Yes. You can create reusable templates for common messages so your team sends consistent, professional communication in fewer clicks.

Yes. You can reach multiple leads or customers together through supported, configured and consented channels, which is useful for updates and offers.

Yes. Templates can include details such as the customer’s name, so bulk messages still feel personal.

Yes. You can build a library of follow-up templates and reuse them, so common follow-ups take moments to send.

Yes. Messages are sent through supported and configured channels with customer consent, in line with platform requirements.

Calendar & Scheduling

Yes. Meetings and site visits scheduled in the CRM appear together, so your team can plan their day clearly.

Yes. You can schedule appointments, attach them to the right customer and send reminders so both sides are prepared.

Yes. The CRM can remind the assigned salesperson before an upcoming meeting or site visit, so nothing is missed.

Yes. Customers can receive reminders for their appointments through supported, configured and consented channels such as WhatsApp, email and SMS.

Yes. Managers can view today’s meetings and site visits across the team, making it easy to coordinate the day.

Quotations & Estimates

Yes. You can prepare quotations and estimates for customers and keep them attached to the right lead or deal.

Yes. Once a customer accepts, you can turn a quotation into a GST-compliant invoice without re-entering the details.

Yes. Quotations can reflect GST so customers see accurate, tax-inclusive figures before they commit.

Yes. You can share quotations and estimates with customers over WhatsApp and email directly from the CRM.

Yes. You can follow up on sent quotations and track which are pending, accepted or lost, so no opportunity is left waiting.

Migration & Switching CRMs

Yes. You can import your existing leads and contacts, and our team helps set everything up during onboarding so the switch is smooth.

No. You import your existing data into Appetenza CRM, and we help you map it correctly so nothing important is lost.

Yes. You can import leads and contacts from CSV/Excel files, which is ideal if you currently manage data in spreadsheets.

Most businesses switch quickly. You can start capturing leads the same day, and imports and setup are handled with help from our onboarding team.

Yes. For paid plans, guided onboarding includes importing your contacts and configuring your pipeline and invoice template at no extra cost.

Account & Subscription Management

You can manage your plan, users and billing from your account settings, and change plans whenever your needs change.

Yes. There are no lock-in contracts. You can cancel anytime, export your data first, and your information is retained securely for 90 days before deletion.

Yes. You receive an invoice for your subscription payments, which your accounts team can use for records and GST filing.

If a payment fails you can retry with another method such as UPI, cards or net banking. Our team can help if you run into any billing issue.

Yes. You can upgrade to a higher plan for more users and storage at any time, and upgrades are prorated for the rest of your billing cycle.

Value & Comparisons

It’s built India-first: affordable INR pricing from ₹99/month, GST invoicing, WhatsApp integration, Indian-language support and data stored on Indian servers, backed by dedicated support.

Appetenza focuses on the features Indian businesses actually need and includes them in the plan price, so you get strong value without paying for costly add-ons.

Yes. With plans starting at ₹99/month, it’s ideal for startups and small businesses that want to stop losing leads without a big budget.

Yes. By turning leads, follow-ups and meetings into a clear daily plan and reminding your team at the right time, the CRM helps fewer deals slip away.

Built-in GST invoicing, WhatsApp integration, INR pricing, Indian-language support and data stored on Indian servers make it purpose-built for Indian businesses.

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