Frequently asked questions.
Plans, setup, data, integrations and security. If your question isn’t here, ask us.
Product
What does NCRM cover?
Inquiries, leads, quotations with revisions, proforma invoices, sales orders, invoices and payments received, plus Customer 360, a product master with GST and TDS, dashboards, a report builder, automation rules, approvals and the Integration Hub.
Do we have to use proforma invoices?
No. A quotation can convert straight into a sales order. Proforma invoices, full or partial, are there for businesses that take advances or bill in milestones.
Does NCRM work on phones?
Yes, in the mobile browser. List screens reflow into cards and a bottom tab bar gives quick access to Home, Leads, Sales and Customers.
Is there an AI assistant?
NCRM includes an AI Assistant that can score leads with reasons, suggest next actions, draft emails and read a PO to pre-fill an order. Each feature is switched on or off in Settings. Ask us in your demo how it works with your data.
Pricing & billing
How much does NCRM cost?
Ignite: ₹999 per user per month for up to 5 users. Elevate: ₹899 per user per month for 6–20 users. Infinitive: a flat ₹25,000 per month from 21 users, with a dedicated support team and training sessions. GST at 18% is added.
Monthly or annual billing?
NCRM bills annually today (the monthly price × 12, plus GST). Monthly billing is on request and needs confirming for your plan.
What costs extra?
Add-ons (IndiaMART, WhatsApp Business API, Multi-Company, Callyzer), customization, dedicated or on-premise hosting and backups, guided onboarding and data migration, and third-party charges such as Meta’s WhatsApp conversation fees. See pricing.
Is there a free trial?
New NCRM workspaces start on a trial. Ask us in your demo and we will set one up.
Setup & data
How long does setup take?
It depends on how many statuses, templates, users and integrations you need, and whether you want custom work. Basic setup is done in Settings, and we give you a realistic plan after the demo.
Can we import our existing data?
Customers, leads and inquiries import from CSV using NCRM’s wizard, which provides a sample file. Larger migrations can be quoted.
Can we run several companies or branches?
Yes. With multi-organization, one account manages several organizations, such as separate companies or branches, each with its own data and settings. It is an add-on on Ignite and Elevate, and included in Infinitive.
Integrations & customization
Which integrations are available?
IndiaMART (add-on), TradeIndia, Meta Lead Ads, Google lead forms, LinkedIn Lead Gen Forms, Zapier and a Custom Webhook for your website. WhatsApp Business API and Callyzer call tracking (official partner) are add-ons. Other systems are assessed case by case.
Can NCRM connect to our accounting software?
There is no built-in accounting connector today. We can assess and quote an integration with your accounting or ERP system.
What can we customize ourselves?
Custom fields, statuses, inquiry sources, numbering series, PDF and email templates, terms, roles and permissions, automation rules and approval workflows, all from Settings.
Security & privacy
Is our data separate from other companies?
Yes. Every record belongs to one workspace, and queries are scoped to it, so one company cannot see another’s data.
Who in our team can see what?
The Roles Master controls what each role can view, create, edit and delete, screen by screen. Integration settings need Setup permission.
How do you use the details we submit on this website?
Only to respond to your request. See the Privacy Policy.
Next step
See your own sales process running in NCRM.
Book a live demo. Bring a recent inquiry and a quotation format, and we will walk you through that deal from first contact to payment.