Connect the places your leads come from.
The Integration Hub brings marketplace inquiries, ad lead forms and your website into NCRM, mapped to the right fields, assigned to an owner and checked for duplicates.
Marketing and lead acquisition
Buyer inquiries are polled hourly and can also be fetched on demand, then created as inquiries with the buyer as the contact.
Add-on · ₹999/monthTrade leads from your member account are polled into the Inquiry pipeline.
IncludedLead-form responses from your ad campaigns arrive as leads.
IncludedLeads from Google Ads lead-form assets.
IncludedLeads from LinkedIn Lead Gen campaigns.
IncludedCommunication
Inbound WhatsApp messages become inquiries. Meta charges for conversations separately.
Add-on · ₹799/monthQuotations, proforma invoices and sales orders are emailed as PDFs using your email templates. Automation rules send emails too.
IncludedTeam calls, recordings and missed calls through our Callyzer partnership. See details.
Partner add-on · ₹599/monthBusiness applications
Send data from thousands of apps to your workspace’s webhook URL.
IncludedThere is no built-in accounting connector today. Integrations with your accounting or ERP system are assessed and quoted as customization.
Requires assessmentCustom APIs and webhooks
A unique URL and API key for any website form, landing page or tool to post inquiries. Field mapping is set in the Hub.
IncludedExchanging data with other software is scoped after a technical assessment.
Requires assessmentProduct names belong to their owners and are listed only to show which services NCRM connects to.
Callyzer Call Tracking · Official partner
Connect supported calling activity with NCRM.
Improve visibility into team calls, customer conversations and follow-ups. Here is exactly what is available today, and what is set up on request.
Availability
- Available Callyzer add-on, ₹599/month + GST, on any plan
- Standard Call logging with remarks and follow-ups in NCRM
- On request CRM connection: call records linked to leads
Call data in Callyzer
- Caller number and contact name
- Direction: incoming, outgoing, missed
- Date, time and duration
- Employee who made or took the call
- Recording, where supported and permitted
Lead matching & sync
- Phone-number matching to leads and customers, configured by our team
- Rules for shared numbers, duplicates and unknown callers
- Sync scope and frequency agreed during setup
- Remarks and follow-ups kept on the NCRM record
Setup requirements
- Supported phones or telephony for your team
- Call-log and, if used, recording permissions on each device
- Employees informed; callers notified where required
- Any separate Callyzer licence confirmed in your quotation
How a connection works
Mapped, assigned and de-duplicated.
- Choose where incoming records land, such as Inquiry
- Map the provider’s fields to NCRM fields, or keep the defaults
- Set the default status, inquiry source and owner
- Pick a duplicate policy: create, merge or ignore
- Connection changes need Setup permission, so only admins can alter a live feed
SENDER_NAME→Contact nameSENDER_COMPANY→CompanySENDER_MOBILE→PhoneSUBJECT→Inquiry titleDiscuss an integration
Tell us the system and what should move between it and NCRM. We assess it before we quote.
Useful to include
- Whether the system has an API, and links to its documentation
- Which records matter: customers, orders, invoices, payments
- How often the data needs to sync
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.