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FAQs: Activities

1. How Do I Get Started With MIZO CRM?

Getting started with MIZO CRM is quick, simple, and doesn’t require any technical setup. In just a few easy steps, you’ll be ready to manage your leads like a pro and streamline your follow-up process.

  1. Request a Demo or CRM Access
    To get started, contact the MIZO CRM team via phone, WhatsApp, or our website. We’ll help you get your CRM account set up and ready to go based on your business needs.

  2. Basic Setup by Our Team
    Once you’re onboarded, we’ll configure the system for your business — including lead sources, follow-up stages, and WhatsApp message templates.

  3. Add Your Team Members
    You can add your sales or Telecalling team to MIZO CRM so that each user can access assigned leads, update statuses, and set follow-up reminders.

  4. Start Capturing Leads
    MIZO lets you manually add leads or auto-fetch them from:

       🔹Facebook Lead Ads
       🔹Google Forms
      🔹WhatsApp/Direct Inquiries
      🔹Website Form Submissions (if integrated)

       Each new lead appears in your dashboard for immediate follow-up and tracking.

  1. Assign Leads to Your Team
    Easily assign leads to specific users or tele-callers so responsibilities are clear and no lead gets ignored.

  2. Send WhatsApp Follow-Ups
    Using built-in templates, you can send personalized messages or updates to leads via WhatsApp — directly from within the CRM.

  3. Track Lead Status in Real Time
    Move leads through your custom stages like “New,” “In Progress,” “Interested,” or “Converted.” See who followed up, when, and what actions were taken.

  4. Import Leads via Excel (Optional)
    Already have leads in a spreadsheet? Use the import tool to upload them into MIZO CRM. It’s quick and supports basic field mapping for smooth onboarding.

  5. Set Follow-Up Reminders
    You or your team can add reminders for follow-ups, calls, or visits — so every lead is handled on time, with no manual note-taking or sticky notes needed.

  6. Monitor Activity & Lead Flow
    Use the dashboard to view :

      🔹Total leads
      🔹Follow-up status
      🔹Conversion updates

        This helps you stay in control and manage your team effectively.

2. Still Need Assistant?

Our support team is available on phone, WhatsApp, and email to help you with setup, lead imports, or training. We also provide demo videos for a smooth onboarding experience.

3. Ready To Take Control Of Your Sales?

Once you’re set up, MIZO CRM becomes your centralized hub for lead management — helping you follow up faster, assign leads smarter, and grow your business with clarity and control.