Getting Started & User Management

Who Should Use Mizo CRM?

MIZO CRM is ideal for sales teams, real estate agents, coaching & educational institutions, franchise-based businesses, freelancers & small business owners, and marketing & lead generation agencies. It’s designed for any business that handles inquiries, follow-ups, and high-volume leads to stay organized and close faster.

How Do I Get Started with Mizo CRM?

Getting started is quick and simple, without technical setup. You need to contact the MIZO CRM team to request a demo or CRM access. Their team will then set up the system for your business, including lead sources, follow-up stages, and WhatsApp message templates. You can then add your team members, start capturing leads (manually or auto-fetched from Facebook Lead Ads, Google Forms, WhatsApp/Direct Inquiries, Website Form Submissions), assign leads, send WhatsApp follow-ups, track lead status, import leads via Excel, set follow-up reminders, and monitor activity & lead flow.

How Do I Reset My Password or Recover My Account?

If you forget your password, click “Forgot Password” on the login page and enter your registered mobile number or email ID. You will receive an OTP or a reset link via SMS or email. Use this to set a new strong password and then log in. It’s recommended to use a mix of characters for your password, keep your contact details updated, and change your password periodically. Access is secure, and users can be added or removed anytime. Each login is password-protected, and only authorized users can view or manage assigned leads.