Yes, importing your existing data into CRM Messaging is straightforward. You can import data from various sources, including spreadsheets (CSV files), other CRM systems, and databases. Our import wizard guides you through the process to ensure a smooth transition.

Yes, we provide extensive resources to help you make the most of CRM Messaging, you may find it in Documentation under the Resources tab or go to CRM Messaging Docs - CRM Messaging (crm-messaging.cloud)

We offer 24/7 customer support through multiple channels:

• Email Support: Reach out to our support team via email [email protected]

• Web support: Raise a support ticket on website Support - CRM Messaging (crm-messaging.cloud)

• Live Chat: Get real-time help from our support agents through the live chat feature on our website.

Yes, you can export your messaging logs from the CRM at any time. Export options include CSV allowing you to easily transfer your data to other systems or for offline analysis.

Yes, we offer 14 days free trial.

Yes, CRM Messaging allows you to assign agents and managers roles.

Yes, CRM Messaging includes robust workflow automation features. You can create automated workflows to handle repetitive tasks, such as sending follow-up emails, updating records, and assigning tasks based on specific triggers and conditions.

CRM Messaging has native Workflow builder to automate your messaging and it connects with any third party app.

Yes, CRM Messaging integrates with various communication channels, allowing you to track customer interactions across SMS, WhatsApp, email, phone, and more on your CRM. This ensures a comprehensive view of customer engagement.

Yes, we provide a comprehensive API that allows developers to integrate the CRM with other systems and build custom solutions.

Detailed API documentation - API Documentation Archives - CRM Messaging (crm-messaging.cloud)

CRM Messaging offers a wide range of features, including:

• Contact and Lead Management: Store and manage information about your customers and leads.

• Sales Inbox: Manage customer communication from CRM 1-1 and assign conversations

• Marketing Campaigns: Create, send, and track SMS, WhatsApp, Voice and Email campaigns directly from the CRM.

• Automation: Automate your communication from CRM using Wokflows and third party integrations, Chatbot, keyword based bot and more

• Analytics and Reporting: Generate detailed reports and dashboards to gain insights into your business performance.

• Multi-channel support: You can send and interact with your customers using SMS,MMS, Whatsapp messages, Calls and Live chat

• Integration with other tools: Connect with various CRM related tools such as Zoho, Hubspot, Salesforce etc.

Absolutely. CRM Messaging offers a mobile-friendly interface and dedicated mobile apps for both iOS and Android devices. You can access and manage your customer data on the go, ensuring you stay connected and productive from anywhere.

Android - https://play.google.com/store/apps/details?id=com.crm_messaging

iOS - https://apps.apple.com/in/app/crm-messaging/id6476304050

Yes, CRM Messaging integrates seamlessly with a 6000+ third-party tools and applications such as Zoho, Hubspot, Salesforce, Stripe, Zapier, Pabbly etc.

We offer various pricing plans to suit different business sizes and needs, check out starter, conversation and advanced plans - Pricing - CRM Messaging (crm-messaging.cloud) and we also have custom plans, get in touch with our associate to get a customised quote

You can check the billings tab under your account to manage your bills and subscription

No Refund Policy

Refunds will not be provided for unused message and phone balance credits upon cancellation of services. All purchases of credits are final, and it is the responsibility of the customer to utilize these credits before terminating the service. By agreeing to this policy, you acknowledge and accept that no refunds will be issued for any unused credits.

Send a mail to [email protected] with your registered CRM Messaging mail account, and our team will do the necessary.

For SMS, one message credit is charged for one SMS of 160 characters. If the SMS contains Unicode characters like emojis, then one message credit is 70 characters.

For Voice, credits are offered in dollars.

For WhatsApp, conversation charges are billed monthly. 

Detailed credit pricing is available here -

SMS Credits - Message Credits Pricing - CRM Messaging (crm-messaging.cloud)

WhatsApp Conversation Charges - WhatsApp Conversations Pricing & Compliances - CRM Messaging (crm-messaging.cloud)

Voice per minute Charges - Voice Credits Pricing - CRM Messaging (crm-messaging.cloud)

We accept various payment methods, including credit cards, debit cards, and popular wallet options. For enterprise plans, we also offer invoicing and bank transfer options.

Key data privacy regulations include:
General Data Protection Regulation (GDPR): Applies to businesses handling personal data of EU citizens.
California Consumer Privacy Act (CCPA): Protects the privacy rights of California residents.
Health Insurance Portability and Accountability Act (HIPAA): Governs the protection of health information in the US.
Telephone Consumer Protection Act (TCPA): Regulates telemarketing calls, texts, and faxes in the US.

You can only send marketing messages to users who have explicitly opted in to receive them. Always ensure compliance with WhatsApp’s policies and local regulations.

Allowed message types include:
Transactional messages: Order confirmations, delivery updates, and appointment reminders.
Customer service messages: Responses to customer inquiries and support requests.
Informational messages: Updates that users have opted into, such as newsletters or alerts.

Messages including hate speech,violence and alcohol are restricted.

Under GDPR, you must:
Obtain explicit consent from EU citizens before messaging them.
Allow users to access, rectify, and delete their data.
Ensure data is securely stored and transmitted.
Report data breaches involving WhatsApp data within 72 hours.

Yes, CRM Messaging is fully compliant with GDPR and other relevant data protection regulations. We prioritize the privacy and security of your data by implementing the following measures:

Data Protection Policies: We have established comprehensive data protection policies and procedures to ensure compliance with GDPR and other regulations.

User Consent: We obtain explicit consent from users before collecting and processing their personal data, in accordance with GDPR requirements.

Data Access and Control: Users have the right to access, modify, and delete their personal data. We provide tools and support to facilitate these rights.

Data Minimization: We collect and process only the data necessary for providing our services, adhering to the principle of data minimization.

Security Measures: Our robust security infrastructure includes encryption, access controls, and regular audits to protect your data.

Third-Party Agreements: We ensure that all third-party service providers comply with data protection regulations and maintain the same level of data security and privacy.

By maintaining these standards, CRM Messaging is committed to safeguarding your data and ensuring compliance with international data protection laws. If you have any questions or concerns about our compliance, please contact our support team.

Your data is securely stored on servers located in the United States. We ensure that these servers adhere to the highest security standards to protect your information.

At CRM Messaging, we prioritize the security of your data and employ comprehensive measures to ensure its protection:

Encryption: We use industry-standard encryption protocols to secure your data during transmission. This ensures that your messages and personal information remain confidential and protected from unauthorized access.

Access Controls: We have implemented strict access controls, including multi-factor authentication, to ensure that only authorized personnel have access to your data. Our security measures are regularly audited to maintain high standards of protection.

Secure Data Storage: Your data is stored on secure servers equipped with advanced security features such as firewalls and intrusion detection systems. These measures help prevent unauthorized access and safeguard your information.

Regulatory Compliance: CRM Messaging complies with relevant data protection regulations, ensuring that your data is handled in accordance with legal requirements. We are committed to maintaining transparency and accountability in our data management practices.

Regular Security Updates: Our systems are frequently updated to address the latest security threats and vulnerabilities. We continuously monitor our infrastructure to ensure that your data remains secure.

Privacy Protection: We respect your privacy and do not share your data with third parties without your explicit consent. Your trust is important to us, and we are dedicated to protecting your personal information.

If you have any further questions or concerns about data security, please feel free to contact our support team [email protected]. We are here to provide you with peace of mind and ensure the highest level of data protection.

At CRM Messaging, we leverage the power of the WhatsApp API to help businesses enhance their communication strategies. The WhatsApp API enables seamless integration of WhatsApp messaging into your business systems, providing a robust platform for customer engagement. Here are some key features and benefits:

Automated Messaging: With our integration, you can automate messages to send notifications, reminders, and updates, streamlining your communication processes.

Customer Support: Use the API to offer efficient customer support through WhatsApp, allowing for real-time interaction and quick resolution of customer inquiries.

Rich Media Support: The WhatsApp API supports images, videos, documents, and interactive elements like buttons and list messages, making your communication more engaging and effective.

Two-Way Communication: Engage in personalized, two-way conversations with customers, enhancing their experience and building stronger relationships.

Secure and Reliable: WhatsApp ensures end-to-end encryption for messages, guaranteeing secure and private communication between your business and its customers.

Global Reach: With WhatsApp's extensive global user base, you can easily reach and communicate with customers around the world.

To utilize the WhatsApp API through CRM Messaging, we partner with official Meta to ensure compliance with WhatsApp's policies and deliver a consistent, high-quality messaging experience for your business.

Alphanumeric numbers, or alphanumeric sender IDs, are custom sender names that include both letters and numbers. They are often used in place of traditional phone numbers for branding purposes, such as displaying a company name as the sender of an SMS.

Short codes are special telephone numbers, usually 5-6 digits long, that are used for high-volume messaging. They are typically used for marketing campaigns, two-factor authentication, and other types of mass communication.

To obtain a short code, write to [email protected]

Long codes, also known as virtual mobile numbers, are standard 10-digit phone numbers used for person-to-person communication. They can also be used for business messaging but are typically less suited for high-volume messaging compared to short codes.

Yes, long codes are generally limited in terms of message throughput, making them less ideal for high-volume messaging campaigns. They may also have higher rates of filtering by carriers for large-scale SMS campaigns. Use short codes for higher MPS.

When using different types of numbers for messaging, it is crucial to be aware of regulations that vary by country and region. These regulations generally cover message content, consent, and opt-out mechanisms. Here are some key regulations to consider:

United States:

• Telephone Consumer Protection Act (TCPA): Requires obtaining prior consent from recipients before sending messages. It also mandates providing opt-out options for recipients.
• Toll-Free Verification: Necessary for using toll-free numbers for messaging to ensure compliance and deliverability.
• 10DLC (10-Digit Long Code): This regulation applies to long code messaging and requires registration for businesses to improve message throughput and reduce spam.

European Union:

• General Data Protection Regulation (GDPR): Enforces strict rules on data privacy and protection, requiring explicit consent for data processing and messaging activities.

United Kingdom:

• Mobile Verification: Verification processes ensure that numbers used for messaging comply with local regulations and standards.

Australia:

• Mobile Verification: Similar to the UK, Australia requires verification to ensure compliance with local messaging regulations.

Singapore:

• Mobile Verification: Compliance with Singapore's regulations involves verifying numbers to maintain message deliverability and adherence to local laws.

To ensure compliance, familiarize yourself with these regulations and any other local laws applicable to the countries you are sending messages to. Staying informed about regulatory requirements will help you optimize your messaging strategy while adhering to legal standards.

You can purchase numbers from portal -> account settings -> phone numbers -> Purchase new numbers. You may also contact our support team [email protected] for setup and implementation of multiple numbers.

Yes, CRM Messaging allows you to configure and use multiple types of numbers simultaneously. This can be beneficial for different use cases, such as using short codes for marketing campaigns and long codes for customer support.

To optimize your messaging strategy, we offer higher throughput with our automated round-robin system. This system selects the best number for each recipient using our advanced number selection strategy, ensuring efficient and effective message delivery.

Yes, you can use your business name as the sender ID in Australia. The sender ID can be up to 11 characters long. For a complete list of countries where alphanumeric sender IDs are supported, please visit this link.

Simply purchase a new number and start making calls.

You may also contact our support team for setup and implementation of voice calls.

Yes, CRM Messaging offers call recording features. This allows you to record and store conversations for training, quality assurance, and compliance purposes. Ensure that you comply with legal requirements regarding call recording in your jurisdiction.

No, SMS credits and Voice credits are different and do not work interchangebly

Yes, CRM Messaging supports integration with existing phone systems through VoIP providers, SIP trunking, or third-party telephony applications. This enables you to leverage your current phone infrastructure while benefiting from CRM features.

You can manage calls by:
Using the CRM’s interface to make outbound calls and receive inbound calls.
Configuring call routing rules to direct calls to the appropriate team members.
Logging call details automatically for future reference and follow-up.

You can check your credit usage on your dashboard.

Yes, the premium plan for voice calls includes the feature of call forwarding.

Yes, our SMS bulk messaging service can be integrated with your CRM. This allows you to send messages directly from your CRM system, leverage customer data for personalization, and track message delivery and responses.

Yes, our SMS service supports international messaging. You can send messages to recipients in multiple countries, and (our platform ensures compliance with international SMS regulations.)

Our platform provides detailed delivery reports, including information on failed or undelivered messages. You can use these reports to identify and resolve issues, such as incorrect phone numbers or network problems.

You can also use our lookup service to filter out landline and invalid numbers.

To ensure compliance with regulations:
Obtain explicit consent from recipients before sending messages.
Include opt-out instructions in your messages.
Follow local and international messaging laws and guidelines.
Use our compliance tools and resources to stay informed about regulations.

Yes, you can schedule messages to be sent at a specific date and time. This feature is useful for planning campaigns in advance and ensuring messages are sent at the optimal time for your audience.

Yes, you can setup auto-recharge from portal -> billing -> auto recharge.

You can purchase additional message credits through your portal -> billing. Simply select the desired amount of credits and complete the purchase using your preferred payment method.

Yes, you can perform A/B testing with our SMS service. This allows you to test different versions of your messages to see which performs better, helping you optimize your campaigns for higher engagement and conversion rates.

Our platform provides detailed analytics and reporting tools. You can track metrics such as delivery rates, open rates, click-through rates (if using links), and opt-outs. These insights help you measure the effectiveness of your campaigns and make data-driven decisions.