FAQ
Frequently Asked Questions
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Our platform includes 14+ integrated modules: Lead Management, Inquiry Management, Sales Pipeline, Quotation Management, Order Management, Sales Invoice, Purchase Management, Inventory Management, Account Management, Reports & Analytics, Attendance & HR, Field Force Management, Visit Management and Expense Management. You can start with the modules your business needs today and add more as you grow.
Yes. Gopinath Infotech CRM is designed for Indian SMEs as well as growing multi-location companies. No coding is required, the interface is easy for non-technical teams, and you only use the modules you actually need – so a small team can start simple and scale up as the business grows.
Getting started is quick – the basic setup takes around 15 minutes with guided onboarding. We also provide free data migration, so your existing customer lists, products and leads can be moved from spreadsheets without manual re-entry. If you need custom workflows or fields, our team plans that configuration with you.
Yes. Full-featured Android and iOS apps let your field team work on the go – mark geo-fenced attendance, log customer visits with notes and photos, submit expense claims and access customer information. The app works offline and syncs automatically when the device is connected again.
Gopinath Infotech CRM integrates with IndiaMART and TradeIndia for automatic lead import, Meta (Facebook & Instagram Lead Ads), WhatsApp Business for quotations, invoices, reminders and two-way messaging, Google Sheets for export and scheduled sync, and your email server via SMTP. For anything else, our REST API and webhooks let you connect third-party tools or internal systems.
Yes. The Sales Invoice module generates GST-compliant invoices automatically, with support for multiple tax types, discounts and automatic tax calculation. Invoices can be created directly from orders, payments are tracked against each invoice and recurring invoices take care of repeat billing.
Security is built into the platform: bank-grade encryption, role-based access so each user sees only what they need, secure Indian data centers and automatic backups, on infrastructure designed for 99.9% uptime. You always retain ownership of the business data you enter into the CRM.
Yes. You can add custom fields, define your own pipeline stages, set up workflows and automation rules, and create custom roles with granular permissions. If your industry needs something specific, our team can configure workflows, fields and automations for you, and our API supports custom integrations.
Our support team is available Monday to Saturday, 10AM to 6PM, by phone, WhatsApp and email. You can message or email us at any time and we will respond during business hours. Every client gets guided onboarding and a dedicated support manager to help their team succeed.
Request a free demo from our website, call us or send us a WhatsApp message. Our expert will walk you through the CRM using your own business workflow. Pricing depends on the modules you choose and the number of users, so after understanding your requirements we share a clear quote – with no obligation.
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