Frequently Asked Questions

PakhiLead365 is a complete CRM (Customer Relationship Management) and lead management platform built specifically for Indian small and medium businesses. It is ideal for real estate agents, builders, dealers, educators, financial advisors, manufacturers, traders, and any business that needs to manage customer inquiries, track follow-ups, run marketing campaigns, and monitor team performance — all from one dashboard.

The interface is currently in English but is designed for Indian business workflows — including support for WhatsApp, IndiaMart, JustDial, GST billing, and Indian phone number formats. Hindi interface support is on our roadmap.

Yes. PakhiLead365 is fully mobile-responsive and works on Android and iOS browsers. Your team can manage leads, update tasks, add notes, send WhatsApp messages, and view reports from any smartphone — no laptop required for day-to-day operations.

Absolutely. All data is stored on secure cloud servers in India, encrypted at rest and in transit. We perform daily automated backups. You own your data and can export it at any time. We never share your business data with third parties.

Yes. PakhiLead365 is used across 25+ industries including real estate, education, finance, manufacturing, IT services, healthcare, retail, insurance, travel, construction, and more. The platform is flexible enough to match any sales and service workflow.

PakhiLead365 has three annual plans: Gold at ₹6,999/year (3 users, 500 leads), Diamond at ₹8,999/year (5 users, 2,000 leads — most popular), and Platinum at ₹14,999/year (10 users, unlimited leads). All prices include 18% GST. There are no monthly payment options currently.

We offer a free personalised demo where our team walks you through the platform based on your business type. During the demo, you will see a live working account with sample data. We do not currently offer a self-service free trial — but the demo is completely free, takes 30–45 minutes, and includes Q&A.

No hidden charges. The plan price is what you pay. Add-on services like WhatsApp Integration, HR Attendance, Bulk SMS, Hiring Module, and others are separately priced at ₹700/year each — these are optional and clearly listed on the Billing page inside your CRM.

Yes. You can upgrade to a higher plan at any time from the Billing section inside PakhiLead365. The remaining value of your current plan is adjusted against the new plan cost. Downgrades are processed at renewal time.

We accept Razorpay (credit card, debit card, net banking, UPI via Razorpay), direct UPI transfer, and bank transfer (manual payment with receipt upload). All Indian payment methods are supported.

PakhiLead365 integrates with 14+ lead sources: IndiaMart, JustDial, Facebook Lead Ads, Google Ads, 99acres, Housing.com, Magicbricks, TradeIndia, Google Forms, WordPress contact forms, Pabbly Connect, and custom website forms via webhook. New sources are added regularly.

PakhiLead365 is fully mobile-responsive and works like an app from any mobile browser. A dedicated Android app for field staff (for GPS attendance and stop tracking) is available as part of the Bio App add-on. A full-featured native Android/iOS app is on our roadmap.

Yes. You can create, rename, reorder, and color-code lead status stages that match your exact sales process — from basic stages like New / Follow-up / Converted to complex multi-step pipelines with 10+ custom stages.

Yes. PakhiLead365 includes a fully GST-compliant invoicing system supporting CGST/SGST (intra-state) and IGST (inter-state), HSN/SAC codes, automatic GST calculation, PDF generation, and WhatsApp/email invoice delivery.

PakhiLead365 includes Staff Management (roles, permissions, departments), Hiring/Recruitment module, HR Attendance (face recognition + GPS check-in), Leave Management, Employee Monitoring (field staff GPS stop tracking), Holiday Calendar, and Standard Operating Procedures (SOP) management.

When you activate the IndiaMart integration in PakhiLead365, you configure a Webhook URL from your settings. You then enter this URL in your IndiaMart dashboard under "CRM Integration / Push API." Every new IndiaMart buyer inquiry is automatically sent to your CRM and appears as a new lead within seconds — no manual copy-paste required.

You configure the webhook URL and your Facebook Verify Token in PakhiLead365 settings. In Meta for Developers, you set up a webhook subscription for the leadgen event using your CRM webhook URL. When a user fills out a Facebook Lead Ad form, the data is pushed to PakhiLead365 instantly.

Yes — in two ways. First, using the Website Lead Form Builder (built-in): create a custom form and embed it on your website via iFrame. Second, using the Universal Webhook: connect Contact Form 7, WPForms, Elementor, or any form plugin via webhook to send submissions directly to your CRM.

Yes. The WhatsApp API integration supports Meta's official WhatsApp Business API (WABA) via 360dialog or the Meta Cloud API. You need a verified WhatsApp Business account. For basic WhatsApp messaging (opening wa.me links), no business account is needed.

Yes. You can have all 14+ lead sources active at the same time. Each source creates leads tagged with the source name (Facebook, IndiaMart, Website, etc.) so you can track which channels are generating the most leads and conversions.

PakhiLead365 subscriptions are annual. Your plan expires one year from the date of activation. You will receive email reminders 30 days, 7 days, and 1 day before expiry. Renewal is manual — your plan does not auto-renew. You renew by purchasing from the Billing section.

If your subscription expires, you will not be able to log in to PakhiLead365 until you renew. Your data is preserved for 90 days after expiry. If you renew within 90 days, all your data is restored immediately. After 90 days, data may be permanently deleted.

We offer a 7-day money-back guarantee for all new subscriptions. If you are not satisfied within 7 days of your first purchase, contact our support team and we will process a full refund. Renewal payments are non-refundable.

You can add extra users by purchasing the "Staff" add-on at ₹700/year per additional user from the Billing section. The add-on is activated immediately after payment.

Yes. Every payment generates a GST-compliant tax invoice with our company GSTIN, your details, and the breakup of plan amount + 18% GST. Invoices are available immediately in your Billing → Order History section and are PDF-downloadable.

We offer support via WhatsApp (fastest), email, and phone. WhatsApp: +91 7905 834 592. Email: support@pakhilead365.com. Phone: +91 7905 834 592. Support hours are Monday–Saturday, 9 AM to 7 PM IST. We typically respond to WhatsApp queries within 2–4 hours.

Yes. Every new subscription includes a free onboarding session where our team helps you set up your lead pipeline, connect your lead sources, invite team members, and configure automations. Book your onboarding session after purchase from your CRM dashboard.

Yes. We have a growing library of video tutorials covering all major features — lead management, WhatsApp campaigns, HR attendance, reports, and integrations. Access them from Help → Video Tutorials inside your PakhiLead365 account.

The platform is highly configurable — custom pipeline stages, custom lead fields, custom task labels, custom lead sources, and custom automations can be set up to match your specific industry workflow. For enterprise customization needs, contact our sales team.

If you cancel or do not renew, your account enters a 90-day grace period. During this time you cannot log in but your data is preserved. You can reactivate by renewing. After 90 days, all data is permanently deleted from our servers in accordance with our privacy policy.