How can we help?

Your account is set up for you, and you get an email with a temporary code.

1. Open crm.prospekt.co.in.
2. Tap First time here? Use your temporary code.
3. Enter your email and the code, then choose a password.

Codes last 7 days. Expired? Ask your admin, or us, for a new one.

1. Settings → Pipeline stages Match the stages to how you sell.
2. Settings → Lead sources Name where leads come from.
3. Team Invite your salespeople.
4. Settings → Lead assignment Choose who takes new leads.
5. Settings → Lead connections Connect Facebook, your website or a Google Sheet.
6. Leads → Import leads Bring in the leads you already have.

We share the Android app with your team when your account is set up. Lost the link? WhatsApp us and we'll resend it.

Meanwhile, open crm.prospekt.co.in in Chrome and tap Add to Home screen. iPhone users can do the same in Safari.

You don't need it. Sign in with a one-time code instead:

1. On the sign-in page, enter your email.
2. Leave the password empty, or tap Email me a code instead.
3. Enter the code from your inbox.

Want a new password as well? Ask us and we'll reset it.

1. Wait a minute, then check Spam and Promotions.
2. Look for mail from no-reply@prospekt.co.in.
3. Still nothing? Request a new code and use the newest one.

Company email blocking us? Ask your IT team to allow prospekt.co.in.

Settings → Login & password (or My account). Enter your current password, then the new one.

Your company's plan has run out. Your data is safe and untouched.

Your admin can renew from the screen, or contact us. Everything comes back exactly as it was.

1. Settings → Lead connections Check the source says Connected.
2. Facebook: check each lead form is linked to a project.
3. Website: submit a test enquiry and see if it lands.
4. Google Sheet: make sure the sheet is still shared and new rows are added at the bottom.

Still missing? Tell us the source and roughly when the lead came in.

Leads → Add a lead. Name and phone are enough; add the project and source so reports stay accurate.

1. Leads → Import leads
2. Upload a .xlsx or .csv file.
3. Match your columns to name, phone, project and so on, then import.

Leads → Export leads. Filter first to export just what you need. Your data is yours; export any time.

Nobody has called or updated the lead yet. Call it or update it, and the label disappears.

1. Open the lead and tap Schedule.
2. Pick the date and time: a call back or a site visit.
3. It appears in Follow-ups, and the phone app alerts you when it's due.

Tap Call or WhatsApp on the lead. After the call, note what happened and update the stage. It all stays in the lead's history.

Leads from Facebook and Instagram show their campaign › ad set › ad on the lead. Add them all up in Reports.

Team → Invite (admins only). They get an email with a temporary code to sign in.

Team full? The page shows X of Y users; tap Request more users.

Admins see every lead, the team, reports and settings. Sales see the leads assigned to them and their own follow-ups.

Settings → Lead assignment. Share leads in turn across the team, or by project, and choose who takes new leads.

In Settings → Lead assignment, turn on If a new lead isn't called within… and pick the time. The lead moves to the next person.

1. Reassign their open leads so none are missed.
2. Team Open the person and remove their access.

This frees their seat for someone new.

1. Settings → Lead connections → Connect Facebook
2. Sign in with the Facebook account that manages your Page.
3. Choose the Page, then link each lead form to a project.

Can't connect? Send leads through a Google Sheet meanwhile, or ask us to set it up.

Settings → Lead connections → Connect your website. Copy the form snippet onto your site. Ad tags like UTM are picked up on their own.

In Settings → Lead connections, connect the sheet and match its columns. New rows arrive as leads.

Settings → API & integrations. Create a key and send leads to POST /v1/leads with Authorization: Bearer pk_….

Webhooks tell your systems when a lead is created, assigned or changes stage. Examples: developer guide.

1. Phone Settings → Apps → Prospekt → Notifications: allow them.
2. Turn off battery optimisation for Prospekt.
3. Open the app once and stay signed in.

Missed one? Everything is also in Notifications in the app.

Open a lead and tap Call or WhatsApp. When you come back, note the outcome in a few taps.

Open crm.prospekt.co.in in Safari, tap Share → Add to Home Screen. It works like an app. A native iPhone app is coming.

Per user, per month, every feature included. Yearly works out cheapest. GST is added on top. Work out your price.

Team → Request more users, or Settings → Account → Request changes. We'll confirm the price before anything changes.

Settings → Account shows your plan, users, payments and when it renews. Need an invoice copy? Ask us.

See the refund and cancellation policy. To cancel, tell us; your data stays yours to export.

You do. We never sell it. Export it any time from Leads → Export leads.

Encrypted connections everywhere. Each person sees only what their role allows. Passwords are stored hashed, never as plain text.

See data deletion, or raise a request. Export anything you want to keep first.