Resources
Blog and guides
Practical guides for Indian businesses on choosing a CRM, running a calling team, GST invoicing and payroll. Step-by-step product instructions are in the Help Center.
Last updated
Guides
- GuideHow to Choose the Best CRM Software in IndiaA buyer's checklist for choosing CRM software in India: calling, WhatsApp, GST invoicing, languages, mobile app, pricing model and data ownership.
- GuideTelecalling CRM Guide for Indian TeamsHow to run a telecalling team on a CRM: lead assignment, call logging, follow-ups, daily review and what to measure.
How-to articles
- Help guideGetting started with BizzSetuCreate a BizzSetu workspace, set up your company, invite your team and import your first leads.
- Help guideImporting leads from Excel or CSVImport leads into BizzSetu from a CSV or Excel file using the template, with a preview and duplicate matching.
- Help guideSetting up the Android mobile appInstall the BizzSetu Android app, sign in to your workspace, and choose which phone permissions to allow.
- Help guideLinking WhatsApp to BizzSetuLink your own WhatsApp to BizzSetu by scanning a code, then chat with leads from the CRM inbox.
- Help guideSetting up GST invoicesSet up GST invoicing in BizzSetu: company GSTIN, products with GST rates, draft and issue, payments and credit notes.
- Help guideSetting up payrollSet up payroll in BizzSetu: salary profiles, PF, ESI, professional tax, attendance and leave, and the monthly run.
- Help guideAdding your team, roles and permissionsAdd employees, set reporting managers, create custom roles and limit managers to their own team in BizzSetu.
- Help guideBilling, plans and modulesHow BizzSetu plans work: the Full CRM bundle or separate modules, free trial, payment, auto-pay, invoices and cancellation.
- Help guideYour data and securityHow BizzSetu separates company data, controls access with roles and two-factor login, and how to export or delete your data.
Try BizzSetu with your own team
Start a free trial with a real lead file, or book a demo and we will walk through your workflow.