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How we get you started

You're never left
figuring it out alone.

From the moment you sign up, a dedicated team is assigned to you. Here's exactly what happens — step by step — so you know what to expect.

Dedicated onboarding manager
Live guided setup
Data imported for you
Live in days, not weeks

Why onboarding matters

Most CRMs hand you a login
and wish you luck.

telecrm doesn't. Buying the software is the easy part — getting your team to actually use it every day is where most rollouts stall. That's why onboarding isn't an afterthought here; it's a guided, hands-on process led by a real person who owns your success.

We do the heavy lifting

Your data import, lead stages, fields, and automations are configured with you — not left as homework. You're set up the way your business actually runs.

Your team gets trained

Live sessions walk every rep through their daily workflow, so adoption happens from day one instead of fizzling out after the first week.

You get dedicated support

A dedicated implementation manager stays with you from sign-up to fully operational — reachable on a WhatsApp group, not a ticket queue.

Watch how telecrm
onboards your team.

See it in action

Hear directly from our implementation manager and a real telecrm customer about what the onboarding experience actually looks like.

Video coming soon
~3 min
telecrm Onboarding Walkthrough
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Your onboarding journey

Four steps from sign-up
to fully operational.

Every customer goes through the same structured process — built to get your team productive as fast as possible, with the right configuration for your business.

1
Within hours of signing up
Your dedicated WhatsApp group is created.
The moment you join telecrm, we create a dedicated WhatsApp group for your account. Your implementation manager, account manager, and tech team are all added immediately. This group becomes your primary support channel — for setup questions, troubleshooting, and anything that comes up as your team gets started.
Implementation manager assigned
Account manager added to group
Tech team on standby
Video tutorials shared for DIY setup
A group was created at the same time. Me and my team members were joined directly and it was a hassle-free process. I got a call from their team. They guided me how to create a workspace and how to add team members. Even they sent me a video tutorial. It was almost a DIY and 5-minute process.
RK
Ron
Founder & MD, RK Works
2
First few days
We configure telecrm around your business — on a live Zoom call.
Once your workspace is created, we schedule a Zoom session at a time that works for you. This is the most important part of your onboarding. In this call, we learn everything about how your business sells — how leads come in, how follow-up works, what your funnel stages look like, what pipelines you run, and what automations would save your team the most time. Then we set up telecrm accordingly — not generically, but for you.
Full business flow walkthrough
Lead source and funnel stage setup
Pipeline configuration
Automation setup based on your workflow
Integrations — Facebook, website, Instagram, and more
The onboarding team was really helpful. They helped in setting up the automation process. Even when we got stuck somewhere, they helped us set up everything. The technical team was so helpful that they helped us with integration with Facebook, our website, and Instagram as well.
RK
Ron
Founder & MD, RK Works
3
Days 7–14
Your team gets comfortable. We stay close.
After the setup call, we give your team 7 to 14 days to start using telecrm in their daily work. During this period, the WhatsApp group stays active — any question your reps or managers have is answered immediately. You're never waiting for a ticket response or a scheduled call to resolve something simple.
7–14 day live usage window
WhatsApp support throughout
Instant query resolution
Team-level guidance as needed
Whenever we raised any query, it was instantly solved in the WhatsApp group. And the best part is the whole process is smooth as silk. We didn't even realise when telecrm became a part of our whole business.
RK
Ron
Founder & MD, RK Works
4
After day 14
A review session — and then your onboarding is complete.
After the initial usage period, we schedule a review session. We look at how well your team is using telecrm, which features are being used well, and what we can improve or optimise. We may suggest features your team hasn't explored yet, fine-tune your automations, or adjust your pipeline configuration. Once everything is aligned and your team is running smoothly, your onboarding is marked complete.
Team adoption review
Feature optimisation suggestions
Automation fine-tuning
Onboarding marked complete

Everything you need
to hit the ground running.

What's included in onboarding

Onboarding is not an add-on. It is a core part of what you get with telecrm — at no extra cost.

Dedicated WhatsApp Group
Your own private group with your implementation manager, account manager, and tech team. Active from day one — and available beyond onboarding for ongoing support.
Business Setup Zoom Call
A live session where we learn your business end to end and configure telecrm — stages, pipelines, automations, integrations — exactly the way you work.
Automation Configuration
We don't just hand you a platform — we set up the automations that will save your team time from day one, including follow-up sequences, lead assignment, and WhatsApp drips.
Integration Setup
We connect your lead sources — Facebook, Google, IndiaMART, your website, Instagram, and more — so leads flow into telecrm automatically from the moment you go live.
14-Day Guided Usage Period
We stay close during your first two weeks of active use. Any question — from a rep or a manager — gets answered in the WhatsApp group, usually within minutes.
Review & Optimisation Session
A final Zoom call to review adoption, surface underutilised features, and fine-tune your setup — so you enter independent operation with everything configured right.

A real team.
Not a ticketing system.

Who you'll work with

From the moment you sign up, named people are assigned to your account. You always know who to talk to — and they always know your business.

We are a team of 30+ associates. The tech team and the customer success team are available beyond the onboarding process — via WhatsApp, phone calls, and Zoom.

IM
Implementation Manager
Owns your onboarding end to end
AM
Account Manager
Your ongoing relationship contact
TT
Tech Team
Integrations, bugs, and technical setup
CS
Customer Success
Available beyond implementation

Are you ready to
get started?

No credit card needed. Response within 24 hours. 5,000+ businesses onboarded.

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FAQ

Your questions, answered plainly.

How does telecrm onboard new customers?

Through a guided process — WhatsApp group creation, workspace setup, business-flow configuration, and a first review session.

How many steps are involved?

Four steps, from sign-up to fully operational.

Am I left to figure it out alone?

No — a real onboarding team helps you, not a ticketing system.

How quickly can my team be operational?

The four-step onboarding takes you from sign-up to fully operational quickly.