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FAQ

Anviom CRM - frequently asked questions

Pricing, Facebook lead ads, assignment, data storage and more.

About Anviom CRM

What is Anviom CRM?
Anviom CRM is a lead management and sales CRM for growing teams in India. It brings every enquiry into one place, assigns each lead to the right person automatically and keeps every follow-up on schedule, so no lead goes cold. It is made by Anviom Technologies Private Limited, a software company in Bengaluru.
Who is Anviom CRM for?
Businesses in India that get enquiries from ads, walk-ins and calls and need their team to follow up quickly - for example coaching and education institutes, real estate teams and healthcare providers. It suits teams from 5 people to large organisations with many branches.
Does Anviom CRM work with Facebook and Instagram lead ads?
Yes. Connect your Meta account and leads from your Facebook and Instagram lead forms arrive automatically, with the form fields mapped to CRM fields. If a lead can't be fetched (for example because the Facebook login expired), it is kept for reprocessing rather than lost.
Can we import our existing leads from Excel?
Yes. Upload a CSV file, map its columns to CRM fields, and review a per-row report of anything that couldn't be imported.
How are leads assigned to the team?
Assignment rules route each new lead by territory, team and other details, round-robin spreads leads evenly across eligible people, and managers can assign or transfer leads in bulk. A rep's lead flow can be paused while they are away.
Can we customise the pipeline?
Yes. Define your own lead statuses, custom fields, sources and tags, hide fields you don't use, and require approval for sensitive status changes.
Does Anviom CRM use AI?
Not today. AI-assisted features are on the roadmap; they will only be described as available once they ship.

Pricing

How much does Anviom CRM cost?
Starter is Rs 399 per user per month (5 users included) and Professional is Rs 699 per user per month (10 users included). Enterprise, from 30 users, has custom pricing. Annual billing saves about 20%.
Is GST charged?
No, not at present. Prices are in Indian rupees and the price shown is the full amount you pay.
Is Anviom CRM a cheap CRM for a small business?
It is priced for small and growing Indian teams: a 5-person team on Starter pays Rs 1,995 a month, with Meta lead ads, automatic assignment, follow-up reminders and reports included.
Can we add users or change plans later?
Yes. Administrators add seats or change plan from the Billing page inside the CRM.
How do WhatsApp message charges work?
WhatsApp message charges are set by Meta. With your own WhatsApp Business account connected, Meta bills them to that account.

Data & security

Where is our data stored?
In India. All customer data in Anviom CRM - hosting, databases and files - is stored in the AWS Asia Pacific (Mumbai) region.
How is our data protected?
Connections use HTTPS/TLS, stored data is encrypted at rest by AWS, backups run daily, each organisation's data is kept separate, and roles and permissions control who sees which leads. Every significant action is recorded in an audit log.
Can each person see only their own leads?
Yes. Roles have visibility scopes - own, team, department, reporting chain or organisation-wide - and permissions can be set per role and per person.

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