Knowledge Base
Search our guides, configure WhatsApp connections, synchronize IndiaMART leads, and explore how to use Pravyon CRM.
Browse by Module
Blog
General support and configuration details.
Leads
Manage client profiles, assignment workflows, follow-ups and diary notes.
Integrations
Connect IndiaMART API key and automate client pipeline captures.
Notifications
Enable desktop system alerts and config mobile messaging.
CRM
General account details, settings, employee roles, and pipeline tools.
Manufacturing
General support and configuration details.
Operations
General support and configuration details.
Recently Updated Guides
Product Performance Analytics & Lead Product Association
Learn how to associate products with leads during creation and follow-ups, track customer interest, import products into quotations, and generate product-wise sales pipeline reports.
Sales Inquiry Management
Learn how to capture, manage, track, and convert sales inquiries across Web and Mobile applications with offline synchronization.
Leave Management
Learn how to apply leave, track leave requests, review leave details, and manage your leave history using the Leave module.
Lead Notes and User Tagging
Add notes, reminders, and tag employees in lead notes. Tagged employees will receive dashboard and WhatsApp notifications.
Manage Leads
View and manage all your leads in one place. You can filter leads, update status, assign to employee, send quotation, and track notes and follow-ups.
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Need Custom Setup?
Our engineering support team can guide you in setting up uPVC Quotation formulas, connecting WhatsApp Business Numbers, or importing custom leads catalogs.
Contact Support Team