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FAQ

Questions worth a straight answer.

What a CRM is, what this one does, what it costs, and what happens at the edges — including the parts that need your own accounts with other providers.

CRM basics

What is CRM software?

CRM stands for customer relationship management. A CRM is the system a business uses to keep every enquiry, customer, conversation and deal in one place, so that anyone who needs to pick up a relationship can see its full history. In practice it replaces the combination of a spreadsheet, a shared mailbox and someone's memory.

What is lead management?

Lead management is what happens between an enquiry arriving and it becoming a real opportunity: capturing it from whichever channel it came in on, recording its source, assigning an owner, following up on time, and qualifying it in or out. It is the part of the sales process where most businesses lose the most money without noticing.

How does an AI CRM work?

In Insta AI 365, AI is not a separate chatbot bolted on the side. Ira reads the records in your workspace — the lead, the deal, the conversation history — and answers from that context, so responses are grounded in your data rather than generated from general knowledge. Each plan includes a monthly allowance of AI credits per user.

What is the difference between a CRM and a spreadsheet?

A spreadsheet stores what someone typed into it. A CRM captures what happened: a lead arrives with its source attached, an email or WhatsApp message attaches itself to the record, a stage change is recorded with who made it. The practical difference shows up in a busy month, when a spreadsheet stops being updated and a CRM does not.

Using the product

Can I import my existing leads?

Yes, by CSV. Your columns are mapped to CRM fields. If the import would exceed your plan's lead capacity, the rows that could not be created are reported rather than partially imported without warning.

Can I connect Meta (Facebook) Lead Ads?

The integration is built and lead field mapping is implemented. Connecting it requires your own Meta app credentials and Meta's App Review for the relevant permissions. Until those are configured, the integration shows a setup-required state rather than pretending to be connected.

Can I connect Google lead forms?

Yes. Google Ads lead form extensions post directly to the CRM and are verified with a shared key, so only your own forms can deliver leads into your workspace.

Can I connect WhatsApp?

Yes. The Growth and AI Pro plans include the WhatsApp Business API and can be bought online — per user per month plus GST, paid through Razorpay and renewed automatically until cancelled. After payment you connect your own WhatsApp Business account and number inside the CRM with Meta's Embedded Signup. Verification and approval are Meta's and run on Meta's timeline, so paying does not by itself activate WhatsApp, and Meta's messaging charges are billed separately by Meta.

Can I automate follow-ups?

Yes. Workflows are built from a trigger, optional conditions and actions — assign an owner, create a task with a due date, send a notification, update fields or call a webhook. Essential includes 5 workflows, Growth 50 and AI Pro 250.

Can multiple sales users use the CRM?

Each user has a role, and roles control what they can see and do. A salesperson does not see the whole organisation's data by default.

Pricing, limits and security

How does CRM pricing work?

Pricing is per user per month and VAT may apply. Essential is AED 49, Growth is AED 79 and AI Pro is AED 99. Each plan includes a monthly allowance of Ira AI credits per user. We do not offer a free trial. The pricing page reads the live plan catalogue, so what you see there is what the platform bills against.

What happens when I reach my plan limit?

You are told, clearly, at the point you hit it — with the resource, the limit and your options. Limits are enforced by the platform rather than only shown in the interface, so an import, an API call or an incoming lead from an ad is subject to the same capacity as manual entry. Existing data is never deleted because you reached a limit.

Is my CRM data secure?

Each organisation's data is isolated from every other organisation, access is controlled by role-based permissions, integration credentials and OAuth tokens are encrypted at rest and never returned to the browser, and every file upload is scanned for malware before it is stored. Record changes are recorded in an audit trail.

Is there a free trial?

No. We do not offer a free trial. Plans are billed per user per month with a minimum of three users, and you can book a live walkthrough with us before committing so you are not buying blind.

Still deciding?

Book a walkthrough with us and see it running against the kind of leads you actually handle.

Per user, per month · GST extra