FAQs
CIPHER CRM - your questions, answered straight
This page answers the questions people actually ask before choosing CIPHER CRM - what it does and its 92 features, what it costs, how your data is kept safe, the 31 industries it is built for, how setup and free migration work, messaging and other tools, and who is behind it. Search, or jump to a topic below.
Getting started & setup
The things Indian business owners ask us most, answered straight.
How do I get started with CIPHER CRM?
Book a free demo and tell us what you do and how big your team is. We do not hand you an empty login. We set the CRM up around your work, move your existing data in, and walk you through it live, so day one already looks like your business.
How long does setup take?
Most teams are live in 1 to 3 days. We handle the configuration and the data import, so there is no long rollout to dread. You start using it, and it grows on the team from there.
Do you migrate my existing data?
Yes, and it is free. We move your leads, contacts and records over from spreadsheets or your old tool, so nothing gets left behind and nobody has to retype a thing by hand.
Do I need a credit card to start?
No. Book a demo and get going with no card and no lock-in. You decide it is worth paying for only after you have seen it on your own work.
Features & how it works
The things Indian business owners ask us most, answered straight.
What features are included in CIPHER CRM?
CIPHER CRM comes with 92 features in 15 groups: leads and the sales pipeline, customers and contacts, projects and tasks, proposals, estimates and invoices, payments and expenses, your price list, team roles and access, chat, calendar and reminders, files and checklists, a branded customer portal, and settings you can shape to your trade. Every one of them is included in every plan and every industry edition.
Can my field staff use it on their phones?
Yes. CIPHER CRM runs in the browser, so field staff sign in on their phone the same way the office signs in on a computer. They can add a lead, log a follow-up or check a customer from the road, and every change shows up for the rest of the team straight away.
Does it work on patchy connections?
Yes. CIPHER CRM keeps working when the connection drops, using what is already saved on the device. It shows a clear notice that you are offline, and the moment you are back online it updates itself, including anything that changed while you were away.
Can I create invoices and track payments?
Yes. Proposals, estimates, invoices, credit notes, billing in any currency and payment tracking all live inside the CRM - so a proposal can become an estimate, then an invoice, then a paid invoice without ever leaving the screen.
Does CIPHER CRM have lead management software?
Yes. Lead management keeps every lead in one place, whether it comes in through your online enquiry forms or your team adds it after a call. Each lead gets a status, a source and one or more owners, and every follow-up is logged against it - so nothing slips through the cracks.
Does CIPHER CRM do GST invoicing and billing?
Yes, GST goes on your invoices the way you bill today. You can add more than one tax to each item, print the customer's tax label and number, and bill in rupees. Each invoice tracks its own payment status, from Unpaid to Paid, with an Overdue flag. CIPHER CRM does not file your GST returns.
Is there a sales pipeline in CIPHER CRM?
Yes. Leads move through the statuses you set, shown as a list or as cards you drag from step to step on a progress board, with an optional deal value on each lead and a running total for every stage, so you can see where each deal stands and where things are piling up.
Can I create estimates and quotations?
Yes. Build detailed estimates and quotations from your price list, share them with a link the customer opens to accept or decline, and turn an accepted estimate into an invoice in one click - no re-typing anything.
Does CIPHER CRM track payments and pending dues?
Does CIPHER CRM have reports and dashboards?
Not as a separate reports section. What you do get is a deal-value total on every pipeline stage, filters on every list, a payments ledger grouped by month, and a full change history on every lead, customer, project, task and bill. Your customers also get their own portal home screen showing what they owe and what needs their reply.
Industries
The things Indian business owners ask us most, answered straight.
Which industries does CIPHER CRM support?
CIPHER serves 31 industries - logistics, healthcare, real estate, manufacturing, legal, education and more - each with its own edition, and 465 sub-industries under them. There is a good chance yours is already built.
Is CIPHER customised for my industry?
Yes. One strong core is shaped into 31 industry editions, so the workflows, templates and priorities match how your sector really sells and runs. It is not a blank CRM you have to bend into shape yourself.
Are the features the same across all industries?
Yes. Every industry edition carries the same 92 features. The workflows are tuned to your sector, but no feature is locked to a specific industry or sold as an add-on.
Do you have a CRM for logistics and transport companies?
Yes. CIPHER CRM has a dedicated logistics CRM edition for transporters, fleet operators, freight forwarders, packers and movers, and courier and 3PL companies - with lead capture, quotations, invoicing and payment tracking, and a CRM that keeps working on a weak signal out on the road.
Is there a real estate CRM in CIPHER CRM?
Yes. The real estate CRM edition helps brokers, builders and property consultants capture buyer leads, schedule site visits, track bookings and follow up on time, with every call and visit logged against the buyer so nobody goes quiet unnoticed.
Do you have a CRM for healthcare, clinics and hospitals?
Yes. The healthcare CRM edition suits clinics, hospitals, diagnostic labs and dental practices - patient enquiries, appointment follow-ups, billing, and access by job role so records stay private.
Do you have a CRM for schools, colleges and coaching institutes?
Yes. The education CRM edition helps coaching institutes, schools, colleges and edtech teams capture admission enquiries, nurture leads, track follow-ups and coordinate the whole admission journey.
Is there a CRM for manufacturers and distributors?
Yes. The manufacturing CRM edition helps factories, distributors and B2B suppliers manage sales, dealer and key accounts, quotations, invoices and payments in one place.
Do you have a CRM for financial services and advisors?
Yes. The financial services CRM edition suits advisors, brokers, NBFCs and accounting firms - managing client pipelines, private notes, renewal reminders and follow-ups, with access by job role for sensitive data.
Do you have a CRM for retail and ecommerce businesses?
Yes. The retail and ecommerce CRM edition keeps every customer and their history in one place, tracks each enquiry from first message to invoice, and puts a reminder on every repeat-purchase call.
Pricing & plans
The things Indian business owners ask us most, answered straight.
How much does CIPHER CRM cost?
Pricing is based on your team and usage, not on which features you are allowed to switch on. So you never get upsold something you assumed was standard. Tell us your team size and we will give you a straight quote.
Are all features included in every plan?
Yes. All 92 features are in every plan and every industry edition. No paying extra per feature, no locked features, no surprise at renewal.
Is there any lock-in?
No lock-in. Start with a free demo, no card needed, and free data migration when you come across. If it is not for you, you are not tied in.
Is there a free trial or free demo of CIPHER CRM?
You can start with a free, no-card demo tailored to your business, plus free data migration when you join. Pricing is based on your team and usage rather than a fixed per-seat rate, so ask us for a straight quote for your size.
Messaging and other tools
The things Indian business owners ask us most, answered straight.
Does CIPHER CRM integrate with WhatsApp?
Not as a built-in chat today. Every lead and every contact person has a one-click WhatsApp button that opens a chat with that person, and your team logs each lead conversation as a follow-up on the lead, so nothing lives only on someone's personal phone. A WhatsApp-style messaging tab is in development.
What else does CIPHER connect to?
CIPHER CRM does not plug into other software today. It keeps the whole day in one place instead - leads, quotes, invoices, payments, tasks, team chat and a customer portal. Customers open your proposals, estimates and invoices through a share link, and your staff get alerts that pop up on their computer or come by email.
Can CIPHER CRM send SMS to customers?
No. Your team gets the reminder inside the CRM, and every lead and every contact person has a one-click WhatsApp, call and email button, so the follow-up still goes out on time from the number your customer already knows.
Security & data
The things Indian business owners ask us most, answered straight.
Is my data safe with CIPHER CRM?
Yes. Access by job role means each person only sees what they should, repeated wrong passwords lock the sign-in for a while, and a password change can sign you out of every other phone and computer at once - all running on 99.9% uptime.
Who can access my data?
You do. You set what each job role can see and change, and individual logins keep every action traceable back to a name.
Do you offer role-based access control?
Yes. You choose what each job role can view, add, change or delete, in every section of the CRM. You can limit a person to their own work, or give one person extra access without changing their role, so client details and money trails stay with the people who should see them.
Support & training
The things Indian business owners ask us most, answered straight.
What support do you offer?
You can reach the CIPHER team on WhatsApp, phone and email, in Hindi, Gujarati or English. Onboarding and free data migration are part of the deal, so you are looked after from day one rather than left to work it out alone.
Is training included?
Yes. Setup includes a walkthrough built around your team, and the CRM is made to be picked up in days, not months. Most people are comfortable in it within the first week.
Do you support Hindi and other Indian languages?
Yes. Our team supports you in Hindi, Gujarati and English, so you can set up the CRM and get help in the language you are most comfortable with.
Company & trust
The things Indian business owners ask us most, answered straight.
Who is behind CIPHER CRM?
CIPHER CRM is built by CIPHER Craft Pvt. Ltd., a private limited company started in 2018 and based in India. The same team that builds the product talks to the businesses that use it.
Where is CIPHER based?
CIPHER Craft Pvt. Ltd. is an Indian company, and it works with businesses right across the country.
How many businesses use CIPHER CRM?
CIPHER CRM runs 192+ businesses across 31 industries in India, with an average rating of 4.8 out of 5.
Is CIPHER CRM a real, registered company?
Yes. CIPHER CRM is run by CIPHER Craft Pvt. Ltd., a registered private limited company started in 2018 and based in India.
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