Help & FAQ

CRM (Customer Relationship Management) software helps you store all your leads and customers in one place, track every conversation, schedule follow-ups and understand where your sales come from. MilixNow does all of this from your laptop and your phone.

Any business that sells — real estate, manufacturing, education, travel, insurance, healthcare, IT services, dealers and distributors. Our plans work for a 2-person startup as well as a 500-person enterprise.

Yes. The CRM is free with every feature and unlimited users, and room for 1,000 leads and 500 MB of files. You pay only if you need more room - storage packs start at ₹999 a year.

Yes. MilixNow works in the browser on any phone, tablet or computer - nothing to install. Android and iPhone apps are coming soon.

Yes. Upload a CSV/Excel file, map the columns and thousands of leads are imported in seconds, including custom fields.

Yes. Add custom fields, lead stages, labels, sources, roles and automation rules without any coding.

Your data is encrypted in transit and at rest, hosted on secure cloud servers with daily backups and role-based access control. You own your data and can export it anytime.

Facebook, Google Ads, website forms, WordPress, Google Forms, IndiaMART, TradeIndia, JustDial, 99acres, MagicBricks, Housing.com, WhatsApp, Gmail, Google Calendar and more — plus an open API.

Yes - you do not even need to buy. The CRM is free with every feature and unlimited users; you pay only if you need more room for leads and files. Our team will help you set it up.

Yes. Our support team speaks Hindi, English and Gujarati, and the app supports multiple Indian languages.

Yes, you can export leads, customers and reports to Excel/CSV anytime.

No. Onboarding is free on all plans.

Please see our refund policy for details on eligibility and timelines.

Yes. MilixNow CRM is free forever, not a trial - there is no expiry date and no card needed. The free plan includes every CRM feature and unlimited users, with room for 1,000 leads and 500 MB of files. You only pay when you need more room for leads or files, starting at Rs 999 a year.

Yes - MilixNow allows unlimited users on every plan, including the free one. Most free CRM tiers cap users instead; Zoho CRM free edition supports three. MilixNow charges for storage rather than seats, so your whole team gets their own login from day one and accountability is not broken by shared accounts.

It depends on which limit you hit first, because every free plan caps something - users, records or features. Zoho CRM free edition supports three users. HubSpot free tools are generous on features but built around marketing. MilixNow caps leads and storage instead of users. Shortlist two, run a one-week trial with your real leads, and let the trial decide.

Google does not offer a dedicated CRM. Many small businesses build a makeshift one from Google Sheets, Contacts and Calendar, which works for a handful of leads but has no automatic lead capture, no assignment rules, no follow-up reminders and no source-wise reporting. MilixNow connects to Gmail and Google Calendar, so you keep the Google tools you already use.

No. You can sign up and use MilixNow without entering any payment details at all. Card or bank details are only needed if you later choose to buy a bigger storage pack.