Resources & Help Center

Video tutorials, setup guides, and documentation to help you get the most out of your CRM.

Video Tutorials

9ance All-in-One AI CRM | Smart Search, Bulk Actions & Sales Automation

Complete platform overview — search, bulk actions, and sales automation features.

How to Setup NeeN AI Website Chatbot in 5 Minutes

Step-by-step chatbot setup guide. Free for 1 user with AI CRM integration.

How to Connect Google Calendar in NeeN AI CRM

Sync Google Calendar for automatic meeting scheduling and reminders.

World's First SIM-Based AI CRM | NeeN AI vs TeleCRM & Neodove

Live demo comparing SIM-based calling with AI intelligence vs competitors.

NeeN AI CRM Now Supports 13 Languages 🌍

Full multilingual CRM experience — manage sales in any language.

NeeN Noora Launch | AI Image Generator + Social Media Calendar

AI-powered creative tools with auto-posting to social media platforms.

No More Fixed CRM Fields — Customize Everything

Create custom fields, forms, and workflows tailored to your business.

No Sales Team? AI Finds Leads & Starts Outreach for You

Automated lead discovery and outreach using AI agents.

Retail Revolution 🚀 WMS + POS All-in-One System Demo

Warehouse management and point-of-sale system working together.

AI That Drafts & Sends Emails Instantly 🤯

AI email composer that writes and sends personalized emails from your CRM.

Recruiter Plus Demo | All-in-One HRMS & Payroll Software

Complete HRMS solution for recruiters — hiring, payroll, and attendance.

More videos on our YouTube Channel →

Quick Tips (Shorts)

AI CRM That Schedules Meetings From WhatsApp

Talk to Your CRM: Voice Mode Does Live Entries

Smart Quotation with AI 🤯 | NeeN AI Demo

Help Guides

Getting Started with Voice CRM

Learn how to update deals, create leads, and manage your pipeline using voice commands in any language.

WhatsApp CRM Setup

Connect your WhatsApp Business number, set up auto-replies, and manage conversations inside the CRM.

TeleCRM & Call Tracking

Set up SIM-based calling, auto-recording, call intelligence, and AI-generated call summaries.

Team Management & Roles

Add team members, assign roles, set permissions, and track individual performance.

Field Force Tracking

Enable GPS tracking, check-in/check-out, route optimization, and expense logging for field reps.

Tasks, Follow-ups & Automation

Set up automated follow-up reminders, task assignments, and workflow triggers.

Importing Leads & Data Migration

Import from Excel, CSV, IndiaMART, TradeIndia, or migrate from Zoho/HubSpot/Salesforce.

Security & GDPR Compliance

Understand data encryption, access controls, audit logs, and GDPR-compliant data handling.

Still need help?

Our team is available to help you set up and get the most out of your CRM.

Contact Support