1. Open your CRM from the portal
Portal → CRM. Your CRM opens right there in the portal, already signed in; press Full screen for more room. Use Sync now if you have just had a call and want it in the CRM straight away.
GROWTH · SCALE · ENTERPRISE
Your CRM fills itself.
You work the pipeline.
Eligible calls, WhatsApp and web chats with a phone number, bookings and outreach activity sync into your CRM as contacts, opportunities, notes and tasks. Your team can work a pipeline configured for its business type and review each contact’s history.
The CRM is included from Growth. It is your own workspace at an address like crm-yourbusiness-1234.naadham.ai. You open it from the Naadham portal and are signed in automatically — there is no second password to remember.
AI receptionist CRM integration: what is included?
Naadham AI, also branded Naadham SI, includes a CRM workspace on active Growth, Scale and Enterprise plans after your business admin creates it. Activity sync connects your Naadham receptionist to this included workspace; Starter does not include CRM.
This guide describes the included workspace, rather than a native connector to every external CRM or calendar. For custom integrations, review the public API reference and confirm the required workflow with your team before rollout. CRM inclusion does not change voice, WhatsApp or outreach availability and activation requirements.
Compare plans and usage · US assisted activation · India availability
Switch it on (one minute)
- Sign in to the Naadham portal as the business admin and open CRM in the left menu.
- Select Create my CRM. Naadham creates your workspace, builds the pipeline for your business type, and pulls in every call, chat, booking and outreach attempt you already have.
- The CRM then opens right inside the portal page. The first time, the CRM asks for your display name — that is the name your team will see.
The portal's CRM page also shows how many calls, chats, bookings and outreach attempts have been synced and when. Sync now pulls anything new immediately; otherwise it happens every two minutes.
Step-by-step walkthrough
Recorded in a real test workspace (ABC Real Estate). Your stages and fields follow your own business type.
2. Work your pipeline
Open Opportunities and switch the view to By Stage. Every column is a stage of your business's pipeline; every card is a deal with its contact. Open a deal and change its Stage (or drag the card) as it progresses. Add the amount, close date and owner.
3. Read a lead's history
Open People and select a contact. Timeline shows everything that happened; Notes has one note per call, chat and outreach attempt — outcome, duration, the summary, the full transcript and ▶ Listen to the recording. The recording link plays only that one call.
4. Add a follow-up task
On a deal or contact, open Tasks → New task. Give it a title, a due date and an assignee. Bookings made by your receptionist arrive as tasks automatically, due at the appointment time. All tasks are listed under Tasks in the left menu.
5. Automate a follow-up
Workflows → New Workflow. Example: trigger Record is created on Opportunities; action Create Record → object Tasks, title "Call back the new enquiry within 1 hour", status To do. Activate it. From then on every new deal — including the ones Naadham adds from calls and chats — gets a call-back task by itself. Use Record is updated on Stage instead to act when a deal reaches a stage.
6. Add your team
Settings → Members → Invite. Enter a teammate's email and choose a role, or copy the invite link. Teammates sign in to the CRM with their own email and password. Naadham Support in your member list is the account Naadham uses to keep your pipeline and sync working.
7. Add your own fields
Settings → Data model → pick an object (for example People) → New Field. Choose a type — text, number, currency, date, select — name it and save. Example: a Site visited yes/no field on People. (Budget, Area and the other fields the AI fills are already there.)
8. Find anyone, see the numbers
The search icon at the top left finds people, deals and notes by name or number. Dashboards shows pipeline value by stage and deals by company; select Edit to add your own charts.
Your pipeline, by business type
Naadham sets the stages for your business type when it creates your CRM. A booking moves a new deal to the second stage by itself; your team moves it the rest of the way. Choose a business type to see its stages:
You can rename, recolour or add stages in Settings → Data model → Opportunities → Stage.
What Naadham adds for you
| When this happens in Naadham | You get in the CRM |
|---|---|
| A caller rings your receptionist, or your campaign calls someone and they answer | The caller as a person (one per phone number), a note that opens with the AI's summary of the call, then what they asked for, area, budget, preferred time and next step, then the recording and transcript. The person's Status, Rating, Interested in, Area, Budget and Next step are filled from the call. A deal opens only when they are interested, asked for a call back or booked — its amount is the budget they told us. "Call me back on Friday" becomes a task due that day. |
| The receptionist books a slot | A task due at the appointment, and the deal moves to your booked stage. |
| A WhatsApp or web chat with a phone number | The person, a note with the conversation, and an open deal — the same person as their calls. |
| An outreach campaign calls or messages someone | A note per attempt (Answered, No answer, Replied…); a booking from outreach moves the deal forward. |
Times are shown in your business's local time. Calls with no caller number, and calls from your own business lines, are left out.
Good to know
- "Naadham" on the timeline. Notes and tasks Naadham adds from calls, chats and bookings show Naadham as the author. Anything your team types shows the person's name.
- Two-minute sync. New activity appears within about two minutes; Sync now on the portal's CRM page pulls it immediately.
- Deals only move forward. Naadham never moves a deal back to an earlier stage your team has already passed.
- Workflow steps. Create, update, search, filter, if/else, delay, form and HTTP steps work. Code steps are not available on Naadham's shared servers.
- AI in the CRM is not available yet. Your AI receptionist is unaffected.
- Email and calendar. Settings → Accounts connects a mailbox by IMAP/SMTP. One-click Google or Microsoft sign-in is not available yet.
- Every field you see is filled. Status, Rating, Lead score, Interested in, Area, Budget, Next step, Last conversation, Preferred language and Do not call come from your calls. Stock fields nothing fills (job title, LinkedIn, X, city) are switched off; turn any back on in Settings → Data model.
- Amounts are the budget the customer stated, in your market's currency (₹ in India); empty when they did not say.
If something does not work
The CRM shows a sign-in page instead of my workspace
Press ↻ above the CRM in the Naadham portal. The portal signs you in with a one-time link; you never need a separate CRM password.
A new call is not in the CRM yet
New activity arrives within about two minutes. Press Sync now on the portal's CRM page to pull it immediately. Calls without a caller number, and calls from your own business lines, are not added.
Will Naadham move a deal backwards?
No. Naadham only ever moves a deal forward. If your team has moved a deal to a later stage, a new booking does not move it back.
Can I use code steps or AI in workflows?
Code steps are not available on Naadham's shared CRM servers. Create, update, search, filter, if/else, delay, form and HTTP steps work. In-CRM AI is not available yet.
A teammate did not receive the invitation
Ask them to check spam for a message from Naadham CRM, or copy the invite link from Settings → Members → Invite and send it yourself.
I do not see CRM in my portal
The CRM is included from Growth. On Starter the CRM page shows the plans that include it. Contact [email protected] if you are on Growth or above and it is missing.
First-day checklist
This checklist is a reading aid, not a change to your account.