Free onboarding included on every plan

A real person walks your team through it. Not a help-doc maze.

After signup, a senior product expert reaches out within hours, runs a 30 to 45 minute KT call, migrates your data for free, and trains your team live. Most customers go live the same day.

Chat on WhatsApp
Free data migration
No setup fee
Same support on every plan
The onboarding journey

From signup to your team using it. Five real steps.

No vague promises. This is the actual sequence every ViveLead customer goes through, with realistic timings.

  1. 1
    Day 0 · 2 minutes

    Sign up. 15 days free.

    Start your trial with name, email, and phone. No credit card. Full access to every feature in your chosen plan for 15 days. We do not charge anything during the trial. After it ends, we send an invoice only if you decide to continue.

  2. 2
    Within hours

    A welcome email plus a real person reaches out.

    You get a welcome email immediately. Then a senior product expert from our team contacts you directly to introduce the product, understand your business, and figure out the right setup. Not a chatbot. Not a junior agent reading from a script.

  3. 3
    30 to 45 minutes · Scheduled around you

    Knowledge transfer call at your time.

    We ask for your availability and schedule the call when it suits your team. The call covers your sales process, leads, pipeline stages, custom fields, and team structure. Product, technical, and sales people from our side join when the case needs it, so every edge case gets answered the first time.

  4. 4
    Under an hour for most teams

    Setup and free data migration.

    We configure your lead forms, pipeline stages, custom fields, and role based permissions. Your data is imported from CSV or Excel in minutes when headers match our sample template. Coming from Zoho, HubSpot, Salesforce, or Pipedrive? Send us the export and our team scripts the mapping. Free.

  5. 5
    2 sessions · 30 to 40 minutes each

    Two live training sessions for your team.

    We train your team live on how to use the product day to day. Admin setup, lead capture, pipeline management, deal flow, and reporting are all covered. Two sessions are enough for most teams. After that, your WhatsApp, phone, and email line to us stays open.

No hidden burden

What you do not have to do

Most CRM rollouts fail because the burden quietly shifts to the customer. ViveLead inverts that. Here is everything you do not have to handle yourself.

No mandatory prep before the call

Bring whatever you have. Excel sheet, screenshots of your old CRM, or just notes. We figure out the mapping together.

No CRM jargon to learn first

We map your business to the product. You describe how you sell, we configure stages, roles, and forms to match.

No DIY data import

You can import yourself if you want, or hand us the file. Either path is supported. Migration is free either way.

No card during the trial

15 days, full access, zero billing. We invoice only if you decide to continue. The plan activates the moment payment clears.

No setup or training fee

The KT call, data migration, custom field setup, and two live training sessions are included on every plan. Even Starter.

No surprise after go-live

WhatsApp, phone, and email stay open. Same humans you onboarded with, not a separate ticket queue.

Free data migration

Switching from another CRM? Here is exactly how that works.

We will be straight about what is instant and what needs a hand from our team. No fake "automatic migration from 20 platforms" claim.

Minutes

Instant: CSV or Excel

Export your data to CSV or Excel, match our sample headers, and the import finishes in seconds. Leads, contacts, and custom fields land directly into ViveLead.

  • Leads + contacts + companies
  • Custom field columns
  • Tags and lead sources
  • Bulk owner assignment
Same day, with our team

Coming from Zoho, HubSpot, Salesforce, Pipedrive?

Send us your export. Our team writes the mapping script and imports everything for you. Free.

  • Deal stages remapped to your pipeline
  • Attachments transferred
  • Custom field types preserved
  • Owner and team assignments kept

Honest note: very rare field types or odd export formats may need a quick back-and-forth. Most migrations finish inside one business day. We will tell you the timeline upfront, before you commit.

What gets configured on Day 1

A working setup, designed around your business

ViveLead does not ship as a blank slate that you fill in alone. By the end of your KT call, this is what is ready.

Lead form + custom fields

Built around what your team actually asks customers. Not a generic template.

Pipeline stages

Your sales stages, your wording. We can model any number of pipelines for deal flow, appointments, or HR onboarding.

Users with RBAC

Dynamic role based access control. Admin decides who sees what at the parent level, permissions cascade automatically.

WhatsApp + Meta integration

For Business plan customers, we wire your WhatsApp Business and Meta lead ads into ViveLead during the call.

Forms Desk

Lead, deal, and appointment forms ready to embed on your website or share via forms.vivelead.com.

Mobile app for your team

Android and iOS apps installed and signed in for every user. Field reps can update leads from anywhere.

After go-live

Same humans. Three channels. Real hours.

Every customer gets every channel. No tiered support games. The person you call on Day 100 is the same kind of person who onboarded you on Day 1.

Same support on every plan. Starter (Rs 299) customer gets the exact same WhatsApp, phone, and email line as Business (Rs 999). Higher plans buy more features, not faster help.

Verified reviews

What customers say about being onboarded

Smooth Trial and Excellent Onboarding Support

"I had a good trial and a positive experience. The team explained everything clearly, guided me throughout the process, and provided excellent support. I appreciate the smooth and professional interaction."
Srivardhan Reddy Events Place · Komalla Global Technologies
Verified Customer

Simple and Effective CRM for Lead Management

"Simple and effective CRM for lead management. Easy to set up and the team picked it up quickly."
Ankush T. Sales · House of Polyglots
Verified on Capterra
Questions teams ask on demo calls

Onboarding FAQ

How long does ViveLead onboarding take?

Most teams go live the same day. The KT call is 30 to 45 minutes. If your data is in a CSV or Excel sheet matching our sample headers, the import finishes in minutes. Coming from Zoho, HubSpot, Salesforce or Pipedrive? Send us the export and our team scripts the mapping for free. Mapping plus go live typically wraps inside the first day.

Is onboarding free, or do I pay extra?

Onboarding is free on every plan. Starter (Rs 299), Professional (Rs 499), and Business (Rs 999) all get the same kickoff call, free data migration, two live training sessions, and ongoing WhatsApp / phone / email support. No setup fee, no tiered onboarding.

Do I need to prepare anything before the kickoff call?

No mandatory prep. Bring whatever data you have (Excel, CSV, or notes from your old system) and we will figure out the mapping on the call. If you do not have data ready, we can still set up your forms, pipelines, and roles and import data later.

Which systems can ViveLead migrate from?

Anything we can export to CSV or Excel works out of the box. For Zoho, HubSpot, Salesforce, Pipedrive, LeadSquared, and similar tools, send us your export and our team writes a mapping script. Lead data, custom fields, and deal stages are migrated for free.

Who runs the training session?

A senior product expert from our team, joined by a technical lead and a sales contact when needed. Not a junior support agent reading from a script. Two live sessions of 30 to 40 minutes each are enough for most teams.

What happens after the 15 day trial?

If you decide to continue, we send an invoice for the plan you picked, for the number of users you need. No card required during the trial. Once payment goes through, the plan activates immediately and all your trial data carries forward.

Do higher plans get faster or better support?

No. Every customer gets the same WhatsApp, phone, and email support, Mon-Sat 10am to 7pm IST. We do not run tiered support games. The price difference between Starter, Professional, and Business reflects features, not the quality of help you receive.

Ready to get your team on it?

Start a 15-day trial today. We will reach out within hours to schedule your KT call.

Talk to our team first

No credit card · Free migration · Same support on every plan