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. Your leads go in on day one once billing is done, and the full setup is working in 4 to 7 days.
No vague promises. This is the actual sequence every ViveLead customer goes through, with realistic timings.
Start your trial with name, email, and phone. No credit card. Full access to every feature in your chosen plan for 3 days. We do not charge anything during the trial. After it ends, we send an invoice only if you decide to continue.
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.
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.
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.
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. Sessions are booked on slots that work for your team and ours, and we do not stop at a fixed number. After that, your WhatsApp, phone, and email line to us stays open, so the switch does not end in a handover and silence.
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.
Bring whatever you have. Excel sheet, screenshots of your old CRM, or just notes. We figure out the mapping together.
We map your business to the product. You describe how you sell, we configure stages, roles, and forms to match.
You can import yourself if you want, or hand us the file. Either path is supported. Migration is free either way.
3 days on your chosen plan, full access to it, zero billing. We invoice only if you decide to continue. The plan activates the moment payment clears.
The KT call, data migration, custom field setup, and live training for your team are included on every plan. Even Starter.
WhatsApp, phone, and email stay open. Same humans you onboarded with, not a separate ticket queue.
We will be straight about what is instant and what needs a hand from our team. No fake "automatic migration from 20 platforms" claim.
Export your leads to CSV or Excel, match our sample headers, and the import finishes in seconds. Leads and their custom fields land directly into ViveLead.
Send us your export. Our team writes the mapping script and imports your leads for you. Free.
Honest note: very rare field types or odd export formats may need a quick back-and-forth. Your leads go in on day one, as soon as billing is done. Integrations and the rest of the setup follow from there, and the full system is working in 4 to 7 days.
The import moves leads. Here is what lands, what does not, and the checks we run on your own file before anyone calls it done.
If any of these matter to you, raise it on the KT call. We will tell you what is actually possible instead of promising the import will handle it.
Case, spaces, underscores and hyphens are ignored, so Phone No and phone_no are the same column. Anything not listed here is kept as a custom field under the name you gave it.
| Lands in | Headers that map to it |
|---|---|
| Name | name |
| email, mail id, email id, email address | |
| Phone | phone, phone no, phone number, mobile, mobile no, contact no, contact number |
| Address | address |
| Source | source |
| Stage | stage |
| Status | status |
| Owner | owner, owners, assigned to, assign to, assigned owner, lead owner |
| Original date | created at, created date, creation date, lead date, date |
Dates are read day first, so 03/06/2026 is 3 June. Writing them as 2026-06-03 removes the ambiguity entirely. Download the sample CSV
Five checks, on your data, with you watching. If a number looks wrong we fix the sheet and run it again before you build anything on top.
Two things worth knowing up front. The importer looks for repeats inside the file you upload, not against leads already in your account, so importing the same sheet twice gives you two copies. And an import does not fire your automations, so migrated leads land quietly instead of triggering a welcome message dated three years late.
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.
Built around what your team actually asks customers. Not a generic template.
Your sales stages, your wording. We can model any number of pipelines for deal flow, appointments, or HR onboarding.
Dynamic role based access control. Admin decides who sees what at the parent level, permissions cascade automatically.
On the Professional and Business plans, we wire your WhatsApp Business and Meta lead ads into ViveLead during the call.
Lead, deal, and appointment forms ready to embed on your website or share via forms.vivelead.com.
Android and iOS apps installed and signed in for every user. Field reps can update leads from anywhere.
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.
Chat with our team
Mon-Sat · 10am to 7pm IST
+91 84274 18829
Mon-Sat · 10am to 7pm IST
contact@vivelead.com
Replies within 24 hours
Same support on every plan. Starter (Rs 499) customer gets the exact same WhatsApp, phone, and email line as Business (Rs 1,699). Higher plans buy more features, not faster help.
"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."
"Simple and effective CRM for lead management. Easy to set up and the team picked it up quickly."
Your leads go in on day one, as soon as billing is done. The KT call is 30 to 45 minutes. If your data is in a CSV or Excel sheet matching our sample headers, you can import it yourself in minutes. Coming from Zoho, HubSpot, Salesforce or Pipedrive? Send us the export and our team scripts the mapping for free. Integrations and the rest of the setup follow from there, and the full system is working in 4 to 7 days.
Onboarding is free on every plan. Starter (Rs 499), Professional (Rs 999), and Business (Rs 1,699) all get the same kickoff call, free data migration, live training sessions on booked slots, and ongoing WhatsApp / phone / email support. No setup fee, no tiered onboarding.
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.
Anything you 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, lead source, stage, owner and the original created date are migrated for free.
The import moves leads and their fields. It does not move notes and activity history from your old CRM, file attachments, call recordings and call logs, or WhatsApp and email conversation history. Deals and quotations are built in ViveLead rather than imported. Raise any of these on the KT call and we will tell you what is actually possible. Two more things worth knowing: the importer checks for repeated rows inside the file you upload, not against leads already in your account, and an import does not fire your automations, so migrated leads do not trigger old welcome messages.
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. Sessions run 30 to 40 minutes and are booked on slots that work for your team and ours, and we do not stop at a fixed number. Once you are live, the same people stay reachable on WhatsApp, phone, and email.
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.
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.
Start a 3-day trial today. We will reach out within hours to schedule your KT call.
No credit card · Free migration · Same support on every plan
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