Big Helpers Support
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Clean support articles for billing, websites, hosting, domains, email, CRM, automation, e-commerce, SEO, apps, and client portal workflows.
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How to use WhatsApp reminders for pending customers
WhatsApp messages depend on the connected number, approved templates, customer consent, and delivery status from the provider. Use this when a payment reminder, invoice...
How to prepare a simple sales pipeline
Use BigHelpers CRM to organise leads, follow-ups, invoices, reminders, and simple sales activity for this client segment. Use this when sales are slow, leads are scatter...
How to use CRM when sales are low
Use BigHelpers CRM to organise leads, follow-ups, invoices, reminders, and simple sales activity for this client segment. Use this when sales are slow, leads are scatter...
How to follow up old leads without sounding pushy
Use this article when you need help with how to follow up old leads without sounding pushy in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when y...
How to improve sales during a slow month
Use BigHelpers CRM to organise leads, follow-ups, invoices, reminders, and simple sales activity for this client segment. Use this when sales are slow, leads are scatter...
BigHelpers CRM for NGOs and community organisations
Use this article when you need help with bighelpers crm for ngos and community organisations in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when...
BigHelpers CRM for freelancers and consultants
Use this article when you need help with bighelpers crm for freelancers and consultants in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you...
BigHelpers CRM for service businesses
Use this article when you need help with bighelpers crm for service businesses in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a si...
BigHelpers CRM for retailers and distributors
Use this article when you need help with bighelpers crm for retailers and distributors in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you w...
BigHelpers CRM for schools and coaching centres
Use this article when you need help with bighelpers crm for schools and coaching centres in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you...
BigHelpers CRM for clinics and doctors
Use this article when you need help with bighelpers crm for clinics and doctors in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a s...
Website development help for small businesses
Website and hosting requests are handled faster when you share the website URL, page URL, screenshot, and exact change needed. Use this for website down problems, conten...
BigHelpers CRM for law firms and legal offices
Use BigHelpers CRM to organise leads, follow-ups, invoices, reminders, and simple sales activity for this client segment. Use this when sales are slow, leads are scatter...
BigHelpers CRM for startups
Use BigHelpers CRM to organise leads, follow-ups, invoices, reminders, and simple sales activity for this client segment. Use this when sales are slow, leads are scatter...
BigHelpers CRM for women entrepreneurs
Use BigHelpers CRM to organise leads, follow-ups, invoices, reminders, and simple sales activity for this client segment. Use this when sales are slow, leads are scatter...
Developer support
Use this article when you need help with developer support in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before r...
Security guidelines
Use this article when you need help with security guidelines in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before...
Integration examples
Use this article when you need help with integration examples in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer befor...
API changelog
Developer requests should include the endpoint, environment, request ID, error message, and the business use case. Use this when your developer or integration partner is...
Sandbox environment
Use this article when you need help with sandbox environment in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before...
Webhook retry policy
Developer requests should include the endpoint, environment, request ID, error message, and the business use case. Use this when your developer or integration partner is...
Error codes
Use this article when you need help with error codes in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before raising...
Rate limits
Use this article when you need help with rate limits in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before raising...
Support ticket API
Developer requests should include the endpoint, environment, request ID, error message, and the business use case. Use this when your developer or integration partner is...
WhatsApp webhook
WhatsApp messages depend on the connected number, approved templates, customer consent, and delivery status from the provider. Use this when a payment reminder, invoice...
Payment webhook
Check the invoice link, UPI reference, payment status, and transaction ID before raising a ticket. Use this when payment failed, money was deducted, a link is not openin...
Invoice API
Developer requests should include the endpoint, environment, request ID, error message, and the business use case. Use this when your developer or integration partner is...
Customer API
Developer requests should include the endpoint, environment, request ID, error message, and the business use case. Use this when your developer or integration partner is...
Authentication
Use this article when you need help with authentication in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before rais...
BigHelpers CRM API introduction
Developer requests should include the endpoint, environment, request ID, error message, and the business use case. Use this when your developer or integration partner is...
How to join early access
Use this article when you need help with how to join early access in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer b...
How beta features work
Use this article when you need help with how beta features work in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer bef...
How to track roadmap
Use this article when you need help with how to track roadmap in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer befor...
How to request integration
Use this article when you need help with how to request integration in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
How paid custom development works
Use this article when you need help with how paid custom development works in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple...
Why some features are not accepted
Use this article when you need help with why some features are not accepted in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simpl...
How to vote for features
Use this article when you need help with how to vote for features in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer b...
Difference between bug and feature request
Use this article when you need help with difference between bug and feature request in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want...
How feature requests are reviewed
Use this article when you need help with how feature requests are reviewed in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple...
How to request a new feature
Use this article when you need help with how to request a new feature in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answ...
How to approve completed website work
Website and hosting requests are handled faster when you share the website URL, page URL, screenshot, and exact change needed. Use this for website down problems, conten...
How to request SSL certificate
Website and hosting requests are handled faster when you share the website URL, page URL, screenshot, and exact change needed. Use this for website down problems, conten...
How to request email setup
Use this article when you need help with how to request email setup in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
How to request backup restore
Use this article when you need help with how to request backup restore in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple ans...
How hosting renewal works
Website and hosting requests are handled faster when you share the website URL, page URL, screenshot, and exact change needed. Use this for website down problems, conten...
How domain renewal works
Website and hosting requests are handled faster when you share the website URL, page URL, screenshot, and exact change needed. Use this for website down problems, conten...
How website maintenance works
Website and hosting requests are handled faster when you share the website URL, page URL, screenshot, and exact change needed. Use this for website down problems, conten...
How to upload logo/images
Use this article when you need help with how to upload logo/images in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
How to send content for website update
Website and hosting requests are handled faster when you share the website URL, page URL, screenshot, and exact change needed. Use this for website down problems, conten...
How to request AdSense help
Use this article when you need help with how to request adsense help in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answe...
How to request Google Search Console setup
Use this article when you need help with how to request google search console setup in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want...
How to request SEO update
Use this article when you need help with how to request seo update in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
How to request new page creation
Use this article when you need help with how to request new page creation in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple...
How to report website down issue
Website and hosting requests are handled faster when you share the website URL, page URL, screenshot, and exact change needed. Use this for website down problems, conten...
How to request website changes
Website and hosting requests are handled faster when you share the website URL, page URL, screenshot, and exact change needed. Use this for website down problems, conten...
Responsible disclosure policy
Use this article when you need help with responsible disclosure policy in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple ans...
How to report security issue
Use this article when you need help with how to report security issue in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answ...
Data processing agreement
Use this article when you need help with data processing agreement in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
Privacy policy explained in simple language
Use this article when you need help with privacy policy explained in simple language in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you wan...
Payment data safety
Check the invoice link, UPI reference, payment status, and transaction ID before raising a ticket. Use this when payment failed, money was deducted, a link is not openin...
Password safety
Most login problems are solved by checking the correct email or mobile number, resetting the password, and clearing old browser data. Use this when you cannot open your...
File attachment security
Use this article when you need help with file attachment security in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer b...
How long support tickets are retained
Use this article when you need help with how long support tickets are retained in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a si...
How to delete data
Use this article when you need help with how to delete data in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before...
How to export data
Use this article when you need help with how to export data in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before...
How backup works
Use this article when you need help with how backup works in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before ra...
Does BigHelpers sell customer data?
Use this article when you need help with does bighelpers sell customer data? in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simp...
Who can see my customer data?
Use this article when you need help with who can see my customer data? in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple ans...
Where is my data stored?
Use this article when you need help with where is my data stored? in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer b...
Is my business data safe?
Use this article when you need help with is my business data safe? in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
What to do if employee leaves
Use this article when you need help with what to do if employee leaves in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple ans...
Login security best practices
Most login problems are solved by checking the correct email or mobile number, resetting the password, and clearing old browser data. Use this when you cannot open your...
Two-factor authentication guide
Use this article when you need help with two-factor authentication guide in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple a...
How to protect your account
Use this article when you need help with how to protect your account in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answe...
How to reset password for team member
Most login problems are solved by checking the correct email or mobile number, resetting the password, and clearing old browser data. Use this when you cannot open your...
How to transfer account ownership
Use this article when you need help with how to transfer account ownership in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple...
How to delete account
Use this article when you need help with how to delete account in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer befo...
How to change email
Use this article when you need help with how to change email in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before...
How to change mobile number
Use this article when you need help with how to change mobile number in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answe...
How to restrict invoice access
Use this article when you need help with how to restrict invoice access in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple an...
What can staff see?
Use this article when you need help with what can staff see? in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before...
What can admin see?
Use this article when you need help with what can admin see? in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before...
How to change user role
Use this article when you need help with how to change user role in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer be...
How to remove staff user
Use this article when you need help with how to remove staff user in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer b...
How to add staff user
Use this article when you need help with how to add staff user in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer befo...
How to clear browser cache
Use this article when you need help with how to clear browser cache in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
I am getting server error
Use this article when you need help with i am getting server error in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
Browser says not secure
Use this article when you need help with browser says not secure in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer be...
Report is not showing correct amount
Use this article when you need help with report is not showing correct amount in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a sim...
My data looks missing
Use this article when you need help with my data looks missing in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer befo...
Website is not opening
Website and hosting requests are handled faster when you share the website URL, page URL, screenshot, and exact change needed. Use this for website down problems, conten...
Ticket reply not visible
Use this article when you need help with ticket reply not visible in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer b...
Email not received
Use this article when you need help with email not received in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before...
Image is not uploading
Use this article when you need help with image is not uploading in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer bef...
File upload failed
Use this article when you need help with file upload failed in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before...
Page is slow on mobile
Use this article when you need help with page is slow on mobile in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer bef...
UPI QR not showing
Check the invoice link, UPI reference, payment status, and transaction ID before raising a ticket. Use this when payment failed, money was deducted, a link is not openin...
Payment link not opening
Check the invoice link, UPI reference, payment status, and transaction ID before raising a ticket. Use this when payment failed, money was deducted, a link is not openin...
WhatsApp reminder not sent
WhatsApp messages depend on the connected number, approved templates, customer consent, and delivery status from the provider. Use this when a payment reminder, invoice...
Customer is not appearing
Use this article when you need help with customer is not appearing in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
Invoice number is wrong
Use this article when you need help with invoice number is wrong in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer be...
Invoice PDF not downloading
Use this article when you need help with invoice pdf not downloading in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answe...
OTP not received
Most login problems are solved by checking the correct email or mobile number, resetting the password, and clearing old browser data. Use this when you cannot open your...
I forgot my password
Most login problems are solved by checking the correct email or mobile number, resetting the password, and clearing old browser data. Use this when you cannot open your...
I cannot login
Most login problems are solved by checking the correct email or mobile number, resetting the password, and clearing old browser data. Use this when you cannot open your...
WhatsApp support limitations
WhatsApp messages depend on the connected number, approved templates, customer consent, and delivery status from the provider. Use this when a payment reminder, invoice...
Why a new ticket was created instead of reply
Use this article when you need help with why a new ticket was created instead of reply in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you w...
How to reply to an existing ticket by email
Use this article when you need help with how to reply to an existing ticket by email in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you wan...
How to send a support email to BigHelpers
Use this article when you need help with how to send a support email to bighelpers in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want...
How email ticketing works
Use this article when you need help with how email ticketing works in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
How to use email reminders
Use this article when you need help with how to use email reminders in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
How to stop sending reminders to a customer
Use this article when you need help with how to stop sending reminders to a customer in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you wan...
How to manage opt-in consent
Use this article when you need help with how to manage opt-in consent in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answ...
How to create WhatsApp templates
WhatsApp messages depend on the connected number, approved templates, customer consent, and delivery status from the provider. Use this when a payment reminder, invoice...
Why my WhatsApp message was not delivered
WhatsApp messages depend on the connected number, approved templates, customer consent, and delivery status from the provider. Use this when a payment reminder, invoice...
How to send payment reminder on WhatsApp
WhatsApp messages depend on the connected number, approved templates, customer consent, and delivery status from the provider. Use this when a payment reminder, invoice...
Why WhatsApp templates need approval
WhatsApp messages depend on the connected number, approved templates, customer consent, and delivery status from the provider. Use this when a payment reminder, invoice...
How to connect WhatsApp number
WhatsApp messages depend on the connected number, approved templates, customer consent, and delivery status from the provider. Use this when a payment reminder, invoice...
Difference between normal WhatsApp and WhatsApp Business API
WhatsApp messages depend on the connected number, approved templates, customer consent, and delivery status from the provider. Use this when a payment reminder, invoice...
How WhatsApp integration works
WhatsApp messages depend on the connected number, approved templates, customer consent, and delivery status from the provider. Use this when a payment reminder, invoice...
Payment failed but money deducted - what to do?
Check the invoice link, UPI reference, payment status, and transaction ID before raising a ticket. Use this when payment failed, money was deducted, a link is not openin...
Renewal reminder policy
Use this article when you need help with renewal reminder policy in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer be...
Refund policy
Use this article when you need help with refund policy in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before raisi...
How to cancel subscription
Use this article when you need help with how to cancel subscription in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
How to change company name on invoice
Use this article when you need help with how to change company name on invoice in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a si...
How to request GST invoice
Use this article when you need help with how to request gst invoice in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
What happens if payment is delayed?
Check the invoice link, UPI reference, payment status, and transaction ID before raising a ticket. Use this when payment failed, money was deducted, a link is not openin...
Why was my account suspended?
Use this article when you need help with why was my account suspended? in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple ans...
How to update billing details
Use this article when you need help with how to update billing details in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple ans...
How to pay by UPI
Check the invoice link, UPI reference, payment status, and transaction ID before raising a ticket. Use this when payment failed, money was deducted, a link is not openin...
How to download invoice
Use this article when you need help with how to download invoice in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer be...
How to downgrade your plan
Use this article when you need help with how to downgrade your plan in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
How to upgrade your plan
Use this article when you need help with how to upgrade your plan in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer b...
How to see your current plan
Use this article when you need help with how to see your current plan in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answ...
How BigHelpers CRM billing works
Use this article when you need help with how bighelpers crm billing works in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple...
How to export your data
Use this article when you need help with how to export your data in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer be...
How to use the mobile dashboard
Use this article when you need help with how to use the mobile dashboard in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple a...
How to use delivery status
Use this article when you need help with how to use delivery status in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
How to use reminders
Use this article when you need help with how to use reminders in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer befor...
How to search old customers
Use this article when you need help with how to search old customers in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answe...
How to see customer history
Use this article when you need help with how to see customer history in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answe...
How to upload expense photo
Use this article when you need help with how to upload expense photo in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answe...
How to add expenses
Use this article when you need help with how to add expenses in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before...
How to track money in and money out
Use this article when you need help with how to track money in and money out in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simp...
How to record payment received
Check the invoice link, UPI reference, payment status, and transaction ID before raising a ticket. Use this when payment failed, money was deducted, a link is not openin...
How to send invoice on WhatsApp
WhatsApp messages depend on the connected number, approved templates, customer consent, and delivery status from the provider. Use this when a payment reminder, invoice...
How to create non-GST invoice
You can create an invoice from the customer or billing section, add items, save it, and share it by WhatsApp, email, or payment link. Use this after a sale is confirmed...
How to create GST invoice
You can create an invoice from the customer or billing section, add items, save it, and share it by WhatsApp, email, or payment link. Use this after a sale is confirmed...
How to convert a quotation into invoice
Use this article when you need help with how to convert a quotation into invoice in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a...
How to create a quotation
Use this article when you need help with how to create a quotation in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
How to move a lead from New to Confirmed
Use this article when you need help with how to move a lead from new to confirmed in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a...
How to create a lead
Use this article when you need help with how to create a lead in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer befor...
How to track pending payments
Check the invoice link, UPI reference, payment status, and transaction ID before raising a ticket. Use this when payment failed, money was deducted, a link is not openin...
How to add customer notes
Use this article when you need help with how to add customer notes in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
How to manage customers
Use this article when you need help with how to manage customers in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer be...
How to contact support
Use this article when you need help with how to contact support in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer bef...
Common mistakes new users make
Use this article when you need help with common mistakes new users make in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple an...
First 30-minute setup checklist
Use this article when you need help with first 30-minute setup checklist in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple a...
Difference between customer, lead, order, invoice and ticket
Use this article when you need help with difference between customer, lead, order, invoice and ticket in BigHelpers CRM, the client portal, or a BigHelpers service. Use...
How to use BigHelpers CRM from mobile
Use this article when you need help with how to use bighelpers crm from mobile in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a si...
How to invite your team members
Use this article when you need help with how to invite your team members in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple a...
How to add UPI payment details
Check the invoice link, UPI reference, payment status, and transaction ID before raising a ticket. Use this when payment failed, money was deducted, a link is not openin...
How to send your first WhatsApp reminder
WhatsApp messages depend on the connected number, approved templates, customer consent, and delivery status from the provider. Use this when a payment reminder, invoice...
How to create your first invoice
You can create an invoice from the customer or billing section, add items, save it, and share it by WhatsApp, email, or payment link. Use this after a sale is confirmed...
How to add your first lead
Use this article when you need help with how to add your first lead in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
How to add your first customer
Use this article when you need help with how to add your first customer in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple an...
How to set up your business profile
Use this article when you need help with how to set up your business profile in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simp...
How to create your first account
Use this article when you need help with how to create your first account in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple...
Who should use BigHelpers CRM?
Use this article when you need help with who should use bighelpers crm? in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple an...
What is BigHelpers CRM?
Use this article when you need help with what is bighelpers crm? in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer be...
Testing integrations before launch
Integrations should be tested before launch using realistic scenarios, not only one happy path. If your app connects to payments, CRM, email, WhatsApp, inventory, shippi...
Push notifications and WhatsApp notifications
Push notifications and WhatsApp messages are useful, but they serve different purposes. Push notifications work inside a mobile app and are useful for app users who have...
Connecting a website, CRM, and mobile app
Many projects need the website, CRM, and mobile app to share data. For example, a lead from the website may enter the CRM, appear in an admin dashboard, and trigger a mo...
App store publishing and client responsibilities
Publishing a mobile app requires more than finishing development. The client may need developer accounts, business verification, app name approval, , privacy policy, sup...
Mobile app discovery: what Big Helpers needs first
Before Big Helpers estimates a mobile app, we need to understand the actual workflow, not just the idea. Prepare the user types, main screens, data that must be stored,...
How to request a content update after launch
After launch, you may need to update pricing, service descriptions, team members, images, testimonials, FAQs, case studies, or policy pages. Send content updates through...
Local SEO basics for Indian businesses
Local SEO helps customers find a business by city, area, or service category. It is especially useful for clinics, restaurants, consultants, schools, local service provi...
Why comparison pages help serious buyers
Comparison pages help buyers understand trade-offs before they contact you. A good comparison page does not simply say your business is better. It explains when each opt...
Approving website copy for SEO pages
SEO pages still need factual approval from the client. Big Helpers can draft service pages, industry pages, city pages, FAQs, and comparison content, but the client must...
What SEO and LLM optimisation means at Big Helpers
SEO helps search engines understand and rank your website. LLM optimisation helps AI answer engines and assistants understand your business, cite your pages, and summari...
Returns, refunds, and policy pages for stores
Every online store needs clear policy pages before launch. Customers should know how returns, refunds, exchanges, cancellation, shipping, warranty, and support requests...
Order status, shipping, and customer notifications
An e-commerce site is not complete just because checkout works. Customers also need clear order status, shipping updates, and support options after purchase. Before laun...
Payment gateway setup for online stores
Online stores need a payment gateway so customers can pay by UPI, cards, net banking, wallets, or other supported methods. Big Helpers commonly works with gateways such...
Product catalogue details clients should prepare
A clean product catalogue makes e-commerce setup faster and reduces errors after launch. Before sending products to Big Helpers, prepare product names, SKUs, categories,...
E-commerce platform choice: Shopify, WooCommerce, or custom
The right e-commerce platform depends on products, budget, operations, and how much control you need. Shopify is useful when you want a managed store, fast setup, strong...
When to use automation instead of manual follow-up
Automation is useful when the same operational step happens repeatedly and the rule is clear. Examples include payment reminders, renewal alerts, appointment confirmatio...
Using multilingual AI support safely
Multilingual AI support can help customers who prefer Hindi, English, or another Indian language. It can translate simple questions, explain service , and guide users to...
WhatsApp automation rules for client communication
WhatsApp is useful for Indian business communication, but automation must be handled carefully. A good workflow sends relevant messages to the right person at the right...
Preparing content for a RAG knowledge chatbot
A RAG chatbot answers using documents and knowledge sources you provide. The quality of answers depends heavily on the quality of the source content. Before Big Helpers...
What an AI chatbot can and cannot do for your business
An AI chatbot can answer common questions, guide users to the right page, collect lead details, summarize support context, and reduce repetitive manual replies. It works...
Staging sites and maintenance handover
A staging site is a private testing copy of your website. It allows Big Helpers to review updates, layout changes, plugin changes, and fixes before applying them to the...
SSL, security patches, and update windows
SSL certificates and security patches are routine maintenance items that directly affect trust and safety. SSL keeps browser connections encrypted and prevents visitors...
Backups, restore points, and recovery readiness
Backups protect your site from accidental changes, failed updates, security issues, hosting problems, and content mistakes. A backup is only useful if it is recent, comp...
Uptime monitoring and incident support
Uptime monitoring helps Big Helpers detect when a website becomes unavailable or starts behaving unexpectedly. Instead of waiting for a customer or team member to report...
What Big Helpers hosting and maintenance covers
A Big Helpers hosting and maintenance plan keeps your website stable, secure, and easier to manage after launch. The goal is simple: reduce avoidable downtime, keep soft...
Hosting migration checklist for websites and email
A smooth hosting migration needs more than copying website files. DNS, SSL, email, forms, databases, redirects, and backups all need to be checked before the final switc...
SPF, DKIM, and DMARC email authentication basics
SPF, DKIM, and DMARC help receiving mail servers decide whether messages from your domain are legitimate. They are published in DNS, usually as TXT records. SPF lists th...
How MX records control where your email goes
MX records tell the internet which mail server should receive email for your domain. If MX records are missing, duplicated incorrectly, or still pointing to an old provi...
Fixing SSL certificate problems after a domain change
An SSL certificate allows your website to load securely over HTTPS. If visitors see Not Secure, certificate mismatch, or expired certificate warnings after a domain or h...
Why DNS changes take time to show up
When Big Helpers updates DNS for your domain, the change is published at your DNS provider first, then copied across the internet by DNS resolvers. This delay is usually...
Choosing GST or non-GST billing in BusinessSetu Pro
BusinessSetu Pro can support both GST and non-GST billing depending on the business registration and customer needs. Start by confirming whether the business is GST regi...
Tracking expenses and preparing monthly CA export
BusinessSetu Pro helps owners keep expenses and tax-ready records cleaner through the month. Add business expenses as they happen instead of waiting for month-end. Attac...
Sending WhatsApp payment reminders without losing context
BusinessSetu Pro supports polite payment follow-up through WhatsApp reminders linked to invoices and customer records. Create the customer and invoice first so the remin...
Replacing a heavy CRM with a custom Big Helpers CRM
BusinessSetu Pro is suitable when the business needs simple leads, quotes, invoices, reminders, expenses, and CA export. A custom Big Helpers CRM is better when the work...
From lead to paid invoice in BusinessSetu Pro
BusinessSetu Pro connects daily sales work for small Indian teams: lead capture, quote creation, GST or non-GST billing, UPI collection, and payment follow-up. Start wit...
Hosting handover and client-owned code
Big Helpers believes clients should understand what they own and how their website is hosted. At handover, we confirm access to the domain, DNS, hosting, CMS, analytics,...
SEO basics and mobile UX for new websites
Big Helpers includes basic SEO and mobile UX checks in website projects so the site is easier for users and search engines to understand. SEO basics include clear page t...
Content approval process for website projects
Content approval is one of the most important parts of a website project. Big Helpers uses approvals to avoid confusion, rework, and last-minute launch delays. The clien...
Website launch checklist before go-live
Before a website goes live, Big Helpers runs a launch review to catch issues that affect trust, performance, and usability. The checklist includes page-by-page testing,...
Choosing WordPress, Next.js, or a custom website build
Choosing the right website build depends on how the site will be managed after launch. For many marketing websites, service pages, blogs, and small business sites, WordP...
Find answers in the Knowledge Base before opening a ticket
The Big Helpers Knowledge Base contains articles for common questions about billing, support tickets, websites, domains, hosting, CRM, automation, and project delivery....
Reply to tickets by email without losing context
Big Helpers may send ticket updates by email so you can reply without signing in each time. When replying, keep the ticket subject line intact and do not remove the tick...
Add attachments to a support ticket
Attachments help Big Helpers understand an issue faster. You can attach , error messages, sample files, invoices, or relevant documents when creating or updating a ticke...
Create a support ticket with the right details
Create a support ticket when you need help from Big Helpers and cannot resolve the issue through an existing Knowledge Base article. Use a clear subject that summarizes...
Sign in to the Big Helpers client portal
Use the Big Helpers client portal to view invoices, payment history, support tickets, replies, attachments, and Knowledge Base articles from one secure place. To sign in...
Understanding payment reminders and overdue invoices
Big Helpers sends payment reminders when an invoice is due or needs attention. These reminders help avoid service delays, renewal issues, and manual follow-ups between t...
Handling TDS on Big Helpers payments
Some Indian business clients may deduct TDS before paying Big Helpers, depending on their tax position and the nature of services purchased. TDS is handled by the payer...
Downloading receipts and payment history
You can view Big Helpers payment history from the client portal. Use it to download receipts, check invoice status, and confirm whether a payment has been marked as paid...
Paying Big Helpers by Razorpay, UPI, or payment link
Big Helpers accepts online payments through Razorpay-supported methods such as UPI, cards, net banking, and wallets, depending on what is enabled for your invoice. When...
Getting your GST invoice from Big Helpers
Need a GST invoice for your Big Helpers payment? You can download it from the client portal once the invoice has been issued and the payment record is updated. Your invo...