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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...
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...
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...
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 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...
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...
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...
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...