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