FAQ - cloudeBOND CRM ERP

cloudeBOND is an AI-powered CRM ERP platform that unifies your sales, marketing, customer support, invoicing, inventory, HR, and project management into one integrated system. Built by Shivakarma Infotech Solutions, it's designed to help Indian businesses connect, engage, and grow.

cloudeBOND is built for growing businesses of all sizes — from startups with 5 employees to enterprises with 500+. It serves industries including IT, manufacturing, healthcare, education, real estate, retail, consulting, logistics, and more.

Unlike standalone CRMs, cloudeBOND combines CRM + ERP + AI in one platform. You get lead management, invoicing, inventory, HR, and project management — all deeply integrated. Plus, it's built for Indian businesses with GST compliance, WhatsApp integration, and Razorpay/UPI payment support out of the box.

Most teams are up and running within 2-5 business days. This includes data import, module configuration, workflow setup, and team training. The platform is designed to be intuitive — most users are productive within 48 hours of training.

Yes! cloudeBOND supports bulk data import from CSV, Excel, and direct migrations from popular CRMs like Salesforce, HubSpot, and Zoho. Our onboarding team handles the migration for Professional and Enterprise plans.

Yes, all plans include a 14-day free trial with full access to all features. No credit card required to start. You can also book a free personalized demo before starting your trial.

No! You can start with just the modules you need — for example, leads and sales pipeline — and add more as your business grows. The beauty of cloudeBOND is that when you add a new module, it's already integrated with your existing data.

Yes! cloudeBOND integrates with the official WhatsApp Business API. You get green-tick verification, approved message templates, bulk campaigns, chatbot automation, and full conversation history synced to your CRM contacts.

Absolutely. cloudeBOND auto-calculates CGST, SGST, and IGST. It supports e-invoicing, HSN/SAC codes, and generates GST-compliant invoices. It also integrates with Razorpay, PayU, and UPI for online payment collection.

Data security is our top priority. cloudeBOND uses 256-bit SSL encryption, role-based access controls, regular backups, and follows ISO 27001 security practices. Enterprise plans offer dedicated servers and Indian data residency options.

Yes, Enterprise plan customers can opt for on-premise deployment if they require data to stay within their own infrastructure. Contact our sales team to discuss on-premise options and pricing.

Starter plans get email support. Professional plans include priority chat and phone support. Enterprise plans get a dedicated account manager with 24/7 premium support. All plans include access to our knowledge base and video tutorials.

Yes! All plans include onboarding training. Professional and Enterprise plans get personalized training sessions for your team. We also provide video tutorials, help documentation, and regular webinars on new features.

Frequently Asked Questions

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