Frequently Asked Questions
Everything you need to know about Lab of CRM. Can’t find what you’re looking for? Contact us
About Lab of CRM
What is Lab of CRM?
Lab of CRM is a cloud-based customer relationship management platform designed for growing businesses. It helps you capture leads, manage sales pipelines, track customer interactions, automate workflows, and generate quotations — all from one centralized platform.
Who is Lab of CRM for?
Lab of CRM is built for business owners, sales teams, and managers who want to streamline their customer management process. Whether you are a startup, a small team, or a growing enterprise, Lab of CRM adapts to your needs without unnecessary complexity.
What makes Lab of CRM different from other CRMs?
Lab of CRM focuses on simplicity and speed. Unlike many CRMs that are overpriced and overcomplicated, we offer an intuitive interface, transparent pricing, and features that actually matter — including social media lead capture, multi-company support, custom dashboards, and a seamless lead-to-quotation flow.
Features & Capabilities
How does lead management work?
Lab of CRM automatically captures leads from multiple sources including website forms, Meta Lead Ads, WhatsApp, and other integrations. Leads are organized in a central dashboard where you can track their source, assign them to team members, update their status, and view their complete activity history.
Can I track my sales pipeline?
Yes. Lab of CRM provides a visual sales pipeline that lets you track every deal from first contact to final conversion. You can define custom sales stages, track deal progress, forecast revenue, and get pipeline performance insights so your team always knows what to focus on next.
What communication channels are supported?
Lab of CRM supports email communication, WhatsApp messaging, and internal notes. All customer interactions are stored in one place, giving every team member the full context of customer conversations.
Can I automate repetitive tasks?
Yes. Lab of CRM includes automation and workflow management features. You can set up automatic lead assignment, follow-up reminders, status updates, and workflow notifications — reducing manual work so your team can focus on closing deals.
Does Lab of CRM offer reporting and analytics?
Yes. Lab of CRM provides real-time dashboards and reports that help managers track lead conversion rates, sales pipeline performance, team productivity, and revenue forecasting — giving you actionable insights into your business performance.
Pricing & Plans
Is there a free plan available?
Yes. Lab of CRM offers a free plan forever for small teams. For advanced features, we offer affordable paid plans with transparent pricing — one annual payment, no hidden costs.
How do I choose the right plan?
Consider the size of your team and the features you need. If you are just starting out, our free plan is a great way to get started. As your team grows, you can upgrade to a plan that offers more users, advanced automation, and additional integrations.
Do I need a credit card to sign up?
No. You can sign up for the free plan without providing a credit card. You only need to enter your payment information when you decide to upgrade to a paid plan.
Can I cancel at any time?
Yes. You can cancel your subscription at any time. There are no long-term contracts or cancellation fees. If you cancel, you will continue to have access to your paid features until the end of your billing period.
Integrations
What tools does Lab of CRM integrate with?
Lab of CRM integrates with Meta Lead Ads, Google, WhatsApp Business, Microsoft (Outlook, Teams), LinkedIn, Instagram, payment gateways, and more. These integrations help you automate workflows and keep data in sync across your business tools.
Can I connect my website to capture leads?
Yes. Lab of CRM offers website lead capture that automatically records leads from your website forms directly into the CRM. This ensures no opportunity is missed and your sales team can follow up instantly.
Do you offer API access for custom integrations?
Yes. Lab of CRM provides API access so you can connect with your custom systems and build tailored integrations that fit your unique business needs. Contact us to learn more about our API capabilities.
Account & Security
Is my data secure with Lab of CRM?
Absolutely. Lab of CRM is built on a secure cloud platform with encrypted data storage, role-based user access, and scalable infrastructure. Your data is safe, always.
Can I manage multiple users and teams?
Yes. Lab of CRM supports multi-company and multi-user setups with complete privacy, permissions, and control. You can manage multiple teams or branches, assign roles, and control access to sensitive data.
Is there mobile access?
Yes. Lab of CRM is accessible from any device with an internet connection. Our platform is fully responsive and works seamlessly on desktops, tablets, and mobile phones.