FREQUENTLY ASKED QUESTIONS
Find quick answers to common questions about our CRM
and how it helps your team stay in flow.
CRM Lah includes two core AI modules: AI Invoice Generation, which auto-fills invoices from your deal and
client data in seconds, and AI Social Media Handle, which creates and schedules posts for Facebook,
Instagram, and WhatsApp with smart caption suggestions tailored to your brand.
The Pipeline module centralises your leads, accounts, and contacts in a visual kanban board. It includes
intelligent lead scoring to prioritise high-value prospects, automated follow-up reminders, and activity
tracking — so your sales team always knows which deal needs attention next.
Yes. CRM Lah provides an online booking link that clients can use to schedule appointments 24/7. You can
also log direct walk-in appointments instantly. Rescheduling is one-click easy, and appointments can be
reassigned across your team with automatic notifications sent to all parties.
The Invoice module supports quotations, proposals, invoices, and AI-generated invoices — all using
professional branded templates. You can convert an approved quote to an invoice in one click, track
payment status in real time, and send automated payment reminders without leaving the CRM.
The Smart Dashboard is fully customisable. You can track sales performance, pipeline conversion rates,
revenue forecasts, follow-up tasks, and your team's daily activities — all in one view. Widgets are
drag-and-drop, so each user can build the exact view they need to stay productive.
CRM Lah's Social Media Hub connects Facebook, Instagram, and WhatsApp Business in one unified inbox. You
can schedule posts, reply to DMs and comments, send bulk WhatsApp messages using approved templates, and
log every social interaction directly against the corresponding CRM contact.
Yes. CRM Lah has a dedicated mobile app for both iOS and Android. Manage leads, update deals, send
invoices, and receive real-time push notifications from anywhere. Offline mode lets you log meetings and
notes in the field — everything syncs automatically when you're back online.