Help centre

Frequently asked questions

Everything about trials, payments, data security and plans.

Getting started

Is there a free trial?

Yes. Paid plans with a trial can be started without payment. When the trial ends you choose a plan and pay; your data is kept.

How long does setup take?

Most teams are working the same day: add users, import leads from Excel and connect IndiaMART or your website form.

Can I import my existing data?

Yes — leads, customers, contacts and products can be imported from Excel or CSV with duplicate checks.

Payments & plans

How do payments work?

Pay securely with Razorpay (cards, UPI, netbanking), PayPal (international currencies) or a UPI / QR transfer. Online payments activate your plan immediately after verification; UPI / QR transfers are activated once our team confirms the money reached our account.

Is billing automatic every month?

No. Each period is paid separately — you receive a reminder and renew from Plan & usage. Nothing is debited automatically.

Do I get a GST invoice?

Yes, an invoice is generated for every payment and is available in your account.

Can I change or cancel my plan?

You can upgrade at any time. Downgrades never delete data; if you are above a limit you simply cannot add new records of that type until you are back under it.

Data & security

Is my data safe?

Every company has its own isolated workspace, access is role-based and every change is audit-logged. Secrets are encrypted at rest.

Who owns the data?

You do. Export your data any time; we process it only to provide the service.

Can salespeople see each other’s leads?

Only if you allow it. By default salespeople see their own records and managers see their team.

Stop losing enquiries in WhatsApp chats and Excel sheets

Set up in a day. Import your existing leads from Excel and connect IndiaMART in minutes.