Frequently asked questions

SkleUp is a cloud CRM for growing businesses in India. One login covers lead management, the sales pipeline and proposals, tasks and time tracking, HRMS with attendance and payroll, and GST-ready accounting.

SkleUp suits teams that sell and then deliver, such as real estate, agencies, education, healthcare, IT services and distribution. It fits best when sales, operations and accounts all need the same customer record.

SkleUp is priced per team based on the number of users and the modules you need. Book a demo and we will send a written quote for your team.

Yes. Admins can change fields, forms, stages and layouts themselves at no cost. For custom development, new customers get their first 50 hours free.

Yes. SkleUp runs in the browser and adapts to phone screens, with quick navigation for Home, Leads, Tasks and Accounts.

Yes. Leads and employees import from CSV templates, and our team helps migrate data from other CRMs during onboarding.

Yes. Set your GSTIN and tax rules, and SkleUp applies tax on invoices, tracks input tax credit on purchases and reports net tax payable.

Go to crm.skleup.com and sign in with your user ID and password, or continue with Google if your admin has enabled it.

It depends on how much you want to customise. We configure your stages and users, import your data and train your team, and you get a timeline with your quote.

SkleUp provides role-based access, territories, password and session policies, SAML single sign-on, login history and a full audit log, so admins control who can see and change each record.

Yes. Meta Lead Connection links your Facebook and Instagram lead ad forms to SkleUp, and every submission is created as a CRM lead with its source recorded.

Yes. Download the CSV template from the Add Lead screen, fill it in and upload it. Leads can then be assigned in bulk.

Yes. Admins edit stages, statuses, SLA and required fields in CRM Setup under Lead Pipeline.

When the customer approves the proposal and the rep pushes it to Accounts, the lead is marked Won and an invoice appears in the Accounts review queue. Finance issues it from there.

Yes. The sales dashboard shows total pipeline value, a forecast with a confidence percentage, win rate and a stage-by-stage funnel, for the whole team or one rep.

Yes. Add products, services and bundles to the catalog with line-item pricing, then build proposals from those items.

Yes. When an employee accepts and starts a task the timer runs; pausing stops it. Task time, login time and breaks are compared against the shift target in each person’s report.

Yes. Each task can be hourly, fixed cost or billed by user, department, role or client, and billable tasks are available to Accounts for invoicing.

Both. Tasks can be viewed as a list, Kanban board, calendar, daily agenda, Gantt chart, audit trail or analytics.

Attendance comes from CRM login sessions. Office IP addresses and map location decide whether the day counts as Work From Office or Work From Home, and the work policy sets late-login and half-day rules.

Yes. Set salary components and statutory rules, run monthly payroll and publish payslips. Approved unpaid leave and loan recoveries are deducted automatically.

Yes. Employees apply for full or half days and track approval status. Managers approve or reject from Leave Approvals.

Yes. Configure your GSTIN and tax rules, and SkleUp calculates output tax on invoices, tracks input tax credit on purchases and shows net tax payable for any period.

Many teams run their books in SkleUp: it has a chart of accounts, journals, trial balance, P&L, balance sheet and cash flow. Talk to us about your filing workflow and we will tell you honestly whether it fits.

When a rep pushes a finalized proposal to Accounts, the invoice enters the review queue. Accounts approves and issues it, and receipts are allocated against it.

Yes. Assignment and routing rules distribute new leads by rules you set, such as source, territory or round robin.

It summarises the pipeline, highlights where to focus on the dashboard, answers questions through the sales copilot and drafts templates.

For internal work conversations, no. SkleUp includes one-to-one and group chat for everyone with a CRM login.

Yes. WhatsApp business messaging is configured in CRM Setup under Channels, and WhatsApp enquiries can be captured as leads.

Yes. Telephony settings cover the calling provider, dialer and call routing. Tell us which provider you use and we will confirm the setup.

Yes. SAML single sign-on and Active Directory sync are available in Security Control.

Yes. Admins can change modules, fields, forms and layouts themselves, and new customers get their first 50 hours of custom development from our team free.