FAQ
CRM software frequently asked questions
Practical answers about Maz CRM—leads, pipeline, follow-ups, imports, and reports—based on what the product actually supports.
Maz CRM is a cloud workspace for sales teams. It helps you capture leads, assign owners, run follow-ups, move deals through a pipeline, keep customer history, and review conversion reports from one place.
Inquiries from website forms, WhatsApp, walk-ins, campaigns, and CSV imports land in one queue. You assign an owner and status so every lead has a next step instead of sitting in a spreadsheet.
Yes. Import leads and contacts from Excel or CSV. Our team can help with bulk migration during onboarding if you need a guided cutover.
Deals move through visual stages such as new, qualified, proposal, and won. Each deal has an owner, expected value, and next activity so managers can coach the team and see open pipeline.
Today and overdue queues show what is due. Agents log attempts against the lead or deal, so handovers keep the conversation history instead of starting over.
Yes. Maz CRM runs in any modern mobile browser so field reps can update leads and follow-ups on the go.
Yes. Roles and ownership let telecallers, field reps, and managers share the same leads, pipeline, and reports with the right access.
Typical views include lead sources, conversion, aging, pipeline value, follow-up completion, and team performance. Exact reports can depend on your plan.
Yes. Use Start Free to begin in the product, or Book a Demo for a guided walkthrough of leads, pipeline, and follow-ups.
Maz CRM is part of the MazERP suite. You can start with CRM for sales, then add billing, inventory, payroll, or attendance when your team is ready.
Still have questions? Book a demo or browse features.