Knowledge base
70 how-to articles across 11 sections, organised by the order you will actually need them. Setup first, then each module, then administration.
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Getting started
First-week setup, in the order that works.
- Creating your account and inviting your team
- Setting up your branch and center hierarchy
- Configuring roles and permissions
- Importing existing leads from a spreadsheet
- Configuring your pipeline stages
- Adding custom fields for your industry
Sales CRM
Pipeline, telephony and quotations.
- Setting up automated lead assignment rules
- Configuring SLA response timers and escalation
- Building a call sequence cadence
- Setting the meaningful-call duration threshold
- Connecting Web WhatsApp
- Creating and sharing quotation templates
- Using duplicate detection and merging leads
- Bulk upload: preparing your file correctly
Marketing Automation
Capture, campaigns and attribution.
- Embedding a web form on your website
- Creating a QR code lead capture campaign
- Connecting Facebook and Google Lead Ads
- Building a WhatsApp campaign and segment
- Setting up a drip nurture sequence
- Reading campaign ROI and source-wise lead cost
HRMS, Attendance & Payroll
The people chain, end to end.
- Configuring leave policies by grade and location
- Setting up the holiday calendar per branch
- Enabling GPS and selfie attendance
- Defining a geo-fence radius for a site
- Building shift patterns and publishing rosters
- Handling attendance regularization requests
- Building a salary structure and CTC template
- Running your first payroll and reading variance flags
- Exporting the bank transfer file
Support Desk
Tickets, SLAs and self-service.
- Connecting email and WhatsApp as ticket channels
- Configuring SLA targets by priority
- Setting up escalation rules
- Building your knowledge base and canned responses
- Enabling CSAT surveys after resolution
Finance
Billing, collection and receivables.
- Converting a quotation into an invoice
- Setting up recurring billing for retainers
- Configuring installment-based fee collection
- Automating payment reminders
- Reconciling payments against invoices
- Reading the aged receivables report
Workflow Automation
Trigger, condition, action.
- Building your first automation rule
- Setting up won-deal-to-invoice automation
- Setting up new-hire-to-payroll automation
- Configuring multi-level approval routing
- Automatic lead reassignment on rep inactivity
Analytics & reporting
Dashboards and scheduled delivery.
- Building a custom report
- Scheduling weekly report delivery
- Reading the conversion funnel
- Comparing branches and centers
- Exporting to Excel and PDF
AI & MCP Builder
Connecting AI assistants to your data.
- What the MCP Builder does
- Creating your first MCP endpoint
- Connecting Claude to MeraUdyog
- Connecting ChatGPT to MeraUdyog
- Connecting Cursor to MeraUdyog
- Choosing which objects and actions to expose
- Enabling AI call summarization
- Managing call recording storage tiers
Administration & security
Access, audit and configuration.
- Creating custom roles
- Configuring field-level access rules
- Adding a new branch or center
- Provisioning and deactivating users
- Reading the audit trail
- Configuring lead sharing rules across teams
Mobile app
Field execution and offline use.
- Installing and signing in
- Marking attendance with GPS and selfie
- Working leads and logging calls on mobile
- Sharing a quotation from the field
- How offline capture and sync works
- Approving requests from your phone
Support FAQs
In this order: create your account and invite your team, set up your branch and center hierarchy, configure roles and permissions, then import your existing leads. Getting the hierarchy and roles right before importing data saves re-work, because every subsequent record inherits that structure.
No. Custom fields, custom modules, pipeline stages, roles, branch hierarchy and workflow automation rules are all admin-configurable, and most teams are live within days. There is no implementation-partner requirement. If you would like help, onboarding assistance is included from the Business tier upward.
Email support is included on every plan, priority chat support from Growth upward, and Enterprise includes a dedicated success manager with an SLA-backed response commitment. You can also reach us at support@meraudyog.com or book a call.
Yes: the AI & MCP Builder section covers creating an endpoint, choosing which objects and actions to expose, and connecting Claude, ChatGPT and Cursor specifically. Start with the module overview if you want the conceptual picture first.
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