Popular questions
Get instant answer most popular question of customers.
What is Laywork CRM, and how can it help my business?
Laywork CRM is a customer relationship management software designed to help businesses manage their customer interactions, sales processes, and marketing campaigns efficiently, improve productivity and customer satisfaction.
Is Laywork CRM suitable for small businesses?
Yes, Laywork CRM is designed to be scalable and user-friendly, making it ideal for small businesses as well as large enterprises. It offers flexible pricing and features that can be customized to fit the needs of businesses of all sizes.
Does Laywork CRM integrate with other software?
Yes, Laywork CRM integrates with popular tools such as email platforms, accounting software, e-commerce platforms, and communication apps like Slack and WhatsApp. API access is also available for custom integrations.
Is my data secure with Laywork CRM?
Absolutely. Laywork CRM uses advanced encryption, multi-factor authentication, and regular security updates to protect your data. We also comply with industry standards such as GDPR and ISO security protocols.
Can I access Laywork CRM on mobile devices?
Yes, Laywork CRM offers a mobile-friendly interface and a dedicated mobile app (iOS and Android) so you can manage your business on the go.
What kind of support does Laywork CRM provide?
We offer 24/7 customer support via live chat, email, and phone. Additionally, users can access a comprehensive knowledge base, video tutorials, and webinars to maximize the use of Laywork CRM.
Account
To create a new account, go to the “Accounts” section, click on “Add New Account,” and enter the required details such as company name, contact information, and account type. Click “Save” to complete the process.
An account represents a business or organization, while a contact is an individual associated with that account. Multiple contacts can be linked to a single account for better relationship tracking.
Yes, you can categorize accounts based on industry, size, status (e.g., prospect, customer, vendor), or any other custom criteria. This helps in segmenting and managing different types of accounts efficiently.
Navigate to the “Accounts” section, search for the account you want to edit, click on it, and select the “Edit” option. Make the necessary changes and save the updates.
Yes, Laywork allows you to merge duplicate accounts. Simply select the duplicate records, choose “Merge,” and confirm which details to retain. This helps in maintaining a clean database.
Yes, Laywork logs all interactions, including emails, calls, meetings, and notes, under each account. You can view the history in the account’s timeline for a complete overview of engagements.
To delete an account, go to the account record, click on the “More Actions” menu, and select “Delete.” Be cautious, as deleting an account may also remove associated data.
Yes, accounts can be assigned to specific users or teams. This helps in managing responsibilities and ensuring that the right team members handle the right accounts.
You can import accounts using an Excel or CSV file. Go to the “Import” section, upload your file, map the fields correctly, and start the import process. The system will validate and add the accounts accordingly.
Yes, you can export account data by navigating to the “Accounts” section, selecting the records, and clicking on “Export.” The data can be downloaded in CSV or Excel format for reporting or backup purposes.
Setup
After signing up, log in to your Laywork CRM account and go to the Setup section. Configure company details, user roles, permissions, and basic settings such as currency, time zone, and branding to personalize your CRM experience.
Yes, Laywork CRM allows you to customize fields, rename modules, and create custom workflows to match your business processes. Navigate to Settings > Customization to modify CRM fields as needed.
Go to Settings > User Management, click on Add User, enter their details, and assign appropriate roles and permissions based on their access level within the CRM.
Yes, Laywork CRM offers workflow automation to streamline tasks such as sending follow-up emails, updating records, or assigning leads. You can configure these under Settings > Automation.
Laywork CRM supports integrations with email, accounting tools, e-commerce platforms, and communication apps. Navigate to Settings > Integrations and connect the desired third-party apps.
Yes, under Settings > Email Configuration, you can create custom email templates for sales, marketing, and support, as well as enable email notifications for important activities.
You can define lead assignment rules based on region, industry, or other criteria by going to Settings > Lead Assignment. Assign leads automatically to specific team members for better distribution.
System settings include language preferences, date and time formats, currency, and branding options. You can update them by going to Settings > System Configuration.
Yes, you can define roles such as Admin, Sales Manager, and Support Agent, each with specific permissions. This can be managed in Settings > Roles & Permissions.
Laywork CRM provides options to export and back up data. Go to Settings > Data Backup, where you can schedule automatic backups or manually export records for safekeeping.
Features
Laywork offers a wide range of features, including lead and contact management, sales pipeline tracking, automation, reporting and analytics, email integration, customer support tools, and third-party integrations.
Yes, Laywork CRM allows users to automate tasks such as follow-up emails, lead assignment, workflow approvals, and notifications to improve efficiency and reduce manual work.
The sales pipeline feature lets you track deals at different stages, set priorities, forecast revenue, and automate follow-ups, ensuring smooth sales progression and better conversion rates.
Yes, Laywork CRM provides detailed reports and real-time analytics on sales performance, customer interactions, team productivity, and marketing campaigns, helping businesses make data-driven decisions.
Yes, Laywork CRM integrates with email platforms like Gmail and Outlook, allowing users to send and receive emails directly within the CRM, track email interactions, and use templates for quick responses.
Yes, Laywork CRM offers a mobile app for both iOS and Android, enabling users to manage leads, track sales, and communicate with customers on the go.
The CRM includes customer support features such as ticket management, live chat, knowledge base integration, and automated responses to streamline customer service operations.
Yes, Laywork supports integrations with tools like Slack, WhatsApp, accounting software, payment gateways, and marketing automation platforms for a seamless workflow.
Yes, you can assign different user roles and set permission levels to control access to specific data and features, ensuring security and privacy.
Yes, the CRM allows users to personalize dashboards by adding widgets, charts, and reports to get a real-time view of sales, leads, and customer interactions.
Security
Laywork CRM uses advanced encryption, secure cloud storage, and regular security updates to ensure that your data remains protected from unauthorized access and cyber threats.
Yes, Laywork offers multi-factor authentication (MFA) to add an extra layer of security when logging into your account. This helps prevent unauthorized access even if your password is compromised.
Yes, Laywork CRM uses industry-standard encryption protocols (such as AES-256) to secure data both at rest and in transit, ensuring that sensitive information remains safe.
Administrators can assign user roles and set permissions to control access to different modules and data, ensuring that employees only have access to information relevant to their roles.
Yes, Laywork maintains detailed audit logs that track user activities, login attempts, and changes made to records. These logs help in monitoring and identifying any suspicious activity.
You can reset your password using the “Forgot Password” feature on the login page. For added security, you may be required to verify your identity via email or SMS.
Laywork performs automatic data backups and offers manual export options to prevent data loss. Data recovery options are also available in case of accidental deletion or system failure.
Yes, administrators can set IP restrictions to ensure that users can only access Laywork CRM from approved locations, adding an extra layer of security.
Yes, Laywork complies with industry standards and data protection regulations such as GDPR, HIPAA, and ISO 27001, ensuring that your business meets legal and security requirements.
If you notice any security issues or vulnerabilities, you can report them to our security team via the Laywork support portal. Our team will investigate and address the issue promptly.
Integration
Laywork integrates with popular applications such as Gmail, Outlook, Slack, WhatsApp, QuickBooks, Stripe, Zapier, Shopify, and various marketing automation tools.
You can integrate your email by navigating to Settings > Email Integration, selecting your email provider (Gmail, Outlook, etc.), and following the authentication steps to sync your inbox with the CRM.
Yes, Laywork provides API access, allowing businesses to create custom integrations with their internal systems or third-party applications. API documentation is available in the developer portal.
Yes, Laywork integrates with accounting tools such as QuickBooks, Xero, and FreshBooks, enabling seamless invoicing, expense tracking, and financial reporting.
Laywork supports integrations with platforms like Shopify, WooCommerce, and Magento, helping businesses sync customer data, track orders, and manage sales pipelines efficiently.
Yes, Laywork allows businesses to integrate WhatsApp and SMS services, enabling direct communication with customers, automated responses, and message tracking within the CRM.
Yes, Laywork supports Zapier integration, allowing you to connect with thousands of apps and automate tasks like lead assignment, email follow-ups, and data syncing across platforms.
Laywork integrates with Google Calendar and Microsoft Outlook Calendar. You can enable this under Settings > Calendar Integration, allowing you to sync meetings, tasks, and reminders.
Yes, Laywork supports social media integrations with platforms like Facebook, LinkedIn, and Twitter to track customer interactions, manage social leads, and run targeted marketing campaigns.
If an integration is not functioning properly, check the API settings, re-authenticate the connection, and ensure that your software version is up to date. If issues persist, contact Laywork support for assistance.
Billing
Laywork accepts payments via credit/debit cards, PayPal, bank transfers, and other secure online payment gateways.
You can access your invoices by going to Settings > Billing & Subscription and selecting the Invoices section, where you can view, download, or print past invoices.
Yes, you can upgrade or downgrade your plan at any time by navigating to Settings > Subscription Plan and selecting the new plan that suits your needs. Any changes will be reflected in your next billing cycle.
Yes, Laywork offers a free trial for new users. After the trial ends, you can choose a subscription plan to continue using the software without interruptions.
Laywork has a refund policy that may allow refunds under specific conditions. Please check the Refund Policy in the billing section or contact support for assistance.
Yes, you can enable automatic payments to avoid service interruptions. This option is available under Settings > Billing, where you can add and manage your payment details.
If your payment fails, you will receive a notification and a grace period to update your payment details. After the grace period, your account may be downgraded or temporarily suspended until payment is made.
Yes, Laywork CRM offers discounts for customers who choose annual billing instead of monthly payments. Check the Pricing section for available discounts.
Yes, additional features or user licenses can be added to your plan for an extra cost. Go to Settings > Manage Subscription to customize your plan.
You can cancel your subscription by going to Settings > Subscription and selecting Cancel Plan. Your account will remain active until the end of the billing cycle.
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