Skip to content
NGCRM

Getting started

NGCRM is a CRM + Helpdesk that lives where your customers are: on WhatsApp. This guide takes you from zero to your first customer conversation.

Create your account

There are three ways to sign up — pick whichever feels natural:

On the web: go to ngcrm.ai, click Start free, enter your company name, email and country, and confirm your email address.

With Facebook: on the sign-up page, click the Facebook button. We receive only your name and email address. The first time, you still confirm your email; after that, signing in takes one click.

On WhatsApp: just send us a message. Our AI assistant asks a few questions (company, country, what you do) and opens the account for you — you get a login link back in the same chat.

The first-login wizard

On first login, a short 4-step wizard walks you through the following (you can skip any step):

  1. Organization — your company details.
  2. Branding — portal name, logo and web address.
  3. Team — invite colleagues by email (2 users are free forever).
  4. Channels — connect WhatsApp and email.

You can change any of this later in Settings.

Your first “aha”

Connect your WhatsApp number (how-to) and have a customer message you — the conversation lands in your inbox, linked to a contact, ready to become a deal or a ticket. That’s the whole point.