Frequently asked questions

Honest answers, before you commit a rupee

Below are the questions Indian SME owners actually ask us during demos. If something isn't covered, email sales@zivux.ai and we'll add it.

About ZIVUX

Who builds ZIVUX?

ZIVUX is built by Proeffico Solutions Pvt Ltd, a Noida-based engineering company that has been delivering CRM, ERP and AI software since 2020. We're a 55–57 person team, profitable, founder-led and ISO 27001:2022 certified. Other Proeffico products include VIZO361.AI (video analytics) and MaximPro (smart POS).

How is ZIVUX different from Zoho CRM, HubSpot or Salesforce?

Three real differences. (1) Predictable per-tenant INR pricing — Zoho and HubSpot charge per user with constant up-sells; ZIVUX Scale gives you 30 users plus 15,000 introductory AI credits valid for 90 days at ₹35,000/mo, and Grow at ₹12,000/mo already includes the AI Nurturing Agent for 12 users. Credits are recharged after exhaustion or expiry. (2) Indian workflows out of the box — IndiaMart and JustDial capture, GST invoicing, WhatsApp Business API, regional fields, festival calendars. (3) Real onboarding — every Grow and Scale customer gets a human consultant, not a 200-page documentation portal.

Who is ZIVUX best for?

Indian SMEs running 5–50 person teams. Manufacturing distributors, retail chains, professional services firms (legal, consulting, marketing), real estate brokerages, hospitality, healthcare, BFSI partners. Less ideal for companies under 3 people (use a free Bigin/HubSpot starter plan) or 200+ people (you may need Salesforce-level customisation).

Pricing & contracts

Are there setup fees or hidden charges?

No setup fees on any plan. Onboarding is included on Grow and Scale. The only optional charges are pass-through WhatsApp/SMS message credits (charged at-cost from Meta/Twilio), and custom development if you ask for it.

Can I switch plans later?

Yes. Upgrades pro-rate immediately. Downgrades take effect at the next renewal cycle.

Do you offer annual discounts?

Yes. Annual billing on Grow and Scale gives you ~16% off (effectively two months free).

Discounts for startups, NGOs or educational institutions?

Yes. DPIIT-recognised startups get 25% off the first year. Registered NGOs get 30% off Scale. Educational institutions get a custom plan. Email sales@zivux.ai with proof.

Is there a free plan?

No permanent free plan, but a 14-day full-feature free trial without a credit card. Permanent free plans usually mean either thin features or that the user is the product. We charge a fair price and serve you properly.

What about international billing?

Indian customers — INR with full GST. International customers — USD or AED via our Dubai entity (live Q3 2026).

Onboarding & migration

How long does onboarding take?

Most SMEs are productively live in 3–7 working days. The flow: 60-minute discovery call → we configure stages, fields, automations, integrations on your behalf → 2-hour team training → go-live.

Can you migrate from our existing CRM?

Yes — we have migration playbooks for Zoho CRM, Bigin, Salesforce, HubSpot, Pipedrive, Freshsales, LeadSquared, Kylas, Excel/Google Sheets, Tally CRM and several proprietary systems. Standard migration is included free on Grow and Scale.

What if my data is messy?

Most SMEs' data is messy. Our migration team de-duplicates, normalises and tags it before import. We've cleaned spreadsheets with 30,000+ contacts and four duplicate columns. Send us the worst version of your data — we've seen worse.

Will you train my team?

Yes. Grow includes a 2-hour live training session. Scale includes a custom onboarding programme — typically 4–6 sessions over 3 weeks, role-specific (sales rep training, manager training, admin training).

Security & compliance

Is my data secure?

Yes. AES-256 encryption at rest, TLS 1.3 in transit, India-region hosting (Mumbai + Hyderabad), role-based access control, audit logs of every read/write/export/login, daily encrypted backups with 30-day retention, annual third-party penetration testing.

Are you ISO 27001:2022 certified?

Yes. Proeffico Solutions, the parent company, is ISO 27001:2022 certified. We can share the certificate and SoA on request to security@zivux.ai.

Where is data hosted?

India-region data centers (AWS Mumbai primary + Hyderabad DR). For specific clients with regulatory residency requirements (BFSI, healthcare), we can pin data to a specific region.

Are you DPDP / GDPR-aligned (certification in progress)?

Yes — DPDP Act 2023 aligned, GDPR-aligned (certification in progress) for international customers. We provide a DPA (Data Processing Agreement) on request.

Can I get a copy of your security questionnaire / SOC 2?

Email security@zivux.ai. We respond within 1 business day with our security pack including ISO 27001 certificate, pen-test summary, SOC 2 readiness map and DPA.

Integrations

Does ZIVUX integrate with WhatsApp?

Yes. Spark — basic WhatsApp Web logging. Grow and Scale — full WhatsApp Business API (broadcasts, templates, automated replies, opt-in management). Conversations are auto-logged against the right contact and deal.

Tally / Zoho Books / accounting?

Yes — native Tally Prime, Zoho Books, QuickBooks integrations. Quote-to-invoice flow auto-syncs. SAP B1 and Marg ERP via custom integration sprints.

IndiaMart / JustDial?

Yes. Native real-time capture from both. Leads land in your CRM the moment they're submitted, with auto-assignment by territory or product.

Email & calendar?

Gmail, Outlook, Office 365, Google Calendar, Outlook Calendar — all native two-way sync.

What about custom integrations?

REST API (Scale plan), webhooks, Zapier, Make.com, Pabbly Connect. Anything we don't have a native connector for, we can build a custom integration sprint from ₹1.5L.

Support & exit

What support is included?

Spark — email (24h response). Grow — email + chat (4h response). Scale — email + chat + phone + dedicated success manager (1h response, business hours).

Do you have an SLA?

Yes — 99.5% uptime on Grow, 99.9% on Scale (with credits for breaches). Detailed SLA in our MSA.

If I leave, can I export my data?

Yes, anytime, in CSV/Excel — free. No lock-in clauses, no export fees. We earn the renewal.

What happens to my data if I cancel?

You get a full export. Your data is retained for 30 days post-cancellation in case you reconsider, then permanently deleted (with deletion confirmation sent to you).

Question we didn't answer?

Email sales@zivux.ai — we typically reply within an hour.

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