What exactly is CRM?
CRM means Customer Relationship Management.
In simple terms, it gives your business one place to organize
prospects, customers, conversations, follow-ups and sales opportunities
instead of keeping everything across spreadsheets, messages and memory.
Is Thulo CRM suitable for a small business?
Yes. CRM is useful even when a business has only a small number of people.
The goal is not to make your work complicated — it is to make sure enquiries,
customer information and important next actions do not get forgotten.
Is CRM only for large sales teams?
No. An owner-managed business can use CRM personally,
while a growing business can use the same idea across a larger team.
The value increases whenever more customers, enquiries and follow-ups
become difficult to manage informally.
What can I keep inside Thulo CRM?
Depending on the available CRM capabilities and your plan,
you can organize information such as customer and prospect details,
enquiries, notes, activities, follow-ups, opportunity stages,
ownership and related sales information.
Can Thulo CRM remind us about follow-ups?
CRM is designed to make upcoming and overdue actions visible,
so your team can see which customer or opportunity requires attention
instead of relying only on memory or personal notes.
Can multiple employees use the CRM?
Depending on your subscription, user availability and permissions,
CRM can be used across a team so responsibility for customers,
leads and follow-ups is clearer.
Check the current plan details for applicable user limits and access.
Can different employees have different access?
Thulo can support roles and permissions so access can be aligned
with employee responsibilities where those capabilities are included
in your setup or plan.
Can I see what my sales team is doing?
CRM can give owners and managers better visibility into lead ownership,
follow-ups, opportunity progress and other sales activity,
reducing the need to collect updates manually from every team member.
Can I move my existing customer list into CRM?
Existing customer information may be moved into CRM depending on
the format of your current data and the available import or setup process.
If your records are currently in spreadsheets or another system,
Thulo can help assess the practical migration approach.
What happens to WhatsApp, phone calls and other customer conversations?
CRM does not mean your customers must stop using the channels they prefer.
The purpose is to help your team keep useful customer context,
notes and next actions organized even when conversations happen through
calls, messages, meetings or other channels.
Direct channel integrations depend on the integrations currently available.
Does CRM connect with my website enquiries?
Thulo is designed as a connected business platform.
Where the relevant capabilities are configured,
website enquiries can become part of the customer and sales process
rather than remaining isolated from your CRM activity.
Can CRM work with ecommerce customers too?
CRM and ecommerce are both part of the wider Thulo platform.
Depending on your configuration and plan, customer information
from different business activities can become part of a more connected
customer relationship process.
Can I manage proposals, quotations or sales values?
Thulo can support commercial activities connected with the customer
and sales process where those capabilities are available in your plan
or connected Thulo services.
Do I need technical knowledge to use Thulo CRM?
You should not need to manage technical infrastructure for normal CRM work.
The day-to-day experience is focused on ordinary business activities:
customers, enquiries, notes, follow-ups, opportunities and team actions.
Can Thulo help us set up the CRM?
Thulo can help businesses with setup and organization where support is available,
especially when you are moving from spreadsheets or establishing
a CRM process for the first time.
Can I use Thulo CRM from a mobile device?
Thulo is web-based, so supported CRM experiences can be accessed
through appropriate devices and browsers.
The exact experience can depend on the feature and interface being used.
Is my customer information secure?
Thulo uses platform-level access and security controls for its services.
Your team should also use appropriate user access, passwords and permissions
to protect customer and business information.
Can I start small and expand CRM later?
Yes. That is an important part of the Thulo approach.
You can start with the level of customer and sales management
your business needs today and use more capabilities as your team,
customers and processes grow.
Is Thulo only a CRM system?
No. CRM is one capability within the wider Thulo business platform.
Depending on your subscription, your business can also use other
Thulo capabilities for website, ecommerce, customers, teams,
operations and other business needs.
Which Thulo plan should I choose for CRM?
Choose based on where your business is today.
Entrepreneur can be a simpler starting point for organizing customers,
Business Starter is positioned for businesses building a more consistent
team sales process, and Business Growth is intended for broader and
more structured business operations.
See the Pricing page for the current exact inclusions and limits.
Can I upgrade my Thulo plan later?
Thulo is designed so businesses can grow into more capabilities over time.
Current upgrade options, plan differences and subscription terms
should be checked on the Pricing page.
