1. Home
  2. FAQ
Help centre

Frequently asked questions

Everything about MizUp products, pricing, security and getting started.

Platform & products

What products does MizUp offer?

Five: MizUp CRM for sales, MizUp CLM for customer engagement and WhatsApp marketing, MizUp BMS for HR, payroll and operations, MizUp Finance for GST billing and inventory, and MizUp LMS for learning (early access).

Do the products share data?

Yes. They run on one database, so customers, employees, deals and invoices are shared across products you own — without integrations or sync jobs.

Can I use only one product?

Absolutely. Each product is sold and priced on its own. Add more whenever you like.

Is there a mobile app?

MizUp is a responsive web app that installs on Android and iPhone from the browser, with no app-store download needed.

Pricing & billing

How is MizUp priced?

CRM is priced per user, BMS per employee, CLM per workspace by contacts, Finance per business and LMS per learner — monthly or yearly, with yearly saving more.

Is there a free trial?

Yes. Paid CRM, CLM and BMS plans start with a 14-day free trial once autopay is set up; the trial covers core features for up to 5 users and your full plan unlocks with the first charge. Or skip the trial and get 15 extra days free on your first period. CRM and Finance also offer free plans for small teams.

Which payment methods do you accept?

UPI, cards, net banking and wallets through Razorpay. Larger teams can also pay by bank transfer against an invoice.

Are prices inclusive of GST?

Prices are shown exclusive of GST, which is added at checkout as applicable.

Can I get a custom plan?

Yes. For larger teams, multiple entities or special requirements, request a custom plan and our sales team will send you a tailored quote.

Can I cancel anytime?

Yes. Cancelling stops renewal; you keep access until the end of the period you paid for.

Security & data

Where is my data stored?

Your data is stored on secured servers with organisation-level isolation and encrypted credentials.

Who can see my data?

Only people in your organisation that the owner grants access to. Each product and module is enforced on the server.

Can I export my data?

Yes. Reports and lists export to CSV, and we help with full exports on request.

Getting started

How long does setup take?

Most teams are live the same day. Import your data from CSV, invite your team with their Gmail or work email, and start.

Do you help with onboarding?

Yes. Every paid plan gets onboarding help, and larger plans get a dedicated onboarding specialist.

How do I contact support?

Email support@mizup.app or use Help & support inside any MizUp product.

MizUp CRM

Do leads really arrive assigned?

Yes. Assignment runs at capture — before anyone opens the CRM — using the rules you configure, with a sensible round robin until you do.

What happens when two leads arrive at the same moment?

They go to two different people. The assignment cursor is locked per rule inside a database transaction, so the rotation can never double-assign.

Can I import my existing leads?

Yes. Upload a CSV, map columns to MizUp fields and create missing custom fields during the import itself.

Does MizUp CRM work with WhatsApp?

Yes. Connect your WhatsApp Business number and send approved templates, run sequences and see replies on the lead.

Can my sales team see payroll or finance data?

No. Each MizUp product has its own access. People only see the products and modules the owner grants them.

Is there a free plan?

Yes. The Free plan covers up to 2 users so small teams can start without a card. Paid plans add automation, assignment rules and analytics.

MizUp CLM

Do I need my own WhatsApp Business account?

No. You can onboard your business number directly inside MizUp in a few minutes, or connect a provider you already use.

Are WhatsApp conversation charges included?

Meta charges per conversation. These are billed at actuals and shown clearly; the plan price covers the MizUp platform.

How does template approval work?

Templates you create are submitted to Meta from MizUp. Approval or rejection — with the reason — appears on the template automatically.

Will customers be messaged at night or too often?

No. Quiet hours and frequency caps are enforced at the queue for every campaign and journey, and replies stop automation instantly.

Can I use CLM without MizUp CRM?

Yes. CLM keeps its own contacts. If you also use CRM, contacts and events are shared automatically.

Can I connect more than one WhatsApp number?

Yes. Add multiple numbers to one workspace and choose which number each campaign sends from.

MizUp BMS

How does GPS attendance work?

Employees check in from their phone. MizUp measures the distance from the office location you configured and accepts the check-in inside the radius you set — per office, branch or site.

Can we roll out modules one at a time?

Yes. Start with attendance and leave, then switch on payroll, projects or performance whenever you are ready — the data underneath is already connected.

Can employees see each other’s salaries?

No. Payslips are personal and payroll management is a separate permission granted by the owner.

Does it support multiple offices?

Yes. Add as many offices and sites as you need, each with its own location and radius.

Does payroll handle PF, ESI, PT and TDS?

Yes. Every payroll run works out PF, ESI, Professional Tax for your state and TDS under the new regime, shows them on the payslip, and gives you a salary register and bank file. Filing the returns themselves (ECR, 24Q) is on our roadmap.

How much does it cost?

It depends on your team size and the modules you need. Start a 7-day free trial with every feature on, or message us on WhatsApp and we will share your price in minutes.

Do employees need to install an app?

No store install is needed. MizUp installs from the browser as an app on Android and iPhone.

MizUp Finance

Is MizUp Finance GST compliant?

Invoices carry GSTIN, place of supply, HSN/SAC per line, taxable value and the CGST/SGST/IGST split, with an HSN-wise tax summary. GSTINs are checksum-validated before they reach an invoice.

Can I add my signature and company stamp?

Yes. Upload a scan, draw or type your signature, upload a photo of your rubber stamp — the paper background is removed automatically — or design a digital seal.

Can customers pay by UPI?

Yes. Add your UPI ID once and every unpaid invoice prints a scan-to-pay QR for the exact balance due.

Does it manage inventory?

Yes — multi-warehouse stock with batch, expiry and serial tracking, transfers and valuation, moved automatically by your documents.

Can I generate GSTR-1?

Yes. B2B, B2CL, B2CS, credit notes, HSN and document summaries export as CSV for filing.

Are e-invoicing and e-way bills supported?

E-way bill numbers print on invoices today. Direct IRN and e-way bill generation through a GST Suvidha Provider is on our roadmap.

MizUp EOS

Does EOS work for both schools and coaching institutes?

Yes. Choose school, coaching, college or training academy during setup. The words (Class/Section or Course/Batch), modules and screens change to match; the data stays in one system.

How do parents pay fees online?

Connect your own Razorpay account. Send a payment link from any fee, or parents tap Pay now in the portal. When the payment succeeds, EOS records it and creates the receipt automatically.

Can we print receipts, certificates and ID cards?

Yes. Receipts, offer letters, certificates, report cards and ID cards open as print-ready pages you can save as PDF. Certificates and ID cards carry a QR code that opens a verification page.

Can we import our existing students?

Yes. Upload a CSV with names, admission numbers and parent details into any class or batch. Admission numbers are generated if you do not have them.

Is there a free plan?

Yes. Institutes with up to 50 students can use students, attendance, fees with receipts and payment links, notices and the parent portal free.

Is the LMS included?

Yes. Courses with video, quizzes, assignments and certificates are part of MizUp EOS, so learning and administration share the same student data.

Still have a question? Contact us