🏠 What is MyCRM

MyCRM is a user-friendly CRM system for small and medium businesses that runs entirely within Telegram. No need to install additional software — just open the bot and get started.

🚀 Registration via Telegram

To get started with MyCRM, you need a Telegram account. The entire process takes less than 2 minutes.

1. 1
   Open Telegram and find the bot @mycrmtop_bot
2. 2
   Press the Start button
3. 3
   Choose your interface language (Ukrainian, Russian, or English)
4. 4
   Press "Create new CRM"
5. 5
   Enter your company name and send the message
6. 6
   The bot will send a confirmation with an "Open CRM" button — press it!

🔑 First Login & Web Version🔗

There are two ways to open the CRM:

Option 1: Via Telegram (recommended)

Press the "Open CRM" button in the bot — the Mini App will open right inside Telegram. Authentication happens automatically.

Option 2: Via Browser

1. 1
   Go to mycrm.top/app
2. 2
   Press "Open @mycrmtop_bot" or go to the bot manually
3. 3
   Send the command /weblogin to the bot
4. 4
   The bot will send a 6-digit code — enter it in the form on the website
5. 5
   Press "Log In"

📱 Interface Overview🔗

After logging in, the Home page opens with your tasks. Navigation is at the bottom of the screen:

1

2

Home Page

1. "Home" and "Chats" tabs
2. Bottom navigation bar

"More" section — all settings

🏢 Multiple tenants for one Telegram account

One Telegram account can own several tenants in MyCRM. Useful if you work in multiple companies or want a separate space for testing or personal sales.

• Primary tenant — the one you registered into first or were invited to. Opens via @mycrmtop_bot.
• Additional tenant — you create it yourself, attached to your own Telegram bot from @BotFather. The tenant opens via that bot.
• Rule: one Telegram bot = exactly one tenant. Switching = opening the corresponding bot.
• Management: @mycrmtop_bot → More → My tenants. Create new, refresh token, delete tenant from there.

➕ Create an additional tenant

Step 1 — create a bot in BotFather:

1. Open @BotFather.
2. Send /newbot.
3. Enter display name (e.g. "Acme Sales").
4. Enter username (must end in bot).
5. BotFather gives you an HTTP API token like 123456789:AAABBBCCC.... Copy it.

Step 2 — create the tenant in MyCRM:

1. Open @mycrmtop_bot → More → My tenants → "Create additional tenant".
2. Fill in: company name, timezone, language, token.
3. Click "Create tenant". MyCRM verifies the token and configures the bot automatically.
4. You'll get a link to your bot. Open it — Mini App launches inside the new tenant.

💡 Your token is stored encrypted and never returned in API responses.

⚠️ Bot operation rules and risks

Since the bot belongs to your Telegram account, you're responsible for its state. What not to do:

• Don't delete the bot in BotFather. Webhook stops working. Data stays safe in MyCRM, but access via this bot is lost.
• Don't regenerate the token in BotFather yourself. Use the "Update token" button in MyCRM — we'll re-register the webhook automatically.
• Don't change Menu Button or webhook manually. Auto-monitoring restores it within 10 min, but during that time the bot won't work.
• Don't share the token. Token = full control of the bot.
• Watch the status in My tenants. ✅ — OK, ⚠️ or 🔴 — fix via "Update token".

🔐 MyCRM polls each bot every 10 min (getMe + getWebhookInfo). Webhook drift is self-healed.

🛠️ If something happened to your bot

Your tenant data lives in our database and does NOT depend on the bot's state. Even if the bot is destroyed, all contacts, leads, messages, settings are safe.

1. Token regenerated in BotFather

1. @mycrmtop_bot → More → My tenants.
2. Click "Update token" next to the problem tenant.
3. Paste the new token. Webhook re-registers automatically.

2. Bot deleted in BotFather

1. Create a new bot in @BotFather (can have a different name).
2. @mycrmtop_bot → My tenants → "Update token".
3. Paste the new bot's token. It will be attached to the same tenant.

3. Token leaked — suspect compromise

1. BotFather → /mybots → bot → API Token → Revoke current token.
2. Copy the new one.
3. @mycrmtop_bot → "Update token" → paste.

4. Want to delete a tenant

1. @mycrmtop_bot → My tenants → select → "Delete".
2. Confirm. Bot detaches, tenant soft-deletes.

5. Forgot which bot is which tenant

@mycrmtop_bot → My tenants — shows all with names, bot usernames and statuses.

6. Telegram banned your bot

Out of our control. Contact @BotSupport. Meanwhile create a new bot and reattach via "Update token".

💾 @mycrmtop_bot is always available — it's our bot, doesn't depend on you. Even in the worst case you have an entry point to My tenants.

👥 Contacts

Contacts are your clients, partners, suppliers, and anyone else you interact with. You can link leads, tasks, chats, and documents to each contact.

How to Add a Contact🔗

1

2

Contacts List

1. "+" button — add new contact
2. Contacts / Companies tabs

1

New Contact Form

1. "Save" button

1. 1
   Go to the Clients section (bottom bar)
2. 2
   Press the "+" button in the top right corner
3. 3
   Fill in the form fields (only First Name is required)
4. 4
   Press "Save"

Contact Fields

Contact Card🔗

Click on a contact in the list to open their card. It contains all information: details, related leads, tasks, chats, and documents.

To edit a contact — press the ✏️ icon in the top right corner of the card.

Contact Search🔗

The "Clients" section has a search bar. The system searches by:

• First and last name
• Phone number
• Email address
• Company name

Just start typing — the list filters in real time.

Finding and Merging Duplicates🔗

The system helps you find duplicate contacts or companies and merge them.

Go to More → Duplicates:

• Search by phone — compares the last N digits (default is 7)
• Search by email — exact match
• Merge — select duplicates and press "Merge". All data (chats, leads, tasks, finances) will be transferred to the primary contact

Custom Fields🔗

Add your own fields to contacts, companies, and leads to store business-specific information.

Go to More → Custom Fields:

• Entity type — select a tab: Leads, Contacts, or Companies
• Field type — Text, Number, Money, Select, Multi-Select, Checkbox
• Required — you can specify at which pipeline stages the field is required

💼 Leads & Deals

A Lead is a potential deal or sale. Each lead is linked to a contact and moves through the sales pipeline stages from "New" to "Won" or "Lost".

Create a Lead🔗

1

2

Leads List

1. "+" button — new lead
2. Pipeline selector

New Lead Form

1. 1
   Go to the Leads section
2. 2
   Press "+"
3. 3
   Enter the deal Title (e.g., "Website development for Alpha")
4. 4
   Select a Pipeline and Stage
5. 5
   Optionally: link a contact, specify the amount and assignee
6. 6
   Press "Save"

Sales Pipeline🔗

A sales pipeline is a set of stages that each deal goes through. You can customize your own stages.

Pipeline Settings

The default stages are:

• New — freshly received lead
• In Progress — actively being worked on
• Negotiation — discussing terms
• Won — deal closed successfully
• Lost — deal did not happen

To move a lead to another stage — open the lead and change the value in the "Stage" field.

Products & Catalog🔗

Manage a catalog of products and services. Products can be added to leads — the client-facing AI automatically sees the catalog and can tell customers about your products.

Go to More → Products:

• Name — product or service name
• SKU — unique product code
• Purchase price — cost price
• Selling price — price for the customer

Lead Distribution🔗

Automatic distribution of new leads among managers. Configured separately for each pipeline.

Go to More → Sales Pipelines → select a pipeline:

• Disabled — new leads are assigned to the administrator
• Single manager — all new leads go to one selected person
• Round Robin — leads are distributed in turn among selected managers

✅ Tasks & Reminders

Tasks help you remember important actions: calling a client, a meeting, sending documents. At the scheduled time, the bot will send you a reminder directly in Telegram.

1

Tasks on Home Page

1. ✏️ icon — mark as completed

How to Create a Task🔗

1. 1
   On the Home page, press the "+" button next to "TASKS"
2. 2
   Or open a lead/contact → "Tasks" tab → "+"
3. 3
   Enter the task name
4. 4
   Set the date and time
5. 5
   Select the assigned manager
6. 6
   Save

Reminders🔗

When the due time arrives, the bot sends a message with buttons:

• ✅ Done — task is closed
• Postpone — choose for how long (30 min, 1 hour, 1 day)

Task Types🔗

Create your own task types to classify your team's activities.

Go to More → Task Types:

• Name — for example: Call, Meeting, Email, Demo
• Icon — choose from a set of emojis for visual distinction
• Default — the type that is automatically selected when creating a task

💬 Chats & Messengers

MyCRM collects messages from clients across all connected messengers in one place. You reply directly from the CRM, and the client receives the response in their messenger.

Supported Platforms

• 📱 Telegram — via your own bot
• 💚 WhatsApp — via WAHA or Business API
• 📸 Instagram — Direct Messages via Facebook API
• 💬 Facebook Messenger — via Facebook API
• 🎵 TikTok — via TikTok Business API

"Messengers" section

Connect a Telegram Channel🔗

To receive messages from clients via Telegram, you need your own bot.

1. 1
   Open Telegram and find @BotFather
2. 2
   Send the command /newbot
3. 3
   Enter the bot name (visible to clients)
4. 4
   Enter the bot username (must end with _bot)
5. 5
   BotFather will provide a token — copy it
6. 6
   In CRM, go to: More → Messengers → "+"
7. 7
   Select Telegram, paste the token, and save

Connect WhatsApp🔗

MyCRM supports WhatsApp via WAHA (WhatsApp HTTP API) — a free solution for connecting a personal number.

1. 1
   Install and run WAHA (instructions at waha.devlike.pro)
2. 2
   In CRM: More → Messengers → "+"
3. 3
   Select WhatsApp
4. 4
   Enter the WAHA server address and API key
5. 5
   Scan the QR code with WhatsApp on your phone

Connect Instagram🔗

1. 1
   In CRM: More → Messengers → "+" → Instagram
2. 2
   Press "Authorize via Facebook"
3. 3
   Log in to your Facebook account and grant permissions
4. 4
   Select the Instagram account and save

Connect Facebook Messenger🔗

1. 1
   In CRM: More → Messengers → "+" → Facebook Messenger
2. 2
   Press "Authorize via Facebook"
3. 3
   Log in to your Facebook account and grant page management permissions
4. 4
   Select a Facebook Page from the list and save

Connect TikTok🔗

TikTok lets you receive Direct Messages of your TikTok account in CRM and reply from there. The connection takes ~30 seconds (or up to 3 minutes if you're registering with TikTok For Business for the first time — this is one-time).

Standard path (4 steps)

1. 1
   In CRM open More → Messengers → "+" → TikTok. Press "Connect". A new tab with TikTok login opens.
2. 2
   Sign in to your TikTok account (TikTok username + password, or via QR code in the mobile app).

   If you see a TikTok For Business page with Email/Password fields — don't fill them. Scroll down and press the black "Log in with TikTok" button — that's the right login.
3. 3
   On the screen "…wants additional access to your TikTok account" make sure the right TikTok account is shown at the top (if not — "Switch account"). Press "Continue".
4. 4
   On the final permissions screen press "Confirm". The Business Messaging section should have ticks: Read / Send / Auto Message Setting. The browser returns the tab with "✅ TikTok connected!". You can close that tab — the channel in CRM is active already.

If you don't have a TikTok For Business account yet (first time only)

Between steps 3 and 4 TikTok may ask you to create a TikTok For Business account (free, required for Direct Messages API). Steps:

1. A
   Choose the top card "Create a new TikTok For Business account". Email field — your email (the same as your TikTok email is convenient). Send Code → enter the code from email → tick "…agree to TikTok Commercial Terms…" → Confirm.
2. B
   TikTok shows two formal dialogs (required from everyone):

   • "Politics, Governments, and Elections Advertising Policy" → tick → Confirm.
   • "Anti-Discrimination Ad Policy" → both ticks (usually already on) → Accept.

   This doesn't mean you're running ads — just formal TikTok acknowledgements.

You will then automatically continue to step 4 of the standard path. Subsequent connections won't show these forms.

If something goes wrong

• "Account doesn't exist" on TikTok For Business login — press the black "Log in with TikTok" button at the bottom, don't type email into the form at the top.
• "Failed to connect TikTok" in CRM — the connection took more than 5 minutes and the TikTok code expired. Start over — the TFB forms won't appear since the account is already created.
• Inbound DMs not arriving — the client must write first. Client first → you reply. TikTok rule.
• Outbound not sending — check the 48-hour window. If the client hasn't messaged for over 48 hours, they need to write first again.
• Other issues — reach out to @MyCRMSupportBot.

Reply Templates🔗

Save frequently used responses as templates — no need to type the same thing to every client.

Go to More → Reply Templates. Create a template with a name and text — it will be available in the chat with a single tap.

Blocked Channels🔗

If spammers or unwanted contacts are messaging you — you can block them.

Go to More → Blocked Channels:

• Find the contact via search
• Expand the contact to see all their channels (Telegram, WhatsApp, etc.)
• Block the desired channel — messages from it will no longer be received

Unanswered Message Reminders🔗

The CRM automatically tracks client messages that no one has replied to. If a manager hasn't responded within the set time — they will receive a reminder in the Telegram bot.

Settings: More → Messengers, "Notifications" section:

• Enable/Disable — toggle to activate reminders
• Wait time — how many minutes without a response before sending a reminder (default is 15 minutes)

Recurring Reminders

You can enable recurring reminders so the manager receives a notification every N minutes until they reply to the client:

• Repeat reminders — toggle to enable recurring notifications
• Repeat interval — how often to repeat (from 5 to 1440 minutes)

"No Reply Needed" Button

When you long-press a chat in the list, a menu appears with the "No Reply Needed" button (shown only for chats with unread messages). After pressing it:

• Recurring reminders for this chat will stop
• The unread badge becomes gray (muted)
• If the client sends a new message — reminders will resume automatically

👨‍👩‍👧 Users & Roles

You can invite colleagues to your CRM and assign each one an appropriate role.

1

Users List

1. "+ Create" button — invite a colleague

Roles🔗

How to Invite a Colleague🔗

1. 1
   Go to: More → Users
2. 2
   Press "+ Create"
3. 3
   Enter the colleague's Telegram username or ID
4. 4
   Select a role
5. 5
   Save — the colleague will receive a message from the bot with CRM access

⚙️ Company Profile

Basic CRM settings are located in More → Company Profile & API.

Company Profile & API

🤖 AI Assistant

MyCRM uses Claude AI by Anthropic for two purposes:

• AI for Clients — automatically responds to client messages in messengers
• AI Sales Manager — proactively reminds about leads with no activity

AI for Clients

API Key Setup🔗

1. 1
   Go to console.anthropic.com and sign up
2. 2
   In the console, select API Keys → Create Key
3. 3
   Copy the key (starts with sk-ant-)
4. 4
   In CRM: More → Company Profile & API
5. 5
   Find the "Claude API Key" section and press "Set Key"
6. 6
   Paste the key and save

AI for Clients🔗

Go to More → AI for Clients:

• AI assistant enabled — turns on auto-responses
• Auto-start — AI is automatically enabled for new contacts
• AI Model — choose between Haiku (fast), Sonnet (balanced), or Opus (powerful)
• Response delay — wait time before responding (to collect all client messages)
• Prompt — instructions for the AI: who it is, how to respond, what not to discuss

Telegram Bot Notifications🔗

When a client messages via a messenger, the system can send a notification to the assigned manager in the Telegram bot. The notification mode is configured in More → AI for Clients:

Bot Assistant for You🔗

In addition to auto-replies to clients, you can chat with the bot personally — create contacts, leads, tasks, generate documents, and even receive generated PDFs as attachments right in the chat.

Full list of commands and example phrases — see the 💬 AI Bot Commands section.

💰 Finances

The finance section lets you track your business income and expenses.

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2

Finance Section

1. "+" button — new entry
2. Tabs: Overview / Analytics

How to Add a Financial Entry🔗

1. 1
   Go to the Finances section
2. 2
   Press "+"
3. 3
   Select the type: Income or Expense
4. 4
   Enter the amount, category, and date
5. 5
   Optionally link it to a lead
6. 6
   Save

Accepting Client Payments🔗

MyCRM integrates with WayForPay for accepting online payments from clients. When a client pays — the lead is automatically moved to the designated stage.

Go to More → Payments:

• Merchant Account — your WayForPay account
• Merchant Domain — domain linked to WayForPay
• Secret Key — secret key for payment signing
• Auto-move lead — select the stage the lead moves to after payment (configured per pipeline)
• Notifications — the manager and/or admin will receive a Telegram bot notification upon successful payment

Company Details🔗

Company details are used for automatic substitution in document templates (invoices, contracts, acceptance certificates).

Go to More → Company Details:

• Name and legal name
• Tax ID — company registration code
• Phone, email, address
• Banking details — bank name and IBAN
• Signatory — full name and signature image (for documents)

💳 Subscription & Billing

MyCRM operates on a subscription model with pricing based on the number of users in your team.

How the Subscription Works🔗

The subscription price is $10 per user per month. The more users in your team, the higher the total. For example, if you have 3 users — the monthly payment will be $30.

Subscription Statuses

• Trial — free trial period after registration. All features are available without restrictions.
• Active — subscription is paid and valid until the end of the current period.
• Expired — subscription term has ended. Payment is required to continue using the system.

How to Pay🔗

1. 1
   Go to More → Subscription
2. 2
   Select the payment period (1, 3, 6, or 10 months)
3. 3
   Press "Pay"
4. 4
   You will be redirected to the WayForPay payment page
5. 5
   After successful payment, the subscription activates automatically

Bonus Months

When paying for a longer period, you get extra months as a bonus:

• 6 months + 1 month free — pay for 6, use for 7
• 10 months + 3 months free — pay for 10, use for 13

Auto-Renewal🔗

After the first payment, auto-renewal is automatically enabled — the next payment will be charged automatically at the end of the current period.

You can disable auto-renewal on the More → Subscription page by pressing "Disable auto-renewal". In that case, the subscription will transition to "Expired" status when the paid period ends.

Payment History🔗

The subscription page shows a history of all payments at the bottom, including the amount, date, and status (successful or failed).

☁️ File Storage (Google Drive)

MyCRM stores your files (generated PDF documents, templates, chat attachments) on our server with a 1 GB per-account limit. If that's not enough, or you prefer to keep files in your personal Google Drive, connect the integration — all new documents will be saved there.

How it works🔗

• Without connection — files live on our server. 1 GB limit. You'll get warnings in your Telegram bot when approaching the limit (75%, 90%, 100%).
• With Google Drive connected — new generated PDF documents are uploaded straight to your Drive folder (MyCRM_<ID>). These files are NOT stored on our server at all.
• Old files (generated before Drive was connected) remain on our server and stay accessible. They are not migrated automatically.

How to connect Google Drive🔗

1. 1
   Open More → 💾 File Storage
2. 2
   Click "Connect Google Drive"
3. 3
   In the popup, choose your Google account (or log in if not signed in)
4. 4
   Google will show a warning: "Google hasn't verified this app". This is expected — MyCRM is in test-mode (up to 100 users) and hasn't gone through full Google verification yet. Click "Continue"
5. 5
   On the permissions screen, check "See, edit, create, and delete only the specific Google Drive files you use with this app", click "Continue"
6. 6
   The popup will auto-close, the card will refresh — Google Drive is connected ✅

More → File Storage

"Connect Google Drive" button

Google OAuth — access permission

What you'll see after connecting🔗

The Storage card will display:

• Account email — so you know which Google Drive you connected to
• Folder link — https://drive.google.com/drive/folders/<id>. Click it to jump straight to the MyCRM_<ID> folder in your Drive
• Yellow warning block about the consequences of disconnection (important to read before disconnect)
• "Disconnect Google Drive" button

Storage card after successful connection

MyCRM_<ID> folder in your Google Drive

What happens on disconnect (IMPORTANT)🔗

The confirmation dialog when clicking "Disconnect" duplicates this warning in two steps — accidental disconnection is impossible.

1 GB limit (without Drive connected)🔗

If Google Drive isn't connected, your account is limited to 1 GB of local storage on our server. The system is designed to warn you well in advance:

• 75% used — soft message in Telegram bot: "Storage is 75% full. Connect Google Drive for unlimited space"
• 90% — urgent message showing remaining MB
• 100% — new uploads blocked with a CTA to connect Drive or delete old files

FAQ🔗

❓ What if I change my Google account — will the old files be accessible?
No. See the "Disconnect Google Drive" section — old files in the old Drive will remain, but the CRM won't see them. Download the PDFs you need before changing accounts.

❓ Why does Google say "Google hasn't verified this app"?
MyCRM is currently in test-mode (up to 100 users) without full Google verification. We'll go through verification once we have more active tenants. For test users (you), everything is safe — Google has added you to the trusted list.

❓ Is Google Drive free?
Google provides 15 GB of free space per account (shared with Gmail and Google Photos). For our use case (PDFs usually 50-300 KB) this is enough for thousands of documents.

❓ What if Google Drive is unavailable (network or block)?
If upload to Drive fails for any reason, MyCRM automatically saves the file to local disk as a fallback. You won't lose the document.

📄 Document Templates

MyCRM can automatically generate documents — contracts, invoices, acceptance certificates — based on DOCX templates with client and deal data substitution.

Document Templates

Uploading a Template🔗

1. 1
   Prepare a DOCX file with variables in the format {{variable_name}}
2. 2
   Go to: More → Document Templates → "+"
3. 3
   Enter the template name and upload the file
4. 4
   Save

Generating a Document🔗

1. 1
   Open the lead card
2. 2
   Go to the "Documents" tab
3. 3
   Press "Create Document" and select a template
4. 4
   Review the substituted data
5. 5
   Download the finished PDF or DOCX

Correct placeholder format for custom fields🔗

Custom fields are accessible in templates via the contact_cf, company_cf, lead_cf dictionaries. Syntax depends on the field name:

• Field without spaces or special characters (e.g. Telegram) — dot syntax works:
  {{ contact_cf.Telegram }}
• Field with a space in the name (e.g. Primary Contact) — MUST use bracket syntax with quotes:
  {{ company_cf['Primary Contact'] }}

If the DOCX file is missing from disk🔗

After server updates or data migrations, it may happen that a CRM record ("Invoice 1", "Act") still exists but the physical DOCX file is missing from disk. The system detects this:

• In the template list, the green "DOCX" label is replaced by a red badge ⚠ File missing on disk
• In the template edit form — a red warning block with a prompt to re-upload
• If you ask the AI bot "generate invoice 1", it returns a clear message: "DOCX file for template 'Invoice 1' is missing from disk. Open Settings → Document Templates and re-upload the DOCX file"

The fix is simple — open the template in settings, click "Choose file", select the DOCX, save. The CRM record updates, generation works again.

Generate documents via AI bot🔗

Instead of opening the lead card in the mini app, you can just ask the AI bot in Telegram — full instructions and example phrases in the 💬 AI Bot Commands section.

💬 AI Bot Commands

Besides using AI for auto-replies to your clients (see 🤖 AI Assistant), you can chat with the bot for yourself — create contacts, leads, tasks, generate documents, all via voice or text in Telegram. Here's what it can do.

Basic commands🔗

Write to the bot in natural language (Ukrainian, Russian, or English). Examples:

Generating documents via the bot🔗

This is one of Internal AI's key features — you can ask the bot to generate a PDF from a template, and it will:

1. Find your template by name (e.g. "Invoice 1")
2. Gather current data from the lead (contact, company, products, total, tax, discount, number, date)
3. Generate the PDF
4. Attach the PDF right in the chat as a file — you can forward it to the client with one tap
5. Save a copy in the lead's Documents section (locally or in your Google Drive, if connected)

Prerequisites🔗

• In Settings → Document Templates, an active template with an uploaded DOCX
• Template has correctly formatted placeholders (see Placeholder Format)
• The lead has products added (if the template is an invoice/act with a total)

Correct phrases🔗

• "Generate invoice 1 for lead 60" (lead number)
• "Create document from template Act for lead 'Acme Corp 6mo'" (quoted lead name)
• "Generate Invoice 1 for lead acme corp" (natural language)

Generation command in the bot chat

Result — PDF attached in the chat

Important distinction: PDF vs payment link🔗

If something doesn't work🔗

The AI bot returns specific errors with instructions:

• "DOCX file for template 'X' is missing from disk" — go to Settings → Document Templates, find this template and re-upload the DOCX.
• "Invalid placeholder in template 'X' near: Y" — you used dot syntax for a field with a space (see Placeholder Format). Fix the DOCX to bracket syntax, re-upload.
• "Template not found" — check the exact name in Settings; write to the bot "what templates do I have?" — it will show the list.

Example of a template error message

Generation + Google Drive🔗

If you've connected Google Drive, the PDF from the bot is written straight into your MyCRM_<ID> folder in Drive rather than our server. The bot still attaches the file in the Telegram chat — you get it right away as an attachment.

This means: even if your local 1 GB limit is full, document generation keeps working — files go to Drive (15 GB of free Google Drive is enough for thousands of documents).

If you disconnect Google Drive — subsequent new documents write locally again (subject to the limit).

📥 Export & Import🔗

Transfer data from another CRM or create a backup.

Go to More → Export/Import:

Export to XLSX🔗

Export all data (contacts, companies, leads) to an Excel file. Convenient for analysis or migration to another system.

Import from XLSX🔗

1. 1
   Download the XLSX template — press the "Download Template" button
2. 2
   Fill the file with your data (contacts, companies, leads — each on a separate sheet)
3. 3
   Upload the completed file to the CRM
4. 4
   The system will show the result: how many records were created and whether there were any errors

Backup (SQLite)🔗

Create a full backup of all data in SQLite format. You can upload it back later for restoration.

👤 Personal Settings🔗

My Profile🔗

Go to More → My Profile:

• Interface language — Ukrainian, Russian, or English. Changes the language of all CRM elements
• AI assistant language — the language in which the AI bot communicates with you in Telegram. Supports 40+ languages

Feedback🔗

Have an idea or found a bug? Go to More → Feedback:

• Type — Suggestion, Bug, or Other
• Message — describe what you want to improve or what isn't working

Your feedback goes directly to the development team.

❓ Frequently Asked Questions

How do I revoke a manager's access?🔗

Go to More → Users, find the user, and press "Delete". The user will no longer be able to access the CRM.

What should I do if the bot isn't responding?🔗

Check the following:

• Whether the bot token is correctly entered in the messenger settings
• Whether the bot is active in @BotFather (command /mybots)
• Whether the client has blocked the bot

If the problem persists — contact support via @mycrmtop_bot.

How many users can I add?🔗

The number of users depends on your subscription plan. Details on the pricing page.

How do I transfer data from another CRM?🔗

Go to More → Import/Export. MyCRM supports importing contacts and leads from CSV files.

Is my data preserved when changing plans?🔗

Yes. All your data is preserved regardless of your subscription plan. Only access to certain features changes.

How do I delete my account?🔗

Contact support via the bot @mycrmtop_bot. Account deletion is irreversible — all data will be permanently removed.

What happens during a system update?🔗

MyCRM updates automatically, without requiring any action on your part. During an update:

• You will see an "Updating the system" page with an estimated wait time (10–30 seconds)
• The page will refresh automatically when the system is ready — no need to press anything
• Your data is safe — updates do not affect stored information

AI is not responding to clients — what should I do?🔗

Make sure that:

• The Claude API key is set in Company Profile → Claude API Key
• The "AI assistant enabled" toggle is turned on in AI settings
• AI is enabled for the specific contact (toggle in the contact card)
• A prompt is written in the AI settings