No. If you can use Google Sheets and WhatsApp, you can use Clicarity. Dashboards are designed for business teams — not developers.

Unlike Zoho or Odoo, Clicarity: Doesn’t charge per user Offers unlimited Admins Has built-in WhatsApp automation Runs on visual dashboards, not complex modules Uses process-based billing, not seat-based

A Dashboard is a workspace to manage one full process — like leads, jobs, tickets, HR, or expenses. It includes live tables, automation, WhatsApp actions, and real-time status tracking.

We’ll help you set it up during onboarding. You can also connect your Google Sheet, Zoho, Other Platform and select from pre-made workflows. No coding or technical setup required.

Clicarity is a click-based dashboard platform that helps businesses manage operations, automate workflows, and communicate via. WhatsApp — all without switching between multiple tools. Think of it as a smarter, leaner alternative to traditional CRMs and ERPs.

These are simplified dashboards meant for staff or field team members. Each team member gets access only to the data they need. It’s a one-time charge of ₹1,500 per user — no recurring cost.

Clicarity is built for Businesses that run daily operations, leads, tasks, HR, or ticket workflows. Whether you're a services business, agency, contractor, or field operations team, Clicarity will feel like magic.

Unlimited Admins on all plans. Add any number of Team Members via one-time payment. You never pay per user.

Yes, just let us know before the next billing cycle.

No. You get unlimited users, editors, and viewers — we only charge for dashboards and actual usage

You can track up to 3,750 full enquiries/month. Each workflow typically uses 8 actions — every click, every step is counted.

Admin Dashboards: Used by founders or decision-makers Team Dashboards: Created for specific team roles (sales, ops, etc.) Each team member dashboard is a one-time ₹1,500 add-on.

Yes, a one-time ₹1,500 setup fee (discounted from ₹4,500). It includes onboarding and standard dashboard setup.

You can enhance your setup with the following: ₹1,500 / Additional Dashboard (One Time) → Add another admin dashboard for a different business process or unit. ₹1,500 / Team Member Dashboard (One Time) → A dashboard customised for a specific team member (e.g., sales, ops, delivery). ₹300 / WhatsApp Flows Forms (One Time) → Add more WhatsApp-based input forms to collect enquiry data via WhatsApp chat. ₹500 / month – WhatsApp API Channel (Notifications) → Enables sending automated notifications via WhatsApp (like order updates, status alerts). ₹300 / month – 5,000 External API Calls / Actions → Need more automation or actions? Add more monthly bandwidth here. Need help choosing add-ons? Book a quick demo call and we’ll guide you live: https://calendly.com/clicarity/demo

You can add 5,000 more actions for ₹300/month. It's usage-based — pay as you grow.

Yes. You can add multiple WhatsApp API Channels for different workflows, teams, or geographies.

WhatsApp message costs depend on Meta’s standard rates and are billed via your connected WA.Expert platform. Clicarity only charges for API usage, not per message.

Yes. You can: Send auto-replies based on lead or job status Trigger reminders, updates, approvals Use buttons, templates, and pre-approved messages

Clicarity connects to your WhatsApp Business API to send automated messages for reminders, status updates, approvals, and more — all linked directly to your dashboards.

Yes. You can trigger or receive data from external platforms (like Zoho, Shopify, Razorpay, etc.) via custom API calls. You can purchase 5,000 external API calls/month for ₹300 as an add-on.

WhatsApp API = For sending automated notifications to customers WhatsApp Flows = For collecting input (forms) via WhatsApp You can add either or both depending on your use case.

No. Templates, flows, and triggers are set up via simple config — no programming required.

Yes. You’ll need a WhatsApp Business number. We’ll help you activate your WhatsApp API using your number

To use WhatsApp notifications, you’ll need: A new phone number (not already on WhatsApp) A ₹1,000 recharge in your messaging wallet (used for template messages) → Utility templates in India cost ₹0.11 each → This ₹1,000 lasts until it's used — no expiry We handle setup via www.WA.Expert, our WhatsApp API partner. You'll also get access to their bulk messaging plan as part of this add-on.

Yes. Team Member Dashboards are designed for mobile-first use. Admins can also access and use dashboards on mobile or tablet. However, preferably use a desktop, laptop or computer to manage your dashboards

Yes. In fact, dashboards are initially built on Google Sheets. You can use your existing sheets to power dashboards and workflows without migration.

Since the platform is cloud-based, real-time actions require internet. However: All actions are auto-logged Sync resumes automatically once connectivity is restored

Yes. Your data is securely stored and managed either on Google Sheets or our AWS (EC2 + RDS) servers with access control. We use encrypted connections and data-layer restrictions to prevent unauthorized access.

Yes. Admins have full access to all dashboards Team Members see only rows assigned to them Access can be restricted by process, column, or even individual row

Yes. You can export data directly from your dashboards. Admins can download table reports in CSV, Excel, or PDF formats.

No. You can export your data anytime. If you're using Google Sheets, the sheet remains yours even if you cancel.

Yes. We provide onboarding videos, tutorials, and walkthroughs to help train your team — especially for Team Member Dashboards.

Yes. If you have a specific workflow, we can build or configure a custom dashboard based on your process. This may require an onboarding or one-time setup fee depending on complexity.

You can reach us via: WhatsApp (direct link on your dashboard) Email Support section inside the admin dashboard

Yes. We help you get set up, connect your sheets, configure dashboards, and walk you through your first workflow — all included with your plan.

White-labelling is available on the Enterprise plan. You can: Use your domain Replace Clicarity branding Offer dashboards under your agency or brand name

All plans include: Chat support via WhatsApp Email support Remote screen-share support (as needed) For Advanced and Enterprise plans: Priority support Dedicated success manager (optional)

Yes. We guide you during onboarding and offer support for configuring future dashboards. No coding or technical knowledge needed — just your process and your team.