Help & Learning Center
Learn how to grow your business using Dolphin CRM. From quick start guides to advanced strategies, we've got everything you need to succeed.
Explore Platform Features
See everything Dolphin CRM offers — from lead management to AI-powered automation.
Quick Start Guides
Get up and running in minutes with our step-by-step guides.
Getting Started in 5 Minutes
Set up your account and start capturing leads immediately. Your entire CRM is ready before your next enquiry arrives.
WhatsApp Integration Guide
Connect WhatsApp Business API, create approved templates, and start messaging customers on India's #1 platform.
Add Your First Leads
Import contacts from CSV, sync from ad platforms, or add them manually. All your prospects in one place.
Send Your First Campaign
Create and launch your first WhatsApp marketing campaign with AI-assisted copy and targeting.
Understanding Credits & Wallet
Simple, transparent pay-as-you-go billing. Top up your wallet, use credits for campaigns, and track every rupee.
Marketing Playbooks
Industry-specific strategies to maximize your results.
Real Estate
Convert property inquiries into site visits and closings.
Gym & Fitness
Turn trial members into long-term subscribers.
Clinic & Healthcare
Streamline patient communication and appointment booking.
Retail Store
Drive repeat purchases with personalized offers.
Coaching Institute
Convert inquiries into enrollments efficiently.
Video Tutorials
Watch and learn at your own pace with our video guides.
Complete Platform Walkthrough
Setting Up WhatsApp Automation
Creating AI-Powered Campaigns
Lead Management Best Practices
AI Assistant Guides
Discover how our AI helps you work smarter, not harder.
Writing Campaigns
AI crafts compelling messages that resonate with your audience and drive action.
Replying to Customers
Smart auto-responses that feel personal and keep conversations moving.
Follow-up Suggestions
Never miss a lead with AI-powered follow-up timing and message recommendations.
Conversion Optimization
AI analyzes patterns to suggest improvements that increase your conversion rates.
Integrations Help
Connect your favorite platforms and automate your workflow.
WhatsApp Business
Direct messaging & campaigns
Lead ads & audience sync
Ads & analytics integration
IndiaMART
Auto-capture buyer leads
JustDial
Sync business inquiries
Frequently Asked Questions
Quick answers to common questions.
Sign up for a free trial, connect your WhatsApp Business account, and import your first leads. Our Getting Started guide walks you through the entire process in under 5 minutes.
Need More Help?
Our support team is here to help you succeed. Reach out through any channel.