Question 1

What does the Contacts & Occasions module do?

Accepted Answer

It keeps all your contacts in one address book with details like birthdays and anniversaries, and automatically sends greetings on the day — over WhatsApp, SMS or email — using templates you design. It can also sync contacts from Google.

Question 2

Can it wish customers on their birthday or anniversary automatically?

Accepted Answer

Yes. Store the date once and choose a channel and message template. On the day, ZingoorCRM sends the greeting automatically, so you never miss an occasion.

Question 3

Which channel is used for greetings — WhatsApp, SMS or email?

Accepted Answer

Your choice, per occasion. Greetings go out through the same WhatsApp, SMS and Email modules, using your credits and approved templates, with delivery reports.

Question 4

Can I sync with Google Contacts?

Accepted Answer

Yes. Sync with third-party contacts — especially the Google Contacts API — so your address book stays up to date without manual re-entry. Duplicates are matched and merged.

Question 5

Is this included by default?

Accepted Answer

No. Contacts & Occasions is an à-la-carte custom feature — you opt in and pay only for what you use. It is on our roadmap and we build it out as genuine orders come in.

Question 6

Is my contact data private?

Accepted Answer

Yes. Your contacts are stored on infrastructure we own and host in India, with strict isolation between accounts, and are never sold, shared or sent to external AI unless you explicitly choose.