Backup & sync
Keep your call history and CRM data safe in your account and on every device.
Backup keeps your call history and CRM data safe in your account. Get it back on a new phone or share it with your team. Data is sent encrypted and used only for backup and sync. Nothing goes up until you sign in and tap I Agree.
Step 1 — Agree
Read what is backed up and tap I Agree. Tap Not now to keep everything on the phone only.
Step 2 — Choose what to back up
| Option | What it does |
|---|---|
| Attendance app | Syncs only attendance, location and leads. Calls and everything else stay on the phone. |
| Which SIM's calls to back up | Turn each SIM on or off. Both SIMs are on at first. Calls on a SIM turned off are never uploaded. |
| Only calls in working hours | Calls before or after your branch's working hours, or on its day off, stay on the phone. Needs a branch with working hours — ask your admin to set them. |
| Only calls with leads | Calls with numbers that are not leads stay on the phone. When a number becomes a lead, its older calls sync too. |
Step 3 — Exclude numbers (optional)
Numbers on this list are never uploaded. Their calls and CRM data stay only on this phone. Tap Add numbers to exclude, then Skip & Finish.
Check sync status
Open All Tools → Sync settings (or Settings → Backup & sync). The Cloud sync section shows progress for call logs, leads, follow-ups, message templates, paid clients, products, packages, attachments, lead fields and lead statuses.
- Pending — waiting to upload. It clears automatically when you are online.
- Empty — nothing to sync in that section yet.
- Synced — everything is up to date.
Use Force full resync if data looks out of date, and Sync log to see what happened.
Our team replies Mon–Sat, 10 am – 7 pm IST.