MJX CRM FAQ — enquiries, follow-ups, plans and apps

Short answers to the questions owners and counsellors ask most about MJX CRM in Pathshala. Each answer links to the page with the full steps.

#Getting started

What is MJX CRM? Pathshala's enquiry and sales system: every enquiry in one list, with who looks after it, when to call back, and every call, note and WhatsApp message. Start with the CRM overview and the quickstart.

Why does my menu say "Enquiries" and my friend's says "Leads"? The CRM uses your organisation's own words. A school sees Enquiries, Admitted and School visit; a coaching centre sees Enquiries, Joined and Demo class; a business sees Leads, Won and Meeting. The screens work the same way.

Which plan has what? CRM Basic adds assigning enquiries, bulk actions, follow-ups, replying by hand, attachments, import and export, and reports. CRM Pro adds automation, Ask AI, AI calls, click to call, custom fields, integrations (API, webhooks, MCP, ad and marketplace sources) and the audit log. Prices are on Pricing.

#Capturing enquiries

How do enquiries get into the CRM? From your enquiry form, your website, Facebook and Instagram ads, Google Ads, LinkedIn, IndiaMART, JustDial, QR posters, WhatsApp messages and missed calls. See Lead sources and connectors.

Can I put the enquiry form on my website? Yes — as a button link, an embedded form or a one-line script, on every plan. See Web forms and Embed the web form.

What if the same person enquires twice? The CRM matches the phone number (or email) and adds a note to the first enquiry instead of making a second one. Older duplicates can be merged on Same person twice. See Enquiries and leads.

Can I import my old list from Excel? Yes, on Import enquiries (CRM Basic and above; owner or admin). See Enquiries and leads.

#Following up

Does the CRM follow up by itself? Yes. Enquiries from your enquiry form get your WhatsApp follow-up messages on the days you set. With CRM Pro you can add Auto messages (sequences), Auto actions and follow-up AI calls. See Follow-ups and sequences and Automation.

Can the AI phone people for us? Yes, with CRM Pro, on your own Plivo, Twilio, Exotel or other telephone account. It never marks anyone lost — "not interested" leaves a task for a person. See AI calls.

Can I call from the computer? Yes, with Click to call (CRM Pro, a Plivo account): your phone rings first, then the enquiry. See Calls and telephony.

#Team and access

Can a counsellor see only their own enquiries? Yes. Switch on "only my leads" on Who did what; owners and admins still see everything. See Agents and access.

Who can change the setup screens? Only the Owner and Admins. See Troubleshooting for the messages others see.

Can I see who changed what? Yes — the audit log on Who did what (CRM Pro).

#Apps and AI

Is there an app? Yes, the MJX CRM Android app, with the same login as the website. See MJX CRM app.

What can Ask AI do? Answer questions about your enquiries in plain words ("How many joined from Instagram this month?") and draft actions for you to approve. See Ask AI.

#Developers

Is there an API? Yes — a REST API, webhooks and an MCP server for AI assistants, with CRM Pro. See the developer docs.

#Support

WhatsApp or call 7996837555, or email info@mjxtechnologies.com.

#Questions people ask

What is MJX CRM?

MJX CRM is Pathshala's enquiry and sales system. It collects enquiries from your website, ads, WhatsApp and calls, reminds your team to follow up, and follows up on WhatsApp by itself.

Is MJX CRM only for schools and coaching centres?

No. It works for schools, coaching and tuition centres, colleges, skills institutes and businesses. The words change for each — "Enquiries" and "Admitted" for a school, "Leads" and "Won" for a business.

Which plan do I need?

There is a free edition, CRM Basic and CRM Pro. Basic adds team features, follow-ups, reports and Excel; Pro adds automation, AI, click to call, integrations and the audit log. See Pricing for prices.

Does the CRM send WhatsApp messages by itself?

Yes — enquiries from your enquiry form get your follow-up messages on the days you set, unless they reply or the enquiry is closed. Leads added through the API, a lead source or a connector are not messaged automatically.

Can the AI call my enquiries?

Yes, with CRM Pro. The AI caller phones them on your own telephone account between 9:00 and 20:00 India time, books visits or demos, and keeps the whole call on the enquiry.

Is there a mobile app?

Yes, the MJX CRM Android app. It uses the same login as your institute's website.