A Tour of Your CRM Settings
Nine settings screens, and only four matter on day one. Here is the map, and the order worth doing them in.
Guides for people who run their own ads
Complete, honest walkthroughs on tracking Google Ads and Meta leads, offline conversions and attribution. Written to solve the problem properly — including the parts where our product is not the answer.
Datacenter and VPN Traffic in Google Ads Leads: What It Really Means
Datacenter traffic and VPN traffic get lumped together by most fraud tools. Only one of them is actually suspicious.
How to Get Ad Names (Not IDs) Into Your CRM
A lead that says "Ad set: 23851094821" is useless. Ten minutes of setup makes it say "Parents 25-45" instead — here is exactly what to paste.
Google Ads: High CTR but No Conversions — What It Actually Means
A high CTR with no conversions is a specific, diagnosable problem. Here are the six causes in the order you should rule them out.
Google Ads Invalid Click Refunds: What You Can Actually Claim
Google credits invalid clicks it detects automatically. Understanding what that already covers tells you whether raising a claim is worth your time.
The Google Ads IP Exclusion Limit, and What to Do When You Hit It
You get 500 IP exclusions per campaign. Anyone blocking addresses seriously runs out — here is what to do instead of playing whack-a-mole.
Are Mobile App Placements Wasting Your Google Ads Budget?
Most clicks from inside mobile games are fat-finger taps, not interest. They are enabled by default, and excluding them takes about five minutes.
Google Ads Search Partners: Worth It, or Wasted Spend?
It is on by default, you cannot see which sites ran your ads, and turning it off takes one click. Here is how to find out if it is costing you.
How CRM Notifications Work
Six things trigger a notification, and one rule stops them becoming noise. Here is what fires, what does not, and why.
How Lead Scoring Works in Your CRM
The score is a completeness and intent signal, not a prediction. Knowing the difference stops your team trusting it for the wrong things.
How Much of Your Google Ads Budget Is Wasted on Fake Clicks?
Every vendor quotes a scary percentage. None of them have seen your account. Here is how to work out your own number instead of trusting theirs.
How the Claudphic Ads Affiliate Program Works
Recurring commission on every payment your referrals make. Here is exactly how attribution works and when you get paid.
How to Compare Landing Page Performance
A page producing 200 leads that never close is worse than one producing 20 that do. Here is how this screen ranks them, and what it cannot tell you.
How to Create and Manage CMS Pages
CMS pages are for standing content. Using one as a campaign landing page is the mistake worth avoiding — here is why.
How to Debug a Failing Integration with API Logs
The first question when leads stop arriving is whether the request ever reached the CRM. The API log answers it in about ten seconds.
How to Import and Export Leads in Your CRM
Getting your existing spreadsheet into the CRM takes one file and about five minutes. Here is the format, and the two ways Excel quietly breaks it.
How to Manage Your Account and Password
Changing your own details takes a minute. Knowing who can help when you are locked out is worth reading before you need it.
How to Map Meta Event Actions to Pipeline Stages
A connected pixel reports nothing until you map a stage to an event. Here is the five-minute setup, and the one mapping mistake worth avoiding.
How to Organise Content with Categories
Six categories beat twenty. Here is how to structure them, and why one common habit quietly competes against your own posts in search.
How to Publish a Blog Post from Your CRM
The content module publishes to your own site. Here is the workflow, and the three fields that decide whether a post ever gets found.
How to Read Response Time and Lead Leakage
This screen shows how fast leads get answered and where they stop moving. Here is exactly how each number is worked out.
How to Read Your CRM Dashboard
Every number on the dashboard answers a different question. Here is what each one measures — and which two are worth acting on first.
How to Report a Problem in Your CRM
The form asks you for three things and captures eleven. Here is what it sends, and how to write a report that gets fixed quickly.
How to Set Up Your Sales Pipeline Stages
Stages look like a cosmetic setting. They quietly define every conversion rate in the product — and which moves report to your ad platforms.
How to Stop Google Ads Lead Form Spam
A fake lead costs more than a fake click: it wastes a salesperson and teaches Google to find more like it. Here is how to stop them arriving.
How to Tell If Your Google Ads Clicks Are Real
Before you accuse anyone of click fraud, rule out the four far more common explanations. Here are the signals that actually distinguish them.
How to Track Deal Value and Revenue in Your CRM
Deal value looks like an optional field. It is the input behind revenue, ROI, page ranking and the value-at-risk estimate — all of which fail silently without it.
How to Use My Day to Work Your Leads
One screen, three lists, in the order you should work them. Here is what feeds each one and why the order matters.
How to Use Tasks and Follow-Up Reminders
The most common way a deal dies is a good conversation with no next step booked. Tasks are the fix — if the whole team uses them the same way.
How to Use the Kanban Pipeline Board
The board is the fastest way to move deals — and moving a card can fire a conversion to Google or Meta. Here is what happens when you drag.
How to Use the Media Library
Images uploaded here get a permanent address you control — which is the whole reason not to paste links from somewhere else.
Invalid Traffic vs Click Fraud: What Is the Difference?
Click fraud is a subset of invalid traffic, not a synonym. Knowing which one you have tells you whether to file a claim or change a setting.
Is a Competitor Clicking My Google Ads?
It is the first explanation everyone reaches for and rarely the right one. Here is how to check, and why the real answer is often more reassuring.
The Same Phone Number on Multiple Leads: What It Actually Means
One number on six enquiries looks like spam and usually is not. Here is how to read the pattern, and why deleting them costs you real data.
Understanding the Attribution Profile on a Lead
Platform, campaign, ad set, ad, device and first touch — all on one panel. Here is how to read it and how to fill in what is missing.
Why Is My Google Ads Budget Spent So Fast?
Budget gone by mid-morning feels like an attack. Usually it is one of seven ordinary causes — including one Google does on purpose.
Fix: 'This Page Is Not Authorized for This Landing Page' Error
This error looks like a configuration mistake but is usually a browser default silently hiding information the check needs. Here is the actual fix.
How to Add Custom Fields to Your Leads Form
The default lead form covers name, email and phone. Everything specific to your business — budget, city, product interest — is a custom field away.
How to Add Team Members and Assign Roles in Your CRM
Adding someone to your team takes under a minute. Knowing which role to give them — and how many seats your plan actually includes — takes this guide.
How to Configure SMTP So Your CRM's Emails Don't Land in Spam
If invoices, reminders or password resets from your CRM are landing in spam, connecting your own SMTP and sending domain is almost always the fix.
How to Connect Amazon S3 for File and Media Storage
Uploads work fine on local storage out of the box. Moving to S3 matters once you're on shared hosting with limited disk, or want a CDN in front of media.
How to Connect a Google Ads Account to Claudphic Ads CRM
Connecting Google Ads takes five pieces of information from Google, not from us. Here is exactly where to find each one and where to paste it in the CRM.
How to Connect Meta Pixel and Conversions API to Claudphic Ads CRM
Connecting Meta takes a pixel ID and a permanent access token from Events Manager, plus an optional test event code to verify before you go live.
How to Connect WhatsApp Business API to Claudphic Ads CRM
Connecting WhatsApp lets a logged WhatsApp activity actually send, instead of just recording a note. Here is the setup and one real limitation.
How to Create a Custom Role With Limited Permissions
Not every teammate fits Admin, Manager or Sales Executive cleanly. Building a custom role takes two steps: create it, then check the boxes it should have.
How to Create a Landing Page and Install the Tracking Script
Registering a landing page takes three fields. Wiring the script to your form takes one function call. Here is the whole setup, start to finish.
How to Generate and Secure an API Key for Lead Capture
The generic Lead API accepts a POST from anywhere with a valid key — your own form, another system, a script. Here is how to create and lock down a key.
How to Map Google Ads Conversion Actions to Your CRM Pipeline Stages
A connected Google Ads account reports nothing until you tell the CRM which pipeline stage fires which conversion action. Here is the five-minute setup.
How to Send CRM Leads to Google Sheets or Zapier Using Webhooks
Want every new lead to drop into a Google Sheet, or trigger a Slack message via Zapier? An outbound webhook does it without any custom code on your end.
How to Set Up Company Branding and Business Details in Your CRM
One settings screen sets your logo, currency, timezone and default SEO details. Here is what each field controls, and where it actually shows up.
How to Set Up the Google Lead Form Extension Webhook in Your CRM
Like Meta's native forms, Google's Lead Form Extensions collect data inside Google Ads unless you connect a webhook. Here is the five-minute setup.
How to Set Up the Meta Lead Ads Webhook in Claudphic Ads CRM
Meta's native lead forms don't send data anywhere on their own. Here is how to wire the webhook so a form submission becomes a CRM lead within seconds.
How to Upgrade, Downgrade, or Cancel Your CRM Plan
Upgrading, downgrading and cancelling each work differently on purpose. Here is exactly what happens, and when, for each one.
How to Use the Traffic Quality Dashboard to Spot Fake Leads
Bot traffic and fake form fills quietly waste ad spend. The Traffic Quality screen is where you see exactly how much, and from where.
Why Can Every Team Member See All the Leads in Your CRM?
Assigning a lead to someone doesn't hide it from everyone else. Here is exactly how visibility works today, and what to do if that's not what you want.
Why Your Google Ads Refresh Token Keeps Failing (and How to Fix It)
A refresh token failing after weeks of working fine is almost never random. It is one of five specific, checkable causes — here is how to find which one.
What a CRM for real estate Google Ads leads actually needs to do
A three-month sales cycle with site visits and multiple decision-makers breaks generic CRM assumptions. Here's what actually matters for real estate ad leads.
Google Ads IP exclusion for bot traffic: a practical guide
Excluding an IP address stops it seeing your ads again — but at the account level or the campaign level, and pushed automatically or only after review. Here's how to choose.
How to stop fake clicks on Google Ads
The honest version: you cannot prevent a fraudulent click from happening. You can detect the pattern fast and stop paying that source again. Here's the difference, and how to act on it.
Meta Conversions API setup for lead generation businesses
The Facebook pixel alone only ever sees a form fill. The Conversions API is how you tell Meta which of those leads actually became paying customers.
How to send offline conversions to Google Ads from your CRM
Google only sees the form fill, not the sale. This is the full process for telling it which leads actually became customers — including the gclid capture step most guides skip.
How to track which Google Ads keyword actually generated a sale
Uploading conversions back to Google Ads is only half the picture — here's how to see keyword-level ROI yourself, without relying only on Google's own reporting.
What is a gclid (Google Click ID), and why does it matter?
A gclid is a unique code Google attaches to your landing page URL for every ad click. Lose it, and you lose the ability to ever prove which ad paid for that sale.
WhatsApp lead tracking for Google Ads campaigns
Click-to-WhatsApp ads skip the form entirely, which means the usual gclid-in-a-hidden-field trick has nothing to attach to. Here's what actually works instead.
Why your Google Ads conversions don't match your actual sales
The dashboard says 40 conversions, your ledger says 27 sales. Here's why that gap exists and which parts of it are actually a problem.
Why speed to lead matters more for Google Ads leads than most sales teams think
Someone who just clicked a paid ad is, by definition, actively comparing options right now. The business that calls back first usually wins, regardless of price.
Stop guessing which ads are working
Claudphic Ads captures every lead with its click ID attached, then reports the ones that became customers back to Google and Meta automatically. From ₹999/month, with a free trial.