# Before You Start

> What you need before connecting LeadSquared or Zoho CRM to Edesy - workspace role, an Edesy number, a forwarding rule for inbound logging, wallet balance, and how recording links and pricing work.

Source: https://edesy.in/docs/crm-integrations/getting-started

Check these before you open **Settings → CRM integrations** in [voice-app.edesy.in](https://voice-app.edesy.in).

## Checklist

| You need | Why |
|---|---|
| Owner or admin role in the Edesy workspace | Only owners and admins can add, change or disconnect a CRM connection |
| An active Edesy number | It is the caller ID for click-to-call. Buy one after [KYC](https://edesy.in/docs/voice-api/account/kyc) |
| A forwarding rule on the number | Inbound calls are logged for forwarding numbers. See the [call forwarding quick start](https://edesy.in/docs/call-forwarding/getting-started/quick-start) |
| Wallet balance | Calls are charged per minute from your wallet. New accounts get Rs 20 welcome credit |
| CRM admin access | Zoho needs a Zoho administrator to approve access. LeadSquared needs someone who can add a Universal Telephony Connector instance |

## Recording links

The call log in your CRM carries a link to the call recording. Links stay valid for **two years**. Anyone with the link can play the recording, so share CRM access accordingly. Click-to-call calls are recorded by default, and a short recording notice plays to the customer.

## Pricing

| Call type | Price |
|---|---|
| Click-to-call (from the CRM or the API) | Rs 1.50/min, 60-second pulse |
| Inbound calls forwarded to your team | Rs 1.00/min, 60-second pulse |
| CRM connector | No fee |
| Number rental | As shown when you buy the number |

Prices exclude 18% GST.

## Next

- [Connect LeadSquared](https://edesy.in/docs/crm-integrations/connectors/leadsquared)
- [Connect Zoho CRM](https://edesy.in/docs/crm-integrations/connectors/zoho-crm)