CRM

Welcome to the CRM documentation. This guide provides comprehensive insights into managing your customer relationships, optimizing workflows, and leveraging the features of the CRM system. Inspired by the powerful functionality of EspoCRM, our CRM is tailored to streamline resellers' operations, making it easier to track, manage, and grow your business relationships.

Our CRM is a customer relationship management platform designed to help resellers streamline their business processes. It provides tools for managing customer data, tracking sales, automating workflows, and generating reports to drive informed decision-making.

Whether you’re tracking potential leads or managing ongoing client relationships, this CRM is built to improve efficiency and foster growth.

Key Benefits:

Using CRM (Intro)

1. Getting Started

System Requirements

To use the CRM effectively, ensure your system meets the following requirements:

User Access and Roles

Our CRM employs a role-based access control system. Common roles include:

To ensure data security, users should be assigned appropriate roles based on their responsibilities.

Logging In

2. Core Features

Dashboards

Dashboards provide an overview of your business’s key metrics and activities. They can be customized to display:

Accounts and Contacts

The Accounts and Contacts modules are central to managing your relationships:

Actions:
Leads and Opportunities

Track potential customers and convert them into sales with these tools:

Sales Management

Manage your entire sales pipeline in one place:

Task and Activity Tracking

Stay organized with integrated task and activity management:

3. Customization

Every business is unique, and the CRM offers extensive customization options:

4. Advanced Features

Reports and Analytics

Gain insights into your performance with powerful reporting tools:

Automation and Workflows

Automate repetitive tasks to save time and reduce errors:

Integrations

Expand functionality with third-party integrations:

5. Troubleshooting and Support

Common Issues
Support Options

The CRM offers several support channels:

With the CRM, managing your customer relationships has never been easier. Whether you’re tracking leads, closing deals, or maintaining client satisfaction, our platform is designed to help you succeed. For additional guidance, reach out to our support team for assistance.

Using Accounts

The Accounts module is designed to help you manage and organize businesses or organizations you interact with. Each account serves as a central hub where you can store essential information, track interactions, and link related contacts, leads, and opportunities. Here’s a detailed guide to using the Accounts section effectively.

1. Navigating to the Accounts Module

2. Creating a New Account

To add a new account:

  1. Click the "Create" Button:

    • In the Accounts module, click the + Create button at the top-right corner.
  2. Fill Out the Account Details:

    • Account Name (Required): Enter the name of the business or organization.
    • Industry: Select the industry category (e.g., Retail, Technology).
    • Type: Indicate whether it’s a customer, prospect, partner, or vendor.
    • Billing Address: Enter the billing address of the account.
    • Shipping Address: If different, specify the shipping address.
    • Phone Number: Add the main contact number for the account.
    • Website: Enter the account’s website URL.
  3. Save the Account:

    • Click the Save button at the bottom to store the new account.

3. Viewing and Editing Accounts

Accessing an Account Record:
Editing Account Information:

4. Linking Contacts to an Account

Contacts represent individuals associated with an account. To link contacts:

  1. Open the desired account record.
  2. Scroll down to the Contacts subpanel.
  3. Click the Link button to associate an existing contact or the + Create button to add a new one.
    • If creating a new contact, enter the individual’s details (e.g., name, email, phone).
  4. Save the contact. It will now appear in the Contacts subpanel.

5. Managing Interactions and Activities

The Accounts module allows you to track interactions and activities, such as meetings, calls, and tasks:

Adding Activities:
Viewing Interaction History:

6. Filtering and Searching Accounts

Use filters and search options to locate specific accounts quickly:

Search Bar:
Filters:

7. Deleting Accounts

Deleting an Account:

8. Best Practices for Managing Accounts

By mastering the Accounts module, you’ll unlock the full potential of your CRM to build stronger relationships and drive your business forward. For additional help, contact our support team or refer to the full CRM documentation.

Using Contacts

1. Navigating to the Contacts Module

2. Creating a New Contact

To add a new contact:

  1. Click the "Create" Button:

    • In the Contacts module, click the + Create button at the top-right corner.
  2. Fill Out the Contact Details:

    • First Name and Last Name (Required): Enter the individual’s name.
    • Email Address: Add the primary email address for communication.
    • Phone Number: Include the main contact number.
    • Associated Account: Link the contact to an existing account for better organization.
    • Address: Enter the contact’s physical or mailing address, if applicable.
  3. Save the Contact:

    • Click the Save button to store the new contact.

3. Viewing and Editing Contacts

Accessing a Contact Record:
Editing Contact Information:

4. Linking Contacts to Accounts

Each contact should be associated with an account for better data organization and tracking. To link a contact to an account:

  1. Open the desired contact record.
  2. Locate the Account field in the record.
  3. Select an existing account or create a new one directly from the dropdown.
  4. Save the changes.

5. Tracking Interactions and Activities

The Contacts module allows you to log and monitor all interactions with individuals:

Adding Activities:
Viewing Interaction History:
Logging Notes:

6. Searching and Filtering Contacts

Quickly locate contacts using the search and filter options:

Search Bar:
Filters:

7. Deleting Contacts

Deleting a Contact:

8. Best Practices for Managing Contacts

By mastering the Contacts module, you can strengthen individual relationships, improve communication efficiency, and drive your business goals forward. For further assistance, contact our support team or explore the full CRM documentation.

Using Leads

The Leads module is designed to help you capture, track, and manage potential customers effectively. Leads are individuals or organizations that have shown interest in your product or service but are not yet fully qualified. This guide will walk you through how to use the Leads module to convert prospects into long-term customers.

1. Navigating to the Leads Module

2. Creating a New Lead

To add a new lead:

  1. Click the "Create" Button:

    • In the Leads module, click the + Create button at the top-right corner.
  2. Fill Out Lead Details:

    • First Name and Last Name: Enter the lead’s personal information.
    • Company/Organization: If applicable, enter the lead’s associated company.
    • Email Address and Phone Number: Provide contact details for communication.
    • Lead Source: Indicate how the lead was acquired (e.g., website inquiry, referral, trade show).
    • Status: Select the current status (e.g., New, In Progress, Qualified, Disqualified).
    • Industry: Specify the industry if applicable.
  3. Add Additional Information:

    • Include notes about the lead’s needs, timeline, or any relevant context.
  4. Save the Lead:

    • Click the Save button to store the new lead.

3. Viewing and Editing Leads

Accessing a Lead Record:
Editing Lead Information:

4. Qualifying a Lead

Qualifying a lead means assessing their potential to become a customer. To qualify a lead:

  1. Open the lead record.
  2. Review the lead’s details and interaction history.
  3. Update the Status field to reflect their progression (e.g., Converted).
  4. If the lead is ready to convert, link them to an account and/or contact or create a new one.

5. Tracking Interactions and Activities

To maintain a comprehensive history of your engagement with a lead:

Adding Activities:
Logging Notes:

6. Filtering and Searching Leads

Quickly locate specific leads using the search and filter options:

Search Bar:
Filters:

7. Converting Leads

Once a lead is qualified, you can convert it into an account, contact, or opportunity:

  1. Open the lead record.

  2. Click the Convert button.

  3. Choose the desired action:

    • Create Account and Contact: Automatically generate an account and contact record based on the lead’s details.
    • Create Opportunity: Link the lead to a new sales opportunity.
  4. Review and confirm the information, then complete the conversion process.

8. Deleting or Archiving Leads

Deleting a Lead:

9. Best Practices for Managing Leads

By mastering the Leads module, you can streamline your sales pipeline and ensure that no potential customer is overlooked. For further guidance, reach out to our support team or refer to the full CRM documentation.

Using Opportunities

The Opportunities module is designed to help you manage and track potential revenue-generating deals. Opportunities represent sales prospects that you’re actively working on, allowing you to monitor progress, forecast revenue, and prioritize efforts effectively. This guide will walk you through the features and best practices for using the Opportunities module.

1. Navigating to the Opportunities Module

2. Creating a New Opportunity

To add a new opportunity:

  1. Click the "Create" Button:

    • In the Opportunities module, click the + Create button at the top-right corner.
  2. Fill Out Opportunity Details:

    • Opportunity Name (Required): Provide a descriptive name for the opportunity.
    • Account: Link the opportunity to an existing account.
    • Expected Close Date: Specify the anticipated date for closing the deal.
    • Stage: Select the current stage of the sales process (e.g., Prospecting, Negotiation, Closed-Won, Closed-Lost).
    • Probability: Enter the potential revenue value for this opportunity.
    • Assigned User: Designate a team member responsible for managing the opportunity.
    • Add Additional Information: Include notes about the opportunity’s background, client requirements, or key stakeholders in the description field.
  3. Save the Opportunity:

    • Click the Save button to store the new opportunity.

3. Viewing and Editing Opportunities

Accessing an Opportunity Record:
Editing Opportunity Information:

4. Tracking Progress Through Sales Stages

The Opportunities module uses stages to track where each deal stands in the sales pipeline. Common stages include:

To update the stage:

5. Adding Activities and Notes

Keep a detailed record of all interactions and activities related to each opportunity:

Adding Activities:

6. Searching and Filtering Opportunities

Quickly locate specific opportunities using the search and filter options:

Search Bar:
Filters:

7. Closing Opportunities

When an opportunity reaches its conclusion, mark it as either "Closed-Won" or "Closed-Lost":

  1. Open the opportunity record.
  2. Update the Stage field to "Closed-Won" or "Closed-Lost" as shown in point 4.
  3. Add a note explaining the outcome (e.g., reasons for loss or feedback from the client).
  4. Save the record.

8. Best Practices for Managing Opportunities

By mastering the Opportunities module, you can streamline your sales process, improve forecasting accuracy, and close more deals. For further assistance, reach out to our support team or explore the full CRM documentation.

Using Activities

The Activities module allows you to schedule, track, and manage all interactions and tasks related to your business. From emails and meetings to calls and tasks, the Activities module ensures that you stay organized and never miss an important follow-up. The built-in calendar provides a centralized view of your upcoming commitments. This guide will walk you through each component of the Activities section.

1. Navigating to the Activities Module

2. Managing Emails

Emails are a crucial part of client communication. The CRM allows you to send, receive, and track emails directly within the system.

Sending an Email:
Tracking Emails:

3. Scheduling and Managing Meetings

Meetings help you maintain direct communication with clients or team members. The Meetings section allows you to create and track all scheduled appointments.

Creating a Meeting:
Managing Meetings:

4. Logging and Tracking Calls

Calls are essential for follow-ups and quick resolutions. The Calls section allows you to log both completed and scheduled calls.

Logging a Completed Call:
Scheduling a Call:

5. Managing Tasks

Tasks help you stay on top of to-dos and deadlines. The Tasks section allows you to create, assign, and monitor progress.

Creating a Task:
Tracking Task Progress:

6. Using the Calendar

The Calendar provides a centralized view of all scheduled activities, including meetings, calls, and tasks.

Accessing the Calendar:
Adding Events to the Calendar:

7. Best Practices for Managing Activities

By mastering the Activities module, you can stay organized, improve communication, and ensure all tasks and interactions are completed on time. For additional assistance, contact our support team or refer to the full CRM documentation.