Customer Relationship Management (CRM)

Login & Secure Access

Users can log in with their username and password to access the CRM dashboard. Simple, secure authentication ensures only authorised users can manage business data.

Landing Page – Lead Management Dashboard

Once logged in, users land on the Lead Details page, the heart of the CRM.

Here they can:

• Add new leads
• Edit or update lead information
• Delete leads
• Search leads by name, phone, email, or status
• Confirm a Lead — instantly push the lead into the Customer Info table

This dashboard gives a complete view of all customer enquiries in one place.

Add / Edit Lead Page

A dedicated form where users can:

• Enter customer details
• Update lead information
• Save or cancel data entries

Designed for quick input and easy management of customer data.

Settings Module

The Settings section contains all the essential configuration tools your business needs.

4.1 Department Management

Create, edit, or delete departments to organize your teams.Perfect for businesses with multiple units such as Sales, Support, Retail, etc.

Settings Module

The Settings section contains all the essential configuration tools your business needs.

4.2 Lead Source Management

Add or edit the sources from where leads come in.

Examples:

• Facebook
• Website
• Referral
• Walk-in

This helps in tracking which marketing channels perform best.

Settings Module

The Settings section contains all the essential configuration tools your business needs.

4.3 User Management

Add new CRM users, edit details, assign roles, and remove users if needed.

Supported roles include:

• Admin
• Sales
• Manager

Role-based access ensures smoother operations.

Settings Module

The Settings section contains all the essential configuration tools your business needs.

4.4 Integrations

Connect your CRM with third-party tools like:

• WhatsApp API
• SMS Gateways
• Email Providers
• Other marketing or communication platforms

You can add, edit, or delete integrations anytime.

Reports & Analytics

The CRM includes a detailed reporting dashboard where users can view:

• Lead summary reports
• Daily, weekly, and monthly lead reports
• Converted vs unconverted leads
• Department-wise performance
• User-wise productivity

These insights help in tracking business growth and decision-making.