Prerequisites

Before accessing the system, users need:

  • A valid username and password.

  • Internet access and a compatible web browser (Chrome, Firefox, Edge).

  • Appropriate user role permissions (Admin, Sales Rep, Support Agent).

System Overview

Dashboard

  • Displays an overview of users, orders, revenue, and visitors.

  • Includes a graphical daily user activity report.

User Management

  • View Users – Lists all registered users.

  • Create User – Allows adding new users.

  • Charts – Visual representation of user statistics.

Leads

  • View Leads – Access and track potential customers.

  • Create Lead – Add new lead entries.

Contacts

  • View Contacts – Manage and update customer details.

  • Create Contact – Add new contacts to the system.

  • Assign Contacts to Accounts – Link contacts with business accounts.

  • Manage Contact Information – Update details such as phone, email, and address.

  • Track Communication History – Maintain a log of interactions with each contact.

Accounts

  • View Accounts – Manage business accounts linked to contacts.

  • Create Account – Register new business entities.

  • Link Accounts to Contacts – Connect multiple contacts to a single account.

  • Monitor Account Activities – Track interactions, transactions, and notes related to an account.

  • Manage Account Hierarchy – Organize parent-child relationships between accounts.

Opportunities

  • View Opportunities – Track business deals in progress.

  • Create Opportunity – Register new business opportunities.

Cases

  • View Cases – Manage customer support requests.

  • Create Case – Log new customer issues or complaints.

Activities

  • View Activities – Monitor scheduled tasks and meetings.

  • Create Activity – Add new activities related to leads, contacts, or accounts.

Communication & Engagement

  • WhatsApp – Integrated messaging for lead management.

  • Email – Enables email communication with leads and clients.

  • Campaign – Manage marketing and outreach campaigns.

Security & Compliance

  • Role-Based Access Control (RBAC) ensures restricted access based on user roles.

  • Data Encryption protects customer and business data.

  • Audit Logs track user activities within the system.