About

3. Deal & Pipeline Management

3.1 Creating Deals

• Link deals to contacts and organizations

• Add expected close date and deal value

3.2 Custom Pipelines

• Customize stages: Prospecting, Negotiation, Won, Lost

3.3 Forecasting & Performance Tracking

• Real-time view of deal values per stage

• Filter by user, team, or timeline

4. Task & Activity Management

4.1 Tasks and Reminders

• Create calls, emails, meetings, follow-ups

• Set due dates and reminders

4.2 Calendar Sync

• Google and Outlook integration

5. Communication & Automation

5.1 Email Integration

• Connect Gmail or Outlook

• Track email opens and clicks

5.2 SMS/WhatsApp Integration

• Send individual or bulk messages

5.3 Automation Rules

• Triggers: New lead, missed follow-up

• Actions: Send email, assign user

6. Invoice Module

6.1 Creating Invoices

• Add customer, products/services, tax and discount

• Set due date and terms

6.2 Invoice Statuses

• Draft, Sent, Viewed, Paid, Overdue

6.3 Recurring Invoices

• Set up monthly/quarterly cycles

6.4 Reminders and Late Fees

• Automated email reminders

• Optional late fee configuration

7. Proposal Module

7.1 Creating Proposals

• Select template or create new

• Add items, pricing, validity

7.2 Client Interaction

• Clients can accept or reject online

• E-signature support

7.3 Conversion to Invoice

• One-click convert proposal to invoice

8. Payment Module

8.1 Supported Gateways

• Stripe, Razorpay, PayPal

8.2 Sending Payment Links

• Directly from invoice or proposal view

8.3 Payment Tracking

• Real-time payment status updates

8.4 Refund Management

• Log and track partial or full refunds

9. Reports & Analytics

9.1 Sales & Deal Reports

• By user, pipeline, status

9.2 Invoice Reports

• Paid, unpaid, overdue

9.3 Payment Reports

• Gateway-wise and client-wise filters

9.4 Custom Reports

• Export to Excel/PDF

10. Admin Settings

10.1 User Management

• Add/Edit/Delete users

• Role and permission assignment

10.2 CRM Settings

• Company branding, time zone, currency

10.3 Tax & Billing

• GST/VAT configuration

10.4 Email & Notification Settings

• SMTP setup, notification preferences

10.5 Data Backup & Security

• Daily backups and encryption standards

11. Integrations

11.1 Email & Calendar 11.2 Payment Gateways 11.3 API Access & Webhooks 11.4 Zapier/Make Integration

12. Help & Troubleshooting

12.1 Common Issues

• Login errors, sync issues, email failures

12.2 Support

• Live chat, email, ticketing system

12.3 Feature Requests

• Submit via portal

12.4 System Updates

• View changelog and version history