Documentation

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General Settings

We recommend you to make all the default settings based on your Business Requirement at the initial stage of using the CRM itself, so that all other future addition of data will be seamless.

Custom Field Settings

If you need to enable or disable any field in Lead, Client or Product module, you can do it from here. You can also add new field based on your business need.

Menu Settings

Don’t want to see all the modules in the Menu which are not required for your Business need?
You can enable or disable that in your Menu settings

Custom Module Settings

You are free to create additional modules based on your Business need from here.
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Dashboard

Dashboard will give you a complete picture of your Business which will give you a bird eye view of your Business.
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