CRM Modules – User Guide

  • Add new staff members
  • Edit staff details
  • Change password
  • Set roles & permissions
  • Enable / Disable staff accounts

  • Attendance management
  • Leave application & approval
  • Add Leave Rules before applying leave
  • Add Shift Types before assigning Shift Manager
  • Configure Interview Rules for interviews

  • Dashboard summary with charts
  • Add / Edit projects
  • Add / Edit project tasks
  • Project group collaboration
  • Chat within project groups

  • Create dynamic forms
  • Add custom fields and values
  • Assign documents to multiple staff
  • Comment and reply on documents

  • Send emails directly from CRM
  • Works only after SMTP setup
  • AI support for email content (if enabled)

  • Send & receive emails
  • Manage multiple email accounts
  • SMTP configuration required

  • View current plan
  • Invoice history
  • Increase staff limit
  • Upgrade subscription plan

  • Add and manage leads
  • Configure task status before use
  • Convert leads to deals

  • Manage invoices
  • Products & pricing
  • Payments & reports