CRM Help

Getting Started

The CRM (Contact Relationship Management) system helps you manage contacts and track sales deals. No installation required - works entirely in your browser.

• Contacts: Manage your customer database
• Pipeline: Track deals through stages
• Reports: View sales analytics

Adding Contacts

• Click + Add Contact button
• Fill in contact details (name, email, phone, company)
• Click Save to add the contact

Managing Deals

• Click + New Deal to create a new deal
• Assign to Contact: Link deal to a contact
• Deal Stages: Lead → Contacted → Proposal → Won/Lost
• Track deal value and status

Import & Export

Import

• CSV Import: Import contacts from spreadsheet
• XLS/XLSX Import: Import from Excel files
• VCF Import: Import vCard contacts

Export

• Export CSV: Export contacts to CSV format

Navigation

• Contacts: View and manage all contacts
• Pipeline: Visual deal pipeline
• Reports: Sales analytics and reports