Staff
Staff play a crucial role in managing access and ensuring the security of an organization. Staff can give permissions to the user; these permissions determine what actions users can perform and what data they can access.
View
Create
Edit
Delete
Customer Groups
Customer Groups in a CRM system allow you to segment your customers based on various criteria to track the customer with their groups. By grouping customers, businesses can better understand their needs and preferences
Loyal Customer
Buyer
New Customer
Researchers
Tax Rates
Tax Rates are used to set tax for the transaction. Customer can set configuration for tax rates with tax name and tax percentage.
Currencies
Currencies are used to transaction from one country to another country. You can set configuration with currency code, symbol and decimal Seperator.
Payment Modes
Payment modes are used to transfer funds from a payer to a recipient through bank account or cash in hand. you can set configuration for payment modes.
Expenses Categories
Expense categories are a structured way of organizing and classifying a company's costs. You can set configuration for expense categories with category name.
Tax Rates
Currencies
Payment Modes
Expenses Categories
Custom Field
Customers can create custom fields in their CRM to store additional information specific to their business needs. Custom fields ensure the CRM meets unique and evolving business needs.
GDPR
The General Data Protection Regulation (GDPR) gives individuals more control over their personal data and simplifies the regulatory environment for international business.
Roles
Roles in a CRM define user access and permissions based on their responsibilities and hierarchy within the organization such as an admin have full access while user have access to their leads and customer interactions.
Settings
Settings helps in managing all the module as per the customer requirements. This includes configuring user roles, customizing purchase and sales, and setting up automated workflows.
