CRM USER MANUAL

INTRODUCTION

The CRM module is subdivided into 3 large parts including:

1. Dasboard
2. Client
3. Billing

And looks like the capture shows.

I - DASHBOARD

This functionality allows the user to have a general overview of the important activities of the organization relating to customer relations. In this space you have access to diagrams of several kinds such as registered customers by month, year, city, country, industry and that of interactions with customers.

I. CLIENT

This part allows you to save your customers and their information, allowing you to easily find them later and categorize and group information about them. It is composed of sub-modules such as:

1. All clients
2. Interactions with customers
   
3.  Notifications
4.  Groups
5.  Document to sign

1. ALL CLIENTS

When you click on "All Customers", you will see a new page appear with a table containing all the customers who have already been registered. The “Action” part allows you to:

1. View
2.  Edit
3.  Delete

The “Show Entries” option allows you to define the number of customers you want to have per page.

The "Date Created" option allows you to quickly search for registered customers within a specified time interval.

The “Export to EXCEL” option allows you to export your customer file from the CRM module to the EXCEL software on your computer.

The "Import from XLSX" option allows you to import your customer file from the Excel software on your computer to the CRM module.

To add a customer, click on the “Add” button. On the new page that appears, fill out the form then click on the “Save” button to save.

2. CUSTOMER INTERACTIONS

This feature allows you to record the discussions you have with your customers. This helps your organization to keep the history of interactions with customers and thus optimize customer relation.

When you click on the "Clients Interactions" feature, you will see a table appear on a new page with all the interactions you have had with your customers that have already been registered. In the “Action” part you have the possibility to see the details on an interaction, to edit it, to clone it or to delete it.

The option "Show entries" allows you to define the number of interactions you want to have displayed per page.

The "Search" option allows you to quickly search for interactions you have had with a customer by entering a text. Click in the text box and start typing. The system will give you different options for you to choose from.

To add an interaction, click on the “Add” button. On the new page that appears, fill out the form then click on the “Save” button to save.

3. NOTIFICATIONS

This feature allows you to send emails to staff and customers in your business.

When you click on the "Notifications" feature, you will see a table appear on a new page with information relating to all emails sent. In the "Action" section you have the option of viewing the details of an email or deactivating the sending of an email if this is programmed.

To send an email, click on the “Send a notification” button. On the new page that appears, fill out the sending form and click on “Preview”. You will be able to view the integrated data then click on the “Send an email” button. notification ”to send.

4. GROUPS

This feature allows you to create groups to facilitate sending mass notifications.

When you click on the "Groups" feature, you will see a table appear on a new page with information about the different groups you have created. In the "Action" part you have the possibility to see the details of a group, edit or delete.

5. SIGN DOCUMENTS

This feature allows you to send documents to be signed to clients by email.

When you click on the "Sign Documents" feature, you will see a table appear on a new page with all the documents which have already been signed, those which have not yet been signed and those which have been deleted. In the “Action” part you have the possibility to see the details of a document, to delete or to restore it.

III - BILLING

This part includes the following parts:

1. Orders
2. Invoices
3. Services
4. Proformas

1. ORDERS

This feature allows you to generate customer orders.

When you click on the "Orders" feature, you will see a table appear on a new page with all the orders you have already registered. In the “Action” part you have the possibility to see the details of an order, clone it and cancel it. In the action view details you can add a payment, print the order or convert the order to a PDF file.

The “Show entries" option allows you to define the number of orders you want to have per page.

The “Search” option allows you to quickly search for the orders you have recorded by entering the customer's name.

To add an invoice, click on the “Add” button. On the new page that is displayed, fill in the form then click on the “Save” button to save.

2. INVOICES

This functionality is used to generate invoices to customers.

When you click on the "Invoices" function, you will see a table appear on a new page with all the invoices that have already been recorded. In the “Action” part you have the possibility to see the details on an invoice, to output it in pdf file, to print it, to output and print the receipt of the invoice, to integrate the payment and to send the invoice by email.

The option “Show entries” allows you to define the number of invoices you want to have per page.

The "Search" option allows you to quickly search for an already saved invoice by entering a text. Click in the text box and start typing. The system will give you different options for you to choose from.

To add an invoice, click on the “Add” button. On the new page that appears, fill out the form then click on the “Save” button to save.

3. SERVICES

This feature allows you to register the different services you offer.

When you click on the "Provision of services" functionality, you will see a table appear on a new page containing information on the different services that you offer. In the "Action" section you have the option of editing or deleting a service.

The option "Show entries" allows you to define the number of service delivery you want to have per page.

The “Search” option allows you to quickly search for the services you have had to register by entering the name of the service.

To add a service, click on the “Add” button. On the new page that is displayed, fill in the form then click on the “Save” button to save.

4. PROFORMAS

This feature allows you to generate and send pro formas to clients.

When you click on the "Pro formas" feature, you will see a table appear on a new page with all the pro formas that you have already saved. In the “Action” part you have the possibility to see the details on a pro forma, modify it and send it by email.

The option "Show entries" allows you to define the number of invoices you want to have per page.

The “Search” option allows you to quickly search for the pro formas that you have generated for a client by entering the name of this client.

To add a proforma, click on the “Add” button. On the new page that is displayed, fill in the form then click on the “Save” button to save.