CRM User Guide

—

by

admin4
in

FinCRM.com is Customer Relationship Management (CRM) software for managing customer relations in an efficient manner.
It helps streamline the organization-wide sales, marketing, customer support, and management in a single system.
Modules in the CRM Software:

Getting Started

Features

The first step is creation of an Account. A user account is required for access, authentication and authorization to use online CRM software.

Registration

To register in application, click on the link and it will redirect to registration page https://fincrm.com/crm/register . Enter your name, mail id and password and click the signup button. You will get a confirmation mail with an activation link to the registered mail id. Upon admin approval, the user will be able to access the CRM Software.

Login

To login the CRM application, click on the login link and it will redirect to login page https://fincrm.com/crm/login . Enter mail id and password and click sign in button. After login you will be able to view the CRM dashboard page.

Forgot Password

When user forgets the password, they can click on forgot password link and it will redirect to forgot password page https://fincrm.com/crm/password/reset Give your mail id which is registered in application. You will get a mail to create new password.

Features of CRM Software:

Dashboard:

When user login into the application they will see the dashboard page where the statistical analysis of CRM Software modules are displayed in the form of charts and graphs. That includes sales funnel, latest leads, and details of leads, contacts, sales, orders, customers and snapshot of global reports.

Web to Lead

Web to lead is the process of using a website form to capture visitor information and storing that information as a new lead. Web to lead directly collect and captures the leads from contact form of your website. Users can generate unlimited web to lead forms which can be used across several websites as contact us form. The web to lead form is generated as an embed code. They can view number of views, details of contacts who submitted the form, conversion rate etc for each form. The contacts from web to lead form can be converted to Lead.
Users can create a web to lead form using add button

Accounts

Accounts are the companies which are in contact with the user or are involved in business deals. The accounts are further represented by contacts and leads. The user can see list of accounts and can manage them. They can edit, delete and can also download in csv format.
To create an account click on the + button and pop up is visible as below

Contacts

Contacts are the people who matter and are saved by a company in the database. They may be individual or representing an enterprise. The user can see list of contacts and can manage them. They can edit, delete and can also download in csv format. User can also convert a contact to lead.
To create a contact – click on the + button and pop up is visible as below

Leads

Leads are the people who show interest in your product or service. They can be created new or status of existing contact can be changed to a lead. The user can see list of leads and can manage them. You can edit, delete and can also download in csv format. Leads are the most important section of the CRM Software. User can edit lead status to – qualified, junk, yet to call etc. The user can view lead by – name, deals, lead status, account, company, product etc. They can also add a lead to a deal.
To create a lead – click on the + button and pop up is visible as below

Deals

Deal is the process of business agreement between user and leads. These also display an amount involved in the transaction. Deals have different stages and have estimated time to close. Outcome of a deal may be won or lost. The user can manage deals; and can add, edit and delete deals. User can view deals by – name, lead, account, product, amount, lead source, closing date, deal type etc.
To create a deal – click on the + button and pop up is visible as below

Customers

Those who have bought a product or service are customers. Customers are leads who made successful deal with user. Users can view list of customers along with the lead, deal, amount, payment status, lead source and product details.

Sales

Sales are the business deals which are successfully done by user. They are amount that a lead made in a deal. Users can view list of sales along with the lead, deal, amount and product details. They can also view payment status.

Orders

Order is a confirmed request by the lead to buy goods or services under specified terms. An order is confirmed from the deals section. Users can view list of orders along with the lead, order number, deal, shipping date, amount and product details. They can also view payment status

Forecast

Forecast is the process of making predictions of the future based on past. Forecast amount can be allocated to sub users as target goals on monthly, quarterly or yearly basis.

Territory

Territory is region, country, state or city which is part of a business operation. Territories are used to categorize the business based on the location with respect to user. The user can view the sales made with respect to territory. A territory can be assigned to sub users. The user can overall manage territories and sub users.

Territory Management

Product

Product is the item offered for sale and can be a service or an item. Users can view product detail like name, category, price, image, size, units
Product can be added using the – add product button

Document Management

A document management system is a system used to receive, track, manage and store documents. Document or images can be in the CSV, Word, Excel, PDF, PNG, Gif, Jpeg format
Document can be added using the – add document button

Invoice Management

Invoice Management software helps businesses automate vendor invoices. Users can create unlimited invoices, edit and view them. Users can view invoice by invoice number, name, bill to, amount, status and date
Invoice can be added using the – add invoice button. There is an option to add multiple products, company logo, shipping charges and discount also.

Project Management

Project management helps teams to plan, track & collaborate online. Users can add, edit, and delete project. The users can view projects by name, type, creation date, project status, members of project, man days, project manager etc.
Project can be added using the – add project button. There is an option to add project name, code, project status, project members, forecast of man days and actual, submission date etc.

Web Mail

Webmail is an email service that can be accessed online. Users can compose email and send it to any contact, lead or email id in the system.
Users can also add details of marketing campaigns. They can add fields like campaign name, start date, end date, budget, cost, revenue etc

Mails

It is an Email Software for managing your mailing. Users can compose email and send it to any email id. Users can also view trash and sent emails.
To send mail – click on the compose button

Task

Create, track and manage your tasks. Also assign tasks to your team members, prioritize, and set due dates and view tasks. Users can view tasks by Task title, owner, priority, type, start date, due date, completed date and status.
Users can add task by clicking on the – New Task button and adding task title, owner, description, start date end date, priority description etc.

Ticketing

Ticketing module manages the query and problem solving system of the clients. Ticket is the enquiry of the client made to the company for informing the particular problem to the company. The ticketing module assists in the proper management of the support tickets starting from the date of ticket creation, assignment, tracking of changes and status of the ticket.
Users can view list of tickets, ticket id, contact name, email, address, product name, priority, status and last updated.
To add a Ticket, user can click on the – New Ticket button

Settings

Change different configurations and categories like tax percent amount in invoice, email templates etc.

Reports

Present insights and information in an organized format in the form of graphs and charts. Users can view reports of Web to lead, leads, accounts, contacts, deals, customers, sales on daily, weekly, monthly basis.

Trash

Trash is temporary storage for information and files that have been deleted by the user, but not yet permanently erased from the system. Users can check the respective messages in Trash and restore them.

Search

Use search option to search data, information, document or file on system. Users can search by keyword in contacts, leads, deals, customer, sales, order modules.

Add New

Use this option to add a new web to lead, contact, lead, account, deal, territory, forecast, product, invoice etc

Calendar

It provides an overview of your appointments and schedules. Calendar has daily, weekly, monthly display format. Deals and events are visible on the respective dates.
Users can post new event in colander and add – event title, description, start date and time, end date and time, relationship to contact, lead, and account and event type.

Events

In the Events module, user can schedule his meetings and engagements. They can manage event by add, edit, delete and also view upcoming events. The events on the current day are notified and can be seen in notifications and calendar

Notifications

Notifications are the list of dates and event which show closing dates of deals and events scheduled on the current day. These unread notifications are visible on header with bell icon showing count of unread notifications.

Sub Users

Sub users are the members who report under supervision of user. User may create sub-users and assign them territory and forecast options. The sub users are assigned to territories. Targets are set to sub users based on month and year. Sub user can be assigned to territory. User can manage sub users.

CRM User

Profile

Profile is an information page of the user. It shows names, designation email id, address, reports etc. It also displays the sub users of the user.
The user can edit the profile anytime