FinCRM.com Admin Guide

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FinCRM.com is CRM software for managing sales force, lead management, sales pipeline and marketing in an organized manner. It helps the management of a company streamline the sales, marketing, customer support departments and bring it on a single platform.

Admin Modules in the CRM Software are:

Getting Started

Features

Login

To login the admin panel of CRM application, click on the login link and it will be redirected to login page. Enter email id and password and click sign in button. After login, admin will be able to view the CRM dashboard page

Forgot Password

When admin forgets the password, they can click on forgot password link and it will redirect to forgot password page Give your email id which is registered in application and you will get a mail to create new password

Dashboard

When admin logins into the software they will view the dashboard page. Here the statistical analyses of CRM Software modules of all users 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 of all users

Administrators

Admin can create other similar accounts with admin privileges. The account is activated upon email verification. The admin can set feature restrictions as per requirement and it covers all the modules of the CRM Software like leads, contacts, accounts, product, projects, settings etc. Admin can also edit and block the accounts.

Users

Admin can view the list of users registered on the CRM Software. User account is activated upon email verification and then be manually activated by admin. Admin can also search, edit and block the user accounts. The admin can set user feature restrictions as per requirement and it covers all the modules of the CRM Software like leads, contacts, accounts, product, projects, settings etc

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 collects and captures the leads from contact form of your website. The admin can view number of views, details of contacts who submitted the form, conversion rate etc for each form by user wise, drop down

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. Admin can see list of accounts by user wise, drop down and can manage them. They can edit, delete and can also download in CSV format.

Contacts

Contacts are the people who are in touch and are saved by a company in the database. They may be individual or representing an enterprise. Admin can see list of contacts and can manage them by user wise, drop down and can manage them. They can edit, delete and can also download in CSV format

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. Admin can see list of leads and can manage them by user wise, drop down and can manage them. Admin can edit, delete and can also download in CSV format

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. Admin can view deals by – name, deal stage, lead, account, product, amount, lead source, closing date, deal type etc. Admin can manage deals and can search, add, edit and delete deals can also download in CSV format

Customers

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

Sales

Sales are the business deals which are successfully done by customer. Admin can view list of sales along with the lead, deal, amount, payment status and product details by user wise, drop down

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. Admin can view list of orders along with the lead, order number, deal, shipping date, amount, payment status, shipping date and product details by user wise, drop down

Forecast

Forecast is the process of making predictions of the future based on past sales. Forecast amount can be allocated to users as target goals on monthly, quarterly or yearly basis. Admin can also view forecast vs. achievement of all users and by user wise, drop down

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. Admin can also view list of territories of all users, sub users and by user wise, drop down

Products

Product is the item offered for sale and can be a service or an item. Admin can add product detail like name, category, price, image, size, units. Admin can also view, search, edit and delete the products

Document

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. Admin can view all the documents added by users

Invoice

Invoice Management module helps businesses automate vendor invoices. Admin can view invoices, edit and search them. Admin can view invoice by invoice number, name, bill to, amount, status and date and by user wise, drop down

Groups

Group is collection of users which are a part of a business operation. They can be used to setup a Team. Groups can also be used to categorize the business based on the products with respect to user. Admin can also view list of groups of all users, products, leads and by user wise, drop down

Projects

Project management helps teams to plan, track & collaborate online. Admin can view, add, edit, and delete project. The Admin can view projects by name, type, notes, creation date, project status, members of project, man days, user, project manager etc.

Tasks

Task management allows users to create, track and manage tasks. Admin can view tasks by Task title, owner, priority, type, start date, due date, completed date and status

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. Admin can view support tickets, contact name, email, priority, type, date of ticket creation, assignment, tracking of changes and status of the ticket by user

Settings

Admin can change different configurations and categories like Roles, User Types, Account Types, Industry Types, Lead Source, Lead Status, Deal Stages, Deal Types, Payment Status, Project Status, Product Category, Departments, Countries, States, Currencies, Email Categories, Email Templates, Email IDs, Units, File Categories, Cron Jobs, Task Outcomes, Task Types, and Ticketing etc

Reports

Present insights and information in an organized format in the form of graphs and charts. Admin can view reports of Web to lead, leads, accounts, contacts, deals, customers, tasks, tickets 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. Admin can check the respective messages in Trash and restore them

Search

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

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

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.

Events

In the Events module, admin 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. Admin can also view list of events in calendar and by user wise, drop down. Admin can post new event in calendar and add – event title, description, start date and time, end date and time, relationship to contact, lead, and account and event type.

Profile

Profile is an information page of the admin. It shows names, designation email id, address, reports etc. The admin can edit the profile anytime

CRM Software from FinCRM.com covers all CRM modules like Marketing, Sales, Service management and customization. It provides an affordable and trustworthy CRM solution to the companies looking for increasing efficiency and productivity.

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