Tailored CRM Workflows for Every Role
Empower your Super Admins, Sales Managers, Sales Executives, Support Teams, and Finance Users with role-specific tools.
Super Administrator
Complete centralized governance over users, system configuration, products, and overall business metrics.
User & Access Control
Create, edit, activate/deactivate users and assign granular permissions.
System Configuration
Manage company settings, Brevo SMTP email setup, and system logs.
Product & Tax Catalog
Configure products, categories, pricing, and automated tax calculations.
Complete Business Analytics
Access full executive revenue reports and team performance dashboards.
Sales Manager
Monitor team performance, assign leads efficiently, review deal stages, and approve pending quotations.
Lead Assignment
Assign incoming enquiries to the right sales executive instantly.
Quotation Approvals
Review and approve quotations before sending them to prospective clients.
Sales Executive
Manage assigned leads, schedule meetings, issue quotations, and update deal stages to close sales faster.
Deal Pipeline Update
Move deals from Contacted to Proposal Sent, Negotiation, and Won.
Meeting Scheduler
Schedule customer meetings with reminders and interaction notes.
Support Executive
Manage customer support tickets, log resolution notes, and ensure maximum customer satisfaction.
Finance User
Generate tax invoices, track payment status (Paid, Pending, Overdue), and compile financial summaries.