Documentation preview

CRM Feature & User Guide

A simple guide for learning the CRM feature by feature. The final version will include the approved feature list, screenshots, and exact working steps.

Start with Chapter 01 Back to Product
Guide chapters
Guide overview

Learn one chapter at a time

This is sample content for UI approval. We will replace it with the full CRM feature list and real screenshots.

01
Getting started

CRM Dashboard

See important business information, pending work, team activity, and quick actions from one clear dashboard.

CRM Dashboard
Screenshot previewCRM Dashboard screen will appear here
Replace this sample with the approved CRM screenshot.

Main features

  • Business overview cards
  • Pending action alerts
  • Lead and team summary
  • Quick working shortcuts

How to use

  1. Sign in with your CRM account.
  2. Review alerts and today’s work.
  3. Open the required module from the side menu.
02
Daily work

Lead Management

Add customer enquiries, assign follow-up work, record notes, and move every lead through a clear finance journey.

Lead Management
Screenshot previewLead Management screen will appear here
Replace this sample with the approved CRM screenshot.

Main features

  • New lead entry
  • Lead allocation
  • Follow-up reminders
  • Status and document tracking

How to use

  1. Open Leads and choose Add Lead.
  2. Enter the customer and requirement details.
  3. Assign the lead and schedule the next follow-up.
03
Network management

Advisor & DSA Management

Manage advisor profiles, memberships, activity, submitted business, and access from one organised workspace.

Advisor & DSA Management
Screenshot previewAdvisor & DSA Management screen will appear here
Replace this sample with the approved CRM screenshot.

Main features

  • Advisor onboarding
  • Free and paid memberships
  • Profile approval flow
  • Advisor activity overview

How to use

  1. Review the new advisor request.
  2. Check submitted profile information.
  3. Approve access and assign the correct plan.
04
Finance catalogue

Products, Banks & NBFCs

Maintain finance products, lender availability, basic eligibility details, and the services shown to your team.

Products, Banks & NBFCs
Screenshot previewProducts, Banks & NBFCs screen will appear here
Replace this sample with the approved CRM screenshot.

Main features

  • Finance product catalogue
  • Bank and NBFC records
  • Eligibility guidance
  • Product availability controls

How to use

  1. Choose a product category.
  2. Review the connected lender options.
  3. Publish the product for your working team.
05
Business operations

Payouts, Credit & Reports

Keep payout work, advisor credits, business figures, and operational reports easier to review.

Payouts, Credit & Reports
Screenshot previewPayouts, Credit & Reports screen will appear here
Replace this sample with the approved CRM screenshot.

Main features

  • Payout work status
  • Advisor credit balance
  • Business performance reports
  • Downloadable records

How to use

  1. Select the reporting period.
  2. Review the business or payout entries.
  3. Export the required record for checking.
06
Growth tools

Add-ons & Business Tools

Extend the CRM with Fintech API, Cibil reports, POS software, apps, training, and marketing support.

Add-ons & Business Tools
Screenshot previewAdd-ons & Business Tools screen will appear here
Replace this sample with the approved CRM screenshot.

Main features

  • Fintech API access
  • Cibil report service
  • POS and mobile apps
  • Training and marketing tools

How to use

  1. Open Add-ons from the CRM menu.
  2. Choose the service required by your business.
  3. Contact support to activate the selected add-on.