User Guide

Learn how to make the most of your CRM system

Getting Started

Dashboard

Your central hub for quick access to important metrics, recent activities, and system status.

Settings

Configure your account preferences, integration settings, and customize your CRM experience.

Core Features

Contacts

Manage your entire contact database with powerful tools for organisation and communication.

  • Add new Contacts manually or import from CSV
  • View detailed Contact Profiles and interaction history
  • Segment Contacts for targeted marketing

Bookings

Schedule and manage all your contact appointments in one centralised system.

  • Create and manage bookings with an intuitive interface
  • Send automated booking confirmations and reminders
  • Track booking status and history

Tasks

Organize and track your work with a powerful task management system.

  • Create tasks with priorities, due dates, and descriptions
  • Filter tasks by status, priority, and assignment
  • Search through all your tasks instantly
  • Track completed tasks and productivity

Analytics Dashboard

Monitor your business performance with real-time metrics and visualizations.

  • Track total leads, conversion rates, and revenue
  • View lead source breakdown with interactive charts
  • Monitor pipeline funnel and win rates
  • Analyze recent high-value activity

Quick Start Guide

1

Adding a New Contact

  1. Navigate to the Contacts page from the sidebar
  2. Click the "Add Contact" button in the top right
  3. Fill in the required contact details
  4. Click "Save" to add the contact to your database
2

Creating a Booking

  1. Go to the Bookings page from the sidebar
  2. Click "New Booking" button
  3. Select a contact from the dropdown or create a new one
  4. Choose the service type and appointment time
  5. Click "Create Booking" to schedule the appointment
3

Creating a Task

  1. Navigate to the Tasks page from the sidebar
  2. Click the "New Task" button
  3. Enter the task title and description
  4. Set the priority level (Low, Medium, High, or Urgent)
  5. Choose a due date (optional)
  6. Click "Create Task" to save
4

Managing Tasks

  1. Use the sidebar filters: Inbox, My Tasks, Due Soon, Completed
  2. Filter by priority: Urgent, High, Medium, or Low
  3. Search tasks by title, description, or task ID
  4. Sort by date, priority, or status
  5. Click any task to view its details
5

Setting Up Marketing Integrations

  1. Go to Settings from the sidebar
  2. Navigate to the Facebook or Google Ads tab
  3. Click "Connect" to authorize your account
  4. Select your ad accounts to sync
  5. Leads will automatically appear in your Contacts section

Marketing Integrations

Facebook Lead Ads

Automatically capture and sync leads from your Facebook advertising campaigns.

  • OAuth 2.0 secure authentication
  • Real-time webhook processing
  • Multi-account support
  • Custom field mapping
  • Test mode for validation

Google Ads API

Track campaign performance and ROI directly from your CRM dashboard.

  • Real-time campaign metrics
  • Multi-account management
  • Cost and conversion analysis
  • Dashboard integration

Microsoft Calendar Sync

Keep your CRM bookings synchronized with your Microsoft Calendar.

  • Bidirectional synchronization
  • Event to booking conversion
  • Automatic sync on page load
  • Deleted event tracking

Need Help?

If you encounter any issues or have questions about using the CRM, our support team is here to help.

Submit a Support Ticket