Persuiteplus CRM User document – Feature-Based Guide

1. Introduction

This user document explains the complete functionality of the Persuiteplus CRM system in a simple and user-friendly manner. It helps internal marketing and sales teams understand how to use the CRM efficiently to manage leads, quotations, campaigns, and reports.
The Persuiteplus CRM is designed to enhance productivity, improve lead conversion, and provide insightful analytics for better decision-making.

2. Login & Authentication Module

This module ensures secure and convenient access to the Persuiteplus CRM system.

Key Features

• Email & Password Login
• Forgot Password & Password Reset
• Multi-Factor Authentication (2FA)
• MPIN and Biometric Login (for mobile app)

How to Use

• 1. Open the CRM login page
• 2. Enter your registered email ID and password
• 3. Click 'Login' to access your dashboard
• 4. If you forgot your password, click 'Forgot Password' to reset it
• 5. For higher security, enable Two-Factor Authentication in your profile settings

3. Dashboard Overview

The dashboard provides a quick overview of Persuiteplus CRM performance metrics. It displays real-time data on leads, sales, campaigns, and quotations.

Key Features

• Quick stats on total leads, quotations, and campaigns
• Graphs and charts to track progress
• Recent activity and upcoming follow-ups
• Personalized shortcuts for easy navigation

How to Use

• 1. After logging in, the dashboard appears by default
• 2. Review key statistics to track your performance
• 3. Use filters to view data by date, branch, or product category

4. Lead Management Module

This module helps you manage potential customers (leads) effectively from acquisition to conversion.

Key Features

• Add, edit, and manage leads
• Assign leads to sales users
• Filter and sort leads by status, date, or category
• View lead communication history
• Convert leads into quotations or customers

How to Use

• 1. Navigate to the 'Leads' section from the main menu
• 2. Click 'Add Lead' to create a new record
• 3. Assign the lead to a sales executive
• 4. Save to add the lead to the database
• 5. Update lead status as you progress with follow-ups

5. Opportunity Management Module

This module helps you manage potential customers (leads) effectively from acquisition to conversion. Leads are converted to opportunity as per the qualification criteria set by admin.

Key Features

• Add, edit, and manage leads
• Assign leads to sales users
• Filter and sort leads by status, date, or category
• View lead communication history
• Convert leads into quotations or customers

How to Use

• 1. Navigate to the 'Opportunity' section from the main menu
• 2. Assign the lead to a sales executive if required
• 3. Save to add the opportunity to the database
• 4. Update opportunity status as you progress with follow-ups

6. Quotation Management Module

The Quotation module enables users to create, manage, and track quotations efficiently.

Key Features

• Create and edit quotations
• Add products and pricing details
• Apply discounts, taxes, and validity periods
• Submit quotations for approval
• Email approved quotations to customers

How to Use

• 1. Go to the 'Quotations' module
• 2. Click 'New Quotation'
• 3. Enter the customer name, product details, and pricing
• 4. Add applicable discounts and taxes
• 5. Save the quotation as draft or submit for approval
• 6. Once approved, send the quotation directly to the customer

Quotation Authorization

Admins can authorize or reject quotations created by sales representatives.

Actions

How to Use

• 1. Open Admin → Quotations → Authorization
• 2. Review pending quotations in the list
• 3. Click View to check details
• 4. Choose Authorize or Reject

7. Campaign Management Module

This module allows marketing teams to plan, execute, and monitor campaigns.

Key Features

• Create and manage campaigns
• Assign participants and set targets
• Track campaign progress and conversion rates
• Analyze campaign ROI

How to Use

• 1. Open the 'Campaigns' module
• 2. Click 'Add Campaign' to create a new one
• 3. Fill in details like Campaign Name, Start Date, End Date, Target Amount, and Description
• 4. Assign sales users or teams as participants
• 4. Monitor progress using campaign reports and analytics

8. Reports & Analytics Module

The Reports module provides insights into CRM data and helps evaluate business performance.

Key Features

• Lead performance reports
• Quotation and sales reports
• Campaign effectiveness reports
• Employee performance tracking
• Export reports in Excel or PDF formats

How to Use

• 1. Click on the 'Reports' tab
• 2. Select the type of report you wish to view
• 3. Apply filters such as date range, branch, or product category
• 4. Click 'Generate Report' to view details
• 5. Export or download the report as needed

9. Admin & Settings Module

1. General Settings & Personalized Configuration

The Reports module provides insights into CRM data and helps evaluate business performance.

• Notifications: Configure and manage system alerts and notifications.
• Lead Management Settings:
  • Custom Fields
  • Lead Qualify Policy
  • Tags
  • Lead Source
  • Communication Channels
  • Special Events
• Product Master: Manage product details used in quotations and campaigns.
• Email Templates: View or select predefined templates for CRM communications (currently one per type).
• Campaign Settings:
  • Targeted Audience
  • Campaign Type
• Quote Templates: Define quotation layout and design (currently one template available).
• Terms & Conditions: Add or modify the standard business terms shown in quotations.
• Financial Year Goal Settings: Define yearly sales targets or goals for the organization.

2. Lead Qualification Policy

Allows administrators to define which fields are mandatory for a lead to be considered “qualified.”

Key Features

• Displays all lead fields in a list view.
• Each field includes a mandatory toggle or checkbox.
• When modified, the system checks all existing leads and moves unqualified ones into the appropriate stage based on the new criteria.

How to Use

• 1. Go to Admin → Lead Management → Qualify Policy.
• 2. Review all available lead fields.
• 3. Mark the fields you want to make mandatory.
• 4. Save your changes — the CRM automatically validates existing leads against the new criteria.

3. Tags Management

Admins can create and manage tags to categorize leads and customers for easier tracking and reporting.

Fields

• Tag Name
• Description

How to Use

• 1. Navigate to Admin → Lead Management → Tags.
• 2. Click “Add Tag” to create a new tag.
• 3. Enter tag name and description.
• 4. Save the tag or modify/delete existing ones as required.

4. Lead Source Management

Admins can define where leads are generated from (e.g., Direct, Referral, Campaign).

Fields

• Lead Source (default: Direct, Referral, Campaign, Website, Email)
• Description

How to Use

• 1. Go to Admin → Lead Management → Lead Source.
• 2. Click “Add Source.”
• 3. Enter the source name and description.
• 4. Save or modify as needed.

Notification Management

Admins can view or delete notification settings for Push, Email, and Web channels.

Notification Types:

• Daily Lead Statistics Report – Email
• Daily Opportunity Statistics Report – Email
• Daily Closed Won/Loss Statistics Report – Email
• Daily Follow-up Violation (Quotes, Opportunity, Lead, Activity)

Quotation Authorization – Email, Web

Actions: View / Delete

How to Use

• 1. Go to Admin → Notifications.
• 2. Review all active notification types.
• 3. Select a notification and click Delete if not required.

Financial Goal Settings:

Admins can define company-wide goals for each financial year, including sales targets and performance metrics.

• 1. Open Admin → Financial Year Goals.
• 2. Set financial year, target amount, and description.
• 3. Save to track goal progress in reports.

10. Tips & Best Practices

• Update lead and quotation details regularly for accuracy.
• Use filters in reports to get the most relevant data.
• Review campaign analytics weekly to optimize performance.
• Ensure roles and permissions are properly configured to maintain data security.