Documentation for CRM & Project Management Application


After Installation


Go to Settings from the main navigation menu which is on left side, and update general information like company phone, email, address, city, state, country, money formatting options, time zone, language etc. Finally upload your company logo for both internal and external use. Optionally upload a favicon.
  • Configure Email
  • Cron Job
Optional Setup & Information
  • User Roles
  • New User/ Team Member
  • Tax Rates
  • Payment Modes
  • Google Recaptcha
  • Setup real-time notification with pusher.com