Understanding the structure

Your CRM is built around seven key databases:

• Customers, Deals, Quoting, Invoicing, Products & Services, Interaction Log, and Inventory.

Each database is designed to solve daily challenges for your sales team, making processes efficient and organised.

Getting Started: creating a product

1. Go to Products & Services and create a product.
   1. If physical product:
      1. Go to Inventory, create an item and relate it to such product.
   2. If digital, nothing else.

Where to start?

1. Go to Customers and click “New Customer”.
2. Fill the required fields:
   1. Product Interest, Customer Phone, and Customer Email
   2. Optional: Address.
3. Add extra details like Acquisition Source to track useful metrics.

Creating Deals

1. From a customer’s page (e.g. Manila Vice), click the “New Deal”
   1. The customer’s info will automatically populate the new deal.
   2. Use the My Own Deals tab for a kanban-style overview of your details.
2. Adjust the Selling Value as needed (this starts with the product’s default price).
3. Log interactions (meetings, calls, emails) by clicking “New Interaction”.

Quoting

1. To crate a quote, click “New Quote” from the deal page.
   1. This changes the deal’s Pipeline Status to Quoting.
2. Once the customers agrees to the quote, click “Convert to invoice to generate an invoice.

Invoicing

1. After converting a quote to an invoice, set its Payment Status to:
   1. Pending, Overdue, Paid, or Cancelled.
2. Mark the invoice as Paid to notify the Deal Owner and close the deal.

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By following these steps, you can efficiently manage customers, deals, quotes, and invoices—all in one place. Focus on what matters: building relationships and closing sales!

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