Steel CRM

Steel CRM software

Let’s get a little more familiar with using the system. First, (and we will assume you are using the Claro or Delight theme from now on) try clicking on a few of the menu tabs – such as Accounts or Contacts within the Sales & Marketing menu group. The module (basically, different sets of information are organized within different modules, and each module has a tab you click on to use it) screens are displayed within your browser very promptly after you click on them – 1CRM is nice and fast! And your server and browser both cache (remember) certain portions of the screen displays for each module, so each screen gets even faster after the first time or two you access it

Sales & Marketing

 Accounts

 Contacts

 Campaigns (and Targets, Target Lists)

 Leads o Opportunities

 Partners

 Marketing Events

Order Management

 Quotes

 Sales Orders

 Invoices

 Credit Notes

 Shipping

 Payments

 Purchase Orders

 Bills

 Receiving

 Product Catalog

 Discounts

 Price Books

Project Management

 Projects (and Project Tasks)

 Human Resources

 Booked Hours

 Timesheets

 Expense Reports

 Booking Categories

Customer Service

 Service Contracts

 Supported Products

 Recurring Services

 Cases

 Software Bugs (and Products, Releases)

 Knowledge Base

Reports & Settings

 Reports

 Dashboards

 Websites

 Activity Log

 System Bulletins

 Administration (optionally, for those with administrator rights)

The System Administrator can control which users will be able to see and use which modules, so many users will not actually see all the modules listed above. From the Home Dashboard where the system ‘wakes up’, you can access any Module with which you want to work, by clicking on the tab that bears its name. Modules help you work more efficiently by grouping the tools and functions you need to perform specific tasks.

Note: Not every module in the system has a tab, such as modules most often used in relation to another module, for example Email Templates, Targets, or Project Tasks.