FAQ's

1. What is the main purpose of CRM Doctor?  
CRM Doctor is a cloud-based CRM system designed to help businesses manage their sales, marketing, inventory, and support processes from a single, centralized platform. It helps organize data and automate tedious tasks to make business operations more efficient. Our CRM software is one of the top CRM options available for businesses looking for a complete suite of tools.

2. How do I get started with CRM Doctor?  
To get started, you first need to define your company’s organizational hierarchy. Then, an administrator must create user accounts and assign roles based on that hierarchy. Finally, you can customize templates and other settings to fit your business needs before you start using this online CRM.

3. Is CRM Doctor suitable for a small business?  
Yes, CRM Doctor is considered the best CRM for small business and it’s also a scalable platform that can be used by all industries and companies of any size and business structure, even by a solo entrepreneur. It is one of the best CRM programs for anyone who needs to track progress, manage customers, and organize day-to-day activities efficiently.

4. Can I customize the look of my dashboard?  
Yes, the dashboard is fully customizable. You can add or remove widgets, resize components, and rearrange the layout by dragging and dropping elements to see the information that's most important to you, making it one of the most flexible CRM platforms.

5. What is the difference between a Lead and a Customer?
A Lead is a person who has shown some interest in your business but whose potential as a customer is not yet confirmed.  

A Customer is a company or legal entity that has already purchased a product or service from you. This distinction is key for effective CRM marketing.

6. How are new Leads added to the system? 
Leads can be added manually by a user, or can be automatically fetched from various sources like website web forms, social media ads (e.g., Facebook, Instagram), and third-party platforms. Our CRM solutions include web forms that integrate with your website to automatically capture new leads.

7. How can I use the Marketing Module for mass communication?
You can run a Campaign by selecting a group of leads and sending them emails from a template. The system has no limit on the number of people you can send a mass email to at one time, making it a powerful CRM tool for outreach.

8. What happens when a Lead becomes interested in my product?
Once a lead shows genuine interest, they can be converted into an Opportunity. This marks the point where the sales process officially begins as the lead now enters your sales pipeline. 

9. How do I create a Quote for a specific customer type?
You can use the Price Books feature to manage different prices for the same product. This allows you to create a quote with a specific price for a dealer, a partner, or a retail customer, ensuring consistency in the prices for a specific user type and preventing errors. This is a key feature of our best sales CRM.

10. How does the CRM track my sales team's activities in the field?  
The Sales Module comes with a feature specifically for field sales tracking that uses geolocation [GPS Tracking]. It allows you to track a salesperson's working hours, total distance travelled, and check-ins at customer locations, making it a powerful feature of our CRM applications.

11. Can I track my business expenses in the Sales Module? 
Yes, a salesperson can upload bills and other expenses directly into the CRM for reimbursement. This is an essential feature of our CRM solutions for internal management.

12. How does the Inventory Module ensure my stock counts are accurate?
The module automates stock management based on business activities. When a Purchase Order is updated to "received shipment," the stock quantity automatically increases. When an Invoice is generated after a sale, the stock quantity automatically decreases. This is a key part of our CRM automation.

13. What is a Stock Transfer Order?  
A Stock Transfer Order is used to track and manage the movement of materials or products from one warehouse to another within your business. This is an essential function of our CRM for business.

14. How are new support tickets created in the system?  
Tickets can be created manually by your team, or can be fetched automatically from multiple channels, including the Customer Portal, website web forms, incoming emails (using the email scanner), and even social media accounts, making it a true multichannel CRM service.

15. Can I use the CRM to build a knowledge base for customers?
Yes, you can create a knowledge base by converting resolved support tickets into FAQs. These FAQs can be used internally by your team or published on the Customer Portal for customers to access. This is an integral part of a good CRM program.

16. What is the purpose of ticket escalation?
Ticket escalation ensures that high-priority tickets are resolved in a timely manner. If a ticket is not attended to by its deadline, the system can automatically escalate it to a manager to prevent delays, a key feature of our top CRM platforms.

17. What is the purpose of Project Templates? 
Project Templates save time and ensure consistency by creating a predefined list of tasks for repeatable projects. For example, a template could be used for a specific project, where the list of tasks is the same for every customer and CRM Users. This is a powerful online CRM tool for project management.

18. Can I see the project schedule? 
Yes, the system provides a Gantt Chart view that gives you a visual schedule of all project tasks and their timelines. This is a standard feature in many online CRM solutions.

19. How do I track the time my team spends on a project?  
The Projects Module includes a Time Tracking feature. Team members can use a timer to record the exact time they spend on each task, which is useful for billing and performance analysis.

20. What is the purpose of Roles and Profiles?
A Role defines a user’s position in the company hierarchy, while a Profile is a template of permissions assigned to a role. This system allows an administrator to set access rules for an entire group of users at once, simplifying management and making CRM Doctor one of the best CRM systems for large teams.