Preface
This manual is your comprehensive, step-by-step guide to using CRM Doctor, a powerful and flexible customer relationship management system. CRM Doctor is designed to help businesses of all sizes, from a single person to large organizations, effectively manage their data and grow their operations.
We understand that managing thousands of records - including leads, quotations, customers, and follow-up tasks - can become a tedious, manual effort if done with spreadsheets. This approach often leaves data scattered and only accessible to one person. CRM Doctor solves this by providing a centralized database, or a central repository, to organize all your information, automate activities, and give you a clear, real-time view of your business.
This Manual's Audience
This guide is written for both new users and administrators of CRM Doctor. It is designed to be accessible and easy to follow, explaining complex features with simple, non-technical language. You will learn not only how to use the system but also how its various functions and modules work together to support and customize your business processes.
Organization of this Manual
The manual is organized into key sections that mirror your business operations:
- Getting Started with CRM Doctor: This section covers the basics, from logging in and understanding the home screen to initial setup.
- Marketing Module: Learn how to capture and manage prospective customers.
- Sales Module: Discover how to track sales opportunities and generate quotes and invoices.
- Inventory Module: Understand how to manage your products, services, and stock levels.
- Support Module: Find out how to handle customer tickets and service requests efficiently.
- Projects Module: A guide to managing larger projects and tasks.
- Settings: A guide for administrators to configure and customize the system for their organization.
