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Companies & Contacts Directory
🏢 Companies & Contacts Directory How Leads, Contacts & Companies Connect These three modules are deeply interconnected. When you add a lead: Company Auto-Creation…
Follow-Ups & Overdue Tracker
📅 Follow-Ups & Overdue Tracker Navigation: Header → Follow Up Follow-ups are scheduled reminders to take action on a lead or deal. The Follow-Up…
Deals & Sales Pipeline
Deals & Sales Pipeline Navigation: Header → Deals A Deal is a qualified sales opportunity with a monetary value, an expected close date, an…
Leads Management
Leads Management Navigation: Header → Leads Leads are potential customers or business opportunities. They are the starting point of your sales process. Lead Listing…
Executive Dashboard
Executive Dashboard Navigation: Header → Dashboard The Executive Dashboard is the central intelligence hub of iSales CRM. It gives administrators, sales managers, and individual…
Registration, Authentication & Onboarding
Registration, Authentication & Onboarding Individual Registration For solo entrepreneurs, freelancers, and independent consultants. Navigation: Pre-Login → Create Account → Register Enter your name, email,…
User Roles, Permissions & Access Matrix
User Roles, Permissions & Access Matrix iSales CRM has 2 login types. Employees are not a separate login — they are added and managed…
Architecture & Multi-Tenancy Overview
Architecture & Multi-Tenancy Overview iSales CRM is built on a true multi-tenant architecture — each organization operates in a fully isolated workspace. No client…
