InfyCRM Admin Panel

Dashboard

The dashboard provides a comprehensive overview of leads, project status, and ticket status through various charts. It also displays total counts for invoices, estimates, proposals, projects, members, and customers. Additionally, it includes weekly payment records and a comparative chart of incomes versus expenses.

Customers

The Customers module enables users to manage customer information efficiently. Users can view, create, edit, update, and delete customer records, ensuring accurate and up-to-date data. Additionally, the module supports the management of customer contacts, allowing users to create, edit, update, and delete contact details associated with each customer. This functionality is accessible to authorized users, ensuring secure and organized data management.

Members

The Members module allows users to view and manage member lists, including creating, editing, updating, and deleting members. Users can also activate or deactivate members, impersonate other users, and log in to the system.

Articles

The Articles module allows users to view and manage article lists, including creating, editing, updating, and deleting articles. Users can also activate or deactivate the status of each article.

Tags

The Tags module allows users to view and manage tag lists, including creating, editing, updating, and deleting tags. This ensures efficient organization and categorization of content.

Leads

The Leads module enables users to view and manage lead lists, including creating, editing, updating, and deleting leads. Users can also view leads in a Kanban layout for better visualization and workflow management. Additionally, the module supports converting leads into customers and displays this data in chart format, providing clear insights and tracking of lead conversion progress.

Projects

The "Projects" module allows users to view, create, edit, update, and delete projects. Projects can be filtered by status and billing type for easy management. Additionally, projects can be assigned to customer clients and team members.

Tasks

The Tasks feature allows users to create, edit, update, and delete tasks. Users can filter tasks by status and priority, ensuring efficient task management. Additionally, tasks can be viewed in a Kanban format and assigned to team members, enhancing collaboration and workflow organization.

Tickets

The Tickets feature allows users to create, edit, update, and delete tickets. Users can filter tickets by status and priority for efficient management. Additionally, tickets can be viewed in a Kanban format and assigned to contacts and team members, enhancing organization and collaboration.

Invoices

The Invoices feature allows you to view, create, edit, update, and delete invoices. You can also filter invoices by their status for easy management.

Credit Notes

The Credit Notes feature allows you to view, create, edit, update, and delete invoices. You can also filter invoices by their status for easy management.

Proposals

The Proposals feature allows you to view, create, edit, update, and delete invoices. You can also filter invoices by their status for easy management.

Estimates

The Estimates feature allows you to view, create, edit, update, and delete invoices. You can also filter invoices by their status for easy management.

Invoice Payments

The Invoice Payments feature provides a list of all payments made against invoices, allowing you to easily track paid invoices.

Departments

The Departments feature allows you to view, create, edit, update, and delete departments, making it easy to manage your organizational structure.

Expenses

The Expenses feature lets you view, create, edit, update, and delete expenses. You can also filter expenses by status and display them by category in chart form for better analysis.

Payment Modes

The Payment Modes feature allows you to view, create, edit, update, and delete payment modes. You can also filter them by status, such as active or inactive, for easy management.

Tax Rates

The Tax Rates feature enables you to view, create, edit, update, and delete tax rates, simplifying tax management.

Products

Manage your product inventory efficiently with features to list, create, edit, update, and delete products. Utilize filters to organize products by specific groups for easier navigation and management.

Announcements

Manage announcements with options to list, create, edit, update, and delete entries. Filter announcements by status to display as active or inactive to clients, and view them in a calendar format for easy scheduling and tracking.

Contracts

Efficiently manage contracts with functionalities to list, create, edit, update, and delete entries. Filter contracts by type and view contract summaries in a chart format for a clear overview of your data.

Goals

Manage goals by listing, creating, editing, updating, and deleting entries. Filter goals by type for streamlined organization and tracking.

Services

Manage services with options to list, create, edit, update, and delete entries. This feature allows for comprehensive oversight and modification of your service offerings.

Settings

Configure application settings by updating general details such as the application name, default country code, terms and conditions, company logo, and favicon. Additionally, modify company information, including name, website, VAT number, currency, city, state, country code, zip code, phone, and address. Manage notes for both admin and client sections to keep essential information up-to-date.

Countries

Manage country records with functionalities to list, create, edit, update, and delete entries. This feature allows for effective organization and maintenance of country data.

Activity Logs

Track and manage project activities with comprehensive logs that record all created, updated, and deleted entries. This feature provides a detailed overview of project changes and actions.

Translation Manager

The Translation Manager allows you to create new languages and update translations for each language. This feature helps manage and maintain multilingual content efficiently.