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Sales and customer teams

CRM user manual

Customers, deals, activities, quotes, pipelines, and automation.

CRM workspace in SikaBooks — The CRM workspace. Screen contents vary by permissions and configuration.

23 articles

Workflows and guidance

01 Getting StartedWelcome to the SikaBooks CRM module. This module provides comprehensive customer relationship management — from lead capture and deal tracking through quotes, invoices, contracts,... 02 CustomersCustomers are the foundation of your CRM. They represent leads, prospects, and active clients. 2.1 Viewing Customers Go to Sidebar > CRM > Customers Browse the customer list... 03 DealsDeals represent sales opportunities moving through your pipeline stages. 3.1 Viewing Deals Two views are available: List View: Go to Sidebar > CRM > Deals Filter by pipeline,... 04 ActivitiesActivities are tasks, calls, meetings, and follow-ups that keep your sales process moving. 4.1 Activity Types Type Icon Usage Call Phone Scheduled phone calls Email Envelope Email... 05 ConversationsThe conversation hub provides a shared customer inbox for both integrated and manual channels. Integrated live channels — Email and WhatsApp Manual logged channels — Phone, SMS, Fa... 06 QuotesGenerate professional quotes from deals and track their status through to acceptance. 6.1 Viewing Quotes Go to Sidebar > CRM > Quotes Browse quotes by customer, deal, status,... 07 InvoicesCreate and manage CRM invoices with optional synchronisation to the Accounting module. 7.1 Invoice Modes The CRM supports two invoice modes (configured from the Invoice Sync CRM se... 08 ContractsManage customer contracts with status tracking and PDF generation. 8.1 Viewing Contracts Go to Sidebar > CRM > Contracts Browse contracts with status: Draft, Active, Expired,... 09 Pipelines & StagesPipelines define your sales process as a series of stages that deals move through. 9.1 Viewing Pipelines Go to Sidebar > Settings > Pipelines View all pipelines with their st... 10 SequencesSequences are automated email drip campaigns that send a series of messages to customers on a schedule. 10.1 Viewing Sequences Go to Sidebar > CRM > Sequences Browse sequence... 11 AutomationsAutomations let you build workflows that trigger actions based on CRM events — no manual intervention needed. 11.1 Viewing Automations Go to Sidebar > CRM > Automations Brows... 12 Web FormsCreate public web forms that capture leads directly into your CRM. 12.1 Viewing Web Forms Go to Sidebar > CRM > Web Forms (or Settings > Web Forms) Browse forms with submi... 13 Sales GoalsSet and track sales targets for your team by rep and period. 13.1 Viewing Goals Go to Sidebar > CRM > Goals View goals by period (Monthly, Quarterly, Yearly) See progress (cu... 14 TerritoriesOrganise your sales team by geographic territory with Ghana region support. 14.1 Viewing Territories Go to Sidebar > CRM > Territories View territories with assigned reps and... 15 RemindersSet reminders for yourself or team members to follow up on important actions. 15.1 Viewing Reminders Go to Sidebar > CRM > Reminders View pending reminders sorted by due date... 16 ReportsThe CRM includes 10 analytical reports. All support date range filtering. 16.1 Pipeline Report Shows deal distribution across pipeline stages: Deal count and value per stage Weight... 17 Email TemplatesCreate reusable email templates with dynamic placeholders for consistent communication. 17.1 Viewing Templates Go to Sidebar > Settings > Email Templates Browse templates by... 18 TagsTags help you categorise and segment customers and deals. 18.1 Managing Tags Go to Sidebar > Settings > Tags View, create, edit, or delete tags 18.2 Assigning Tags Go to a cu... 19 Customer PortalGive customers self-service access to their quotes, invoices, and contracts via secure signed links. 19.1 How It Works On a customer profile, click Portal Link A signed URL is gene... 20 SettingsConfigure CRM behaviour and defaults. 20.1 General Settings Default Pipeline — Pipeline used for new deals unless specified Stale Lead (Hours) — Flags leads that have gone inactive... 21 Integration with Other Modules21.1 Accounting Integration When the Accounting module is enabled and dual-mirror mode is active: Invoice Sync — CRM invoices create corresponding Accounting invoices Accounting Au... 22 API & WebhooksThe CRM provides a REST API (v1) for external integrations and webhook subscriptions for real-time event notifications. 22.1 REST API All endpoints require API token authentication... 23 PermissionsCRM permissions control access to all module features: Permission Description crm.dashboard.view View the CRM dashboard crm.customers.view View customers crm.customers.create Creat...