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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,…

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…

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…

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…

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…

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…

AI-Powered Sales Intelligence

🤖 AI-Powered Sales Intelligence Welcome to the complete functional, technical, and user documentation for the AI-Powered Sales Engine in iSales CRM. This section explains…

CSV Import & Field Mapping

📥 CSV Import & Field Mapping Navigation: Header → Profile Dropdown → Import History → + New Import Import flow: File Upload → Field…

Reports & Sales Analytics

📊 Reports & Sales Analytics Navigation: Header → Reports Report What It Shows Sales Rep Leaderboard Ranks executives by won revenue, closed deals, and…