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User Guide
CRM
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CRM

Manage your lead pipeline, handle social media messages, and convert prospects into customers.

Managing leads & pipeline

Add leads, move them through pipeline stages, and track conversion rates.

4 min

Social media inbox

Receive and reply to messages from Facebook, Instagram, and WhatsApp in one unified inbox.

4 min

Customer journey view

Visualise a customer's entire history across sales, CRM, and support in one timeline.

3 min

Managing campaigns

Create and send bulk messages to customer segments via WhatsApp or email.

4 min

Converting leads to customers

Turn a won lead into a customer record and start the sales cycle.

3 min

Contacts, pipeline and lead quotations

Manage sales relationships and follow leads into the available sales-order workflow.

3 min

CRM settings and analytics

Configure CRM reference data and review pipeline and conversation activity.

3 min

Social channels and the AI inbox agent

Connect supported channels and supervise automated customer replies.

3 min
MSME Link

More than bookkeeping. The platform that runs your business.

MSME Link is a complete business management platform for Micro, Small, Medium and Enterprise businesses — built by Vionx Counsulting (Private) Limited.

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