User Manual – Salesy SaaS

2.1 Introduction to the Registration Process

The registration process is designed to allow administrators to create their accounts within the Salesy SaaS platform, granting them access to its functionalities and features.

2.2 Accessing the Login Page

Admins navigate to the designated login page of the Salesy SaaS platform.

2.3 Initiating Registration

Upon reaching the login page, admins find the option to “Register” alongside the login form.

2.4 Providing Credentials

To begin the registration, admins are prompted to input the necessary credentials, including email addresses, passwords, and any other required information.

2.5.Successful Registration

Once the verification process is completed, the registration is successfully processed. Admins now have their account credentials to log in to the platform.

2.6 Exploring Platform Features

With the registered account, admins can explore and access the diverse features and functionalities offered by Salesy SaaS.

2.7 Seamless Access

Subsequent logins can be initiated using the registered email and password on the login page.

Admins can seamlessly register themselves on the Salesy SaaS platform by following these steps.

3.1 Access the Login Page

Open your web browser and navigate to the Salesy SaaS login page.

3.2 Enter Credentials

Provide the Super Admin’s registered email address and password.

3.3 Login

Click the “Login” button to authenticate.

3.4 Dashboard Access

After successful authentication, access the Super Admin dashboard.

3.5 Manage Admin Functions

Use the dashboard to manage users, modules, settings, and more.

Following these steps, you can log in as the Super Admin and manage the Salesy SaaS platform’s essential aspects.

4.1 Dashboard Overview

Upon logging in as a super admin, users are presented with a Dashboard offering a snapshot of essential metrics such as total users, order amount, plans, and recent orders graphically. This provides a quick overview of the platform’s performance at a glance.

4.2 Companies Page

Super admins can navigate to the “Companies” page, where they can view a list of registered companies and details like contact information and subscription status. This page also allows for user management tasks such as account activation and suspension.

4.3 Plans Page

The “Plans” page allows super admins to create, edit, and delete subscription plans. They can define pricing tiers, features, and billing cycles to suit the needs of different users. Plans can also be temporarily disabled if needed.

4.4 Plan Requests Page

Super admins can review and manage plan requests from the “Plan Requests” page. Here, they can approve or reject requests, ensuring proper oversight of subscription requests.

4.5 Coupons Page

On the “Coupons” page, super admins can create, view, edit, and delete promotional coupons. This feature enables targeted marketing campaigns and incentives for users.

4.6 Orders Page

View a list of orders with status indicators (successful or not).

4.7 Email Templates Page

Create email templates for various scenarios, including:

• New User
• New Client
• New Support Ticket
• Lead Assigned
• Deal Assigned
• New Award
• Customer Invoice Sent
• New Invoice Payment
• New Payment Reminder
• New Bill Payment
• Bill Resent
• Proposal Sent
• Complaint Resent
• Leave Action Sent
• Payslip Sent
• Promotion Send
• Resignation Sent
• Termination Sent
• Transfer Sent
• Trip Sent
• Vendor Bill Sent
• Warning Sent
• New Contract

4.8 Landing Page

The “Landing Pages” page allows super admins to edit and enable/disable landing pages. This feature helps optimize user engagement and conversion rates.

4.9 System Settings Page

Super admins can access the “System Settings” page to customize various platform settings. This includes branding, email configurations, storage preferences, payment methods, SEO settings, cookie management, caching policies, and Recaptcha integration.

Super Admins in Salesy SaaS products have a comprehensive suite of tools to manage users, plans, orders, communication templates, landing pages, and system settings efficiently.

5.1 Access the Login Page

Open your web browser and navigate to the Salesy SaaS login page.

5.2 Enter Credentials

Provide your registered email address and password associated with your admin account.

5.3 Login

Click the “Login” button to initiate the authentication process.

5.4 Dashboard Access

Once your credentials are verified, you’ll be directed to the admin dashboard.

5.5 Creating New Stores

Admins can establish new stores by clicking the “Create New Store” button located on the right-hand side of the dashboard.

5.6 Selecting New Themes

The “Select New Themes” button enables admins to choose and implement new themes to enhance the store’s visual appearance.

5.7 Language Preferences

The “EN” button facilitates the selection of preferred languages and enables admins to enable or disable them as needed.

5.8 Admin Functions

Use the dashboard to access and manage functionalities assigned to your admin role. This may include product management, order processing, customer interactions, etc.

By following these steps, you can log in as an admin and efficiently manage specific tasks and responsibilities within the Salesy SaaS platform.

6.1 Total Users

This section provides insight into the number of individuals who have access to the Salesy platform, facilitating an understanding of the user base and collaboration potential within the organization.

6.2 Total Accounts

Here, users can view the total count of client or customer accounts managed within Salesy. It helps in tracking the breadth of the customer base and identifying areas for account growth or management.

6.3 Total Contacts

This metric showcases the total number of individual contacts stored in the system, including details such as names, email addresses, and phone numbers. It aids in maintaining a comprehensive database of contacts for effective communication and relationship management.

6.4 Total Leads

Indicates the total count of potential sales leads being tracked within Salesy. This helps in evaluating the volume of potential opportunities and assessing the effectiveness of lead generation efforts.

6.5 Total Opportunities

Displays the total number of potential sales opportunities in the pipeline. It offers visibility into the breadth and value of potential deals, aiding in prioritizing sales efforts and forecasting future revenue.

6.6 Total Invoices

This section provides an overview of the overall count of invoices generated through Salesy. It helps in tracking revenue generation and monitoring payment status for outstanding invoices.

6.7 Total Sales Orders

Indicates the total number of sales orders processed through the platform. It enables users to track order fulfillment and manage inventory levels effectively.

6.8 Total Products

Displays the count of products or services offered by the business. It helps in inventory management and understanding product popularity and sales trends.

6.9 Chart Representation

Visualizes the distribution of invoices, quotes, and sales orders over time, offering insights into sales trends and patterns. Users can identify peak periods, track sales performance, and make informed decisions based on historical data.

6.10 Invoice Overview, Quote Overview, and Sales Order Overview

These sections provide detailed insights into outstanding invoices, generated quotes, and processed sales orders, respectively. Users can monitor the status, amounts, and other relevant details to ensure timely completion and fulfillment of sales transactions.

6.11 Storage Status

Alerts users to their current storage capacity status within the platform. It helps in managing data efficiently and ensures that users are aware of any limitations or potential issues related to storage space.

6.12 Meeting Schedule

Highlights upcoming meetings and appointments scheduled within Salesy. It ensures that users are organized and prepared for important engagements, fostering effective communication and collaboration.

6.13 Top Due Tasks

Prioritizes tasks based on urgency, ensuring that critical activities are addressed promptly. It aids in task management and helps users stay focused on high-priority items.

6.14 Calendar View

Consolidates important entries and events into a dynamic calendar, facilitating effective time management and coordination. Users can easily track deadlines, milestones, and other key dates, ensuring that they stay on top of their schedules and commitments.

Overall, the Salesy dashboard offers a comprehensive overview of sales performance, client interactions, and upcoming engagements, empowering users to make informed decisions and drive business success effectively.

7.1 Users

• Users List :

  In the Users section of the User Management System, users can access a comprehensive list of all registered users. This list provides a quick overview of the individuals involved in the system.

• Add New Users :

  Facilitating seamless user management, this page allows administrators to add new users effortlessly. This feature ensures that the system stays up-to-date with the latest additions to the user base.

• User Log History :

  For enhanced security and accountability, the User Management System includes a feature to view the log history of users. This log offers insights into user activities, aiding in system monitoring and troubleshooting.

10.1 Create New Forms

Start designing your form from scratch or select from a range of pre-designed templates. Our user-friendly interface allows you to easily add fields, rearrange elements, and personalize the layout to match your branding.

10.2 Convert Settings

Customize the settings of your forms to optimize conversion rates. You can enable features such as auto-responders, and email notifications, or integrate with third-party tools to enhance lead capture and engagement.

10.3 Copy Forms

Save time by duplicating existing forms and modifying them as needed. Our copy feature lets you replicate forms with just a few clicks, eliminating the hassle of recreating the same structure from scratch.

10.4 Manage Form Fields

Tailor form fields to collect specific information from your audience. You can add various field types such as text fields, dropdown menus, checkboxes, and more, arranging them to create a seamless user experience.

10.5 View Responses

Monitor responses in real-time and gain valuable insights into user behavior. Our response tracking feature provides detailed analytics, enabling you to track conversion rates, identify trends, and optimize forms for better results.

10.6 Edit Form Details

Make quick edits to your forms to keep them up-to-date with changing business needs. Update form titles, descriptions, and settings effortlessly, ensuring your forms always reflect the latest information.

10.7 Delete Forms

Keep your workspace organized by removing obsolete forms from your dashboard. Our delete function allows you to clean up your form library easily, maintaining an efficient workflow.

With Salesy’s Form Builder module, you have all the tools you need to create, customize, and manage forms effectively, empowering you to capture leads, streamline data collection processes, and drive business growth.

11.1 Account Management

• View Accounts: Access a list of existing accounts, displaying key details such as name, email, phone, website, and more.
• Create New Accounts: Add new accounts seamlessly by providing necessary details including name, email, phone, website, billing address, shipping address, billing city, billing state, billing country, billing postal code, customer type, advertising type, document type, assign user, and description.

11.2 Account Details Overview

• View Account Details : Upon creating an account, you can easily view all associated details.
• Edit Account Details : Navigate to an overview page to modify account details as needed.
• Stream Comments : Add comments to the account overview for efficient communication and documentation.
• Attachments : Attach relevant files or documents to enrich account information.
• Latest Stream Comments : Instantly access and review the most recent stream comments for quick updates.

11.3 Contact Management

• Add New Contacts:Expand your network by adding new contacts associated with each account.

11.4 Opportunity Management

• Add Opportunities : Seamlessly add new opportunities associated with respective accounts.
• View, Edit, Delete Opportunities : Easily manage opportunities by accessing, editing, or deleting them as required.

11.5 Case Management

• Add New Cases : Record and track cases associated with specific accounts.
• View Case List : Access a comprehensive list of cases for efficient case management.

11.6 Task Management

• Add New Tasks : Schedule and manage tasks related to accounts effortlessly.

11.7 Quotes, Sales Orders, Invoices

• Generate Quotes : Create quotes for potential deals with ease.
• Process Sales Orders : Efficiently manage sales orders to fulfill customer requirements.
• Issue Invoices : Generate and send invoices to clients seamlessly.

11.8 Calls and Meetings

• Schedule Calls : Arrange and log calls for effective communication.
• Plan Meetings : Schedule meetings with clients directly within the module for enhanced organization.

Salesy Product’s Accounts Module offers a centralized platform to streamline account management, fostering better communication, and facilitating seamless transactions. Unlock the full potential of your sales process with Salesy Product!

12.1 Lead Management

• Add New Leads : Seamlessly add new leads to your pipeline by entering relevant information such as lead name, contact details, company, source, and any additional qualifying criteria.

12.2 View Leads

• List of Leads : Access a comprehensive list of all leads captured within your system, sorted by various parameters such as lead status, source, or creation date.

12.3 Edit Leads

• Modify Lead Details : Update lead information as required, ensuring accuracy and relevance throughout the lead lifecycle.
• Customization : Edit lead attributes such as name, contact details, company, source, etc., to reflect changes or updates in the lead’s status or information.

Salesy Product’s Leads Module empowers you to efficiently capture, track, and nurture potential business opportunities, driving growth and success for your organization. Experience enhanced lead management capabilities and accelerate your sales journey with Salesy Product!

13.1 Opportunity Management

• Add New Opportunities : Seamlessly create new opportunities within your sales pipeline by providing relevant details such as opportunity name, value, expected close date, associated account/contact, and any additional pertinent information.

13.2 View Opportunities

• List of Opportunities : Access a comprehensive list of all opportunities within your pipeline, organized by various parameters such as opportunity stage, value, or creation date.

13.3 Edit Opportunities

• Modify Opportunity Details : Update opportunity information as needed to reflect changes in the sales process or customer requirements.
• Customization : Edit opportunity attributes such as name, value, expected close date, associated account/contact, etc., to ensure accuracy and relevance.

Salesy Product’s Opportunities Module empowers you to effectively manage your sales pipeline, maximize revenue potential, and drive business growth. Experience enhanced opportunity management capabilities and streamline your sales process with Salesy Product.

14.1 Product Management

• Add New Products : Easily add new products to your catalog by providing essential details such as product name, brand, status, price, assigned user, barcode, and any additional pertinent information.

14.2 View Products

• Grid/List View : Access your product catalog in either grid or list view, allowing for easy navigation and organization.
• Detailed Product List : View a detailed list of all products, including key information such as name, brand, status, price, assigned user, and barcode.

14.3 Import/Export Products

• Import : Seamlessly import product data from external sources, streamlining the process of updating your catalog.
• Export : Export your product catalog for analysis, reporting, or sharing with other stakeholders.

14.4 Edit and Delete Products

• Edit Product Details : Modify product information as needed to reflect changes in pricing, availability, or other attributes.
• Delete Products : Remove outdated or discontinued products from your catalog to maintain accuracy and relevance.

The Product Module of Salesy empowers you to effectively manage your product catalog, ensuring that your offerings are accurately represented and easily accessible to your customers. Experience enhanced productivity and efficiency in your sales and marketing efforts with Salesy Product!

15.1 Quote Management

• Add New Quotes : Easily create new quotes for your clients by entering relevant details such as customer information, product specifications, pricing, and terms.
• Duplicate Quotes : Save time by duplicating existing quotes, allowing for quick adaptation to similar customer requests or sales scenarios.

15.2 Export Quotes

• Export Quote List : Export your list of quotes for convenient analysis, reporting, or sharing with team members and stakeholders.

15.3 Sales Order Details

• View Sales Order Details : Access comprehensive information regarding sales orders associated with each quote, including order status, delivery particulars, and payment details.

15.4 Quote Details

• Quick View of Quotes : Obtain a rapid overview of each quote, including essential details such as client name, quote number, date, and total amount.
• Detailed Quote Information : Dive deeper into individual quote details, exploring product breakdowns, pricing structures, and any additional terms or notes.

15.5 Delete Quotes

• Delete Quotes : Easily remove outdated or unnecessary quotes from your system, ensuring a clutter-free and organized workspace.

The Quotes Module of Salesy SaaS provides the tools you need to create professional quotes, manage sales orders, and deliver exceptional service to your clients. Experience improved efficiency and effectiveness in your quoting process with Salesy SaaS!

16.1 Sales Order Management

• Create Sales Orders : Easily generate new sales orders for your customers, capturing essential details such as customer information, product selections, quantities, pricing, and payment terms.
• Export Sales Order List : Export your list of sales orders for reporting, analysis, or sharing with team members and stakeholders.
• Duplicate Sales Orders : Save time by duplicating existing sales orders, allowing for quick adaptation to similar customer requests or sales scenarios.

16.2 View and Edit Sales Orders

• View Sales Orders : Access detailed views of each sales order, including customer details, product information, order status, and payment details.
• Edit Sales Orders : Make necessary modifications to sales orders, such as updating product quantities, adjusting prices, or revising payment terms, ensuring accuracy and relevance.

16.3 Delete Sales Orders

• Delete Sales Orders : Remove outdated or unnecessary sales orders from your system, maintaining a clutter-free and organized workspace.

16.4 Overview of Sales Orders

• Overview View : Obtain a comprehensive overview of your sales orders, including total order value, status breakdown, and order fulfillment progress.

16.5 Invoice Details

• View Invoice Details : Access detailed information about invoices associated with each sales order, including invoice number, date, amount, and payment status.

The Sales Order Module of Salesy SaaS equips you with the tools you need to manage your sales orders effectively, from creation to fulfillment. Experience improved efficiency and customer satisfaction in your sales process with Salesy SaaS!

17.1 Invoice Management

• Create New Invoices : Easily generate new invoices for your customers, capturing essential details such as customer information, billing details, invoice items, amounts, and payment terms.
• Export Invoice List : Export your list of invoices for reporting, analysis, or sharing with team members and stakeholders.

17.2 View Invoice Details

• Name, Account, Status : Access key information about each invoice, including the invoice name, associated account, current status, and creation date.
• Amount : View the total amount of each invoice, providing transparency and clarity for both you and your customers.
• Assigned User : Identify the team member responsible for managing each invoice, ensuring accountability and effective communication.

17.3 Invoice Actions

• Duplicate Invoice : Save time by duplicating existing invoices, allowing for quick adaptation to similar billing scenarios or customer requests.
• Quick View of Invoice : Obtain a rapid overview of each invoice, including summary information and key details.
• View Invoice Details : Access detailed views of each invoice, including line items, taxes, discounts, and payment terms, ensuring accuracy and transparency.
• Delete Invoice : Remove outdated or unnecessary invoices from your system, maintaining a clutter-free and organized workspace.

The Invoices Module of Salesy SaaS equips you with the tools you need to streamline your billing process and provide exceptional service to your customers. Experience improved efficiency and customer satisfaction in your invoicing operations with Salesy SaaS!

19.1 Case Management

• Add New Cases : Easily create new cases to document customer inquiries, complaints, or issues, capturing essential details such as case name, number, account, status, priority, and assigned user.
• Grid View : Access a convenient grid view of all cases, allowing for easy navigation and organization of case data.

19.2 View List of Cases

• Comprehensive Case List : View a comprehensive list of all cases, including crucial details such as case name, number, associated account, status, priority, and assigned user.
• Action Column : Utilize the action column to quickly perform actions such as viewing, editing, or deleting cases, ensuring efficient case management.

19.3 Case Details

• Name and Number : Each case is identified by a unique name and number for easy reference and tracking.
• Account Association : Cases are linked to specific customer accounts, providing context and facilitating seamless communication and resolution.
• Status and Priority : Monitor the status and priority of each case to prioritize tasks and allocate resources effectively.
• Assigned User : Assign cases to specific users or teams responsible for their resolution, ensuring accountability and timely follow-up.

The Cases Module of Salesy SaaS empowers you to effectively manage customer inquiries and issues, ensuring swift resolution and exceptional customer satisfaction. Experience improved organization, efficiency, and customer service with Salesy SaaS!

28.1 Custom Reports

The first page of the Reports Module is dedicated to Custom Reports. Here, users can effortlessly view, add, edit, and delete custom reports tailored to their specific requirements. Additionally, users have the flexibility to export the list of custom reports for further analysis or sharing.

28.2 Lead Analytics

On the Lead Analytics page, users can access a comprehensive summary of leads presented in both chart and list formats. This enables users to visualize lead data effectively and gain deeper insights into lead generation and conversion. The search functionality further enhances usability, allowing users to find specific lead information quickly. Additionally, users can download the lead chart for offline reference or sharing purposes.

28.3 Invoice Analytics

The Invoice Analytics page provides users with insights into invoice-related metrics, facilitating a better understanding of billing processes and revenue generation. Users can access summarized invoice data through intuitive charts and lists, enabling them to track invoice performance over time. Similar to lead analytics, users can search for specific invoice information and download charts for offline use.

28.4 Sales Order Analytics

With the Sales Order Analytics page, users can monitor and analyze sales order data to optimize sales strategies and improve order fulfillment processes. Through interactive charts and detailed lists, users gain visibility into key sales metrics, empowering them to make data-driven decisions. The search functionality enables users to locate specific sales order information efficiently, while the option to download charts provides added flexibility.

28.5 Quote Analytics

Finally, the Quote Analytics page offers users insights into quote-related metrics, helping them assess the effectiveness of their quoting processes and identify areas for improvement. Users can visualize quote data through charts and lists, facilitating better decision-making and performance tracking. Additionally, the search feature enables users to quickly find specific quote details, while the ability to download charts ensures accessibility and convenience.

With the Reports Module of Salesy SaaS, users can harness the power of data to drive business growth and success effectively.

29.1 Accounts

In the first column, you’ll find the Accounts section, allowing you to organize and categorize your accounts effectively. This section includes two main pages: Account Types and Account Industries. With Account Types, you can create, edit, and delete different types of accounts to align with your business needs. Similarly, the Account Industries page enables you to manage industries associated with your accounts effortlessly.

29.2 Documents

Moving on to the second column, you’ll encounter the Documents section, designed to streamline your document management processes. Here, you’ll find two essential pages: Document Folders and Document Types. Document Folders allow you to organize your documents systematically by creating, editing, or deleting folders as needed. Additionally, Document Types enable you to categorize documents based on their types, ensuring better organization and accessibility.

29.3 Campaigns

In the third column, you’ll discover the Campaigns section, dedicated to managing your marketing campaigns effectively. This section comprises two primary pages: Target Lists and Campaign Types. With Target Lists, you can create, edit, or delete lists of target audiences for your campaigns. Furthermore, Campaign Types enable you to classify your campaigns based on their types, facilitating better tracking and analysis.

29.4 Products

Proceeding to the fourth column, you’ll find the Products section, essential for managing your product catalog. Here, you’ll find three pages: Categories, Brands, and Tax. With Categories, you can organize your products into different categories for easy navigation. Brands allow you to associate products with specific brands, while Tax enables you to manage tax settings for your products seamlessly.

29.5 Contract Types, Lead Source, and Opportunity Stage

Continuing to the fifth, sixth, and seventh columns respectively, you’ll encounter dedicated sections for managing contract types, lead sources, and opportunity stages. These sections empower you to create, edit, or delete contract types, lead sources, and opportunity stages effortlessly, ensuring smooth workflow management and accurate tracking of sales processes.

29.6 Case Types and Shipping Providers

Moving on to the eighth and ninth columns, you’ll find sections for managing case types and shipping providers. Here, you can create, edit, or delete case types to categorize different types of cases efficiently. Additionally, the Shipping Providers page allows you to manage shipping options by creating, editing, or deleting shipping providers according to your business requirements.

29.7 Task Stages

Finally, in the last column of the Constant Module, you’ll discover the Task Stages section. Here, you can manage task stages by creating, editing, or deleting stages as needed, ensuring clear and organized task management throughout your organization.

With Salesy SaaS Constant Module, you have all the tools you need to streamline your business operations, enhance productivity, and drive success. Experience the convenience of centralized management and take your business to new heights!

30.1 Site Settings

Customize the appearance of your product with logo choices for both dark and light themes, set favicons, define title and footer text, choose default language, and enable Right-to-Left (RTL) text direction. Tailor the theme customizer, sidebar settings, and layout settings to suit your preferences.

30.2 Company Settings

Manage company-specific information like name, address, contact details, registration number, working hours, IP restrictions, timezone, and taxation details including Tax Number, VAT Number, and GST Number.

30.3 Email Settings

Set up email parameters, including mail driver, host, port, username, password, encryption, and mail-sending preferences. Options for sending text mail are also available.

30.4 System Settings

Configure essential details such as currency, currency symbol, position of the currency symbol, decimal number format, date format, time format, and various prefixes for different transactions. Shipping display of quotes, invoices, and sales orders. You can also add the footer title, and footer notes of quotes, invoices, and sales orders.

30.5 Quote Settings

Choose the Quote Template, color input, and upload the quote logo. You can also have a preview of the same after saving the changes.

30.6 Invoice Settings

Choose the Invoice Template, and color input, and upload the quote logo. You can also have a preview of the same after saving the changes.

30.7 Sales-Order Settings

Choose the Sales Order Template, and color input, and upload the quote logo. You can also have a preview of the same after saving the changes.

30.8 Payment Settings

Customize your payment gateway preferences by adding API keys for various gateways such as Bank Transfer, Stripe, Paypal, Paystack, and more.

30.9 Twilio Settings

Add your SID, Token, and From, and enable/disable the modules from the given options whenever you want.

30.10 Email Notification Settings

Fine-tune email notifications by enabling or disabling them based on specific conditions.

30.11 Google Calendar Settings

Integrate Google Calendar seamlessly by adding Google Calendar ID and the required JSON file.

30.12 Webhook Settings

View and manage a list of webhooks, with the ability to edit or add new ones.

So, here is the complete guide to the Salesy SaaS Product. With the help of this manual, you can easily use the product without facing any kind of complications.