How to use Branova CRM

Getting started

1. Create your account — click Start free and sign up. A fresh, empty workspace (your organisation) is created and you become its Owner.
2. Set your industry — go to Settings → Organization and pick your business type so pipelines, sources and categories match your sector.
3. Add your company details — name, billing address, GSTIN and logo in Settings (used on quotes & invoices).
4. Invite your team — Settings → Team Members; each gets a role that controls what they can see and do.

Sales & pipelines

• Leads — capture enquiries in the Leads tab. Use Import to bulk-add from a spreadsheet. Qualify and Convert a lead to a contact + account in one click.
• Deals — drag deals across stages on the Kanban board; the pipeline value and forecast update instantly. Run multiple pipelines (e.g. Sales, Onboarding) and switch with the tabs.
• Customise stages — Settings → Pipelines lets you rename stages, add pipelines and set the default.

Customers & projects

• Customers — the Customers tab unifies your companies and people into one searchable database with deal counts and last-contact dates.
• Projects — create a project for a customer, add milestones with due dates and owners; checking them off updates the project's progress % automatically.
• Every record has an activity timeline (log calls, emails, notes) and a documents area for file uploads.

Quotes & invoices

• Create a quote or invoice, add line items (product, qty, price, discount, tax) — the Sub Total, GST and Grand Total calculate as you type.
• Fill billing & shipping addresses, or click Copy from account to pull them from the customer.
• Add your GSTIN and company address in Settings so they appear on every document.

Tasks & booking

• Tasks — add to-dos with priority, due dates and sub-task checklists; set a recurrence and completing a task spawns the next one.
• Booking — set your working days/hours in Settings → Booking Availability, then use Book Appointment to drop a meeting into an open slot. Appointments appear on the Calendar.

Helpdesk & knowledge base

• Tickets — track customer issues by priority, channel and status; requests raised by clients in the portal land here automatically.
• Knowledge base — write help articles in the Knowledge Base tab and set them to Published to make them visible to clients in the portal.

Client portal

• Invite a client — Settings → Client Portal: pick the customer, set an email & password. Share the link /portal.
• Clients sign in and see only their projects, quotes, invoices, documents (downloadable) and support — plus your published help articles. They can raise new support requests too.

Settings & team

• Custom fields — Settings → Custom Fields adds your own fields (text, dropdown, date, checkbox…) to any module.
• Roles & permissions — assign Owner, Administrator, Manager, Executive, Viewer or Guest; every change is recorded in the Activity Log.
• Currency & locale, 2FA and booking availability all live in Settings.