Arthora CRM — User Manual

1 Login & shuruaat

1. crm.arthora.in kholo aur apna email + password daalo (trial liya hai to signup screen par diya gaya password use karo).
2. Continue dabao — aapke email par ek 6-digit OTP aayega.
3. OTP daal kar Verify & sign in dabao.

Login screen — email + password, phir OTP

2 Home dashboard

Login ke baad Home par aapke din ka poora snapshot milta hai:

• Open Leads, Pipeline Value, Win Rate, Tasks Due — upar ke 4 cards
• My Open Tasks aur My Meetings — aaj ka kaam
• My Deals Closing This Month — value ke saath
• Upar right me refresh aur view customize karne ka dropdown

Home dashboard

3 Leads

Naya lead banana

1. Sidebar me Sales → Leads kholo.
2. Right upar Create Lead dabao — poora detailed form khulega (naam, company, phone, email, source, status, address…).
3. Details bhar kar Save karo.

Create Lead form

List ke powerful tools

• Filter button — system filters (Touched/Untouched, Converted…) + field filters
• Search, column sort, aur checkbox se bulk actions (status change, delete, email)
• Create Lead ke bagal wale caret se CSV Import — purane leads minutes me le aao
• Export CSV — filtered list download

Leads list — filters, bulk-select, import/export

4 Lead ka detail page

Kisi bhi lead ke naam par click karo — poora record khulta hai:

• Overview — saari fields; Lead Status yahin se badlo
• Timeline — har call, note, email, status change ka record
• Left me Related Lists — Notes, Attachments, Quotes, Sales Orders, Activities, Emails…
• Upar Send Email (asli email jaati hai), Convert (deal banao) aur Edit

Lead detail — overview + related lists

5 Deals (pipeline)

1. Sales → Deals kholo — Kanban board dikhega: New → Contacted → Proposal → Won / Lost.
2. Deal ke card ko drag karke agle stage me daalo — bas itna hi.
3. Board / List toggle se table view; Filter aur search bhi hai.
4. Har column ke neeche us stage ki total value dikhti hai.

Deals board — drag & drop stages

6 Calls

1. Activities → Calls kholo.
2. Log Call dabao — lead chuno, direction (Outbound/Inbound), outcome (Connected, Callback, Interested…), duration aur notes bharo.
3. Outcome Callback chuno to date-time set karo — woh aapke tasks me aa jayega.
4. Upar cards me connect rate, total talk-time jaisi summary milti hai.

Call management — dispositions aur callbacks

7 Quotes & invoices

1. Pehle Inventory → Products me apne products daalo (naam, price, tax%).
2. Inventory → Quotes → New quote — customer chuno, products add karo, discount daalo.
3. Quote ke View se professional document khulta hai — type badlo (Quotation / Invoice / Agreement) aur Print / Save PDF karo.
4. Search aur type/status filters upar hain; har quote card par item · qty · rate dikhta hai.

Quotes list — filters ke saath

8 Sales Orders (GST invoice)

1. Inventory → Sales Orders → New order.
2. Party chuno (Title apne aap bhar jata hai), tax type chuno — Intra-state (CGST+SGST) ya Inter-state (IGST).
3. Line items daalo — Item, Qty, Rate, GST% — total live calculate hota hai.
4. Bank details (account, IFSC, branch) bhi order par save hote hain.
5. List me Invoice dabao — GST breakdown, amount-in-words aur bank details ke saath TAX INVOICE — Print/PDF karo.
6. Pay se payment record karo — received date + UTR number ke saath; outstanding apne aap ghatta hai.

GST tax invoice — CGST/SGST, bank details, amount in words

Sales orders list — SO number, paid/outstanding

9 Purchase Orders

Vendors se khareedne ke liye — Sales Orders jaisa hi, bas ulta:

1. Inventory → Purchase Orders → New purchase order.
2. Vendor/Supplier chuno, GST items daalo, bank details bharo.
3. Document PURCHASE ORDER title ke saath banta hai (PO-0001 numbering); payments UTR ke saath track karo.
4. Status: Draft → Ordered → Received.

Purchase orders module

10 Documents drive

1. Sales → Documents kholo — do tabs: Files & Folders aur Quotes & Invoices.
2. Files tab me New → New Folder / Upload File — apni files (25 MB tak) store karo.
3. Team Folders ke + se team folder banao (Admin/Editor/Viewer roles ke saath).
4. Kisi bhi file par hover karke ⋯ se Download / Rename / Delete.
5. Quotes & Invoices tab me saare documents party-name ke saath — View, PDF aur filters.

WorkDrive-style documents drive

11 Reports

1. Sidebar me Reports kholo — upar live dashboard (pipeline, forecast, win rate) hai jo Customize se set hota hai.
2. Neeche 13+ ready reports — Revenue Forecast, Pipeline by Stage, Win/Loss, Call Performance by Rep…
3. Kisi report par click karo — date range filter aur Print / Save PDF milta hai.
4. List ko columns par sort karo aur Export CSV karo; Email digest se summary mail bhejo.

Reports hub — dashboard + 13 reports

12 Team & Users

1. Administration → Team & Users kholo.
2. Plan owner ho to simple form milta hai — member ka naam, email, mobile, password daalo aur Create dabao. Member apne email/password + OTP se login karega.
3. Aapke plan ki user limit tak hi members ban sakte hain (Starter 5 · Growth 15 · Enterprise unlimited — aap bhi count hote ho). Upar seats counter dikhta hai, jaise 3 / 5 users.
4. Team ka data aapas me share hota hai: aapko poori team ke leads dikhte hain, members ko apne. Orders, quotes aur documents team me share rehte hain.
5. Reset pwd se member ka password badlo; 🗑️ se remove karo — uske records aapko mil jate hain.
6. Har member ka target set karo — Target Attainment report me progress dikhega.

Team & Users — members list aur "Team member add karo" form

13 Plans, trial & billing

• 7-din ka free trial: arthora.in se instant account milta hai — upar amber chip me bache hue din dikhte hain. Trial khatam hone par account lock ho jata hai, data delete nahi hota.
• Plan kharidna poora automatic hai: arthora.in par payment karo (Starter ₹6,999 · Growth ₹11,999 · Enterprise ₹30,999 per year) — payment hote hi aapka account ban jata hai aur email par password set karne ki link aati hai.
• Link kholte hi neeche wali screen milti hai — password banao aur seedha login karo. Na koi key daalni hai, na kisi ka wait karna hai.
• Plan 1 saal chalta hai. Aakhri 30 din me upar renew ki yaad dilane wala chip dikhta hai; dubara payment karte hi validity 1 saal aur badh jati hai — poori team ke liye.
• Trial user ne payment kiya to wahi account turant paid ban jata hai — data wahi rehta hai.
• Madad chahiye? WhatsApp 92515 41185 ya support@arthora.in

Payment ke baad email link se — Set your password screen