Sales CRM — Setup Guide

1. Shuru karne se pehle

Har software ek hi One Key account se milta hai: pehle account, phir demo, phir payment, aur payment ke baad software chalu ho jata hai. Ye kaam ek baar karna hota hai.

1. Account banao: onekeytechnology.com → upar Sign up free → naam, dukaan/company, mobile, email, city aur password bharo → Create account.
2. Email confirm karo: aapke email par "Confirm your email" mail aayega. Uska link dabao. Mail na dikhe to Spam folder bhi dekhein.
3. Login: onekeytechnology.com/customer/login par wahi email aur password daalo. Ye aapka One Key account hai: yahin aapke software, invoice, licence aur support sab milte hain.
4. Demo dekho: account me software ka naam chuno → Book free demo. Hamari team call ya WhatsApp par demo dikhayegi. Free trial nahi hai, sirf demo hai.
5. Payment: demo ke baad invoice aapke account me aata hai. UPI se pay karke "I have paid" dabao. Team payment check karegi.
6. Software chalu: payment pakka hote hi:
   • Cloud apps (Billing & Inventory, Retail POS, Sales CRM, HR & Payroll, WhatsApp Automation, Distribution ERP, Manufacturing ERP, Multi-company ERP, Ice Factory): account me Your cloud apps → Open app aa jata hai, aur email bhi aata hai. Neeche One Key Cloud me login wala hissa dekhein.

Kaun sa software kaise chalta hai

2. One Key Cloud me login aur staff

Cloud apps browser me chalte hain, kuch install nahi karna. Chrome ya Edge sabse achha chalta hai.

Malik (Owner) ke liye do raaste

1. One Key account (onekeytechnology.com/customer/login) → Your cloud apps → Open app →.
2. Ya seedha onekeytechnology.com/cloud/login par wahi email aur password.

Ek hi workspace me aapke saare cloud apps hote hain, aur items, grahak aur reports sab apps me ek hi rehte hain.

Staff ke login

1. Malik: left menu Team → Add a person → naam, email aur role chuno → Add person.
2. Screen par us vyakti ka password ek hi baar dikhega. Use bata do; wo baad me Settings me badal sakta hai.
3. Staff onekeytechnology.com/cloud/login par apne email aur password se login karega.

Kisi ko hatana ho to Team me uska status Disabled karke Save karo; wo turant bahar ho jata hai. Password bhool gaya ho to New password dabao.

3. Sales CRM (leads aur follow-up)

CRM ka kaam ek line me: har grahak ka follow-up time par ho, koi lead na chhoote.

Pehle din

1. Owner: Team me salesperson ko role Sales ke saath add karo. Sales wala sirf apne leads dekhta hai; Owner/Manager sab dekhte hain.
2. Purane leads Excel me hain to Leads → Import (sample file download karke bharo). Same phone/email wale dobara nahi bante.
3. Naya lead: + New lead → naam, phone, source (call, walk-in, website, reference…), kya chahiye, andaazan value, agla follow-up.

Roz ka kaam — Today's follow-ups

• Login karte hi aaj jinhe call karna hai unki list khulti hai; jo date nikal gayi wo laal me.
• Call ya WhatsApp dabao, phir "What did they say?" me baat likho aur agli date chuno: Tomorrow / +3 days / +1 week → Save.
• Har subah 9 baje ke baad har vyakti ko email aata hai: aaj ke follow-ups.

Lead aage badhana

• Pipeline board par columns hain: New → Contacted → Interested → Quotation sent → Negotiation. Card ko kheench kar agle column me daalo.
• Kuch kadam apne aap hote hain: pehli call/WhatsApp log karte hi lead Contacted ho jata hai, quotation banate hi Quotation sent, aur invoice banate hi Won.
• Quotation: lead page → New quotation → items aur GST → Save. Print/PDF ya WhatsApp se bhejo. Grahak maan jaaye to Convert to invoice.
• Deal na bane to Lost aur karan likho (reports me dikhta hai kyun deals haath se ja rahi hain). Baad me Reopen kar sakte ho.
• Lead kisi aur ko dena ho to Assign; usko email chala jata hai.

Website se enquiry (Owner)

Menu Website enquiry form se ready form copy karke apni website par lagao. Har enquiry apne aap lead banti hai, jis salesperson ke paas sabse kam leads hain usko milti hai, aur use email jata hai.

Reports: stage wise pipeline, kis source se kitne grahak bane, salesperson ka kaam, aur deals kyun lost hui.

4. Plan, renewal aur support

• Har app ke upar aur One Key account me Paid until date dikhti hai. Date paas aane par account me "Renewal due" dikhega; wahin se payment karo ya humse sampark karo.
• Date nikalne ke baad 7 din grace: sab normal chalta hai, bas upar yaad dilane wala message aata hai.
• Uske baad workspace read-only: naye bill nahi bante, par purane bills, reports aur Excel download khule rehte hain.
• Aapka data kabhi delete nahi hota. Renew karte hi sab wahin se chalu.

Madad chahiye?

• WhatsApp / phone: +91 90766 11923
• One Key account → Support → Create Support Ticket (screenshot lagao to jaldi hal hota hai).

5. Aksar pooche jaane wale sawaal

In sab ke baad bhi dikkat ho to +91 90766 11923 par WhatsApp karo.