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Help Center

Welcome to the Django CRM Help Center! Here, you'll find comprehensive guides and resources to assist you in navigating and utilizing the various features of our CRM application software. Whether you're a new user looking to get started or an experienced user seeking advanced tips, our help pages are designed to provide you with the information you need. Explore topics such as task management, sales tracking, email marketing, and more. Each section is filled with step-by-step instructions, FAQs, and best practices to help you make the most out of Django CRM. If you have any questions or need further assistance, don't hesitate to reach out to our support team.
We're here to help you succeed!

Structure of the CRM web interface

The Django CRM website is organized into several key sections to help you find the information you need quickly and easily.
The Help Center is organized according to the structure of the CRM. Choose the section you are interested in. Each link leads to a detailed help page explaining the purpose of the section, available features, and step-by-step instructions (content is being supplemented).

Main menu on the CRM home page

Tasks
CRM
  • Requests
  • Deals
  • Leads
  • Companies
  • Emails in CRM
  • Payments
  • Shipments
Analytics
  • Income Summary
  • Requests Summary
Mass mail
  • Mailing Outs
  • Email Messages
Common
  • User profiles
  • Reminders
Settings
  • Public email domains
  • Stop Phrases

Sections Menu

Tasks
  • Memos
  • Projects
  • Tags
  • Tasks
CRM
  • Cities
  • Companies
  • Contact persons
  • Currencies
  • Deals
  • Emails in CRM
  • Leads
  • Payments
  • Products
  • Requests
  • Shipments
  • Tags
Analytics
  • IClosing reason Summary
  • IConversion Summary
  • IDeal Summary
  • Income Summary
  • ILead source Summary
  • Requests Summary
  • ISales Report
  • ISales funnel
Mass mail
  • Email Accounts
  • Mailing Outs
  • Email Messages
  • Signatures
Common
  • User profiles
  • Reminders
Settings
  • Banned company names
  • Public email domains
  • Stop Phrases

Getting Started

Django CRM is a web-based system available on any device with a browser. It is optimized for smartphones and tablets, so you can work with it without installing additional applications.

  • To access the CRM, use the login page address provided by your CRM administrator.
  • Your login credentials (username and password) are also issued by the administrator.

User Access and Permissions

Access to CRM sections depends on your user role. If you don’t see a certain page, feature, or piece of data, it may be restricted by your current permissions. In this case, please contact your CRM administrator to request the necessary access.

Useful Tools in the Interface

In the upper-right corner of every CRM page, you can:

  • Open Help – jump directly to the help page for the section you are working in.
  • Change Language – select from over 20 available interface languages. You can switch languages at any time.
  • Switch Theme – choose between a brighter or darker interface theme for comfortable work.