Other Modules — Legal, Leases, Proposals, Purchase Orders, HR, Social Media, SMS

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Legal Cases

For: Law Firms, Legal Departments

Track legal matters from inquiry to resolution.

Case Fields

Field	Description
Case Number	Unique identifier
Case Title	Brief description
Client	Contact/Account linked
Case Type	Civil, Criminal, Family, Corporate, IP, Real Estate
Court	Which court/tribunal
Judge	Assigned judge (if known)
Filing Date	When filed
Next Hearing	Upcoming court date
Status	New, Active, Hearing Scheduled, Adjourned, Settled, Closed
Priority	High, Medium, Low
Assigned Lawyer	Team member handling it
Opposing Party	Name/details
Case Value	Financial amount involved

Case Lifecycle

Inquiry → Consultation → Case Filed → Hearings → Arguments → Judgment → Appeal/Close

Features

• Hearing date calendar with reminders
• Document management (petitions, orders, evidence)
• Time tracking per case (for billing)
• Communication log with client
• Task management (file deadlines, submissions)
• Invoice generation based on hours/milestones

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Leases

For: Property Management, Commercial Real Estate

Manage rental/lease agreements for properties.

Lease Fields

Field	Description
Lease Number	Unique identifier
Property	Which unit/property
Tenant	Contact/Account
Lease Type	Residential, Commercial, Industrial
Start Date	Lease commencement
End Date	Lease expiry
Monthly Rent	Rent amount
Security Deposit	Deposit paid
Escalation	Annual rent increase (%)
Payment Due Date	Which day of month (1st, 5th, etc.)
Status	Draft, Active, Expiring Soon, Expired, Terminated

Lease Lifecycle

Draft → Signed → Active → Renewal Notice → Renewed/Terminated → Expired

Features

• Rent collection tracking (paid/overdue per month)
• Automatic rent escalation reminders
• Lease renewal alerts (30/60/90 days before expiry)
• Tenant communication (WhatsApp rent reminders)
• Maintenance request tracking
• Security deposit refund workflow

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Proposal Library

For: Sales, Consulting, Agencies

Pre-built proposal templates that can be quickly customized and sent to prospects.

Creating a Proposal Template

1. Go to Proposal Library → Click + New Proposal
2. Fill in:
   • Title — e.g., "Digital Marketing Proposal"
   • Category — Sales, Marketing, Technology, Consulting
   • Industry — Which industry it targets
   • Content — Rich text with sections
   • Pricing Section — Standard pricing tiers
   • Status — Draft, Published, Archived

Using Proposals

1. Open a Deal → Click Send Proposal
2. Select from library
3. Customize: Add client name, adjust pricing, modify scope
4. Send via Email or generate PDF
5. Track: Sent → Viewed → Accepted/Rejected

Proposal Sections (typical)

• Executive Summary
• Company Overview
• Problem Statement
• Proposed Solution
• Scope of Work
• Timeline & Milestones
• Pricing & Terms
• Team / About Us
• Terms & Conditions
• Signature Block

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Purchase Orders

For: Procurement, Manufacturing, Retail

Create and track orders placed with vendors/suppliers.

Purchase Order Fields

Field	Description
PO Number	Auto-generated
Vendor	Who you're buying from
Order Date	When ordered
Expected Delivery	When it should arrive
Items	Products/materials with qty and rate
Subtotal, Tax, Total	Financial summary
Status	Draft, Sent, Acknowledged, Received, Closed
Payment Status	Pending, Paid, Partial
Delivery Address	Where to deliver
Terms	Payment and delivery terms

PO Lifecycle

Draft → Approved → Sent to Vendor → Acknowledged → Goods Received → Invoice Matched → Paid → Closed

Features

• Multi-item orders
• Vendor price comparison
• Goods receipt note (GRN) against PO
• Three-way match: PO vs GRN vs Vendor Invoice
• Auto-generate from Material Requests
• Track delivery delays

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HR Module

For: Internal Team Management

Basic HR features for managing your team within the CRM.

Features

• Employee Directory — All team members with profiles
• Attendance — Track check-in/check-out (basic)
• Leave Management — Request and approve leaves
• Department Structure — Organize by department
• Onboarding Checklist — New employee setup tasks
• Performance Notes — Manager notes per employee

Employee Fields

Field	Description
Name	Full name
Employee ID	Internal ID
Department	Which dept
Designation	Job title
Manager	Reports to
Date of Joining	Start date
Email / Phone	Contact
Emergency Contact	For emergencies
Status	Active, On Leave, Terminated

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Social Media

For: Marketing Teams

Manage social media presence and track campaign performance.

Features

• Platform Connections — Link Facebook, Instagram, LinkedIn, Twitter
• Ad Credentials — Store API keys for ad platforms
• Campaign Tracking — Link social campaigns to CRM leads
• UTM Tracking — Auto-capture UTM parameters from social ads
• Lead Attribution — Know which social post/ad generated a lead

Connecting Platforms

1. Go to Settings → Social Media (or Marketing → Settings)
2. Select platform (Facebook, LinkedIn, etc.)
3. Enter API credentials:
   • App ID / App Secret
   • Access Token
   • Ad Account ID
4. Test connection
5. Save

Tracking Social Leads

• Leads from social media auto-tagged with source
• UTM parameters captured (utm_source, utm_medium, utm_campaign)
• ROI calculation: Ad spend vs leads generated vs deals closed

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SMS

For: All Industries

Send text messages to leads and contacts for quick communication.

Features

• Send individual SMS — From lead/contact page
• Bulk SMS — Send to multiple contacts
• SMS Templates — Pre-written messages with variables
• Delivery Tracking — Sent, Delivered, Failed status
• Opt-out Management — Respect DND/unsubscribe

Sending SMS

1. Open a lead/contact → Click SMS tab
2. Type message or select template
3. Click Send
4. SMS logged in communication timeline

SMS Templates

Create reusable templates:

• Hi , thank you for your inquiry. Our team will call you shortly.
• Reminder: Your appointment is tomorrow at . Reply YES to confirm.
• Your invoice for ₹ is due on .

Limits

• Character limit: 160 per segment (standard SMS)
• Unicode messages: 70 characters per segment
• Bulk limit: Based on your SMS provider plan
• DND compliance: System skips DND-registered numbers (India)

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Tips

• Legal: Always track hearing dates — missed dates have serious consequences
• Leases: Set 90-day renewal alerts — gives time to negotiate or find new tenant
• Proposals: Build a library — saves hours on repetitive proposal writing
• Purchase Orders: Always match GRN to PO — prevents payment discrepancies
• Social Media: Track UTMs on every ad — know exactly what works
• SMS: Keep it short — respect the 160-char limit, be clear and actionable