Navigate the CRM dashboard

Sidebar

Typical modules:

• CRM — Contacts, Companies, Deals, Leads, Activities
• Sales — Invoices, Estimates, Proposals, Payments
• HRM — Employees, Attendance, Leave, Payroll (when licensed)
• Settings — Users, branding, financial, integrations

Dashboard

Widgets show pipeline value, open deals, overdue invoices, and recent activity. Use them as a morning brief, then drill into deals or invoices.

Search

Top search finds contacts, deals, tickets, and invoices. Prefer searching by email or invoice number when names are ambiguous.

Mobile

On smaller screens, bottom navigation keeps Dashboard, Deals, Contacts, and Settings one tap away.