Sign in
Login into your billcrop.com account, to access the CRM tools for your business.
Valid email : example@gmail.com
password:###example
And click Login
Dashboard
Gives you a summary of all activities in your CRM
CRM
Customers Section:
To add new client
Select customer > Add New > Input the filed and Save
Or
Select customer > contact list > Add New Input the field and Save
To Create a Contact Group
Select Customers > Contact Group > Add New, Input Details and click Save
To Import Contact
Select Customers > Contact List> Import, select contact group or add new contact group , select the file and click Import Contacts
To View,Edit and Delete Contact
To View Contact
Select Customers > Contact List> on the Action section select
To Edit Contact
Select Customers > Contact List> on the Action section select
To Delete Contact
Select Customers > Contact List> on the Action section select
Leads Section:
To Add New Leads
Select Leads > Add New Clients, input details and click Save
To Import Leads from spreadsheet .xlsx format:
- Only XLSX File Are Allowed.
- First Row Need To Keep Blank Or Use For Column Name Only.
- Required Field Must Needed.
- Download a sample file
Select Leads > Imports and input fields, select the file and click Import Leads
To view leads in Kanban Views
Select Leads > Kanban Views options
Add New Project
Select Projects > Add New > Input Project details and Save
Add New Task
Select Task > Add New, input details of the task and click Save.
Change Tasks View to Kanban View
Select Tasks > Kanban View to see your tasks in the Kanban board view.
Change Task View to List View
Select Tasks > List View to see your tasks in list view
Import Product List
Select Products > Product list > Import, drag and drop the required product list file and click Import products
Add New Service
Select Service > Add New, input the details and select save
Or
Select Service > Service List > Add New, input the details and select save
View Service list
Select Service > Service List > to View the list.
Add New Supplier
Select Supplier > Add New, input the details and select save
View Supplier list
Select Supplier > Supplier List > to View the list.
Create Purchase Orders
Select Purchase > Create Purchase Orders > input all the necessary details and click Save
Or
Select Purchase > Purchase Order > Add new > input all the necessary details and click Save
View Purchase Orders
Select Purchase > Purchase Order, view all orders
Add Purchase Return
Select Returns > Purchase Returns > Add New, input the field and select Save
Add Sales Return
Select Returns > Sales Returns > Add New, input the field and select Save
How to add New Account
Select Accounts > Add New Account > Input the fields correctly and click Save
OR
Select Accounts > List Account >Add New Input the fields correctly and click Save
How to view account
Select Accounts > View List Account , to view the list of accounts.
How to View Income/Deposit
Select Transaction > Income/Deposit to view Income/Deposit
How to Add Income/Deposit
Select Transaction > Income/Deposit > Add New , complete the fields and click Save
How to View Expenses
Select Transactions > Expenses, and view the expenses
How to Add Expenses
Select Transactions > Expenses > Add New , fill the required fields and click Save.
How to check Income Report
Select Transactions > Income Calendar , navigate the month, week, day option
How to Check Expense Report
Select Transactions > Expense Calendar , navigate the month, week, day option.
How to add new Staff
Select Staff > Add New, Input details of the new staff member and click Save.
OR
Select Staff > All Staff > Add New,Input details of the new staff member and click Save.
To View and Add Staff Roles
Select Staffs > Staff Roles > input details of the staff and select Save.
How to View Account Statement Report
Select Reports > Account Statement > Select Account, date and transaction type and click View Report
How to View Detail Income Report
Select Reports > Detail Income Reports> Select Account, date and transaction type and click View Report
How to View Date Wise Income Report
Select Reports > Date Wise Income > Select Account, date and transaction type and click View Report
How to View Detail Expenses Report
Select Reports > Detail Expenses Report > Select Account, date and transaction type and click View Report
How to View Detail Wise Expense Report
Select Reports > Detail Wise Expense > Select Account, date and transaction type and click View Report
How to View Transfer Report
Select Reports > Transfer> Select Account, date and transaction type and click View Report
How to View Income VS Expenses Report
Select Reports > Income VS Expenses > Select Account, date and transaction type and click View Report
How to View Report By Payer Report
Select Reports > Report By Payer> Select Account, date and transaction type and click View Report
How to View Report By Payee Report
Select Reports > Report By Payee> Select Account, date and transaction type and click View Report
How to make System Settings
Select Settings > Company Settings > System Settings Fill the details correctly and select Save Settings
How to make Invoice & Quotation Settings
Select Settings > Company Settings > Invoice & Quotation
fill the details correctly and select Save Setting
How to make Payment Gateway Settings
Select Settings > Company Settings > Payment Gateway
fill the details correctly and select Save Setting
How to add Custom Logo
Select Settings > Company Settings > logo ,remove the default logo, add the new logo and click Upload
How to add new Email Template
Select Settings > Email Template > Add New, fill the necessary fields and Save
How to edit Access Control
Select Settings > Access Control > Select role and option to be modified , make your modifications and click Save Permissions
How to add Income and expense type
Select Settings > Income and expense type> Add New, fill the field and select account type and click Save.
How edit Leads Status on CRM Settings
Select Settings > CRM Settings > Select Leads Status, select option to Add New leads or Select existing leads status to EDIT, VIEW OR DELETE.
How edit Leads Sources on CRM Settings
Select Settings > CRM Settings > Select Leads Sources, select option to Add New leads or Select existing leads sources to EDIT, VIEW OR DELETE.
How edit Payment Methods
Select Settings > Payment Methods > select option to Add New payment methods or Select existing payment method to EDIT, VIEW OR DELETE.
How edit Product Unit
Select Settings > Payment Methods > select option to Add New payment methods or Select existing payment method to EDIT, VIEW OR DELETE.
How to edit Tax
Select Settings > Tax Settings> select option to Add New payment methods or Select existing tax to EDIT, VIEW OR DELETE.
How to add File
Go to File manager > select new file > add the new file and click save Note: File Manager File Type Supported : png,jpg,jpeg,pdf,mp4,txt,doc,xlsx,csv File Manager Max Upload Size In MB : 20MB
Note: File Manager File Type Supported : png,jpg,jpeg,pdf,mp4,txt,doc,xlsx,csv File Manager Max Upload Size In MB : 20MB
How to add Folder
Go to File manager > select new folder > add the new folder and click save
Note: File Manager File Type Supported : png,jpg,jpeg,pdf,mp4,txt,doc,xlsx,csv File Manager Max Upload Size In MB : 20MB