Documentation Introduction

Getting Started

Setting Up Your First Steps with Mjara CRM Mjara Cloud Invite Users Pricing - Mjara CRM

Core Features

Lead Deal Contact Organization Contact & Deal Management - Mjara CRM

Views & Navigation

Saved View Public View Quick Entry Layout

Communication

Communications - Mjara CRM Email Communication Email Template Call Log WhatsApp Notification Note Comment Task

Automation

Workflow Automation - Mjara CRM Assignment Rule Service Level Agreement

Customization

Customizations & Controls - Mjara CRM Custom Fields Custom Statuses Custom Actions Custom List Actions Custom Script Custom Branding Home Actions

Integrations

Integrations - Mjara CRM Twilio Exotel Web Form

Analytics

Reports & Analytics - Mjara CRM Data

Mobile

Mobile Responsive Site - Mjara CRM Profile

Home Actions

You can now add, edit, or hide custom links with icons in the dropdown menu. This feature is accessible under Settings → General.

For custom icons, you can use Feather Icons or add an SVG in the icon field.

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Custom Branding

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Integrations - Mjara CRM

Mjara CRM is a fully customizable open-source CRM Software designed for growing businesses to makes sales and customer management simple. Track leads,and build lasting customer relationships with ease using our powerful CRM software.