Agentic CRM User Manual

1. Introduction

The Agentic CRM module is part of the Elinom ERP platform. Track leads, sales pipelines, and customer support in real time.

Open the module from the ERP shell sidebar (#crm) or directly at public/crm.html. Authenticated users with module access land on the main workspace; visitors may see a marketing landing page first.

• Agentic CRM administrators — configuration, master data, and approvals.
• Day-to-day users — create and manage records in assigned sections.
• Managers — dashboards, reports, and team oversight.

2. Getting Started

First-time setup checklist

1. Log in with a user that has Agentic CRM access.
2. Open Agentic CRM from the ERP sidebar (#crm).
3. Complete module Settings and organisation defaults in Company Settings.
4. Review Dashboard and confirm data loads correctly.
5. Run a test workflow before inviting additional users.

3. Dashboard

Dashboard — workspace for day-to-day dashboard tasks and records.

How to use Dashboard

1. Navigate to Agentic CRM → Dashboard from the sidebar or #crm?section=dashboard.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

4. Customers

Customers — workspace for day-to-day customers tasks and records.

How to use Customers

1. Navigate to Agentic CRM → Customers from the sidebar or #crm?section=customers.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

5. Orders

Orders — workspace for day-to-day orders tasks and records.

How to use Orders

1. Navigate to Agentic CRM → Orders from the sidebar or #crm?section=orders.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

6. Deals Pipeline

Deals Pipeline — workspace for day-to-day deals pipeline tasks and records.

How to use Deals Pipeline

1. Navigate to Agentic CRM → Deals Pipeline from the sidebar or #crm?section=deals.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

7. Tasks & Calendar

Tasks & Calendar — workspace for day-to-day tasks & calendar tasks and records.

How to use Tasks & Calendar

1. Navigate to Agentic CRM → Tasks & Calendar from the sidebar or #crm?section=tasks.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

8. Reports

Reports — workspace for day-to-day reports tasks and records.

How to use Reports

1. Navigate to Agentic CRM → Reports from the sidebar or #crm?section=reports.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

9. Calls

Calls — workspace for day-to-day calls tasks and records.

How to use Calls

1. Navigate to Agentic CRM → Calls from the sidebar or #crm?section=calls.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

10. SMS Reminders

SMS Reminders — workspace for day-to-day sms reminders tasks and records.

How to use SMS Reminders

1. Navigate to Agentic CRM → SMS Reminders from the sidebar or #crm?section=sms.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

11. Email Marketing

Email Marketing — workspace for day-to-day email marketing tasks and records.

How to use Email Marketing

1. Navigate to Agentic CRM → Email Marketing from the sidebar or #crm?section=email.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

12. Integrations

Agentic CRM integrates with other Elinom modules including Accounting, Analytics, Company Settings. Data events flow through the platform data bridge so related records stay in sync.

1. Ensure integrated modules are active on your subscription.
2. Configure shared master data in the source module first.
3. Review cross-module links from transaction detail screens where available.
4. Use Elinom Analytics for cross-module reporting when enabled.

13. Troubleshooting & FAQs

• Module locked or padlock overlay — activate the Agentic CRM add-on or contact your billing administrator.
• Blank screen in a section — refresh the page; ensure you are authenticated and the iframe finished loading.
• 401 / 403 errors — session expired or insufficient role; log in again or contact admin.
• Data not syncing — verify the related module is enabled and check Company Settings.
• Missing menu item — your role may not include access; ask an administrator to review permissions.