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algos crm.

algos crm.

CRM Documentation

The same product docs available in the dashboard—guides for setup, architecture, modules, and day-to-day use.

User Manual
docs/user-manual/overview.md PDF Download all

End-user manual

Guide for tenant Administrators and Sales users of the CRM.

Roles at a glance

Capability Admin Sales (default)
Customers / Leads / Tasks day-to-day Yes Yes (with some limits)
Manage users & roles Yes No
Connect channels Yes (manage.channels) View only
Inbox view + WhatsApp reply Yes Yes
Assign inbox conversations Yes No
Company settings Yes No

Exact rights can be customized under Roles.

Sign in

  1. Open your company CRM URL.
  2. Sign in with email/password.
  3. You land on Dashboard.

Forgot password uses the email reset flow (requires mail to be configured by your operator).

Customers

Customers → add, edit, search, import/export CSV.
Customers are won/converted accounts (also created when converting leads).

Leads

Leads supports list and board (kanban) views.

Common actions:

  • Create / edit lead
  • Move status on the board
  • Assign (if permitted)
  • Log activities
  • Convert to customer
  • Import/export CSV

Follow-up dates drive reminder notifications when the scheduler is running.

Inbox

Inbox shows conversations from connected messaging channels (WhatsApp today).

  1. Open a conversation (unread clears on open).
  2. Read the thread; open linked lead if present.
  3. Reply sends a WhatsApp message when the channel supports it.
  4. Admins can Assign and change status (Open / Pending / Closed).

Closed conversations must be reopened before replying.

Tasks

Create and update tasks, change status, use the task board.
Due/overdue reminders appear when enabled by your operator.

Reports

Open Reports for company metrics. Export if you have export.reports.

Channels (admins)

Administration → Channels

  1. Connect channel — choose provider (Generic Webhook, Facebook Lead Ads, WhatsApp, …).
  2. Enter credentials shown on the form.
  3. Copy webhook URL / secrets / verify token as instructed.
  4. Use Test connection, Sync, Disconnect, or Regenerate webhook secret as needed.

Providers marked Adapter coming soon cannot fully process events yet.

Detailed setup:

Each company connects its own WhatsApp/Facebook/forms — data never mixes with other companies.

Users & roles (admins)

  • Users — invite or create users, activate/deactivate, import CSV.
  • Roles — adjust permissions. Do not remove critical admin access without a backup admin.

Plan limits may block adding users.

Company profile & settings (admins)

  • Company Profile — read-only overview (logo, contact, plan badges).
  • Company Settings — edit profile fields, regional defaults, business hours, logo.
  • Saving settings returns you to the profile.

Notifications & profile

  • Bell / Notifications — in-app alerts.
  • Profile — password, photo, notification preferences, sessions.

Activity log

Activity Log shows important changes (lead updates, channel events, settings saves) for auditing.

Tips

  1. If a webhook test succeeds in the tool but CRM doesn’t update, ask your operator to start the queue worker.
  2. Never paste access tokens into chat or email.
  3. For Meta on localhost, your operator must use ngrok (or staging HTTPS).

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