Manage your business contacts, pipeline, deals, and invoicing.
1. Setting Up Your Business
Go to crm.africoders.com and create your business profile. Add your business name, industry, address, and team members. This is the foundation for all CRM features.
2. Managing Contacts
Add customers and leads manually or import from CSV. Track contact details, interaction history, notes, and tags. Search and filter to find contacts quickly.
3. Using the Pipeline
Visualize your sales process with drag-and-drop pipeline boards. Create custom stages (Lead → Qualified → Proposal → Negotiation → Won/Lost). Move deals between stages as they progress.
4. Creating Invoices
Generate professional invoices with your business branding. Add line items, set payment terms, and send to clients. Invoices include a secure payment link for instant online payment.
5. Tracking Revenue
The CRM dashboard shows your revenue overview, deal conversion rates, and pipeline value. Export reports for accounting and business analysis.
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