Terminology

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  • User – A user is a person that has access to the karma account. Users have limited access to the account; they cannot customize the account, add users, or view private data.
  • Owner – The owner of the account is the user that created the account (can be changed to another user, but only the owner of the account can do it). They are the only user on the account that can upgrade, downgrade, and cancel the account.
  • Admin – A user that the Owner of the company creates that has the ability to see all data in the system and can customize the account. They can do anything in the account except upgrade, downgrade, and cancel the account. (Unless the owner of the account prohibits them from deleting data, exporting data, or creating reports)
  • Dashboard – A place within karma that allows you to see your account at a glimpse.
  • Widget – A widget is a group of data that you place on the dashboard. A widget is also the attached data within a contact, company, deal, or case.
  • Contact – A contact is an individual that is entered into the system. Contacts can be attached to a single company.
  • Company – A company is an entity. A company is generally connected to 1 or more contacts.
  • Task – A task is an actionable todo. You can create task templates to apply the task. Most users use tasks and events interchangeably, but are handled differently within karma.
  • Event – An event is generally something that “happens”, meetings, birthdays, days off, mostly used in scheduling. Events can be recurring, can be placed on different calendars, and can be integrated into a Google Calendar.
  • Case – A case can cover many different needs. It can be used for support tickets, bug reports, and project management. Each case can have its own workflow and can be attached to contacts, companies, deals, or other tasks, but it is not required.
  • Deal – A deal is an “opportunity”. You might have one or many opportunities with a customer, such as a proposal 1, 2 and 3. These opportunities can be stored within karmaCRM as three separate deals. Each deal can have its own history and workflow.
  • Calendar – In karma, calendar is used to schedule, and manage tasks and events. Users create an event directly into calendar for required date.
  • Map - In karma, map is used to plot contacts and companies with their full addresses.
  • File - In karma, document can be uploaded. Document can be organized in different folders and sub-folders.
  • Integration - karma enables you to setup email, google contacts, google calendar integration. Users can connect email account to enable sending and receiving email from within karmaCRM.  
  • Webhooks - karma enables you to integrate Wufoo and Formstack. These platforms are used to create forms. Users can use these platforms and webhook integration automatically creates contacts within karmaCRM after forms are submitted.
  • Record Template - The template used to add generic details that are valid for multiple or all the contacts, companies, cases and deals. Multiple record templates can be created for each asset.  
  • Tag - The keyword that will be helpful to search, when there is a long list of any asset such as contacts, cases, deals, and companies.
  • Goals - In karmaCRM, admin can setup goals for the account such as how many new contacts should be added in a week, and how many deals achieved in a week.
  • Navigation Tabs - The tabs that you see in the navigation bar such as dashboard, contacts, companies, deals, and cases.
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