What are the different sections of karmaCRM?

There are many different running parts of karma that can help your company succeed. Here is a quick intro to the different sections/tabs within karma.

"Contacts" are individual people that you do business with.  Within the contact tab, you can add, delete, edit, organize, and filter your contacts. You can also import and export your contacts, create events and tasks, and create relationships. In each individual contact page, you can share notes, emails, call logs and documents with the rest of your team, too.   

"Companies" are the businesses to which your contacts belong. You can have multiple contacts associated with a single company, and, within the "Companies" section, you can add, delete, edit, organize, and filter your companies. You can also import and export your companies, create events and tasks, and create relationships. In each individual company page, you can share notes, emails, call logs and documents with the rest of your team. You can also see all notes, emails, and phone logs that are added directly to a contact within the company.

"Deals" are your opportunities for sales and are associated to a contact, company, or case. In the "Deals" section, you can add, delete, edit, organize, and filter your deals. You can also import and export your deals, create events and tasks, and create relationships to other contacts or companies. In each individual deal page, you can share notes, emails, call logs and documents with the rest of your team.

The "Cases" section is for anything that doesn't have a normal sales workflow. For instance, if you offer warranties on your products and have a process to work through completing a warranty repair on a product, you may want to use cases for it. Cases have participants instead of a specific contact or company assigned to it. If you want to include multiple contacts, companies, or deals to a single case, you can. 

The "Calendar" section houses your events. You can change the view and add, complete, or reschedule events. If you have multiple calendars, you can view only the calendars that apply to you, and, if you'd like, you can integrate with Google calendars, for a 2-way sync between your karma and Google calendars. 

The "Tasks" section is home to all of your tasks. "Tasks" are your "todos". In the "Task" section, you have a lot of different views, filters, and sorting options. You can also import and export your tasks via CSV.

The "Maps" section allows you to create different geographical maps of your contacts and companies. If you have sales people that go to face-to-face meetings, this might be a great tool for you. 

The "Reports" section holds all of the reports created on your account. You can add and manage your different reports or use filters to generate the data in a report depending on what you want.

The "Settings" area may look different based on your role within the account, but, for admins and account owners, it includes all customization and integrations. All user types will be able to manage their personal settings, account email templates, and integrations with Gmail, Google Calendar, Google Contacts, and social media. Admins and owners will also be able to customize the "New Contact," "New Company," and "New Deal" forms, add a logo, add users, and add integrations with MailChimp and Zapier. Owners on the account will have all of the above, plus access to the account's billing information.