CRM & Sales

What is the CRM in Senly?

The Senly CRM is your sales pipeline: a Kanban board where each lead is a card and the columns are your stages (New → Contacted → Quote → Won / Lost). Alongside that you have a Contacts database, an Activity feed, and Reports.

Go to CRM in the sidebar. At the top are four tabs: Pipeline (Kanban), Contacts (database), Activity (timeline), and Reports (statistics). The URL hash (#pipeline / #contacts / #activity / #reports) remembers which tab is active so a refresh does not throw you back.

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