What is Settings feature in CRM?

The Settings feature in Aiksol360 CRM gives you full control over user roles, sales pipelines, inventory configurations, and data security. Tailor the CRM to match your workflow, safeguard sensitive information, and enhance team productivity—all from one centralized dashboard.

Effortless User Management

Effortless User Management

Simplify the way you onboard team members and manage their roles. Aiksol360 CRM makes it easy to ensure everyone has access to what they need without compromising security.

  • Quickly Add New Users: Get new team members set up in no time by creating their profiles and assigning roles.
  • Role-Based Permissions: Control who can see and do what within the CRM to keep sensitive information secure.
  • Custom Roles: Tailor permissions based on each team member’s responsibilities.
  • Boost Security and Focus: Protect your data and let your team concentrate on what they do best.
Sales Pipelines That Match Your Workflow

Sales Pipelines That Match Your Workflow

Your sales process is unique, and your CRM should reflect that. With customizable pipelines, Aiksol360 CRM helps you stay organized and close deals faster.

  • Tailor Your Stages: Adjust each stage to match your sales process, from initial contact to deal closure.
  • Set Clear Goals: Define KPIs for each stage and track progress to keep your team motivated and focused.
  • Never Miss a Beat: Automated reminders ensure you follow up with leads at the right time.
  • Identify and Fix Roadblocks: Real-time tracking helps you spot bottlenecks and take action.
  • Refine Your Strategy: Use data insights to make better decisions and improve conversion rates.
Customize Inventory Settings

Customize Inventory Settings

Managing your stock doesn’t have to be a headache. Aiksol360 CRM helps you stay on top of your inventory with tools that simplify and streamline the process.

  • Customize Stock Settings: Set up stock levels, categories, and pricing to suit your business needs.
  • Avoid Stockouts: Define reorder points for critical items to keep your inventory flowing smoothly.
  • Track Product Performance: See which products are selling and adjust your strategy as needed.
  • Optimize Your Space: Avoid overstocking and free up valuable warehouse room.
  • Easily Adjust Pricing: Update prices to reflect demand, market trends, or promotions in just a few clicks.
  • Detailed Reporting: Gain insights into your inventory health and make smarter decisions.
Secure and Compliant Data Management

Secure and Compliant Data Management

Data security is a priority, and Aiksol360 CRM ensures your information stays safe while keeping you aligned with regulations.

  • Control Access with Roles: Limit data access to authorized team members to protect sensitive information.
  • Track User Activity: Monitor who’s making changes to ensure accountability and transparency.
  • Detailed Audit Trails: Keep a clear record of updates to meet compliance standards.
  • Stay Ahead of Regulations: Easily comply with GDPR, CCPA, and other data protection requirements.
  • Build Trust with Customers: Show your commitment to security and earn your clients’ confidence.s
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