База знань

Persisca XRM is a unified enterprise platform for managing sales, projects, customers, marketing, finance, and support. Each module connects seamlessly to create an integrated operational framework for small and large organizations.

Primary Navigation

• Dashboard – Overview of system statistics and activity.
• Sales – Manages leads, estimates, invoices, and recurring income.
• Projects – Tracks deliverables, milestones, and time entries.
• Support – Handles customer inquiries via the ticket system.
• Marketing – Controls automation and outreach workflows.
• Utilities – Provides logs, backups, and maintenance tools.

Key Advantages

• Unified data structure.
• Role‑based access and security.
• Automation of billing and communication.
• Scalable reporting and analytics.