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Below is a structured glossary of essential terms used throughout Persisca XRM, arranged for clarity and quick reference.

A
Account: A registered entity (business or individual) with an active profile in Persisca XRM.
Activity Log: A system record of all user actions within the platform.
Announcement: A communication posted internally for staff or clients.

B
Billing Cycle: The interval at which recurring invoices or subscriptions are generated.
Billable Time: Logged work hours that can be converted into invoices.

C
Campaign: A coordinated marketing activity distributed through email, SMS, or other channels.
Category: An organizational grouping for campaigns, articles, or components.
Channel: A communication method such as Email, SMS, or Webhook.
Client Portal: The secure login area for customers to view projects, invoices, and support tickets.
Component: Reusable marketing elements such as templates, forms, or landing pages.
Contract: A digital agreement stored and tracked within Persisca XRM.
Customer: A verified, active, paying client profile.

D
Dashboard: The main overview interface showing system statistics, tasks, and financial summaries.
Department: An internal division used for organizing staff or routing support tickets.

E
Estimate: A preliminary quotation provided before final invoicing.
Expense: A recorded business cost within the Expenses module.
Email Provider: External SMTP service used for sending system and campaign emails (e.g., SMTP2GO).
Engagement Points: Numerical scores representing contact activity and responsiveness.

F
Field: An individual data entry item within a form or profile.
File: Any document uploaded to a customer, project, or task record.

G
Goal: A measurable target such as revenue or task completion.
Group: A classification tag applied to customers or leads.

I
Invoice: A formal billing document issued to a customer.
Integration: A connection between Persisca XRM and external services like payment gateways or communication APIs.

K
Knowledge Base: A structured collection of articles and FAQs for internal and client reference.

L
Lead: A potential customer entry prior to conversion.
Lifecycle Stage: A defined step in the buyer’s journey (e.g., Awareness, Consideration, Decision).

M
Milestone: A defined checkpoint within a project timeline.
Module: A functional area within Persisca XRM such as Sales, Projects, or Support.
Marketing Automation: A suite that manages campaigns, scoring, and customer engagement across multiple channels.

N
Note: An internal comment or collaboration entry attached to a record.
Notification: A system alert generated by actions or automation triggers.

P
Payment Gateway: A third-party service that processes online payments (e.g., Stripe, PayPal).
Pipeline: The structured flow of leads from creation to conversion.
Point: A numeric indicator of engagement level assigned through the Points module.
Project: A group of related tasks and milestones linked to a customer.
Proposal: A formal offer sent to a lead or customer detailing scope and pricing.

R
Recurring Invoice: An automatically generated invoice based on a defined billing schedule.
Report: An analytical summary of performance, activity, or financial results.

S
Segment: A dynamic or static grouping of contacts based on rules or behavior.
Settings: The administrative area controlling company data, integrations, and security.
Stage: A point in a contact’s progression or marketing lifecycle.
Subscription: A recurring payment agreement linked to a customer.
Support Ticket: A recorded client issue or request tracked through resolution.
Survey: A questionnaire distributed for feedback collection.
SMS Provider: A service that delivers text messages through the system (e.g., Twilio).

T
Tag: A keyword label applied for easier filtering.
Task: A specific activity assigned to staff within a project.
Template: A reusable predefined layout for documents or emails.
Timeline: A chronological log of activities within a project or client record.
Twilio: A third-party SMS provider integrated with Persisca XRM.

U
User Role: The permission level assigned to each staff member.
Utilities: Administrative tools for maintenance, logs, and backups.

W
Workflow: An automated chain of actions triggered by events or criteria.
Webhook: A method to send data from Persisca XRM to another application in real time.