Knowledgebase

Announcements and Communication
Overview Allows administrators to post internal messages visible to staff or customers in their...

Customers and Contacts in Persisca XRM
Overview The Customers module stores all client profiles, related contacts, documents, and...

Estimates, Proposals, and Invoices
Purpose These modules manage the financial relationship between Persisca XRM users and...

Expenses, Goals, and Surveys
Expenses Tracks company costs associated with projects or departments. Add supplier,...

Glossary
Below is a structured glossary of essential terms used throughout Persisca XRM, arranged for...

Introduction to Persisca XRM
Persisca XRM is a unified enterprise platform for managing sales, projects, customers, marketing,...

Knowledge Base
Overview Provides searchable documentation and FAQs for both internal staff and clients....

Leads and Sales Pipeline
Overview Leads represent potential customers before conversion. Persisca XRM tracks every lead’s...

Marketing Automation
Overview Marketing Automation in Persisca XRM manages multi-channel campaigns and engagement...

Projects and Tasks
Overview Projects structure deliverables, resources, and deadlines. Each project may include...

Reports and Analytics
Overview Persisca XRM reporting provides quantitative insight across sales, projects, marketing,...

Support and Tickets
Overview The Support module manages customer requests and technical issues through a structured...

Utilities and Settings
Utilities Includes tools such as activity logs, backups, and database maintenance. Generate...