Documentation
This documentation will help you customize your CRM by configuring the customer data you collect, your sales process, document formats and other finer details.
![](https://saleswisecrm.com/wp-content/uploads/2023/04/3.png)
Customer Data
Create multiple forms to capture different data points about your customers.
![](https://saleswisecrm.com/wp-content/uploads/2023/04/1.png)
Sales Process
Set up different steps in your sales process and what kind of information should be captured at each stage.
![](https://saleswisecrm.com/wp-content/uploads/2023/04/6.png)
Document Formats
Create nice looking document templates for your Quotations, Invoices, Purchase Orders etc.
![](https://saleswisecrm.com/wp-content/uploads/2023/04/4.png)
Todos & Reminders
Set up todo list reminders, alerts and daily notifications to be sent to your sales team.
![](https://saleswisecrm.com/wp-content/uploads/2023/04/5.png)
Reporting
SalesWise comes with default insightful report templates. But it also comes with the ability to set up different report formats as per your requirements.
![](https://saleswisecrm.com/wp-content/uploads/2023/04/2.png)
Other Customizations
If you need any other customization, SalesWise is 100% flexible. Just contact our support team with your requirement and we’ll be happy to help you out.