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This documentation will help you customize your CRM by configuring the customer data you collect, your sales process, document formats and other finer details.

Customer Data

Create multiple forms to capture different data points about your customers.

Sales Process

Set up different steps in your sales process and what kind of information should be captured at each stage.

Document Formats

Create nice looking document templates for your Quotations, Invoices, Purchase Orders etc.

Todos & Reminders

Set up todo list reminders, alerts and daily notifications to be sent to your sales team.


SalesWise comes with default insightful report templates. But it also comes with the ability to set up different report formats as per your requirements.

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.

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