License Agreement & Terms of Service

SOFTWARE LICENSE AGREEMENT

By using Sales CRM, you agree to the following terms:

  • This software is licensed, not sold, for your use only.
  • You may not copy, modify, distribute, sell, or transfer this software.
  • This is a one-time purchase with a perpetual license.
  • All sales are final - no refunds.
  • The software is provided "as is" without warranty.

TERMS OF SERVICE

  • You agree to use the software lawfully and responsibly.
  • You are responsible for maintaining your own data backups.
  • The developer is not liable for any data loss or damages.
  • This agreement is governed by South African law.

By accepting, you confirm that you have read, understood, and agree to the LICENSE and TERMS OF SERVICE included with this software.

SALES CRM

Track Your Sales

SALES CRM

Win Rate
0%
Won vs lost (closed deals only)
Active Deals
0
Currently in progress
Total Deals
0
All deals, any status

Total Deals Won

Deals Won
0
Number of closed wins
Total Revenue
R0.00
From won deals
Average Deal Size
R0.00
Per closed win

Product Categories Distribution

Pipeline by Status

Recent Deal Activity

Deal Name Customer Amount Status Close Date Progress
No deals yet. Create your first deal to get started!

Your Performance

TOTAL DEALS CREATED
0
DEALS WON THIS MONTH
0
TOTAL REVENUE (ALL TIME)
R0.00
PENDING FOLLOW-UPS
0

Sales Pipeline

Filtered by:

All Deals

🔍 Filter Deals

Deal Name Customer Amount Status Start Date Close Date Sage Quote # Quick Actions Actions

Manage Customers

🔍 Filter Customers

Company Contact Person Email Phone City Actions

Products/Services

Product Name Category Base Price Description Actions

Team Performance

Team Member This Month Pipeline Total Won Win Rate Deals

💱 Currency & Display Settings

Set the currency symbol displayed throughout the entire CRM — deals, products, invoices, and emails.

Preview: Amounts will display as R 1,234.56

📧 Test Email Configuration

Send a test email to verify your email settings are working correctly.

⚠️ Office 365 Authentication Issues?

Microsoft Security Defaults may be blocking Basic SMTP Auth. Two ways to fix:

Option 1: Fix Azure AD
  1. Go to portal.azure.com
  2. Azure Active Directory → Properties
  3. Click Manage Security Defaults
  4. Set to Disabled → Save
  5. Wait 10 min, restart server
Option 2: Use Gmail ✓ Easier
  1. Go to myaccount.google.com
  2. Security → 2-Step Verification → ON
  3. Search App Passwords
  4. Create one → copy 16-char code
  5. Use .env.gmail file provided

Database Backup & Restore

Back up your entire CRM database or restore from a previous backup.

Last backup: Never

⚠️ Danger Zone

Clear all data from the database. This action cannot be undone. Use this to reset the system for testing.

⚠️ WARNING: This will delete all customers, deals, products, and data!

Deal Status Management

Customize the deal statuses available when creating or editing deals.

Status Name Order Actions
Loading statuses...

User Management

Full Name Username Email Role Status Actions
Loading users...

📅 Date & Time Format Settings

Choose how dates are displayed throughout the CRM — in deals, reminders, invoices, and all other tabs.

Preview: 26/06/2026

⚙️ Deal Follow-Up Reminder Settings

Configure how and when the CRM sends follow-up reminder emails to sales reps.

Reminders Enabled
When disabled, no automatic reminder emails will be sent
days

A reminder is sent when a deal hasn't had any follow-up activity for this many days.

Leave blank to use the default subject line.

📧 Deal Follow-Up Reminder History ⏳ Loading...
Total Reminders
0
Successfully Sent
0
Failed
0
Last Sent
-
PERIOD:
Date & Time Sales Rep Deal Name Days Stale Status Action
Click Refresh to load reminder history

Add New Deal

📦 Line Items

No products added yet

Total Amount: ${formatCurrency(0)}
Automatically set when deal is marked Won or Lost

📦 Add Product to Deal

Line Total: R 0.00

Customize Dashboard

Choose which widgets appear on your dashboard. Only checked widgets are shown. This is saved to your account.

Add Customer

Edit Customer

Add Product

Edit Product

Create User

Add Customer

Add Product

Edit User Role

🔐 Reset User Password

⚠️ Password Reset

A temporary password will be generated. Share it with the user. They must change it on their first login.

Temporary Password:

✓ Password copied to clipboard

Set Follow-up Reminders

📝 Reminders Added (this session)

🔐 Set Your Password

Welcome to Sales CRM!

Your account is using a temporary default password. For your security, please set your own password to continue.

Delete User

⚠️ Warning: This action cannot be undone

Deleting a user will remove their account. They will no longer be able to log in. All their historical data will remain for reference.