SalemAISalemAI

Modules

Salem CRM

Contacts, deals, pipeline, and tasks.

In progress

In progress

We're writing a detailed guide with step-by-step instructions and screenshots. For now there's only a content outline here — the full text will appear in upcoming updates.

Section outline

  • 1CRM home and widgets
  • 2"Pipeline" tab — the deal funnel
  • 3"Contacts" tab — list and contact card
  • 4"Leads" tab — handling incoming inquiries
  • 5"Tasks" tab — planning and reminders
  • 6"Analytics" tab — reports and metrics
  • 7CRM settings — stages, fields, sources