Welcome to Fumido CRM

Manage your workspace from the left navigation.

Total users (demo)1

Customers—

Reports—

Getting started

The login and user management module is ready for your review. Other CRM modules will be added in later stages.

Customer Masters

Create, find, view and update customer master records. Customer data is stored in your WordPress database.

Customer Name

Search by Customer Name / City

Search by Customer Code

Customer Name *

Plant / Unit Name

Customer Code

Address 1

Address 2

CitySelect an Indian state to see cities and major towns.

Address 3

State / Union Territory

Country

GST No.

Pincode

Website

Contact Persons

Add separate details for each customer contact. You can add or remove contacts when creating or editing a customer.

Factory Address

Factory / Unit Name

Factory Address 1

Factory Address 2

Factory Address 3

City

State / Union Territory

Country

Pincode

Contact Person

Mobile No.

Other Details

Additional customer information.

Type of Industries

Select industry type

New industry type

Select an existing industry or add a new industry type. New industry types are saved in the WordPress database.

Notes

Leads

Customer-linked leads will be added in a future version.

Quote

Customer quotations will be added in a future version.

Sales Order

Customer sales orders will be added in a future version.

Preview only. Country lists and Indian states work offline; city lists download when online. Customer records are stored in the WordPress database. Access is controlled by your separate CRM login.

Reports

CRM reports will be added in the next stage.

Settings

Administrator controls and user management.

User Management

Create and manage administrator or employee accounts.

Name	Username	Email ID	Phone Number	User Type	Actions

Add User

Only an administrator can create new accounts.

Name

Username

Password

Email ID

Phone Number

User Type

CRM user accounts are stored securely on the server and are separate from WordPress users.