CRM Wing Documentation
Everything you need to set up, configure, and get the most out of CRM Wing.
Getting Started
Quick start guide
Set up your account, invite your team, and configure your first module in under 30 minutes.
Company settings
Add your GSTIN, PAN, CIN, bank details, and configure document numbering prefixes.
Inviting team members
Add users, assign roles, and control who can access which modules.
Importing existing data
Bring in your contacts, products, and customers from spreadsheets or other tools.
CRM & Sales
Setting up your pipeline
Create stages, add deals, and configure automation rules for your sales process.
Managing contacts
Add contacts, link them to deals, and track all interactions in one place.
Activity logging
Log calls, emails, and meetings against contacts and deals.
GST & Invoicing
Creating a tax invoice
Step-by-step guide to raising a GST-compliant tax invoice with CGST/SGST/IGST.
Quotations and proforma invoices
Create quotations and convert them to proforma or tax invoices in one click.
Delivery challans
Raise a delivery challan for dispatched goods and track courier status.
Interstate vs intrastate GST
How CRM Wing automatically detects interstate transactions and applies IGST.
Inventory & ERP
Adding products with HSN codes
Set up your product catalogue with HSN codes, GST rates, and multi-warehouse stock.
Goods Receipt Notes (GRN)
Receive stock against a purchase order, run QC, and update inventory automatically.
Serial number tracking
Assign serial numbers to products and track them through their full lifecycle.
HR & Payroll
Adding employees
Create employee profiles with PAN, Aadhaar, UAN, ESIC, PF, and bank details.
Running monthly payroll
Generate the payroll register, review deductions, and mark salaries as paid.
Leave management
Configure leave types, set balances, and manage the approval workflow.