doitX : Complete Sales CRM with Invoicing, Expenses, Bulk SMS and Email Marketing with SAAS Addon

Introduction

DoitX is a comprehensive Sales CRM software designed to help businesses streamline their sales processes, manage clients, and automate routine tasks. With its suite of features, including invoicing, expense tracking, bulk SMS, and email marketing, DoitX aims to simplify sales management for small to medium-sized enterprises. In this tutorial, we will guide you through the setup and usage of DoitX, exploring its features and benefits to help you get the most out of this powerful tool.

Getting Started with DoitX

To start using DoitX, you'll need to sign up for a free trial account on their website. Follow these steps:

1. Go to the DoitX website (www.doitx.com) and click on the "Sign Up" button.
2. Fill out the registration form with your business details and personal information.
3. Confirm your email address by clicking on the verification link sent by DoitX.
4. Log in to your DoitX account and start exploring the features!

Setting Up Your Profile

Before you begin using DoitX, take a few minutes to set up your profile. This will help you get a better understanding of the features and customize the interface according to your needs.

1. Click on your name or profile picture in the top-right corner of the screen.
2. Select "Profile" from the dropdown menu.
3. Fill out your profile details, including your company information, job title, and contact information.
4. Upload your profile picture or add a logo for your business.
5. Customize your notification settings to receive important updates and alerts.

Creating a New Contact

DoitX's primary function is to manage contacts and leads. Let's create a new contact to demonstrate how to add, edit, and manage contacts:

1. Click on the "Contacts" tab from the top navigation menu.
2. Click the "+" button to create a new contact.
3. Enter the contact's details, including name, email address, phone number, and company information.
4. Add any relevant tags, such as industry, role, or location, to categorize and filter your contacts.
5. Upload a profile picture or avatar for the contact.
6. Click "Save" to create the new contact.

Managing Contacts and Leads

DoitX allows you to manage both contacts and leads, enabling you to track potential clients and follow up on deals. Here's how:

1. Click on the "Contacts" tab and select a contact to view their details.
2. Click the "Edit" button to update or correct any information.
3. Use the "Activities" tab to track interactions, such as meetings, phone calls, or emails, with the contact.
4. Use the "Tags" tab to add relevant labels or categories to contacts.
5. Use the "Leads" tab to view and manage potential clients, including pipeline, stage, and expected closure date.

Invoicing and Expense Tracking

DoitX also provides features for invoicing and expense tracking, helping you manage your business finances. Here's how:

1. Click on the "Invoices" tab from the top navigation menu.
2. Click the "+" button to create a new invoice.
3. Select a customer or contact and fill out the invoice details.
4. Add items to the invoice, including product or service descriptions, prices, and quantities.
5. Click "Save" to create the new invoice.

Bulk SMS and Email Marketing

DoitX allows you to send mass SMS and email campaigns to your contacts. Here's how:

1. Click on the "Bulk SMS" tab from the top navigation menu.
2. Create a new SMS campaign by selecting a template, specifying the recipient list, and entering a subject and message.

3. Click "Send" to send the SMS campaign to your contacts.

4. Click on the "Email Marketing" tab from the top navigation menu.
5. Create a new email campaign by selecting a template, specifying the recipient list, and entering a subject and message.
6. Click "Send" to send the email campaign to your contacts.

Customization and Integration

DoitX offers customization options and integrations to enhance your user experience. Here are a few ways to personalize your experience:

1. Customizable dashboard: Adjust the layout and display the widgets that matter most to you.
2. Advanced search: Use DoitX's advanced search features to filter and search your contacts, leads, and invoices.
3. Zapier integration: Integrate DoitX with your favorite apps and tools to streamline your workflow.
4. API access: Use DoitX's API to build custom integrations and automate tasks.

Conclusion

DoitX is a powerful sales CRM software designed to simplify your sales management process. By setting up your profile, creating contacts, managing leads, and using invoicing and expense tracking features, you'll be well on your way to streamlining your business operations. Additionally, take advantage of bulk SMS and email marketing to nurture your relationships and drive conversions. With DoitX's customization options and integrations, you'll be able to tailor the platform to your unique needs. Start exploring DoitX today and discover the ease of managing your sales workflow!