Go to Admin Panel → Users tab and click + Add User. Fill in the name, email, password, and role, then click Save. The user can log in immediately.

To edit or deactivate a user, click the pencil icon on their row. Deactivated users cannot log in but their data is preserved.

The CRM has three built-in roles. Assign the right role when creating or editing a user.

Fine-grained permissions per section are managed under Admin Panel → Permissions tab. Changes take effect on the user's next page load.

Service packages are reusable bundles (e.g. "Monthly Retainer — $2,500") that can be added to quotes and invoices with a single click. Create them once, reuse forever.

To add a package: Admin Panel → Service Packages → + Add Package. Enter the name, description, unit price, and default currency, then Save.

To use on a quote or invoice: open the line-items panel, click the package picker, and select the package. The name, description, and price auto-fill.

Templates speed up outgoing emails for quotes, invoices, follow-ups, and onboarding. They support merge tags that auto-fill contact and deal data.

To create a template: Admin Panel → Email Templates → + New Template. Give it a descriptive name (e.g. "Invoice — Payment Due"), write the subject and body, then Save. Templates are available to all users immediately.

Creating a Quote — go to Finance → Quotes → + New Quote. Select the contact, currency, and tax rate. Use the package search bar to find and add pre-configured service packages instantly, or click + Custom Row to type a one-off line item. The Subtotal, Tax, and Total update live as you add items. Add a message to the client (appears on the PDF) and internal notes in the footer. Click 💾 Save to save as Draft, or 📤 Save & Send to save and immediately open the email composer.

Sending a Quote — click ✉ Send on any quote row or use Save & Send. Choose the email language, review the pre-filled subject and body, and click Send Email. The PDF is generated automatically and attached. The quote status moves to Sent and the activity is logged on the contact's timeline.

Quote lifecycle → Pipeline — the CRM automatically moves the linked contact's pipeline stage as the quote progresses: creating a quote → moves to Proposal; quote accepted → Negotiation; quote declined → Closed Lost. Each event is also logged as an activity on the contact's profile so you have a full audit trail.

Converting to Invoice — open the quote and click Convert to Invoice. All line items carry over automatically. The new invoice opens as Draft ready to review before sending.

Invoices — same line-item builder as quotes, with an additional Tax Rate field. Status flow: Draft → Sent → Paid. When marked Paid the contact moves to Closed Won in the pipeline and the payment is logged on their timeline. Overdue invoices are highlighted in red automatically.

Finance tab on a Contact — open any contact and go to the Finance section to see all quotes and invoices linked to that contact, with status badges and direct ✉ Send buttons — no need to navigate to the Quotes or Invoices list.

Expenses — log against a contact, mark billable, then push to a Draft invoice with the Add to Invoice button. The system finds or creates that month's Draft for the contact and adds the expense as a line item.

Both modules are available on the Pro plan and above. Users access them from the left navigation. Admins can see all team entries; regular users see only their own.

As admin: use the All Team and All Clients filter dropdowns to review the full team's logged time and expenses before sending invoices.

White-label is an Enterprise feature accessible from the left navigation. It lets you replace Seculogica branding with your own (or a client's) logo, colour, and display name on portals, PDFs, and outgoing emails.

To configure: navigate to White-label Mode, select or create a client profile, upload a logo, set the primary colour and display name, then toggle which surfaces to apply it to and click Save Changes.

You can also integrate an AI provider (Claude, GPT-4, Copilot) from this screen. The API key is stored server-side and never exposed to the browser.

The Reports screen (Left nav → Analytics → Reports) is now a tabbed hub of live, data-backed reports plus a custom-report Explorer. Each report tab has a period selector (This Week → All Time).

Win / Loss (Analytics → Win/Loss) now runs on your real deals — counts, revenue, win rate, win rate by rep, and by sector, filterable by quarter. To populate the two qualitative charts:

• Why Deals Are Lost / Lost by Stage: when you move a deal to Closed Lost (drag on the Pipeline board or via the deal editor) the CRM asks for a loss reason and records the stage it was lost from.
• Win Rate by Sector: tag each contact with a Sector / Industry on their profile so deals can be grouped by sector.

Turn a client's current telecom costs and your supplier quotes into a 4-page proposal with your company's logo and name, ready to print or save as a PDF. The client's name, the totals and every saving are filled in and worked out for you.

Current Telecom Spend:
Phone: 476
Internet: 150

Don't see the 📄 Client Proposal button? Refresh the page (Cmd/Ctrl + Shift + R) and make sure the contact is not marked Supplier. Still missing? Contact support.