Introduction
Welcome to the OREN CRM user guide. This documentation explains how to use every part of the CRM — from contacts and leads to quotes, proposals, tickets, and settings — in plain language.
What is this CRM?
This is an all-in-one customer relationship platform. It brings sales, support, and team operations into a single place so your organization can work without switching between tools.
Whether you are an administrator setting up branding, a manager reviewing the pipeline, or a sales user sending a proposal — this guide walks you through exactly what to do.
What You Can Do
For admins
- Configure branding, SMTP, and mail triggers
- Manage roles, permissions, and team users
- Review system and API logs
- Connect MCP clients and REST API access
For sales & managers
- Track leads across pipelines and stages
- Create quotes, proposals, and forecasts
- Assign tasks and follow-ups
- Monitor team activity
For support
- Create and resolve tickets
- Organize categories and departments
- Keep customer conversations in one place
Built-in modules
- Contacts, accounts, and calendar
- Services catalog and currencies
- Campaigns and forecasting
- Public REST API with interactive docs
How This Guide Is Organized
Each section in the sidebar matches a module in the app. Use the search bar (press Ctrl+K) to jump to a topic quickly. Pages describe real screens and workflows — where to click, what happens next, and who is responsible at each step.
What you see in the app depends on your role and your organization’s plan. If a module is missing, an administrator may need to assign the matching permission.
Getting Started
New here? Start with the Dashboard Overview to understand your home screen, then open the module that matches your job.