SalesHiker CRM - Adminitration Manual Archives

SalesHiker CRM - Adminitration Manual

11 Sub Categories | 0 Knowledge Base

Overview

1 Knowledge Base

Last Updated: Friday January 16th, 2026

SalesHiker CRM refers to both cloud and open source versions of the CRM application offered by the company.

Getting Started with Tenant Setup

1 Knowledge Base

Last Updated: Friday April 17th, 2026

The installation wizard has been completely revamped. Within a few clicks, you’ll be able to set up your SalesHiker CRM account.

Process Diagram

1 Knowledge Base

Last Updated: Friday January 16th, 2026

Create leads in SalesHiker CRM. Leads call users information like name, address, email, contact number, etc.

Sales Management

3 Knowledge Base

Last Updated: Friday January 16th, 2026

Sales Management in SalesHiker CRM encompasses a range of tools and functionalities aimed at optimizing the sales process and improving overall efficiency and effectiveness.

CRM Settings

23 Knowledge Base

Last Updated: Friday January 16th, 2026

There are 10 types of settings in CRM settings, and lists have blown up.

Marketing Management

1 Knowledge Base

Last Updated: Friday January 16th, 2026

As part of the marketing management, Saleshiker CRM provides Campaign management, Email marketing, and Web Forms (to generate leads, contacts, and cases) which are useful for integrating your organization’s sales and marketing activities.

Campaign

2 Knowledge Base

Last Updated: Friday January 16th, 2026

Campaign management allows you to plan, and keep track of the campaigns in your SalesHiker CRM account. This includes planning the campaign, preparing your mailing list etc. In SalesHiker CRM, campaign management helps you to plan, execute and monitor campaigns in an organized way

Project Management

4 Knowledge Base

Last Updated: Friday January 16th, 2026

SalesHiker CRM is a comprehensive software suite that offers various features for managing customer relationships, sales processes, marketing campaigns, and more

Inventory Management

8 Knowledge Base

Last Updated: Friday January 16th, 2026

SalesHiker CRM extends beyond the traditional sales related functions and supports complete sales cycle management by integrating Inventory Management features. This allows businesses to manage their pre-sales and post-sales accounting activities in a single application. Inventory modules like Products, Price Books, Vendors, Sales Orders, Quotes, and Invoices allow creation of invoices, sales orders, etc. once the deal is closed.

Tools

5 Knowledge Base

Last Updated: Friday January 16th, 2026

Learn how to manage your tasks, events, documents, attachments and notes. Monitor the storage utilized and your recycle bin.

Analytics and Dashboards

2 Knowledge Base

Last Updated: Thursday April 16th, 2026

SalesHiker CRM provides reporting and analytics tools to track key metrics, analyze performance, and gain insights into sales, marketing, and customer service activities. Users can generate custom reports, dashboards, and visualizations.