Use Orova CRM
one step at a time.

Open CRM and pick Customers. Go to your workspace and open the CRM module. The top menu has Overview, Customers, Pipeline, Sales, Field visits, Reminders, Follow-ups, Settings. Click Customers.

Read each column of the table. Each row is one customer. Columns you will use often: Name, Phone, Company, Owner, Stage, Lead level, Last touch. Click a name to open the profile.

Find a customer fast. Type into Search by name, phone or email. Part of a name, number or email is enough. The table filters as you type.

Pick the columns you want to see. Click Columns to show. Tick the columns you need and untick the ones you don't. If the list is long, type into Find a column. Orova remembers this choice just for you, so your teammates' views don't change.

Change the number of rows per page. At the bottom of the table you have rows/page and page {a} / {b}. Pick a larger number if you want to see more customers at once.

Click Add customer. The button is on the Customers toolbar. The New customer box opens.

Fill in the name and contact details. Fill in Last name and First name separately. Full name is put together for you, and you can edit it. Pick the country code, then type the Phone number, the Email and the Company.

Add more if you need. Pick Gender and Lead level. Tax code is printed on the quote; leave it blank for individual customers. You can Upload photo as PNG, JPG or WebP, up to 4 MB.

Choose who takes care of this customer. In Who takes care of them, pick a staff member, a Routing group or Nobody yet. If you pick a group, the system picks the person based on how the group splits work.

Tick a pipeline if you want to open a deal. In Pipelines, tick the pipeline you want. Orova creates a deal for the customer at the first stage of that pipeline.

Click Save. The box closes and the new customer appears in the table. If a required field is still empty, Orova says “{ten} is still empty. It is required…”; fill it in and save again.

Read the merge box. If you click Save and there is a duplicate, the Merge two customers into one box appears with the line “This phone number or email is already in the book…”. The two profiles sit side by side.

Click Keep this one. Click it under the profile you want to keep. The two customers become one, and the list no longer has a duplicate.

Open the Excel menu. On the Customers toolbar, click Excel. The menu has three items: Sample file, Bring in from Excel, Download as Excel.

Click Sample file. Your device downloads an .xlsx file. Open it and you will see a header row with exactly your fields. Choice fields come with a drop-down list.

Copy your data into the sample file. One customer per row. Keep the header row as it is. For cells with a drop-down list, pick from the list instead of typing something else.

Click Bring in from Excel. The Bring customers in from Excel box opens. Drag the file onto “Drag a file here, or click to pick one”, or click Choose a file.

Read the result line. When the import finishes, Orova says “All done: {n} new customers, {n} already in the book so skipped, {n} rows…”. New customers appear in the table right away.

Filter and pick columns first. The export takes exactly the columns and filters you are viewing. For a tidy file, turn on only the columns you need and filter before you export.

Click Excel ▸ Download as Excel. Your device downloads an .xlsx file. If you don't see this item, your account doesn't have the data export permission yet.

Click Filter. The filter box opens. Type into Find a field… to quickly pick the field to filter on.

Pick a comparison and a value. The comparisons change with the field type; see the table below. Enter a value or pick one from the list. Add a second condition if you need one.

Check the result. The table only keeps customers that match every condition. If nobody matches, the table says “No customer matches.” Click Clear filters to get the full list back.

Name the filter. In the filter box, type into Filter name, for example “Hot software customers”. Click save.

Reuse it with one click. The filter becomes a chip above the table. Next time, just click the chip and the table filters exactly as it did when you saved it.

Delete the chip when you no longer need it. Orova asks “Delete the filter “{ten}”? No customer goes anywhere — you only lose this shortcut.” Confirm and you're done.

Click Bulk select. A checkbox appears at the start of each row. Tick customers one by one; the selection bar shows “{n} selected”.

Select more if you need. Click Select this page ({n}) to select the whole page. Click Select all {n} customers in this filter to select every customer that matches the filter.

Pick what to do. The selection bar has Stage, Assign to, Add to the route, Delete. Click Stage and a menu lists the stages, grouped by pipeline.

Click a button in the table. Turn on the Quick contact column in Columns to show. Click Call or Zalo on the customer's row, and the app on your device opens.

Edit a channel for one customer. Open the customer profile and find Quick contacts for this customer. Edit each channel, for example to use a WhatsApp number that differs from the calling number. Leave it blank to use the phone number or email automatically.

Reset or hide a channel. Click Reset to default to drop your manual edits. Click Hide for this customer to hide a channel you don't use.

See the customer's status at a glance. The header shows the photo, the name, the Lead level chip and the line “{n} deals still open”. Current stage tells you where the customer is in the pipeline.

Change the stage right there. Pick a new stage in Current stage. Orova saves it at once and adds a line “Moved from {tu} to {den}” to History.

Edit the customer's details. Click Edit. The Edit customer box opens with the same fields as when you added the customer. Save when you're done.

Delete the customer if needed. Click the trash icon. Orova asks “Delete {ten}? The notes, the deals and the whole history go with them.”

Read the Customer details card. The card lists every field. The Timestamps group shows Last touch and Created. The line “{n} more contacts at this company” leads to the customer's colleagues.

Assign an owner. If nobody takes care of the customer yet, the card says “No owner yet”. Click Assign an owner and pick a staff member.

Pick the activity type. In the History card, pick a type: Notes, Call, Meeting, Message, Email or Other.

Record the result and the details. Pick a Result, for example Answered, No answer, Met. Type the details into “What they asked, what you promised, anything worth remembering…”.

Set the next follow-up. Turn on Set a next follow-up if you want to come back. Orova creates the reminder “Next follow-up with {ten}” for you.

Attach files if you have any. Attach contracts, photos or documents, up to 10 MB per file. Executable files such as .exe, .bat and .sh are rejected.

Check it on the history. Once saved, the activity appears at the top of History. You will also see automatic lines here, such as stage changes and emails sent.

Click Set a reminder. The button is in the profile header. Type What to do, then click a quick button: Today 5 PM, Tomorrow 9 AM, In 3 days or Next week.

Fill in the details. Adjust Due, Task type, Priority, Assigned to. Link it to a deal or pick No deal. Choose how many minutes to Remind before.

Track it in the Reminders card. The card has three tabs: Open, Coming up, Done. Late tasks carry the Overdue label. When you finish, tick Mark as done.

Click New deal. The button is in the profile header. Fill in Deal name, Value and the currency. Pick the Pipeline, the Current stage and the Expected close.

Read the Deals card. Each deal shows its value, pipeline, stage and Expected revenue. Past the expected date, it carries the Past expected close label. Linked orders show how much is Still owed.

Create an order from a deal. Click New order on the deal card. The order box opens; see the Orders section for how to fill it in.

Pick a pipeline. Click Pipeline in the CRM menu. In Pick a pipeline, choose the process you want to see. Each column is a stage, each card is a deal.

Read the totals strip. Above the board you have Deals, Deal value, Orders, Order value. With several currencies, each currency shows separately, without conversion.

Drag a card to change its stage. Hold the card, drag it to another column and drop it. Orova saves at once and shows “Saved.” No extra questions.

Pick the details shown on cards. Click Card fields and tick the fields you want to see on each card, for example Owner or Industry.

Filter and export to Excel. The search box and Filter work just like in Customers. Click Download as Excel to get exactly the deals you are viewing.

Open the Catalogue tab. Click Sales in the CRM menu and pick the Catalogue tab. If the catalogue is empty, the screen says “Nothing in the catalogue yet.”

Click Add product. Fill in the name. Pick a Kind: Product or Service. Fill in the Unit, the unit price and the currency.

Fill in stock and status. Leave Stock on hand blank if you don't track it. Pick a status: In stock, Out of stock or Discontinued. Add a Description if you need.

Add item photos. In Item photo, upload several PNG, JPG or WebP images up to 4 MB each. You can add one MP4 or WebM video up to 30 MB. Drag to reorder.

Save. The item appears in the catalogue. From now on you can pick it when you create an order.

Click New order. On the Orders tab, click New order. Pick the Customer and Created by. Pick the currency first, because once you add lines it can't be changed.

Add item lines. Click Add a line and pick the Item. Adjust the Unit price, Qty, Disc.. The Amount is calculated for you.

Check stock. Items with stock tracking show “{n} left”. If you order more than what's left, Orova says “Not enough stock: {ten} has only {n} left”.

Discount and tax. In Discount, pick Amount or Percent and add a reason. The discount comes off before tax. The VAT ({n}%) line is added after that.

Fill in the payment due date and save. Fill in Payment due, Quote no. and a note if needed. Click save. The new order is in Draft status.

Filter the order list. Click the Draft, Quote sent, Closed, Cancelled or unpaid chip. Filter further by Date range, Created by, Overdue.

Read the TOTAL row. At the bottom of the table you see the number of orders, the total amount, what has been received and what is still owed. These numbers use exactly the filter you have selected.

Close the order. Change the status to Closed. Orova asks “Close this order? Revenue counts from the moment it closes…”. Confirm and the order counts toward revenue.

Get the quote link. Open the order and find the Quote link block. Click Get a link. Use Copy to send it over Zalo or chat. Turn the link off when you no longer want the customer to see it.

See the page your customer gets. Click Public view. The page opens without a login and is laid out like the printed version: the order, the customer, the item lines, the totals and your company details.

Print or save as PDF. Click Print the quote to open the print version. From there you can print on paper or save as PDF.

Send by email. Click Send quote. Pick Send from, To, Email template, Quote template. Edit the Subject and Message. Tick Attach quote PDF if you need it.

Click Send. Orova shows “Quote sent by email”. The email already includes a link to view the quote online.

Click Record a payment. Open the order and click Record a payment. Fill in the amount, the time and a note. If the customer paid everything, click Paid in full.

Read the Payment history. The table lists the time, amount, who recorded it and the note for each payment. Next to it you see Received and Still owed.

Click Template library. Pick the Orova templates or Community tab. Sort by Popular or New. Each template shows how many times it's been used and how many ratings it has.

Preview and use it. Click Preview to look at the template. If you like it, click Use this template. The template is copied into your Documents tab.

Click Create document. The editor opens. Pick the AI draft mode.

Describe the template. Describe the template you need, for example an invoice with the logo in the top left and bank details at the bottom. The box shows the estimated quota before you click.

Read and edit the AI draft. AI only drafts a layout with variables. AI does not see your customer data. Edit the wording if you need.

Save or publish. Click Save draft to continue later. Click Publish and pick the document type so you can use it to print orders.

Click Print with template. On a published template row, click Print with template. The “Pick the order to fill the template” box opens.

Pick the order. Type into “Search by order code or customer” and pick the order. Orova merges the order data into the template.

Click Download PDF. Your device downloads a PDF with all the order details filled in.

Handle What needs you today first. The What needs you today block has four kinds: Reminders due today, Reminders already overdue, Hot leads going cold, About to be taken back. Click a row to open the customer profile and act right away. With nothing to do, you see “Nothing needs you today.”

Pick the period. Click Looking at. Pick a quick option such as This month or Last 30 days. The page reloads and every number card and chart follows the new period.

Need your own range? Pick Custom. Pick Custom. A date box appears with From and To. Choose the first and last day, then click Apply. A range longer than 366 days is cut to the last 366 days.

Pick whose numbers. Click Whose numbers. Pick Mine or The whole team. The Departments group shows how many people each department has. The People group has a Search people box for typing a name.

Read the number cards. The cards are Cash collected, Revenue closed, Expected income, Period target, New customers, New deals, two close rates and Money owed. The vs previous period line under each card tells you if it went up or down.

Look at the charts. Scroll down. Leads by source splits new customers by how they were added. Stage funnel shows what percent got through each stage. Revenue by week has Closed and Collected columns.

Read the forecast. The Weighted forecast block has Forecast total, Deals counted, Forecast this month, No date yet and Past expected close. Past expected close lists deals that are past their expected close date.

See customers by pipeline and stage. Pick a pipeline under Pipeline. The Customers by pipeline & stage block shows how many customers are in each stage, the number of deals and the Customers without a deal line.

Compare each person with their target. Scroll to the Person by person table. It is grouped by department, one row per person. The Target, % done and Revenue columns show where each person stands.

Find one person in the table. Type a name or email into Search by name or email. The table narrows to matching people. Click Columns to show to hide or show columns such as Touches, Stops, Taken back.

Filter by customer details. Click Filter. Add a condition on a field, for example Industry or Category. Click Apply, and every number on the page only counts matching customers.

Save it as a report to reopen fast. Click Save report. Type a Report name, for example “Whole team this month”. Once saved, a new chip appears at the top of the page. Next time, click the chip to return to that exact period and scope.

Pick the department and period. In Targets, click Department and pick one, for example Sales North. Under Target period, pick Month. The table shows a department row and one row per person in it.

Type revenue for the department and each person. Type a number in the Revenue column on the department row. Then type one for each person. Each field saves itself and shows “Saved”. The Gap vs department line tells you if the people's total is short or over.

Add stage targets if you need them. Click Pipeline and pick a pipeline. The table adds one column per stage. Type how many customers should enter that stage in the period. Hover over a stage name to read the explanation.

Copy to a new period. Move to the new period with Next. Click Copy the previous period to copy every level from the previous period. Then edit the fields that need to change.

See the results on Overview. Go back to the Overview tab and pick The whole team. The Period target card and the Person by person table now show numbers and percent reached.

Open the day's map. The Map tab opens first. Pick the Day. Each check-in is a dot on the map, with a list beside it. The Accurate to about {n} m line tells you how precise the GPS was.

Add customers to the route. Switch to the Route for the day tab. Type a customer's name or email into Search for a customer to add. Pick the customer from the suggestions.

Pick the meeting place and time. The Meeting place box opens. Pick At the customer's address or Somewhere else, then search for a coffee shop or office. Fill in Time, Duration and Purpose. Turn on Remind 30 min before if needed, then save.

Order the stops and get directions. Use Move up / Move down to order the stops. Each stop shows how many km and minutes it is from the previous one. Click Get directions, pick a leg, and Google Maps opens.

Check in when you arrive. When you arrive, click I'm here. Type a Note and click Photo of the display if needed. Turn on Did the visit end in an order? if you closed a sale. Once saved, the stop changes to Visited.

Add customers you have not visited in a while. Scroll down to the Customers you have not visited in a while table. Each row says “{n} days with nobody on it”. Click Add to the route to put that customer on the day you are viewing.

Copy the route to another day. Click Copy this route. Pick a day in Copy to which day and confirm. That day's route now has the same stops as today.

Managers: view your staff's routes. In the Map tab, click Whose route and pick one person or All staff. You can only view people inside your permission scope.

Open Settings ▸ Field visits. Go to the Settings tab and pick Field visits in the side menu. Turn on Suggest customers not visited in a while. Fill in Not visited for (days) and Suggestions shown, each at least 1.

Pick how to count and save. Turn on Only customers with an address if you only want suggestions you can reach. Pick the Address field for routes. Under Count “not visited” by, pick Any interaction or Visits only. Once saved, you see “Field visit settings saved”.

View the task list. The Open tab opens first. The Due column says Overdue, Today or Coming up. Pick All to see the whole team's tasks. Tasks the system made say “Created by the system” in the Created by column.

Set a new reminder. Click Set a reminder. Pick a customer and type What to do, for example “Call back about the quote”. Pick a time or click a quick button such as Tomorrow 9 AM. Pick the Task type, Priority, Assigned to and Remind before, then click Save.

Filter the tasks you need. Click Filter. The Filter reminders box has Type, Priority, Owner and due date options such as Next 7 days. Click Apply. Save the filter with a name, for example “My overdue tasks”.

Mark tasks done when finished. Click Mark as done on the row. The task moves to the Done tab. To handle several tasks, tick several rows and a bulk bar appears with Done, Reopen, Delete.

Turn on push notifications and pick a sound. Click Reminder settings. Under Push notifications on this device, click Turn on notifications and allow it in your browser. Pick a Sound when a task is due and click Preview. You can upload a sound file of your own.

Snooze when you are not ready. When the notification shows, click Snooze 5 minutes or 10 minutes. You see “Will remind again in {n} minutes”. The task's due time stays the same.

Read the series list. The table has columns such as Trigger, Steps, Sent, Opened, Clicked, Replied, Unsubscribed, Bounced. Hover over a column name to read the explanation. Click Columns to show to hide some columns.

Filter by period, mailbox and status. Pick a period, for example This month. The list keeps only series created in, or with emails in, that period. Pick a Mailbox and Status to narrow it further.

Create a series and pick the trigger. Click New email series. The series page opens; click the name to change it. Under Enroll customers when, pick for example Customer enters stage or Customer has tag. Pick Customer matches filter to build a filter or pick a saved one.

Pick the sending mailbox. Under Sending mailbox, pick a mailbox connected in Orova Connect. You see “Sent via {mailbox name}”. Leave it empty and the series stays in “Test mode — nothing is sent”.

Add each email step. Click Add step. Pick the wait time: after a number of minutes, hours or days, or a specific date and time. Pick one of Your templates or a system template under Email template. Edit the subject and body.

Let AI write the email if you like. Open Edit step, draft a few lines in the email box, then click the star button Rewrite with AI on the editor toolbar. AI rewrites that passage and this uses quota. Read and adjust it before turning the sequence on.

See sent emails. Click View history. Orova opens the Follow-ups tab in Orova Connect, filtered to this series. Sending history lives in Connect, not in CRM.

Pick the field type. Go to Fields and click Add a field. Pick one of the 22 types, for example Pick one, Money, Date, Staff (multiple).

Set the field's rules. Under Rules, tick what you need: Must be filled in when adding a customer, No two customers may share a value, Show it as a column in the customer book, Managers only. Hover over the ? mark to read the explanation.

Group fields and set their order. Pick a Field group to group fields on the customer form. Drag rows to reorder them. Default fields such as Name, Phone, Email can be renamed or hidden.

Pick a preset, then adjust. Go to Customer table. Pick one of the Presets. Adjust Horizontal lines, Vertical lines, Alternating row colors, Text size, Bold header row. The preview changes right away. Once saved, it applies to the table for the whole workspace.

Create a routing group. Go to Lead routing, click the floating button and pick Add group. Fill in the Group name. Take members from a department or pick them by hand. Pick How to share out: Take turns, Evenly or By ratio. Turn the group on.

Add a routing rule. Pick Add rule. Fill in Rule name, Condition, Assign to. New customers go through the rules from top to bottom. The All customers rule always sits last to catch everyone left.

Share out customers in the shared pool. Click Share out the pool to run the rules on customers with no one in charge. See the results in Lead routing · History, with Customer, Assigned to, Rule and Method columns.

Tick permissions for the group. On the CRM card, in Access & actions, tick the permissions needed, for example View CRM, Add & edit customer data. Only tick Sensitive actions for people you trust.

Turn on a custom scope. In Customer scope, turn on the customize switch. When off, the group follows the default rule: their own customers plus the branch they lead.

Pick the view and edit scope. In each column, tick: Their own customers, Department/team heads automatically get their whole branch, Shared pool, departments including sub-units, Specific people, Field filters. A customer matching any item is in scope.

Copy view to edit, then save. Click Copy View → Edit if both scopes are the same. Untick some items in the edit column if needed. Save the group.

Set a custom scope for one person. Go to the Members tab and click Custom scope for that person. Turn on “Override the scope for this person”, pick the scope and save.