Guides for Sanil CRM

Keep your clients in one list, bill an individual or a company, mark leads and customers, and see a summary for each client.

Add many clients at once from a spreadsheet saved as CSV. Which columns you need and what happens to rows that are skipped.

Send a price in advance with a quote. Quotes use the same editor as invoices, with their own numbering.

Choose a prefix and length for your numbers, change where the count continues from, and understand when a number is assigned.

Save the tax rates you use, choose one as your default, and archive or restore a rate without changing old invoices.

Log a payment against an invoice or on its own, choose how it was paid, and let the invoice move to Paid automatically.

Invite teammates by email as owner, admin or staff, see what each role can do and revoke an invite or remove a member.

Add your business name, logo and contact details, and choose the defaults for currency, tax and timezone that new documents start with.

What each card and chart on the Sanil CRM dashboard counts, including outstanding, overdue, collected and top clients.