System Guide

Learn how to get started and make the most of PillBox CRM

Getting Started

Follow these steps to begin using PillBox CRM

  1. 1Sign up or request a demo to get access to the system
  2. 2Complete your profile and configure basic settings
  3. 3Explore the dashboard and familiarize yourself with the interface
  4. 4Start adding customers, products, and creating your first order

Configuration

Set up your system to match your business needs

  1. 1Configure user roles and permissions
  2. 2Set up warehouses and inventory locations
  3. 3Customize email and PDF templates
  4. 4Configure payment gateways and automation rules

Data Management

Learn how to manage your business data effectively

  1. 1Add and organize customers with detailed profiles
  2. 2Manage your product catalog with categories and variants
  3. 3Create and track orders from creation to fulfillment
  4. 4Generate invoices and track payments

Security & Access

Keep your data secure and manage access control

  1. 1Set up strong passwords and enable 2FA
  2. 2Configure role-based access control
  3. 3Review and manage user permissions
  4. 4Monitor system activity and access logs

Need Help?

If you have questions or need assistance, check out our FAQ or request a personalized demo.

View FAQRequest Demo
RK Portal - PillBox CRM