Getting Started with Kinexa Mitra (CRM)

Getting Started with Kinexa Mitra

Kinexa Mitra is the CRM module for managing contacts, prospects, sales pipelines, invoices, and quotations.

Step 1: Activate the Module

Login to the Kinexa dashboard and activate the Mitra module from the settings page.

Step 2: Add Your First Contact

1. Go to the Contacts menu
2. Click + New Contact
3. Fill in: name, email, company, phone
4. Click Save

Step 3: Create a Pipeline

1. Go to the Pipeline menu
2. Click + New Pipeline
3. Add stages (e.g.: Lead, Prospect, Negotiation, Deal)
4. Drag & drop deals between stages

Step 4: Create an Invoice

1. Go to the Invoice menu
2. Click + New Invoice
3. Select a contact, add items, set VAT
4. Invoice is auto-numbered (INV-YYMM-NNNN)

Key Features

• Drag & drop pipeline
• Invoices & Quotations with 11% VAT
• Automatic Quotation -> Invoice conversion
• Sales reports & analytics
• WhatsApp Business integration