Defalto CRM Documentation

Find the right topic for your role

Explore the Documentation

Browse our documentation to get the answers you need — from setting up your CRM to mastering advanced features

User Guide

Everything you need to use the system – check the User Guide.

View full guide
Introduction of Defalto CRM

Our Manual introduction info.

defalto crm licensing
Licensing Guide

Validates and manages licenses directly within the system.

interface defalto
Interface

Enables communication between users or systems.

standard modules
Standard CRM Modules

Getting started with basic CRM modules.

advanced crm modules
Advanced CRM Modules

Using advanced modules in Defalto CRM.

import export data crm system
Import and Export Data

Import and Export FunctionsThe import and export functions

integration
Integrations

Integration guide for external tools.

CRM Settings

This section explains both administrative and user-level tasks

Administrator Guide

The Administrator Guide for smooth setup & control.

View full guide
installation defalto
Installation Guide

Step-by-step installation guide.

defalto crm licensing
Licensing

Allows use, sharing, or changes to a product.

Administration Panel

Central place to manage settings and user access.

Advanced Configuration

Set detailed options to customize the system.

Developer Guide

Learn, build, and contribute – check out the Developer Guide.

View full guide
defalto UI
UI Views Introduction

Overview of user interface layouts and views.

defalto crm Release Notes
Release Notes

Summary of changes, fixes, and new features.