📖 Advaita CRM

A structured overview of all topics covered in the Advaita CRM module — from the Dashboard and Form Builder through Form Workflows, Master submissions management, and Access Control.

Main

The central landing page and command center for users upon logging in — providing a real-time overview of system performance, workflow status, team activities, and key metrics.

Workflow & Forms

A dynamic low-code form creation framework for building, configuring, publishing, and managing enterprise-grade forms — supporting AI-assisted generation, multi-section layouts, and advanced field configurations.

A module for creating and managing multi-stage form workflows — defining how leads and records move through pipeline stages, which forms appear at each step, and how records are auto-allocated.

A centralized interface for managing granular permissions across the system — defining precisely who can view, edit, submit, or delete specific forms and workflows with role-based or organization-based access policies.

Masters

A dedicated submissions management hub for all forms tagged as "Master" — enabling users to view, search, export, allocate, and manage form submissions in a centralized grid.