📖 Advaita CRM¶
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.
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.
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.