ZippCRM · Training Manual · April 2026
Training Module Index
Step-by-step training guides for every ZippCRM module. Each guide covers what the screen looks like, what each field does, and how to complete the task correctly. Choose a module below to get started.
Target AudienceBackend operators, managers, consultants, compliance staff
Regulators CoveredRBI · SEBI · IRDAI · MCA · PFRDA · FEMA
EditionEnterprise · Phase 5 Complete
🎯
Module 01
Mission Control
Overview of dashboards, KPIs and daily starting point
💼
Module 02
My Workspace
Personal task queue, assignments and notifications
🏢
Module 03
Business Hub
Leads, Clients, Projects and NBFC M&A pipeline
⚙️
Module 04
Execution
Service Desk, Return Tracker, eSign, Client Queries, Doc Requests
🛡️
Module 05
Governance
DPDP, Maker-Checker, Penalty & Risk, Reg. Comms, Inspections
📋
Module 06
Operations
Task Monitor, Deadline Calendar, Retainers, Regulatory Library, Automation
🔑
Module 07
Access & Identity
User roles, permissions, RBAC and user management
🏛️
Module 08
Organisation Detail
Firm profile, GST, billing address and preferences
💰
Module 09
Billing & Invoices
Invoice lifecycle, GST/TDS, credit notes and overdue automation
🔧
Module 10
Technical Setup
Deployment, environment config, Docker and server setup
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