Welcome to Darkenyas CRM
A comprehensive Customer Relationship Management system
Administrator
Complete system oversight
- ✓ List, create, update and delete organisors (organisations)
- ✓ Manage agents across all organisations (filter by organisation)
- ✓ View and edit all leads; assign agents; filter by organisation and agent
- ✓ Manage all products, stock, pricing; bulk price update; sales dashboard and charts
- ✓ Monitor all orders; create, update, cancel, delete; filter by organisation and agent
- ✓ Financial reports for any date range and organisation (earnings, order totals, profit)
- ✓ Tasks: create and assign to any organisation/agent; filter by organisation and agent
- ✓ Activity log: view all actions; filter by user and organisation
Organisor
Company / organisation owner
- ✓ Manage your organisation profile
- ✓ Create, update and delete agents in your organisation
- ✓ Create, edit, delete leads and assign agents; filter by agent
- ✓ Classify leads by source and value; browse category list
- ✓ Products and stock: full CRUD, bulk price update
- ✓ Sales dashboard and product charts (sales, stock, trends)
- ✓ Orders: create, update, cancel, delete; filter by agent
- ✓ Financial reports: earnings by date range for your organisation (optional agent filter)
- ✓ Tasks: create and assign to your agents; filter by agent; view all organisation tasks
- ✓ Activity log: your actions and all activities in your organisation
Agent
Sales representative
- ✓ View only your assigned leads; lead detail and activity
- ✓ Categorise your leads by source and value
- ✓ View organisation product catalog and pricing (read-only)
- ✓ Create, update, cancel and delete orders for your leads
- ✓ View financial report for your own orders (earnings by date range)
- ✓ Tasks: view tasks assigned to you; create personal tasks
- ✓ Notifications: order created, task assigned, lead assigned, reminders
- ✓ Activity log: your actions and activities that affect you
- ✓ View and update your own agent profile
System Overview
Darkenyas CRM is built around organisations (Organisors), agents, and leads. Access to each module depends on your role (Administrator, Organisor, or Agent).
Lead Management
Leads with agent assignment, source & value categories, and activity history. Filter by organisation and agent (Admin/Organisor).
Team Management
Organisors (organisations) and Agents. Role-based access: Admin manages all; Organisor manages own organisation and agents.
Products & Stock
Product catalog (category/subcategory), stock levels, bulk price update. Sales dashboard and product charts (Organisor/Admin).
Order Management
Orders linked to leads and products. Create, update, cancel, delete. Active/completed/cancelled views; filters by organisation and agent.
Finance
Financial reports by date range: earnings, order totals, cost and profit. Filter by organisation and agent (Admin/Organisor); Agent sees own orders only.
Tasks & Notifications
Tasks with assignee, due date and priority. Notifications for new orders, task assignments, lead assignments, and scheduled reminders.
Activity Log
Audit trail of actions (leads, orders, tasks, organisors, agents). Admin sees all; Organisor sees organisation; Agent sees own and affecting them.
Authentication & Security
Signup, email verification, login, password reset and logout. Role-based permissions throughout the system.