CRM & support overview

Customers and contacts

CRM stores customer records with contacts, billing details, and portal eligibility. Import customers in bulk or create them during contract setup.

Contracts and entitlements

• Line items define services, quantities, and billing cadence.
• Attach signed PDFs; customers download via portal.
• Entitlements link contract scope to support SLAs.

Invoices and e-Fatura

Draft invoices from contract lines, issue with PDF export, and track void/duplicate flows. Turkish deployments can attach e-Fatura outputs where configured.

Support tickets and conversion

1. 1

   Ticket intake

   Agents create tickets internally; customers open tickets via portal with attachments.

2. 2

   SLA tracking

   Policies drive first-response and resolution timers visible on ticket detail.

3. 3

   Convert to engineering work

   One-click convert creates a linked bug or task on the selected project board.

Proman AI for CRM and support

With Proman on Professional or Business, draft activity notes, summarize a customer context, or propose a task from a ticket—then approve before save. See /docs/proman-ai-assistant.