Help center
Eskadia CRM documentation
Learn how to configure and use the platform to manage customers, sales, operations and automations from one place.
Getting started
Sign in with your organization invitation and become familiar with the main navigation.
Secure access
Open your organization URL and sign in with your email and password. Ask an administrator for an invitation if you do not have access yet.
Navigation and search
Use the sidebar to switch modules and Cmd+K or Ctrl+K to find any record quickly.
Preferences
Use the top bar to manage notifications, language, theme and the active organization.
Contacts and companies
Keep people and organizations together with their activity, commercial data and relationships.
Unified record
Review emails, notes, tasks, opportunities, tags and custom fields in a single timeline.
Data quality
Detect duplicates, merge records and enrich information with AI-assisted features.
Company relationships
Link contacts to companies and review every associated deal and project.
Sales pipeline
Manage opportunities across multiple pipelines and adapt stages to your team's sales process.
Interactive Kanban
Drag opportunities between stages and review value, probability and next action without leaving the board.
Products and forecasting
Add products, discounts and close dates to keep the sales forecast current.
Smart follow-up
Receive next-action suggestions and identify opportunities that need attention.
Leads
Capture, score and qualify prospects before converting them into contacts and opportunities.
Centralized capture
Bring together leads from forms, campaigns, imports and connected channels.
Scoring
Prioritize prospects using profile data, activity and configurable criteria.
Conversion
Convert a qualified lead into a contact, company and opportunity while keeping its history.
Products and quotes
Maintain a sales catalog and create consistent quotes with taxes, discounts and terms.
Catalog
Organize products and services by category, variant, image and price.
Quotes
Add line items, calculate subtotals and taxes, and generate a professional customer document.
Public link
Share the quote by URL and see when it has been viewed and its current status.
Tasks and calendar
Coordinate calls, emails, meetings and internal work with owners and reminders.
List and calendar
Review overdue, upcoming and completed tasks in list, week or month views.
CRM context
Link each task to a contact, company, opportunity or project.
Reminders
Set alerts, priority, duration and assignment so follow-ups are never lost.
Projects
Turn won sales into controlled delivery with milestones, tasks, files, time and budget.
Planning
Create a project from scratch, a template or an opportunity, then assign its team and dates.
Delivery
Manage milestones, tasks, hours, files and activity in connected tabs.
Client portal
Share progress, deliverables and comments through a configurable external view.
Marketing
Segment audiences and coordinate campaigns, sequences, templates and content.
Dynamic lists
Group contacts by profile, country, industry, tag or score conditions.
Campaigns
Configure audience, content, review and scheduling through a guided workflow.
Automations
Build sequences with waits, emails, CRM actions and connected channels.
Contracts
Manage the contract lifecycle from draft to signature and archive.
Templates and versions
Generate consistent contracts, review changes and control status and dates.
Digital signature
Send a public signing portal and record acceptance with its date and time.
Commercial context
Link the contract to its company, contact, opportunity and project.
Inbox
Connect Gmail, Outlook or IMAP to work with email inside the CRM context.
Linked conversations
Automatically associate inbound messages with the contact and their opportunities.
Reply from Eskadia
Reply without changing tools and keep the thread in the customer timeline.
Shared inbox
Coordinate assignment, follow-up and visibility across the team.
Chat and AI agents
Handle website conversations with a configurable widget, automation and human handoff.
Website widget
Add the Eskadia snippet to your website and adapt identity, welcome message and availability.
Connected agent
Use a knowledge base and automated workflows to answer and run permitted actions.
Human handoff
Transfer the conversation with full context whenever team intervention is needed.
Client portal
Give every customer a secure, centralized view of their relationship with your company.
Projects
Share selected progress, milestones, files and updates.
Commercial documents
Let customers review pending and completed quotes and contracts.
Support
Show open and resolved tickets and make it easy to add replies.
Support
Organize requests and incidents with tickets, priorities, categories and service agreements.
Configurable SLA
Define first-response and resolution targets and receive alerts before they expire.
Internal collaboration
Add private notes, assign owners and keep coordination separate from customer replies.
Complete history
Keep messages, status changes, files and service metrics together.
Webinars
Plan events, publish registration and turn attendees into useful sales records.
Publishing
Define title, date, capacity and a public registration page.
Attendees
Manage registrations, attendance and event communications.
CRM continuity
Convert participants into leads or contacts and trigger post-event follow-up.
Sales targets
Set goals by person, team and period, then compare progress with actual results.
Flexible goals
Set revenue or closed-opportunity goals by month, quarter or year.
Progress dashboard
Review achievement, trend and each team member's contribution.
Data-driven management
Connect targets with pipeline, forecasting and sales reporting.
Forms
Create embeddable forms that turn responses into CRM leads.
Builder
Choose fields, copy, validation and style without changing your website code.
Embedding
Copy the integration code or share a public page.
Automation
Assign source, tags and follow-up actions to every new submission.
AI and automation
Configure assisted features and agents that help the team without losing permissions or context.
Sales assistance
Generate drafts, summaries, next steps, scores and proposals from available context.
Operations
Create tasks, summarize projects, identify risks and connect authorized external workflows.
Control
Enable each feature by organization and define its permissions, sources and required webhooks.
Reports and analytics
Turn CRM activity into clear sales and operations metrics.
Sales
Analyze pipeline, conversion, forecasting, targets and performance by owner.
Operations
Review project status, time, budget, support and workload.
Reusable views
Filter, save and share useful combinations for recurring reviews.
Settings, roles and integrations
Administer the organization, modules, team, permissions, connections and shared preferences.
Organization
Configure identity, tax data, country, taxes, pipelines and document numbering.
Roles
Assign administration, management, editing or read-only permissions by responsibility.
Integrations
Connect email, calendar, API, webhooks and external services from one controlled area.
Daily productivity
Use cross-platform tools to find information and work faster.
Global search
Find contacts, companies, opportunities and documents with Cmd+K or Ctrl+K.
Tags and views
Classify records and save frequent filters for reuse.
Notifications
Review reminders, mentions and important updates from the top bar.
Want to connect Eskadia to your systems?
Review the REST API v1 reference or tell us about the workflow you need.