Horilla Docs

Appearance

CRM Documentation ​

What is Horilla CRM? ​

Horilla CRM is a comprehensive Customer Relationship Management solution engineered to unify sales, marketing, customer data management, scheduling, analytics, and system administration into one cohesive platform. Designed with scalability, flexibility, and usability in mind, Horilla CRM empowers businesses to efficiently manage the entire customer lifecycle — from lead generation to deal closure and beyond.

By connecting every customer touchpoint — from initial engagement and campaigns to sales opportunities, activities, and analytics — Horilla CRM ensures complete visibility across your organization’s interactions. Its intuitive design, configurable structure, and robust reporting tools make it a powerful system for enhancing productivity, improving collaboration, and driving informed decision-making.

Integrated Platform Foundation ​

At its core, Horilla CRM operates as a fully integrated workspace that unifies all customer-facing operations. This platform brings together sales management, marketing campaigns, customer data, scheduling, analytics, and administrative controls into a single cohesive system, eliminating data silos and ensuring seamless information flow across all business functions.

Comprehensive Modules ​

Horilla CRM distinguishes itself through a rich set of modules, collectively forming a complete CRM suite:

Sales ​

Sales Module:
Manage the complete sales lifecycle with modules for Leads, Campaigns, Opportunities, and Forecasts. Track potential customers from initial contact through conversion, execute marketing initiatives, manage deals through pipeline stages, and monitor sales performance against targets.

People ​

People Module:
Centralize and manage all contact and organizational relationships with dedicated modules for Accounts and Contacts. Maintain comprehensive relationship data, track interactions, and foster stronger business connections with a 360-degree view of your customer base.

Schedule ​

Schedule Module:
Manage all time-based activities with Calendar and Activities modules. Schedule and track meetings, tasks, events, calls, and unavailability with visual calendar views and color-coded organization, ensuring efficient time management and preventing scheduling conflicts.

Analytics ​

Analytics Module:
Transform data into actionable insights with Reports and Dashboards. Create customizable data reports with tables, pivot tables, and charts. Build personalized visual dashboards with KPIs and real-time metrics for comprehensive business intelligence.

Settings ​

Settings Module:
Configure system-wide parameters through General Settings, Mail Settings, Base Settings, and module-specific configurations. Manage company information, users, permissions, organizational structure, pipeline stages, and data governance from a centralized administrative hub.

My Settings ​

My Settings Module:
Personalize individual CRM experience with User Profile, Regional & Formatting, Login History, Holiday management, and Opportunity Team configurations. Control personal preferences, localization settings, and collaborative team structures.

Key Capabilities ​

Flexible Visualization ​

Horilla CRM provides multiple viewing options to match different work styles and needs:

  • List View for detailed tabular data with sorting and filtering
  • Kanban View for visual pipeline management with drag-and-drop

Advanced Filtering and Customization ​

The platform offers powerful data management capabilities:

  • Customizable filters with multiple conditions
  • Column personalization and field reordering
  • Saved views and pinned pathways for quick access
  • Recently Viewed, Created, and Modified record tracking

Seamless Integration ​

All modules work together through comprehensive integration points:

  • Lead-to-opportunity conversion
  • Account and contact linking
  • Activities connected to all record types
  • Campaign performance tracking
  • Forecast synchronization with opportunities
  • Cross-module reporting and analytics

Robust Data Management ​

Efficient handling of data at scale:

  • Bulk operations (Update, Delete, Export)
  • Multi-format export capabilities (CSV, Excel, PDF, PNG)
  • Import tools with field mapping
  • Recycle bin with restore functionality
  • Complete audit trails and history tracking

Access Control and Security ​

Role-based permissions ensure data security:

  • User groups with defined access levels
  • Team-based opportunity access (Read/Write, Read-Only)
  • Login history monitoring
  • Session tracking and transparency

Tailored Adaptability ​

Horilla CRM's comprehensive feature set extends its capability to be seamlessly tailored to specific organizational needs. Its versatility ensures suitability across diverse industries and business models, from small teams managing local relationships to enterprises coordinating complex multi-branch sales operations.

Horilla CRM is not merely a contact management system; it is a complete, integrated, and adaptive platform designed to empower organizations to manage their customer relationships with efficiency and precision. The unified workspace, combined with its extensive range of modules and flexible customization options, positions Horilla CRM as a comprehensive solution for modern customer relationship management challenges.