Where to start?

Welcome to advatra! In advatra you have an CRM part and an Administration part. In the CRM you will do your daily work. The administration is very useful while setting up advatra to your team needs.

Learn more about the CRM.

Dig deeper into the administration.

Learn how to create your first trip.

Get an overview over the recommended sales process.

To start, it is also great to have a look at the following videos:

Products and their structure

Pricing functionality

To-dos (Operational work)

Dig deeper

To dig deeper in the advatra data structure, we recommend these help articles:

Product templates (Also see these examples)

Pricing functionality

Markup and Margin

To-do templates