1
Someone visits your website
They read your services and fill a contact form or use live chat on dtdesk.com (or any connected site).
On your websiteDTDesk CRM — simple guide for everyone
No technical background needed. This page shows what to click, what happens next, and how a customer enquiry becomes money in your bank — step by step, with moving diagrams.
Watch the flowAnimated steps below
Click any stepJump to that part
Read the guideWorks without login at /docs
Need help?Scroll to bottom
Tip: Open this guide from System → User Guide or the icon in the top bar. Anyone can also read it at
/docs without signing in.
How work flows through the CRM (start here)
Think of the CRM like a conveyor belt. A person finds you online → you talk to them → you send a price → they pay → you support them. Press Play to watch each step light up, or click any card to read it.
From website visitor to happy customer
6 simple steps your team follows every day
Step 1 of 6
2
Message arrives in CRM + Lead created
Enquiry appears in DTDesk Live and a Lead is created automatically in Sales → Leads (dtdesk.com, dtbvisuals.com, all connected sites).
DTDesk Live + Leads
3
Review the Lead
Open Sales → Leads. The name, email, phone, and message are already filled. Assign to a sales person and add notes.
Sales → Leads
4
Turn it into a Deal
When they are serious, open a Deal with an amount (e.g. ₹95,000 website project). Move stages: New → Proposal → Won.
Sales → Deals
5
Send a Quote, then Invoice
Quote = price offer PDF. When they agree, convert to Invoice and mark paid when money is received.
Billing → Quotes / Invoices
6
Support after sale
If they need help later, open a Ticket. Everything stays linked to the same customer.
Work → Tickets
Remember: You do not need every step every time. A walk-in client can skip straight to Deal → Quote → Invoice.
Where is everything on the screen?
The CRM has three areas: left menu (go places), top bar (search & quick actions), and the big middle area (your work).
DTDESK CRM
Main
Dashboard
Sales
Leads
Deals
Work
DTDesk Live
System
User Guide
Menu
Search
Create
Alerts
Guide
You
Main work area
Lists, forms, charts, and details appear here
Lists, forms, charts, and details appear here
Left sidebarAll modules grouped: Sales, Work, Billing, etc. Click a name to open that section.
SearchFind a lead, contact, or ticket by name. Shortcut: Ctrl+K (Windows) or ⌘K (Mac).
Create (+)Fast way to add a new lead, deal, task, quote, or invoice without hunting in the menu.
NotificationsReminders and system messages. Click “Mark all read” when done.
Your profileChange password, theme (light/dark), sign out.
First-time setup (for your IT person)
Business users can skip this section. Your developer or hosting company only does this once when CRM is first installed on a server.
Setup in 5 steps
What happens before anyone can log in
Step 1 of 5
1
Put files on server
CRM code is uploaded to your hosting (e.g. folder /var/www/app).
2
Create database
MySQL database is created — like an empty filing cabinet for all CRM data.
Hosting panel
3
Run installer
Open https://app.dtdesk.com/install.php in browser and follow the wizard.
4
Create admin account
Choose email + password for the first boss account. This person can add team later.
Installer
5
Start using CRM
Go to /login. Installer locks itself — normal users never see it again.
Technical details (PHP, extensions, .env)
•
Requirements
PHP 8.0+, MySQL, extensions: pdo_mysql, mysqli, mbstring, json, openssl.
•
Permissions
Writable folders: storage/, uploads/.
•
.env
APP_URL, DB credentials, SMTP for emails, APP_DEBUG=false in production.
Login & your team
Each person gets their own login. The boss (admin) controls who sees what.
Forgot password
Reset link sent to your email.
Permissions
Some people only see tickets, not billing — you choose.
Dashboard — your home screen
After login you land here. It shows today’s numbers: how many leads, open deals, money pending. Think of it as the reception desk overview — one glance, whole business health.
1
Open CRM
Click Dashboard in the left menu anytime to return home.
2
Read the cards
Each box is a count or chart — leads this week, deals closing, etc.
3
Customize (admin)
Settings → Dashboard layouts to pick which widgets show.
Sales — finding and winning customers
Everything about people who might buy from you.
Work & support — daily tasks
Tasks
Reminders: “Call client Friday”, “Send proposal”. Assign to team.
Tickets
Customer problems after sale. Open → Working → Closed.
Activities
Log calls and meetings so everyone knows what was said.
Knowledge Base
FAQ articles for your team or clients.
DTDesk Live
Website messages land here. Visitors, chat, contact forms from dtdesk.com.
Very importantCheck every dayBilling — quotes and invoices
This is how you ask for money and record payment. GST-ready for India.
Orders
Confirmed job after client agrees.
Subscriptions
Monthly retainers (e.g. ₹5,000/month support).
Company logo on PDFs: Settings → Company profile. Tax: Settings → Tax & GST.
Reports & automation
Reports
See sales numbers, export Excel. Good for monthly review.
Automation
Rules like “new lead → email manager automatically”.
Campaigns
Send bulk emails to contact lists.
Forecasts
Expected revenue from open deals.
Marketing
Web Forms
Build a form, paste on any landing page — submissions become leads in CRM automatically.
No coding needed — copy embed codeSettings & system
Integrations
Connect email, calendar, WhatsApp, payments.
Import
Upload Excel/CSV of old contacts into CRM.
Platform
Connect websites, advanced tools.
Settings
Company info, users, backup, security.
User Guide
This help page — also at /docs without login.
How website enquiries reach you
When someone fills a form on dtdesk.com, you should see it in CRM within seconds — in DTDesk Live.
Your website
- Visitor reads services
- Fills contact form or chat
- dtdesk.com, dtbvisuals.com, etc.
DTDesk Live in CRM
- Enquiries — form messages
- Visitors — who is on site now
- Chat — live conversation
- Reply and convert to Lead
Connect a new website (4 steps)
Do this once per site
Step 1 of 4
1
Add website in CRM
DTDesk Live → Add website → type domain name (e.g. dtdesk.com).
DTDesk Live
2
Connect the site
Same server: click auto-connect. Other host: paste one line of code in website footer.
One-time setup
3
Watch enquiries arrive
Test by submitting your own contact form. It should appear in Enquiries tab.
Enquiries tab
4
Lead is already in Sales
No manual copy needed — check Sales → Leads or the Lead link in DTDesk Live enquiries. Then continue: Deal → Quote → Invoice.
Sales → LeadsSoftware updates
You don’t need to do this. Your developer pushes updates from GitHub; the server updates automatically. After an update, refresh your browser (Ctrl+F5) if something looks old.
Technical: deploy pipeline diagram
flowchart LR Dev[Edit code] --> Push[git push] Push --> GA[GitHub Actions] GA --> VPS[VPS deploy] VPS --> Live[CRM live]
Common problems — plain answers
Page is blank or error
Tell your IT person. Usually database or server config — not something sales staff fix.
Website form not in CRM
Check DTDesk Live → is site connected? Submit a test form yourself.
Email not sending
Admin must set up SMTP in Settings. Test from email templates.
Can’t log in
Use Forgot password. Admin can reset you under Settings → Users.
Don’t know what to click
Start with Daily workflow at top of this page. Press Play on the animation.
Where are website messages?
Need a human? support@dtdesk.com · WhatsApp +91 78758 82813