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Leads, customers, point of sale, signatures, calendar, and tasks on one record.

1. Sign in and pick the company

   Open CRM and sign in with your DAISI account. If you belong to more than one company, the bar asks you to select a company before the books open. The left menu is Dashboard, Leads, Customers, Chat, Calendar, Tasks, Point of Sale, Opportunities, Orders, Subscriptions, Signatures, Reports, and Settings.

2. Add a lead

   Open Leads and click Add Lead. Notes and history stay on that lead. Add Customer on Customers is the same kind of record once they are someone you sell to.

3. Take payment

   Open Point of Sale. Pick items, then Cart. Select a customer (or add one) and click Place Order. Send Invoice and Send Recurring Invoice are on that same sale. Orders is what was rung up. Subscriptions is the repeating billing.

4. Get a signature

   Open Signatures. The Requests tab has New Request. Templates has New Template. My Signature is Create Signature. Send the request from the customer you already have.

5. Follow up

   Calendar holds the appointments. Tasks opens on My Tasks; New Task adds one. Chat opens Chat Inbox, with Active, Unread, and Closed. Opportunities is Add Opportunity, filtered by Open, Won, or Lost.

6. Automations

   Settings → Account Settings → Automations. Add Automation writes one by hand. Generate with DAISI drafts one from a description.

On screen

Reviewed October 2026.