Learn how to set up your Hoicko CRM account and start managing customers — from signup and login to navigating your CRM home dashboard.
Hoicko CRM is an integrated Customer Relationship Management platform that manages the complete customer journey—from lead generation to sales order execution—with built-in SAP integration, real-time data sync, and a unified team collaboration portal.
Every customer journey in Hoicko CRM follows six connected stages — Lead, Inquiry, Quotation, Approval, SAP Integration, and Sales Order — giving sales, procurement, and operations teams one shared, real-time view of every deal.
New users can sign up for Hoicko CRM in under a minute using Google or Microsoft single sign-on, or by registering manually with a name, email, mobile number, and password.
Hoicko CRM supports two login methods after registration: logging in with your registered email/phone number and password, or logging in with a one-time password (OTP) sent to your registered email or phone.
The Hoicko CRM Home dashboard is the centralized workspace for managing leads, inquiries, accounts, contacts, quotations, sales orders, complaints, and daily activities — all accessible from one screen.
Hoicko CRM lets Owners control which tabs appear on the CRM Home screen and share individual dashboard tiles with specific people or teams, using System Settings → Tiles & Groups.
Hoicko’s Customer Relationship Management (CRM) system is a powerful tool designed to help you manage and nurture your customer relationships with ease. It centralizes all customer data, interactions, and sales activities into one unified platform, giving your team a complete 360-degree view of every customer. From tracking leads and managing sales pipelines to automating communications and analyzing performance, Hoicko CRM empowers you to build stronger connections, improve customer satisfaction, and drive business growth. Here are the key features in points: Centralized Customer Data: Keeps all contact information, interaction history, and notes in one organized place. Sales Pipeline Management: Visually track leads and opportunities as they move through the sales process. Automated Workflows: Automate repetitive tasks like follow-up emails and data entry to save time. Performance Analytics: Use built-in dashboards and reports to monitor sales performance and identify trends. Seamless Integration: Connects easily with other Hoicko tools and third-party apps for a unified workflow.
