It is your go-to resource for all the information and guides of Hoicko.
Administrators can onboard users to Hoicko CRM two ways: adding one member at a time through a form, or importing multiple users at once via an Excel/CSV template.
Hoicko CRM has five user roles, each with a different level of access: Owner, Manager, Editor, Updater, and Reader.
Everything you need to know to set up your Hoicko account, create your first workspace, and start managing projects like a pro — no coding required.
Teams in Hoicko CRM group users for collaboration, reporting hierarchy, and access management — create one from Profile → Team → Create Team.
Answers to the most common questions about Hoicko — billing, features, account management, security, and more.
Every team page has an action toolbar for bulk member import, CSV export, activity history, adding individual members, and deleting the team.
Hoicko CRM's Activity module covers four linked-record types — Tickets, Calls, Visits, and Email — each connectable to Leads, Inquiries, Accounts, and Contacts.
Tickets in Hoicko CRM follow a three-stage lifecycle: creation and assignment, dashboard visibility, and status-driven resolution with automated notifications.
Every activity (ticket, call, or visit) follows eight checkpoints from creation to reporting: Create Activity, Fill Details, Link Records, Assign User, Dashboard View, Status Updates, Notifications, and Reports.
The CRM Analytics dashboard shows six live tiles — Lead, Inquiry, Account, Contact, Task, and Visit — each summarizing counts and status distribution in real time.
Quick definitions of the core entities used throughout Hoicko CRM — Lead, Inquiry, Quotation, Sales Order, Account, Contact, KYC, Business Partner, Workflow, Board, Tile, and Team.
Answers to common questions about Hoicko CRM — including no-code architecture, mobile access, System Settings permissions, KYC requirements, lead conversion, and support contact details.
