CRM
This page describes the CRM demo product available in the Teliqon Portal. It explains the trial period, demo access, and where to find related CRM setup instructions.
General information
On the CRM page, you can get a demo version of a standalone CRM product. You can access this page from the sidebar menu on the left:
The CRM product allows you to effectively manage customer relationships, structure your contact database, and control all sales stages within a single interface.
Trial period
Clicking the Try a free demo button will open the registration page:
Fill in all the data and click the Sign up button. You will then be taken to the CRM demo page.
You will be assigned the Demo User role, which allows you to explore the system's entities. You can freely view, create, and edit core data (leads, clients, deals, etc.), as well as explore the overall interface and functionality of the system. If you would like to purchase the full product, you need to contact support via the Get a consultation button in your account or follow the link here.
The trial period for the demo version lasts 14 days. You can view the access expiration date in your Teliqon Portal personal account:
Instructions on how to set up your CRM are described here.
Virtual Number (DIDs)
This document describes the Virtual Number (DIDs) page in the Teliqon Portal, including available virtual numbers, filtering, searching, CSV download, table columns, spam status tooltip, sorting, and pagination controls. It explains how users can review DID information for their project and understand the controls available on the page.
SMS - OTP
This document describes the SMS OTP page in the Teliqon Portal and explains how to configure SMS settings, view pricing, calculate SMS costs, and check processed SMS history. It also describes how to work with the SMS OTP API, including request parameters and callback response examples.
