What is the dashboard and how do I use it?
When you log into karma, the first screen you see is the dashboard. This is a user-defined page where you may add various widgets to view exactly what you need to see in a glance.
Widgets are the boxes you see on the dashboard. The widgets may be added, removed, and filtered. You may add as many of the same widget as you like or require. If you are a manager, one of your daily duties may be to keep track of what your staff is up to. You can add numerous task widgets and then filter them depending on the field you've assigned to them.
You may use the History widget to view what has happened on the account. The history widget may be filtered depending on your activity or the history of the entire account.
How secure is my data?
karmaCRM realizes how important it is to keep your information private. As a result, they have taken every step to protect the security of your data. SSL is already configured in your karmaCRM settings to encrypt the information you send over the internet.
What is the difference between the karmaCRM plans?
The Basic subscription allows you to have an unlimited number of contacts, companies, offers, email templates, and file storage. It also includes basic integrations such as two-way email syncing, Google Calendar, and Mailchimp.
The Pro plan includes all of the capabilities of the Basic package, as well as automated email campaigns, 20 business card scans per month, and access to integrated lead capture forms, allowing you to collect leads directly from your website into your karma account.
The Premium subscription includes all of the Pro plan's features as well as 50 business card scans per month (via the mobile app) and a personal support representative.