Tour
Tour of Main Features
Summary: Explore growlio's core features and learn how they work together to streamline your business operations.
Overview
growlio provides a comprehensive suite of tools for managing your business from lead to invoice. Understanding how these features connect helps you leverage the platform's full potential. This tour introduces each major area, explains its purpose, and shows how features work together to create an efficient workflow.
Prerequisites
- Active growlio account
- Completed basic setup
- Access to main navigation menu
Tour of growlio's Core Features
Step 1: Navigate the Dashboard
Your dashboard is mission control. It displays upcoming tasks, recent activity, revenue metrics, and quick access to frequently used features. The dashboard updates in real-time as you work.
Tip: Customize your dashboard view by pinning favorite widgets and hiding sections you don't frequently use.
Step 2: Explore Clients Management
The Clients section stores all customer information. View clients in table format, search by name or company, filter by status, and export data. Click any client to see their full profile, project history, and communications.
Step 3: Discover Leads Tracking
Leads helps you manage your sales pipeline. View prospects in Kanban board, table, or list format. Track lead status from initial contact through conversion. Drag leads between columns to update their progress.
Tip: Use the Kanban view for visual pipeline management. Switch to table view when you need to analyze data or bulk edit records.
Step 4: Review Proposals Feature
Create professional proposals with customizable templates. Add services, pricing, terms, and branding. Send proposals directly to clients, track when they're viewed, and receive notifications when clients accept.
Step 5: Check Out Contracts
Generate legally binding contracts using pre-built templates. Include terms, conditions, deliverables, and payment schedules. Send contracts for electronic signature and track signing status in real-time.
Tip: Customize contract templates to match your industry's requirements and standard terms.
Step 6: Examine Lead Forms
Build custom lead capture forms to embed on your website. Collect prospect information, qualify leads automatically, and route submissions to the right team members. View all submissions in one organized location.
Step 7: Explore Projects Section
Manage client work with project tracking tools. Create tasks, set deadlines, assign team members, and monitor progress. Link projects to clients for complete visibility of engagement history.
Step 8: Review Finance Features
Track invoices, expenses, and transactions in the Finance section. Generate invoices from proposals, record payments, monitor outstanding balances, and view financial reports for business insights.
Tip: Connect payment processors to accept online payments and automatically update invoice status.
Step 9: Check Calendar Integration
Your calendar displays all appointments, deadlines, and scheduled activities. Sync with Google Calendar or Outlook for unified schedule management. Create events, set reminders, and avoid double-booking.
Step 10: Explore Reports & Analytics
Access business intelligence through the Reports section. View revenue trends, client acquisition costs, proposal acceptance rates, and pipeline health. Export reports or schedule automated delivery.
Tips & Best Practices
- Spend time in each section to understand how features interconnect
- Use the global search (Cmd/Ctrl + K) to quickly find any record
- Create sample data to practice without affecting real client information
- Follow the natural workflow: Lead → Client → Proposal → Contract → Project
- Leverage keyboard shortcuts to navigate faster between sections
- Bookmark frequently accessed pages for quick navigation
- Customize list views to show only columns relevant to your workflow
- Use tags and labels consistently across all features for better organization
- Set up notifications for important events like proposal views and contract signings
- Review the help documentation for advanced feature capabilities
Troubleshooting
Issue: Can't find a specific feature
Solution: Use the search function (Cmd/Ctrl + K) to locate features quickly. Check if the feature is available in your subscription plan. Some advanced features require higher-tier plans.
Issue: Features look different than described
Solution: growlio updates regularly. Check the changelog or help center for recent changes. Your organization settings may affect how certain features display.
Issue: Missing data in some sections
Solution: Data appears after you create records. New accounts start empty. Import existing data or create sample records to populate sections and see full functionality.
Issue: Can't access certain features
Solution: Some features are role-restricted. Viewers have read-only access, Members can create and edit, while Administrators and Owners have full access. Contact your organization owner for role changes.
Issue: Features running slowly
Solution: Close unnecessary browser tabs, clear browser cache, and ensure stable internet connection. Large data sets (thousands of records) may load slower - use filters to narrow results.