Introduction #
HisabMitra is a comprehensive ERP platform that makes business operations easier, including Finance Management, Human Resources Management, Customer Relationships, and more.
Whether you’re a small business owner, a startup founder, or an IT administrator, this documentation will help you make the most of HisabMitra’s features and capabilities.
Getting Started with HisabMitra #
Registration #
- Visit HisabMitra’s website
- Click on the “Sign Up” button in the top-right corner
- Fill in the registration form with:
- Your name
- Desired workspace name (your business or organization name)
- Email address
- Password (create a secure password)
- Confirm password
- Accept the Terms and Conditions and Privacy Policy
- Click “Register” to create your account
- Check your email to verify your account
Verification is an important security step. If you don’t see the email in your inbox, please check your spam folder.
Setting Up Your Workspace #
After successful registration, you’ll need to set up your workspace:
- Add your business details (name, address, contact information)
- Upload your company logo for branding purposes
- Set your timezone and preferred currency
- Go to the User Management section
- Click “Add User” or “Invite Team Member”
- Enter email addresses and assign appropriate roles
- The system will send invitations to join your workspace
- Customize invoice/proposal/purchase/bill templates
- Configure HRM, POS, and Email SMTP to receive and send mail
- Set up bank transfers or payment gateways
You’ve now completed the essential setup steps for your HisabMitra account. In the following sections, we’ll explore the specific modules and features of the platform.
Core Modules #
Finance Module #
Manage all financial aspects of your business including invoicing, expenses, and financial reporting.
- Invoicing & Billing
- Expense Tracking
- Financial Reporting
HR Module #
Streamline your human resources operations including employee management, attendance, and payroll.
- Employee Management
- Attendance Tracking
- Payroll Processing
CRM Module #
Manage customer relationships effectively with contact management, lead tracking, and communication tools.
- Contact Management
- Lead Tracking
- Customer Communication
Inventory Module #
Keep track of your inventory with powerful stock management, product categorization, and order tracking.
- Stock Management
- Product Categorization
- Order Tracking
Support & Resources #
Need Help? #
Our support team is always ready to assist you with any questions or issues you might encounter.
Knowledge Base #
Browse through our extensive knowledge base for answers to common questions.
Video Tutorials #
Watch our step-by-step video tutorials to learn how to use HisabMitra effectively.
Email Support #
Reach out to our support team via email for personalized assistance.
Live Chat #
Get instant help from our support representatives via live chat.
