Complete Training Manual

Proactiq OS is a complete business operating system built for growing companies in India. It replaces the need for multiple disconnected tools by putting CRM, Finance, HR, Projects, Help Desk, Inventory, and 12 more modules under one roof.

Every module shares the same contacts, products, and team — so when you close a deal in CRM, you can raise an invoice in Finance instantly. When HR onboards a new employee, they're automatically in your org chart and attendance system.

Getting started takes under 5 minutes:

1. Sign up at proactiq.com and verify your email

2. Answer 4 questions about your business (industry, team size, goal)

3. Proactiq recommends which module to start with

4. You get that module free forever for up to 3 users

Your workspace URL is proactiq.com/workspace. The sidebar on the left shows all your modules.

The workspace is divided into three areas:

LEFT SIDEBAR — Module navigation. Click any module name to expand it and see its sub-sections. Locked modules (greyed out) require a paid plan. The lock icon shows which plan unlocks each.

MAIN AREA — The content of whichever page you're on. The dashboard shows real-time stats: open deals, active projects, open support tickets, and team members.

TOP RIGHT — Notifications bell, your profile, and settings.

The dashboard shows:

- Open deals value (total pipeline value)

- Active projects count

- Open support tickets needing attention

- Team members count

- Recent activity feed (last 7 days)

- Alert banners for overdue invoices or pending approvals

Quick actions on the dashboard link directly to the most common tasks: add a contact, create a project, add an employee, create an invoice.

Go to Settings → Team to invite colleagues. Enter their email address and choose a role:

OWNER — Full access to everything, including billing and plan changes. Only one owner per workspace.

ADMIN — Same as owner except cannot change billing or delete the workspace.

MANAGER — Can view and edit all data but cannot manage team members or billing.

MEMBER — Standard access. Can view and create records in modules they have access to.

Invited users receive an email with a link to join. They create their own password — you never see it.

On the Free plan you can have up to 3 users. Starter allows 10, Growth 25, Business is unlimited.

The CRM (Customer Relationship Management) module is where you manage your entire sales pipeline — from the first contact with a prospect to closing the deal and beyond.

The CRM has five main sections:

- Contacts — Individual people (leads, customers, partners)

- Companies — Organisations those people belong to

- Deals — Opportunities you're working on

- Activities — Calls, meetings, notes, emails logged against contacts

- Quotations — Formal price quotes sent to contacts

- Reports — Win rate, pipeline value, forecast

Everything in the CRM is linked. A deal links to a contact, which links to a company. Activities link to both. This gives you a full history of every relationship.

A contact is any individual person — a lead, an existing customer, a vendor contact, or a partner.

TO ADD A CONTACT: Click CRM → Contacts → New Contact. Fill in name (required), email, phone, company, job title, and source (how you found them). Tags let you group contacts (e.g. "Mumbai", "Enterprise", "Hot lead").

CONTACT STATUS options: Lead, Qualified, Customer, Partner, Inactive.

CONTACT SCORE: Proactiq automatically scores contacts 0-100 based on deal value, activity frequency, and engagement. Higher score = higher priority.

TO IMPORT CONTACTS: Click the Import button, download the CSV template, fill it with your existing contacts, and upload. The system matches columns automatically.

TO EXPORT CONTACTS: Click Export to download all contacts as CSV for backup or use in other tools.

FINDING CONTACTS: Use the search bar at the top of the Contacts list. You can filter by status, tags, company, or owner (which team member manages this contact).

A deal represents a sales opportunity — something you're actively trying to sell.

DEAL STAGES (in order):

1. Lead — Early interest, not yet qualified

2. Qualified — You've confirmed they have budget and need

3. Proposal — You've sent a quote or proposal

4. Negotiation — Discussing terms and pricing

5. Won — Deal closed successfully

6. Lost — Deal didn't close

The Deals page shows a Kanban board by default — drag deals between columns to move them through stages. Switch to list view for bulk management.

TO CREATE A DEAL: Click New Deal. Enter title, link to a contact, set the estimated value (in your currency), expected close date, and assigned team member.

DEAL VALUE TRACKING: The dashboard shows your total pipeline value (sum of all open deals). The Forecast report shows expected revenue by close date.

QUOTATIONS: From any deal, you can create a formal quotation. The system generates a PDF with your company logo, line items, tax, and totals. Send it directly to the contact by email.

Activities are the history of every interaction with a contact — calls made, meetings held, notes taken, emails sent.

ACTIVITY TYPES: Note, Call, Meeting, Email, Task.

TO LOG AN ACTIVITY: Open a contact or deal, click "Add Activity", choose the type, write your notes, and set a due date for follow-up tasks.

All activities appear in the contact's timeline in chronological order, so any team member can see the full history instantly.

UPCOMING TASKS: Activities with a future due date appear in your task list. This ensures no follow-up is missed.

BEST PRACTICE: Log every customer interaction, even brief calls. Six months later, you'll thank yourself when you can see the complete history of a relationship.

The Marketing module lets you run email campaigns to your contacts and capture new leads.

MAIN SECTIONS:

- Campaigns — Email broadcasts to contact lists

- Leads — Raw enquiries from your website or ads

- Segments — Groupings of contacts for targeted campaigns

EMAIL CAMPAIGNS: Write an email, choose recipients (all contacts, a specific segment, or a custom list), schedule or send immediately. Open rates and click rates are tracked automatically.

LEAD CAPTURE: Use the Proactiq API to send leads from your website contact form directly into the Marketing → Leads queue. Team members can qualify leads and convert them to CRM contacts.

TO CREATE A CAMPAIGN: Marketing → Campaigns → New Campaign.

1. Enter campaign name and email subject line

2. Write the email body (HTML editor with preview)

3. Choose audience: all contacts, a segment, or paste email addresses

4. Schedule for later or send immediately

TRACKING: After sending, the campaign dashboard shows:

- Emails sent / delivered

- Open rate (% who opened)

- Click rate (% who clicked a link)

- Unsubscribes (contacts who opted out)

UNSUBSCRIBES: Proactiq automatically handles unsubscribes. Contacts who click "unsubscribe" are flagged and won't receive future campaigns. This is required by law.

SEGMENTS: Create audience segments based on contact properties. E.g., "All contacts in Mumbai with status=Customer" or "Contacts who haven't been contacted in 90 days". Campaigns sent to segments automatically update as contacts enter or leave the criteria.

The Help Desk module is your customer support system. When customers have problems or questions, they become support tickets that your team tracks and resolves.

MAIN SECTIONS:

- Tickets — All support requests

- Canned Responses — Pre-written reply templates for common questions

- SLA Policies — Response time commitments

- Knowledge Base — Self-service articles for customers

TICKET FLOW: Customer submits issue → ticket created → assigned to agent → agent resolves → ticket closed → customer satisfaction score collected.

PRIORITIES: Low, Medium, High, Urgent. Urgent tickets appear at the top and generate alerts.

TO CREATE A TICKET: Help Desk → Tickets → New Ticket. Enter subject, description, link to a CRM contact, and set priority.

TICKET STATUSES: Open, In Progress, Waiting (for customer response), Resolved, Closed.

ASSIGNMENT: Tickets can be assigned to any team member. Use the Assignee field. If unassigned, it appears in the team queue.

REPLYING TO TICKETS: Open a ticket and add a comment. Mark comments as internal (only your team sees) or external (customer sees). External comments appear in the customer's email thread.

CANNED RESPONSES: Save frequently used replies as canned responses. While typing a reply, click the canned response button and insert it. Saves time and ensures consistency.

SLA POLICIES: Define how quickly tickets must be responded to based on priority. E.g., Urgent = respond in 1 hour, High = 4 hours. Tickets breaching SLA show in red.

CSAT: After a ticket is closed, an email asks the customer to rate their experience (1-5). CSAT scores appear on the ticket and in reports.

The Projects module is where you plan, track, and deliver work. It works for software teams, creative agencies, construction, consulting — any work that involves tasks and deadlines.

MAIN SECTIONS:

- Projects — Containers for related work

- Tasks — Individual work items within projects

- My Tasks — Personal task view across all projects

- Time Logs — Track hours spent on tasks

- Templates — Reusable project structures

VIEWS: Tasks can be viewed as Kanban board (drag and drop), list, or calendar. Switch views using the buttons at the top of the task list.

TASK STATUSES: Todo, In Progress, In Review, Done, Cancelled. Move tasks by dragging on the Kanban board or clicking the status field.

TO CREATE A TASK: Open a project and click New Task, or click the + button in any Kanban column.

TASK FIELDS:

- Title (required)

- Description — Detailed notes, formatted text

- Assignee — Which team member is responsible

- Due date — When it must be done

- Priority — Low, Medium, High, Urgent

- Estimated hours — How long it should take

- Parent task — Makes this task a subtask

SUBTASKS: Any task can have subtasks. Create them by clicking "Add subtask" inside a task. Subtasks appear indented below the parent.

COMMENTS: Team members can comment on tasks. Use @ to mention someone — they'll get a notification.

ATTACHMENTS: Upload files directly to tasks (images, documents, PDFs). Stored in Cloudinary.

TIME LOGGING: Click "Log Time" on a task to record hours spent. This feeds into project time reports and billing if you charge by the hour.

If you run similar projects repeatedly (e.g., "Website build for new client", "Monthly marketing campaign", "Employee onboarding"), save them as templates.

TO CREATE A TEMPLATE: Set up a project with all the tasks, descriptions, and structure you want. Go to Project settings → Save as Template.

TO USE A TEMPLATE: Projects → New Project → choose "From Template" → select your template. All tasks are copied into the new project. Adjust names, assignees, and due dates as needed.

EXAMPLE TEMPLATES:

- Client onboarding (8 tasks across 2 weeks)

- Sprint cycle (planning → development → review → deploy)

- Content calendar (research, write, design, schedule, publish)

The HRMS (Human Resource Management System) handles everything people-related in your business.

MAIN SECTIONS:

- Employees — Complete employee directory and profiles

- Departments — Organisational structure

- Org Chart — Visual hierarchy of your organisation

- Attendance — Daily attendance tracking

- Leave — Leave requests and approvals

- Payroll — Monthly salary calculation and payslips

- Salary Structures — Define pay components per employee

- Onboarding — Checklist for new joiners

- Appraisals — Performance review cycles

All sections are connected. An employee's leave record links to payroll (unpaid leave deducts from salary). Attendance feeds into payroll calculations.

TO ADD AN EMPLOYEE: HRMS → Employees → New Employee.

Required fields: full name, email, department, designation, date of joining, and employment type (full-time, part-time, contract).

Optional but important: phone number, emergency contact, PAN number, Aadhaar number, bank account details (for salary transfer), and address.

EMPLOYEE PROFILE includes:

- Personal information

- Employment details (department, designation, reporting manager)

- Salary structure assignment

- Documents (offer letter, ID proofs, certificates)

- Leave balance

- Attendance history

- Payslip history

- Salary revision history

TO EDIT: Open the employee profile and click Edit. Changes take effect immediately.

EMPLOYEE STATUS: Active, On Notice, Resigned, Terminated. Inactive employees are hidden from normal views but records are preserved.

Proactiq's payroll engine is built for India. It handles PF, ESI, Professional Tax, and TDS automatically.

TO RUN PAYROLL: HRMS → Payroll → New Run → select month and year → click Generate.

The system calculates for every active employee:

- Basic salary, HRA, allowances (from salary structure)

- PF deduction: 12% of basic (employee) + 12% employer contribution

- ESI: 0.75% employee, 3.25% employer (for salaries below ₹21,000)

- Professional tax (Karnataka slab by default, adjustable)

- TDS: based on new tax regime slabs

- Loss of pay for unapproved absences

- Leave encashment if applicable

PAYSLIPS: After generating, each employee gets a payslip. You can email payslips to all employees at once or individually.

SALARY STRUCTURES: Before running payroll, set up salary structures in HRMS → Salary Structures. Create structures like "Senior Engineer CTC 15L" with components: Basic (40% of CTC), HRA (20%), Special Allowance (remainder). Assign each employee to a structure.

LEAVE TYPES: Annual (Earned), Sick, Casual, Maternity, Paternity, Unpaid. Each type has a yearly entitlement set in leave policies.

EMPLOYEE SUBMITTING LEAVE: HRMS → Leave → New Request. Select leave type, start date, end date, and reason. The request goes to the manager for approval.

MANAGER APPROVING: HRMS → Leave → Pending requests tab. Click Approve or Reject. The employee is notified by email.

LEAVE BALANCE: Each employee's profile shows their leave balance — how many days of each type they have left. This updates automatically when leave is approved.

LEAVE CALENDAR: The team leave calendar shows who is on leave on which days, helping managers plan coverage.

ACCRUAL: Annual leave accrues monthly (e.g., 1.5 days per month for 18 days annual entitlement). This is tracked automatically from the date of joining.

The Recruitment module manages your hiring pipeline from job posting to offer letter.

MAIN SECTIONS:

- Jobs — Open positions you're hiring for

- Applicants — Candidates for each role

- Pipeline — Stages an applicant moves through

APPLICANT STAGES: Applied → Screening → Interview → Technical Round → HR Round → Offer → Hired / Rejected.

ADDING APPLICANTS: Manually add candidates, or use the Proactiq API to receive applications from your careers page directly into Proactiq.

SCHEDULING INTERVIEWS: Set an interview date on the applicant card. The interviewer is notified.

OFFER LETTERS: Generate a standardised offer letter from the applicant record. Customise with salary, start date, and role details.

CONVERTING TO EMPLOYEE: Once an applicant accepts, click "Convert to Employee" — their details automatically populate in HRMS, saving re-entry.

The LMS lets you create and deliver training to your team — product knowledge, compliance training, skill development, onboarding programmes.

MAIN SECTIONS:

- Courses — Training programmes you create

- Lessons — Individual learning units within courses

- Quizzes — Tests to check understanding

- Enrolments — Who is enrolled in which course

- Learning Paths — Sequences of courses

- Certificates — Auto-generated upon course completion

WHO CAN CREATE COURSES: Admins and Managers with LMS access.

WHO CAN TAKE COURSES: Any enrolled team member.

COMPLETION TRACKING: You can see exactly which lessons each employee has completed, their quiz scores, and whether they've finished the course.

CERTIFICATES: When an employee completes a course, a certificate is generated automatically with their name, course name, and date. Certificates have a unique verification code that anyone can check.

The Finance module handles all money in and out of your business. It uses double-entry accounting — the same method used by professional accountants and accounting software worldwide.

MAIN SECTIONS:

- Invoices — Bills you send to customers

- Payments — Recording money received

- Credit Notes — Refunds or corrections to invoices

- Expenses — Money you spend running the business

- Recurring Invoices — Auto-repeating invoices for retainer clients

- Journal Entries — Manual accounting entries

- Bank Accounts & Reconciliation — Match your bank statement

- Reports — P&L, Balance Sheet, Cash Flow

GST SUPPORT: For Indian businesses, Proactiq automatically splits GST into CGST and SGST for same-state transactions, and shows IGST for inter-state. Your GSTIN appears on all invoices.

TO CREATE AN INVOICE: Go to Finance → Invoices → New Invoice.

1. Select the customer (from your CRM contacts)

2. Set the invoice date and due date

3. Add line items: description, quantity, unit price

4. GST is applied automatically based on your tax rate setting

5. Add any notes or payment terms

6. Click Save as Draft or Send Directly

INVOICE STATUSES:

- Draft — Not yet sent, can still be edited

- Sent — Emailed to customer, awaiting payment

- Paid — Payment recorded

- Overdue — Past due date and unpaid (shown in red on dashboard)

- Cancelled — Voided invoice

TO SEND AN INVOICE: Open the invoice, click "Send by Email". The customer receives a professional email with the invoice attached as PDF. You can customise the email message.

INVOICE NUMBERS: Automatically generated as INV-0001, INV-0002, etc. The prefix (INV) can be changed in Settings → Workspace.

RECORDING PAYMENT: Open the invoice, click "Record Payment". Enter amount received, payment date, and method (bank transfer, UPI, cash, cheque). Partial payments are supported.

Recurring invoices automatically create and optionally send invoices on a schedule. Perfect for retainer clients, monthly subscriptions, or regular services.

TO SET UP: Finance → Recurring Invoices → New. Set up the invoice as normal, then choose the frequency (weekly, monthly, quarterly, annual) and start date.

The system creates the invoice automatically on the scheduled date. You can set it to send automatically or just create a draft for your review.

TO PAUSE: Open the recurring invoice and click Pause. No new invoices will be created until you resume.

EXAMPLE USE CASES:

- Monthly retainer for a design agency: ₹50,000 on the 1st of every month

- Annual maintenance contract: ₹1,20,000 each April

- Weekly consulting: ₹15,000 every Monday

Proactiq generates three core financial reports in real time.

PROFIT & LOSS (P&L): Shows income minus expenses for any date range. See exactly how much your business earned and spent. Filter by month, quarter, or custom date range.

BALANCE SHEET: Shows what your business owns (assets), owes (liabilities), and the difference (equity) at any point in time. Required for formal accounting.

CASH FLOW: Shows actual money movement — when money came in and went out. Different from P&L because it shows timing, not just totals.

HOW TO ACCESS: Finance → Reports → choose the report type → set date range → view or export as PDF/CSV.

CHART OF ACCOUNTS: All financial transactions are categorised into accounts (Sales Revenue, Office Expenses, Bank Account, etc.). Finance → Accounts shows your full chart of accounts. Double-entry ensures every transaction is balanced.

Record all business expenses in Finance → Expenses. This feeds directly into your P&L report.

TO ADD AN EXPENSE: Click New Expense. Enter amount, date, category (from your chart of accounts), description, and attach a receipt photo or PDF.

EXPENSE CATEGORIES: Travel, Office Supplies, Software, Marketing, Salaries, Rent, etc. These map to your chart of accounts automatically.

TEAM EXPENSES: If a team member pays for something out of pocket, they can submit it as an expense claim. Managers can approve or reject claims in the Approvals module.

BANK RECONCILIATION: Finance → Bank Accounts lets you import your bank statement and match transactions to recorded expenses and payments. This ensures your books match reality.

The Procurement module manages buying goods and services from suppliers.

MAIN SECTIONS:

- Purchase Orders — Formal orders sent to vendors

- Vendors — Your supplier directory

- Purchase Requests — Internal requests to buy something (needs approval before PO is raised)

WORKFLOW: Employee submits Purchase Request → Manager approves → Procurement team raises Purchase Order → Vendor delivers → Goods Received → Invoice matched → Payment made.

INTEGRATION: Received goods automatically update Inventory stock levels. Purchase invoices from vendors appear in Finance for payment.

TO CREATE A PURCHASE ORDER: Procurement → Purchase Orders → New PO.

1. Select vendor (from your vendor directory)

2. Add line items: product, quantity, agreed price

3. Set delivery date and delivery address

4. Add payment terms (Net 30, advance, etc.)

5. Send to vendor by email or download PDF

PO STATUSES: Draft, Sent, Partially Received, Fully Received, Cancelled.

RECEIVING GOODS (GRN): When goods arrive, open the PO and click "Receive Goods". Enter the quantity received. If partial delivery, you can receive the rest later. Stock levels update automatically in Inventory.

THREE-WAY MATCH: When a vendor invoice arrives, match it against the PO (agreed price) and GRN (goods actually received). Pay only what was agreed and received.

The Inventory module tracks physical products — what you have, where it is, and how much it's worth.

MAIN SECTIONS:

- Products — Your product catalogue with stock levels

- Warehouses — Physical storage locations

- Stock Movements — Every stock change (in, out, transfer)

- Serial Numbers — Track individual units by serial number

WHEN TO USE: If your business sells physical goods — manufactured products, resold goods, spare parts — Inventory keeps you from overselling and helps you know when to reorder.

INTEGRATION: Products link to Finance (invoicing uses product catalogue), Procurement (purchase orders restock inventory), and CRM (quote products to prospects).

TO ADD A PRODUCT: Inventory → Products → New Product.

REQUIRED FIELDS: Name, SKU (unique product code), unit of measure (pieces, kg, litres, etc.), and cost price.

OPTIONAL BUT USEFUL: Sale price, category, description, images, minimum stock level, barcode.

MINIMUM STOCK LEVEL: Set the minimum quantity you want to keep in stock. When actual stock falls below this, Proactiq sends a low stock alert email to the relevant team member.

STOCK ADJUSTMENTS: If stock count differs from system records (physical count), use Stock Adjustment to correct it. Record the reason (damaged, miscounted, etc.).

STOCK MOVEMENTS: Every change in stock is recorded automatically — receiving a purchase order, shipping an order, transferring between warehouses, returns.

WAREHOUSES: If you have multiple storage locations, create a warehouse for each. Stock levels are tracked per warehouse and you can transfer stock between them.

The Documents module (WorkDrive) is your team's shared file storage. Store and organise any file — contracts, proposals, designs, spreadsheets, images.

ORGANISATION: Files live in folders. Create folders for each client, project, department, or any structure that suits you.

UPLOADING: Drag and drop files or click Upload. Supported file types: PDF, Word, Excel, PowerPoint, images (JPG, PNG, GIF), and most common formats. Maximum 10MB per file.

SHARING: Files uploaded to WorkDrive are accessible to all team members in your workspace. Use per-module document attachments (tasks, tickets, contracts) for context-specific files.

VERSIONING: Uploading a new version of an existing document creates a new version. Previous versions are retained and accessible.

STORAGE LIMITS: Free plan — 5GB. Starter — 20GB. Growth — 100GB. Business — Unlimited.

Automations let you define rules that run automatically. "When X happens, do Y."

STRUCTURE: Every automation has a Trigger (what starts it) and one or more Actions (what happens).

EXAMPLE TRIGGERS:

- Deal stage changes to "Won"

- Invoice status changes to "Overdue"

- New support ticket created with priority "Urgent"

- Leave request submitted

EXAMPLE ACTIONS:

- Send an email notification

- Create a task

- Update a field on a record

- Post to a webhook URL

BUILDING AN AUTOMATION: Settings → Automations → New Automation. Choose trigger, set conditions (optional — e.g., only if deal value > ₹1,00,000), add actions.

LIMITS: Free plan — 5 automations. Starter — 20. Growth — 50. Business — Unlimited.

EXAMPLE USE CASE: "When a deal is marked Won, automatically create an onboarding project using the Client Onboarding template and assign it to the account manager."

The Approvals module handles anything that needs sign-off before proceeding — expense claims, leave requests, purchase requests, contract sign-offs, custom requests.

APPROVAL WORKFLOWS: Define multi-step approval chains. E.g., Expense below ₹5,000 → Manager approves. Expense above ₹5,000 → Manager approves → Finance Head approves.

CREATING A REQUEST: Go to Approvals → Requests → New Request. Select the workflow type, fill in the details, attach any supporting documents, and submit.

APPROVING: Approvers receive an email notification. Open the request in Proactiq, review, add comments, and click Approve or Reject. Multi-level: the request moves to the next approver automatically.

STATUS TRACKING: See exactly where your request is — who has it, whether it's been seen, and the full approval history.

DELEGATION: If an approver is on leave, they can delegate their approval authority temporarily to a colleague.

The Field Service module manages work that happens at customer locations — repairs, installations, maintenance visits, inspections.

MAIN SECTIONS:

- Jobs — Service jobs to be completed

- Dispatch — Assign technicians to jobs on a calendar

- Technicians — Your field team

JOB WORKFLOW: Job created → assigned to technician → technician travels to site → work completed → customer signs off → job closed → invoice raised.

DIGITAL SIGN-OFF: When a technician completes a job, the customer can sign on-screen (tablet/phone) to confirm the work was done. This prevents disputes.

DISPATCH BOARD: Shows all technicians and their scheduled jobs for the day/week. Drag to reassign. Colour-coded by status (scheduled, en route, in progress, done).

The Contracts module stores and manages all your legal agreements — client contracts, vendor agreements, employment contracts, NDAs, service agreements.

MAIN SECTIONS:

- Contracts List — All your contracts

- Templates — Reusable contract structures

- Renewals — Contracts coming up for renewal

CONTRACT TYPES: Client, Vendor, Employment, NDA, Service Agreement, Custom.

STATUSES: Draft, Active, Expired, Terminated.

E-SIGNATURE: Contracts can be signed digitally. The signing party draws or types their signature directly in the browser. The signed contract with timestamp and IP is saved as evidence.

RENEWAL ALERTS: Set a renewal date on any contract. Proactiq sends you an email 30 days before it expires so you never miss a renewal.

Settings → Workspace is where you configure your business profile. This information appears on invoices, payslips, and other documents.

WHAT TO SET UP:

- Company name and logo (appears on all documents)

- Address (required for invoice compliance)

- GSTIN (GST registration number)

- Invoice prefix (INV, default — change to your preference)

- Bank details (shown on invoices for payment)

- Fiscal year start month (April for India, January for most others)

- Currency and timezone

LOGO: Upload a PNG or JPG. Recommended size 200x200px or wider landscape. Appears top-left on all generated PDFs.

INVOICE COUNTER: The current invoice number. Do not change this unless you're migrating from another system and need to continue a sequence.

Settings → Billing shows your current plan and lets you upgrade.

AVAILABLE PLANS:

- Free — 1 module, 3 users, 500 records per module. Free forever.

- Starter — 10 users, 5,000 records, API access, email support

- Growth — 25 users, unlimited records, custom fields, priority support

- Business — Unlimited everything, SSO, dedicated support

- Enterprise — Custom contract, SLA, on-premise option

UPGRADING: Click Upgrade, choose the plan and billing cycle (monthly saves nothing, annual saves ~16%). You're taken to a Razorpay checkout. Pay with any Indian payment method — UPI, net banking, card.

DOWNGRADING: Not available directly. Contact us via the contact page.

YOUR CUSTOMER ID (UID): Every Proactiq workspace has a unique ID in PRQ-XXXXX format. Find yours in Settings → Workspace. Quote this ID whenever you contact support.

Settings → API Keys lets you generate keys to access Proactiq data from other systems.

CREATING AN API KEY: Enter a name (e.g., "Zapier integration"), choose scopes (read only, or read + write for specific modules), click Generate. Copy the key immediately — it's only shown once.

USING THE API: All API requests need the header: Authorization: Bearer YOUR_API_KEY

The full API reference with all endpoints is at proactiq.com/api-docs. You can try every endpoint directly from the browser.

WEBHOOKS: Get notified when something happens in Proactiq. Settings → Webhooks → New Webhook. Enter your URL and select events (invoice.paid, deal.won, ticket.created, etc.). Proactiq will POST a JSON payload to your URL when the event occurs.

WEBHOOK SECURITY: Each webhook includes an HMAC signature in the header so your server can verify the request came from Proactiq.

TWO-FACTOR AUTHENTICATION (2FA): Settings → Security → Two-Factor Authentication. Scan the QR code with any authenticator app (Google Authenticator, Authy, etc.) and enter the 6-digit code to enable. Once enabled, every sign-in requires your password plus the current code.

ACCOUNT LOCKOUT: After 5 consecutive wrong password attempts, your account locks for 15 minutes automatically. This prevents brute-force attacks.

SESSION TIMEOUT: Sessions expire after 30 minutes of inactivity. You'll see a warning 5 minutes before being signed out. Click "Stay signed in" to continue.

PASSWORD REQUIREMENTS: Minimum 8 characters. Use a combination of letters, numbers, and symbols for best security. Change your password in Settings → Security.

AUDIT LOG: Every action in Proactiq is logged — who did what, when, from which IP address. Settings → Audit Log. Retained for 90 days on most plans, 365 days on Business.

The Analytics module gives you a bird's eye view of your entire business in one place.

WHAT YOU CAN TRACK:

- Revenue trend (monthly/quarterly)

- Pipeline velocity (how fast deals move through stages)

- Support ticket volume and resolution time

- Employee headcount and department breakdown

- Inventory turnover

- Project completion rates

CUSTOM DATE RANGES: All charts support custom date ranges. Compare this month to last month, or this quarter to the same quarter last year.

EXPORTING: Every chart and table can be exported as CSV or PDF for sharing in board meetings or with your accountant.

NOTE: Analytics pulls from live data across all your modules. The more consistently your team uses Proactiq, the more accurate and useful your analytics become.