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Essentials
Start with Hanna basics, your profile, Dashboard, and everyday navigation.
CRM and sales
Manage customer information, Leads, Opportunities, and sales activities.
Work and projects
Plan Tasks, Calendar activities, Projects, and team goals.
Finance and documents
Create and manage financial documents, Payments, Expenses, contracts, and files.
Items, inventory, and logistics
Manage Items, Orders, stock movements, and logistics workflows.
Service and assets
Handle Tickets, email, Assets, and service processes.
Reports and data
Use Reports, imports, exports, and file management tools.
System administration
Configure your organization, Staff, permissions, modules, security, and integrations.