LS3 CRM/ERP Feature Documentation
Internal feature documentation for all areas of the application.
Subcategories
Unified Inbox
The core CRM workspace with sidebar navigation, business/conversation list, and detail panel.
Schedule
Production schedule calendar view.
Production Management
Internal production management: items, design board, deadlines.
Finance
Invoicing, receivables, payment links, and financial KPIs.
External Production
External designer/publisher production view.
Mailshots
Outreach campaigns, lead management, templates, and email accounts.
Dashboard
Manager dashboard: approvals, analytics, team, products, coaching.
Leaderboard
Staff performance leaderboard with date range filtering.
Global Composer
The email composer modal available from any page in the app.
Business Detail Panel
The right-side panel showing all details for a selected business.
Settings
User settings popup: quick replies, quick files, appearance, profile.
Chrome Extension
The Chrome Extension: business detail panel on the leads website.
Notifications
Notification panel and toast notifications.
Website
The public-facing company website.
Client Hub
The client-facing portal for offers, production, invoices, and bookings.