Introduction into JanusCRM

access level all users (full access) module system overview 📌 what is it? januscrm is our all in one platform designed to streamline customer management, operational workflows, and interdepartmental coordination it supports teams across sales , underwriting , enrollment , payroll , and support in delivering consistent, high quality service with built in automation, dashboards, and a modular layout, januscrm manages the full customer lifecycle—from prospecting to payroll processing navigation bar located on the left hand side of the page, the navigation bar provides access to the main crm modules dashboard – high level insights and metrics leads – sales pipeline and prospect management underwriting – customer verification and risk evaluation enrollments – onboarding workflow for new customers payroll – weekly payroll operations and tracking data – task management for submissions and requests marketing – campaign and outreach tools reports – departmental reporting and exports admin – access control and system configuration ⚠️ warning visibility of modules may vary depending on user roles and permissions core modules overview leads module the leads module is where sales and marketing teams manage prospects and active opportunities here, users can browse and filter the prospect list take bulk actions on selected leads track outreach history and sales status launch the onboarding process for interested prospects 📌 tip the leads module serves as the entry point into other workflows, such as underwriting or enrollment 📌 want to learn more? filters guide lead card tab overview underwriting module the underwriting module supports the vetting process for new and reinstating customers this module allows the underwriting team to review submissions for peo or aso services validate business operations and risk exposure collect and verify required documentation approve or reject customers based on compliance criteria assign the appropriate carrier 📌 want to learn more? underwriting overview ✅ success once approved, customers are sent to the enrollments team to begin onboarding enrollment dashboard the enrollment dashboard helps enrollment advisors manage customer onboarding end to end once a customer reaches this stage, users can review and approve required onboarding documents manage customer service agreements, employee applications, and insurance docs send email reminders and track pending submissions submit fully approved customers for final carrier clearance upload and store proof of insurance for workers' comp programs 📌 want to learn more? enrollment dashboard overview enrollement questionnaire overview payroll dashboard the payroll dashboard gives payroll teams a detailed view of all payroll activity each customer displays with their payroll records, which include check dates and payment status assigned flags for special handling processing queue placement quick access to detailed views key features view and process payroll by customer and record apply filters by status or special flags (e g , ach approved ) open detailed views of payroll history mark ach payments as bounced when necessary set or revert inactivity status access account dropdowns for multiple payroll histories 📌 want to learn more? payroll dashboard overview flags overview data dashboard the data dashboard tracks internal task flow and document processing for customer setup and maintenance multiple departments use it to coordinate work and ensure timely follow up task types include new client setups ach approvals employee onboarding applications w 4 requests separation notices certificate requests 🔄 automated tasks are auto flagged (e g , "expedited") based on priority and routed accordingly 📌 want to learn more? data dashboard overview reports module the reports module centralizes reporting across departments each team has custom built reports listed in this section users can select from department specific reports define date ranges and generate data submit requests and receive reports by email export data for further analysis 📌 tip this ensures each team has the tools to monitor metrics and track operational performance admin module 🔒 manager only the admin module is used by admins, engineering, and it teams to manage user account creation and role assignments permission settings across modules system configuration settings integration management ℹ️ note only users with appropriate permissions will have access to this module 🛠️ troubleshooting & escalation cannot access module symptoms module not visible or access denied possible causes insufficient permissions role not assigned browser issue resolution steps verify role assignment with your manager clear browser cache try a different browser system running slowly symptoms pages load slowly or time out possible causes network connection issues too many open tabs browser cache overload resolution steps check your internet connection close unnecessary browser tabs clear browser cache when to escalate retry first refresh the page restart your browser clear browser cache escalate immediately for system outages missing or corrupted data security or access emergencies 🆘 how to get help check internal documentation ask your team contact your team lead submit an it ticket 📚 next steps welcome to januscrm! we recommend starting with the filters guide in the leads module to learn more suggested learning path dashboard overview filters guide lead card tab overview troubleshooting help 📘 need help with terms? see the glossary & acronym index