User Guide

    Complete guide to using Nino360

    Table of Contents
    Getting StartedCRM ModuleHRMS ModuleTalent/ATSFinanceProjectsVMSBench ManagementReports & AnalyticsSettings

    Getting Started

    Creating Your Account

    1. Navigate to the signup page at app.nino360.com/signup
    2. Enter your personal information (name, email, password)
    3. Provide your company details (name, size, industry)
    4. Choose a unique workspace slug (e.g., acme.nino360.com)
    5. Review and confirm your information
    6. Check your email for the verification link

    Logging In

    • Standard Login: Enter your email and password
    • OAuth Login: Use Google, LinkedIn, or Azure AD
    • Magic Link: Request a passwordless login link via email
    • Biometric: Use fingerprint or face recognition (if configured)
    💡 Pro Tip

    Enable Multi-Factor Authentication (MFA) from Settings → Security to add an extra layer of protection to your account.

    CRM

    CRM Module

    Manage your customer relationships, sales pipeline, and business opportunities with AI-powered insights.

    Lead Management

    Track and nurture potential customers through your sales process.

    Creating a Lead
    1. Navigate to CRM → Leads
    2. Click "New Lead" button
    3. Fill in contact information (name, email, phone, company)
    4. Select lead source (website, referral, event, etc.)
    5. Assign to a team member
    6. Set lead status (new, contacted, qualified, etc.)
    7. Save the lead
    AI Lead Scoring

    Nino360 automatically scores leads from 0-100 based on:

    • Company size and revenue potential
    • Engagement level (email opens, website visits)
    • Industry fit with your target market
    • Budget indicators and buying signals
    ⚠️ Best Practice

    Focus on leads with scores above 70 for highest conversion rates. Use AI enrichment to automatically fill in missing company data.

    Contact Management

    Maintain detailed records of all customer interactions and communications.

    Import Contacts: Bulk upload via CSV from CRM → Contacts → Import
    Enrich Data: Use AI to automatically fill missing information like job title, company details
    Merge Duplicates: System detects and suggests merging duplicate contact records
    Track Activities: Log emails, calls, meetings, and notes for each contact

    Opportunity Pipeline

    Visualize and manage your sales opportunities through customizable pipeline stages.

    Pipeline Stages:
    1. Qualification
    2. Needs Analysis
    3. Proposal
    4. Negotiation
    5. Closed Won

    Drag and drop opportunities between stages. AI provides recommendations for next best actions based on historical data.

    HR

    HRMS Module

    Manage your entire employee lifecycle from hiring to retirement with comprehensive HR tools.

    Employee Management

    • Employee Directory: Searchable database with photos, contact info, and org chart
    • Personal Information: Store demographics, emergency contacts, documents
    • Employment Details: Job title, department, manager, compensation
    • Performance History: Reviews, goals, achievements

    Attendance Tracking

    Track employee attendance with multiple check-in methods:

    • Web-based clock in/out
    • Mobile app with GPS verification
    • Biometric devices integration
    • AI anomaly detection for unusual patterns

    Leave Management

    Requesting Leave:
    1. Go to HRMS → Leave
    2. Click "Request Leave"
    3. Select leave type (vacation, sick, personal)
    4. Choose date range
    5. Add reason/notes (optional)
    6. Submit for manager approval
    View your leave balance and request history in the Leave Dashboard.

    Payroll Processing

    (For HR Administrators)

    • Automated salary calculations based on attendance and leave
    • Tax withholding calculations
    • Bonus and deduction management
    • Payslip generation and distribution
    • Compliance reporting

    Quick Reference

    Keyboard Shortcuts

    SearchCtrl + K
    Create NewCtrl + N
    SaveCtrl + S

    Support Resources

    📧 Email: support@nino360.com
    💬 Live Chat: Available in app
    📚 Knowledge Base: help.nino360.com
    🎥 Video Tutorials: youtube.com/nino360