Docs & Guide

Complete walkthrough of SF Astra for Sales Funda™ CRM — QR login steps, safety modes, GST purchase workflows, WhatsApp, Gmail, visiting card scanning, and automated skills.

Sign in with CRM QR Code

5-Step Login Flow

Log in to your Sales Funda™ CRM tenant (e.g. mydemo.salesfundaa.com).
In CRM, click your profile name at the top right → Select QR Login to display your login QR image.
Right-click the QR image and choose Copy image (on Desktop), or long-press to Save / Copy image (on Mobile).
Open Astra /login page, click inside the paste box and press Cmd+V / Ctrl+V (or click "Choose QR image").
Security Note: Do not share your QR. You can logout from the sidebar anytime. If your CRM session ends, Astra access ends automatically.

Ask · Confirm · Autopilot

Governance

Ask Mode

Read-only search. Look up purchase orders, GST bills, inventory stock, and customer details without modifying records.

Confirm Mode (Recommended)

Astra prepares changes (creating POs, drafting Gmail, sending WhatsApp). You click Approve before anything is executed.

Autopilot Mode

Pre-approved automated routines run directly within your tenant user permissions for maximum speed.

Pro Tip

Start in Confirm mode when creating POs, converting bills, or sending customer WhatsApp messages.

CRM Deep Workflows

Sales Funda™ Core

With Sales Funda™ Masters connected, Astra manages your tenant workflows with full role-based permissions:

Organizations & Contacts

Find organizations, edit contact details, add follow-up comments, custom views, and trash/restore.

“Open Demo Corp Mumbai and add follow-up comment for Monday.”

Purchase Orders & GRN

Create purchase orders & bills, line item math, convert PO to bill, Goods Receipt Note (GRN), TDS payments.

“Create PO for Demo Traders with 3 items, then check GRN receipt status.”

Product Catalog & Masters

Manage products, categories, manufacturers, companies, branches, and stock locations.

“List products matching pump and update inventory category.”

Skills & Quick Prompts

Run company automation playbooks and slash prompts (/gst-followup, /po-checklist).

“/gst-followup then send the invoice follow-up.”

Channels & Connectors

Integrations

WhatsApp Business

Send text, invoice PDFs, and UPI payment reminders. Read customer replies directly in CRM chat.

“WhatsApp Demo Contact that DEMO-PO-1001 is ready for dispatch.”

Gmail Follow-ups

Search email threads, draft professional confirmations, and apply CRM tags automatically.

“Draft Gmail confirming delivery against DEMO-INV-8801.”

Visiting Card AI Scanner

OCR Vision

Upload or photo any business card in chat. Astra’s Vision AI automatically extracts Organization Name, Contact Person, Phone, Email, City, and GSTIN into CRM Contacts with 1 click.

Policy & Data Compliance

Security

Astra adheres to Meta WhatsApp Business API guidelines, Google Limited Use requirements, and India's DPDP Act standards:

Purpose Limited: Gmail & WhatsApp data used exclusively for user-initiated CRM actions.
Zero Monetization: No sale or sharing of user mailbox or customer data.
Disconnect Anytime: Disconnect Gmail or WhatsApp channels instantly in Settings.