Welcome to the KreativTek IT CRM System. This comprehensive platform is designed to streamline your IT support operations, manage client relationships, and track service delivery efficiently.
System Access
Login Page - https://itcrm.kreativtek.net
KreativTek IT CRM
Login Steps
1
Navigate to the login page
Open your web browser and go to https://itcrm.kreativtek.net
2
Select your user type
Choose from IT Professional, Agent, or Client from the dropdown menu
3
Enter credentials
Type your username and password in the respective fields
4
Click Login
Press the Login button to access your dashboard
💡 TIP
Save your login credentials in a secure password manager for quick access.
User Types Explained
IT Professional
Full administrative access to all system features including client management, settings, and system configuration.
Agent
Support staff with access to tickets, client information, and limited administrative functions.
Client
Customer access for viewing tickets, requesting licenses, and managing their account information.
KT
KreativTek
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2. Dashboard Overview
The dashboard provides a comprehensive overview of your IT operations at a glance. It displays key metrics, recent activities, and quick access to essential functions.
Active Clients: Total number of clients currently active in the system
Open Tickets: Support tickets awaiting resolution or response
Email Licenses: Total Microsoft 365 licenses managed
Active Agents: Support staff currently available
Quick Actions
The dashboard provides quick access buttons for common tasks:
ℹ IMPORTANT
The dashboard refreshes automatically every 5 minutes to show the latest information.
KT
KreativTek
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3. Client Management
The Client Management module allows you to maintain comprehensive records of all your clients, their contact information, service history, and associated tickets.
Adding a New Client
1
Navigate to Clients
Click on "Clients" in the main navigation menu
2
Click "Add New Client"
Find and click the green "Add New Client" button at the top of the page
3
Fill in client information
Complete all required fields marked with an asterisk (*)
New Client Form
Managing Existing Clients
Viewing Client Details
Click on any client name in the list to view their complete profile, including:
Contact information
Service history
Active tickets
Email licenses
Billing information
Notes and documentation
Editing Client Information
1
Open client profile
Click on the client name from the client list
2
Click "Edit" button
Find the Edit button in the top right corner of the client profile
3
Update information
Modify the necessary fields and click "Save Changes"
⚠ WARNING
Deleting a client will permanently remove all associated data. Always create a backup before deleting clients.
KT
KreativTek
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4. Support Tickets
The ticket system is the heart of your support operations, allowing you to track, manage, and resolve client issues efficiently.
Creating a New Ticket
New Ticket Form
Ticket Priority Levels
🔴 Critical: System down, major security issue (Response: 1 hour)
🟠 High: Significant impact on operations (Response: 4 hours)
🟡 Medium: Minor impact, workaround available (Response: 1 business day)
🟢 Low: General questions, feature requests (Response: 2 business days)
Managing Tickets
Ticket Statuses
Open: New ticket awaiting initial response
In Progress: Agent is actively working on the issue
Waiting on Customer: Additional information needed from client
Waiting on Third Party: External vendor involvement required
Resolved: Issue has been fixed, awaiting confirmation
Closed: Ticket completed and archived
Adding Comments and Updates
1
Open the ticket
Click on the ticket number or subject from the ticket list
2
Add your comment
Type your update in the comment box at the bottom of the ticket
3
Update status if needed
Change the ticket status from the dropdown menu
4
Submit update
Click "Add Comment" to save your update and notify the client
💡 TIP
Use ticket templates for common issues to save time and ensure consistent responses.
KT
KreativTek
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5. Email License Management
Manage Microsoft 365 and other email licenses efficiently with our integrated license management system.
License Request Workflow
Email License Management
License Statistics
285
Active
12
Pending
8
Expiring
305
Total
Client License Requests
How Clients Request Licenses
1
Client logs into portal
Client accesses their account through the client portal
2
Navigate to Email Licenses
Client clicks on "Email Licenses" in their dashboard
3
Submit request
Client fills out the license request form with user details
4
Admin notification
System automatically notifies administrators of the request
Processing License Requests
Approving Requests
1
Review pending requests
Check the "Pending License Requests" section on your dashboard
2
Verify request details
Ensure the request is valid and within the client's agreement
3
Click "Approve"
Approve the request to activate the license