IZI CRM Workspace Overview
IZI CRM Workspace Overview
Section titled “IZI CRM Workspace Overview”IZI CRM is the main tool for managing your club. Here is a quick map of what is where.
Main Navigation
Section titled “Main Navigation”The left sidebar contains the primary sections:
| Section | What it’s for |
|---|---|
| Dashboard | Real-time view of active sessions, shift status, revenue today |
| Clients | Client profiles, balance top-ups, session history, loyalty |
| Shifts | Open/close shift, shift history, reports |
| Analytics | Revenue reports, client stats, tariff performance |
| Bar | Product catalog, bar sales, inventory |
| Warehouse | Stock management, deliveries, write-offs |
| Settings | Tariffs, zones, devices, staff, integrations |
Dashboard
Section titled “Dashboard”The first thing you see after login. Shows:
- Active sessions — which seats are occupied, how much time/balance each client has left
- Shift status — is a shift open, who opened it, how long it has been running
- Revenue today — quick totals for the current shift
- Low balance alerts — clients whose balance is below the threshold
The dashboard refreshes automatically. No need to reload the page.
Clients Section
Section titled “Clients Section”Find any client by phone number or name. From the client profile you can:
- Top up their balance
- View session history
- See bonus balance and transaction log
- Block the client or reset their PIN
Settings
Section titled “Settings”Most initial setup happens in Settings:
- Tariffs — pricing plans for gaming time
- Zones — groups of seats with shared tariff rules
- Devices — connected PCs and consoles
- Staff — invite and manage team members
- Organization — multi-club settings, billing
Keyboard Shortcuts
Section titled “Keyboard Shortcuts”IZI CRM has no keyboard shortcuts by default. All actions are mouse/touch driven. On tablets, the interface adapts to touch.
Mobile Access
Section titled “Mobile Access”IZI CRM works in the mobile browser — useful for checking analytics on the go. For full shift management, a desktop or laptop is recommended.