Product Overview

This page is a five-minute tour of the whole product. If you've never opened Rasveon before, read this first.

The main screens

When you sign in, you land on the Dashboard. From there, the left sidebar gives you access to everything:

The Dashboard — your day at a glance with overdue tasks, KPIs, and recent leads.

Section	What it's for
Dashboard	Your day at a glance — overdue tasks, today's appointments, new leads
Leads	Potential customers who haven't bought yet
Customers	Companies you've done business with
Contacts	People — usually attached to a customer
Opportunities	Active deals moving through your pipeline
Tasks	Your to-do list — calls, follow-ups, site visits
Activities	A log of every call, email, meeting, and note
Reports	Pipeline value, win rate, rep performance
Settings	Users, roles, billing, workspace preferences

How things connect

Here's the mental model that makes the rest of the product make sense:

Lead  ──convert──▶  Customer
                     │
                     ├── Contacts (the people you deal with)
                     ├── Opportunities (deals in progress)
                     ├── Activities (calls, emails, meetings)
                     └── Notes (anything you want to remember)

• A Lead is someone who might buy from you. You qualify them, then convert.
• A Customer is a company (or occasionally an individual) you've already done business with.
• Contacts are the actual humans at that customer — the buyer, the technician, the accountant.
• Opportunities (also called "deals") are specific sales in progress with a customer.
• Activities and Notes hang off any of the above.

The AI assistant

There's a floating amber button on every page — that's the AI. You can also press Ctrl + Space to open the full command centre.

You can talk to it in plain English, Bahasa Melayu, or Chinese. Some things it can do:

• "Create a lead — Ahmad from Puteri Locksmiths, ahmad@puteri.my"
• "Move the Menara deal to Quote Sent"
• "What are my overdue tasks?"
• "Draft a follow-up email for the Sunway job"

See AI Assistant for the full list of things it can do.

Where to go next

• Create your first lead → — a five-minute walkthrough
• Deal Pipeline → — how opportunities move to closed-won
• Roles & Permissions → — who can see and change what