Get Started with Sanka

Close Deals and Send Invoices in Less Than 60 Seconds

Here's how fast you can go from a new deal to a sent invoice in Sanka.

Step 1: Create a deal

Open the Deals object and create a new deal record. While creating the deal, you can add a new company inline — no need to set up contacts separately first.

Step 2: Track deal stages in Kanban

Switch your deal list to Kanban view. Drag cards across columns to move deals through your pipeline — from prospect to negotiation to closed.

Step 3: Close the deal — create an order and invoice with one action

When the deal is ready to close, use the record action to convert it into an order and send an invoice automatically. No copy-pasting, no switching tools.

Sanka core concepts

Before you move into setup and daily operations, it helps to understand the core building blocks used across Sanka.

The Sanka framework

Sanka combines workspaces, modules, objects, properties, and native tools so teams can manage sales operations in one connected system.

Workspace

A workspace is the group account your organization uses in Sanka. By linking user accounts to a workspace, you can manage permissions, billing, data usage, and system logs in one place. What you can do in a workspace:

• Configure settings such as currency, timezone, and user permissions.
• Manage access for team members and assign the right roles.
• Add and manage the modules your team needs.

Object

An object is a database that manages a specific business area. For example, product data is stored in the Item object, and order data is stored in the Order object. See the full list here: Object list.

Module

A module is a group of related objects. By combining objects within a module, you can build workflows for each department or across the whole company.

Property

A property is a data field, such as item name, item description, or sales price. In spreadsheet terms, it is a column.

Record

A record is a single data entry inside an object. In spreadsheet terms, it is a row.

Tools

Sanka includes native tools for entering, analyzing, and automating record data.

• Workflow: Automatically update or create records based on conditions, with no code. Learn more: Workflow.
• Messages: Centralize communication tied to objects and avoid handoff gaps. Learn more: Messages.
• Reports: Aggregate, filter, and visualize object data in real time. Learn more: Reports.
• Dashboards: Combine reports to see the right metrics for each team or role in a single view. Learn more: Dashboards.

Integrations

Sanka can connect to external services and internal systems to keep object data fresh and expand automation.

• Use built-in integrations: See supported apps and tools in the Integrations list. Connect them from the "Integrations" menu in your workspace.
• Extend with APIs: If a dedicated connector is not available, see the API guide and implement the data mapping you need.
• Combine with automation: Pair integrated data with workflows and reports to streamline notifications, updates, and monitoring end to end.

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