CRM
The CRM module helps you capture and follow up potential customers, organize the sales pipeline and never lose a business opportunity.
What you can do
Section titled “What you can do”- Register leads with contact details, source, segment and estimated value.
- Convert leads into opportunities and into ERP customers.
- Visualize the sales funnel by stages, with amount grouped by stage.
- Log follow-up activities and view them on the calendar.
- Create campaigns and email templates.
Prerequisites
Section titled “Prerequisites”- Configure sales agents if you want to assign leads.
- Configure the pipeline stages (
CRM → Stage settings) to customize the funnel.
- Go to
CRM → Leadsand click New lead. - Fill in name, company, email, phone, source and stage.
- Add qualification data: budget, probability, industry, company size, etc.
- Click Save.
Actions on a lead
Section titled “Actions on a lead”- View detail: opens the full record with contacts, opportunities and activities.
- Convert to customer: creates an ERP customer and marks the lead as won.
- Change stage: use the selector in the table or drag the card in kanban.
Default stages
Section titled “Default stages”| Stage | Meaning |
|---|---|
new |
New lead |
contacted |
Contacted |
qualified |
Qualified |
proposal |
Proposal sent |
won |
Won |
lost |
Lost |
Opportunities
Section titled “Opportunities”Opportunities are linked to a lead and represent a specific potential sale:
- From the lead detail or
CRM → Opportunities, click New opportunity. - Enter title, expected amount, probability, estimated close date and stage.
- Add product or service lines to detail the proposal.
Sales funnel
Section titled “Sales funnel”Go to CRM → Funnel to see the visual pipeline:
- Each column is a stage.
- It shows the number of opportunities and total amount per stage.
- Click a card to open the opportunity.
Activities and calendar
Section titled “Activities and calendar”From a lead or opportunity record you can log activities:
- Calls, meetings, emails, tasks or notes.
- Date, duration, outcome and next action.
The CRM calendar (CRM → Calendar) shows scheduled activities.
Campaigns and templates
Section titled “Campaigns and templates”- Campaigns: organize marketing actions with budget, dates and associated leads.
- Email templates: create predefined messages to send to leads from the CRM.