CRM Module Guide
In-depth usage guide for managing leads, pipelines, deals, and calendar activities.
CRM Core Modules
The CRM module allows tenants to manage contacts, track deal status, schedule activities, and optimize sales funnels.
1. Lead & Pipeline Management
Leads represent potential customers. They flow through customizable pipelines:
- Lead Capture: Automated via web API endpoints or manual imports.
- Kanban Pipeline: Drag-and-drop lead boards (New, Qualified, Proposal, Negotiation, Won, Lost).
- Lead Scoring: AI-assisted prioritization highlighting contacts with highest conversion indicators.
2. Contacts & Accounts
- Contacts: Individual profile records storing phone, email, and activity timeline.
- Accounts: B2B customer organizations mapping to multiple contacts.
3. Deals & Forecasting
Deals store transaction values and close-date forecasts:
- Automated revenue forecast calculation on the Finance dashboard.
- Historic sales conversion analytics per representative.
4. Activities, Tasks & Calendar
Track sales representatives' actions:
- Tasks: Priority checklists with due dates.
- Calendar Integration: Synchronizes meetings with Google Calendar and Outlook.