Overview
The Sales CRM module gives your team everything they need to manage the full customer lifecycle: from first contact to closed deal.
Lead Management
Capture leads from any source and qualify them through a structured pipeline. Track lead status, source, rating, and expected revenue. When a lead is ready, convert it into an Account, Contact, and Opportunity in one action.
Opportunity Pipeline
Track every deal through customizable stages. See your pipeline at a glance with Kanban boards. Attach products with quantities, pricing, and discounts. Know your forecast at all times.
Quoting
Generate quotes directly from opportunities. Add line items from the product catalog, apply discounts, and track quote status through approval workflows. With the CRM-Pricing bridge, prices are pulled automatically from active price lists.
Activity Tracking
Log calls, emails, meetings, and tasks against any account, contact, or opportunity. See upcoming activities in the calendar view. Never miss a follow-up.
Roles
| Role | Access |
|---|---|
| CRM Admin | Full access to all CRM entities |
| Sales Manager | Full sales access, limited product management |
| Sales Rep | Standard CRUD, no delete on accounts/opportunities |
| Viewer | Read-only access to all CRM data |