CRM

The CRM module helps you manage your entire customer acquisition process — from capturing leads to closing deals and retaining customers.

Sections

Capture and qualify potential customers from all channels.

🎯 Leads

Track qualified deals through your sales stages.

💼 Opportunities

Kanban board view of all opportunities by stage.

📈 Sales Pipeline

Email campaigns, templates, and group communication.

📧 Campaigns & Email

Lead reports, sales funnel, pipeline analysis, and conversion rates.

📊 Reports

CRM Flow


Lead Captured → Qualified → Opportunity Created → Proposal Sent → Won/Lost
                                                               └──→ Sales Order (Sales module)