CRM
The CRM module runs everything that happens before a customer exists. You capture the people who show interest, work the deal, and — when it is won — turn the record into a customer that the Sales module can quote, order, and invoice against.
Three record types carry the work, and each answers a different question:
| Record | Answers | Typical scale |
|---|---|---|
| Prospect | Which company are we chasing? | One per target company |
| Lead | Who at that company is interested? | One per person |
| Opportunity | What deal are we actually trying to close? | One per deal |
Around them sit the supporting screens: Contacts, Communication, Campaign, Forms, and Reports.
The CRM lifecycle
The dotted line matters: a Prospect does not automatically become a Lead. Prospects are containers — you attach existing leads and opportunities to them so a whole account can be reviewed on one screen. The straight line from Lead to Opportunity to Customer is the path a record actually travels.
A lead becomes Converted only when a Customer is created from it. Generating an opportunity moves the lead to the Opportunity status — not to Converted. See CRM Workflows for the full sequence.
What the CRM menu contains
| Screen | Purpose |
|---|---|
| Setup | Sales stages, lead sources, lost reasons, territories, sales teams, customer groups |
| Leads | Capture, follow up, qualify, and convert the people who show interest |
| Opportunities | Deals with an amount, a probability, a stage, and a closing date |
| Prospects | Target companies grouping several leads and opportunities |
| Contacts | Contact people behind leads, prospects, customers, and suppliers |
| Communication | Emails, calls, notes, SMS, meetings, and documents logged per record |
| Campaign | Bulk email sends with delivery analytics |
| Forms | Public lead-capture forms shared by link or embedded |
| Reports | Pipeline, lead and opportunity analysis, lifecycle, funnel |
Screens appear in your sidebar only if your role has access to them. If one is missing, ask your administrator — see Roles.
Automatic links you should know about
CRM keeps several records in step for you. These are not optional settings — they happen every time.
| When you… | ERPX also… |
|---|---|
| Create or update a Lead | Creates/updates a linked Contact with the lead’s name, email, and mobile |
| Create an Opportunity from a lead | Moves that lead to the Opportunity status |
| Change an opportunity’s Sales Stage | Updates its Status to match, and records the stage change |
| Convert a Lead to a Customer | Marks the lead Converted, links the customer, and converts its contacts |
| Delete a Lead | Deletes its linked contact too |
Browse by section
Sales stages, lead sources, lost reasons, territories, sales teams, and customer groups.
Capture, follow up, qualify, and convert the people who show interest.
Deals with an amount, a probability, a sales stage, and a closing date.
Target companies that group several leads and opportunities into one account view.
Contact people behind leads, prospects, customers, and suppliers.
Log emails, calls, notes, SMS, meetings, and documents against any CRM record.
Bulk email campaigns — recipients, scheduling, sending, and delivery analytics.
Public lead-capture forms you share by link or embed on your website.
End-to-end walkthroughs: capture to customer, web leads, and losing a deal cleanly.
Sales pipeline, lead and opportunity reports, lifecycle, transaction chain, and funnel.
Statuses at a glance
Each record has its own lifecycle. Full transition rules are on each page.
| Record | Statuses |
|---|---|
| Lead | Open · Contacted · Qualified · Unqualified · Follow Up · Opportunity · Converted · Lost |
| Opportunity | Open · Quotation · Negotiation · Won · Lost · Closed |
| Prospect | Open · Contacted · Interested · Converted · Closed |
| Contact | Open · Replied · Converted · Closed |
| Campaign | Draft · Scheduled · Queued · Running · Paused · Completed · Partially Completed · Failed · Cancelled |
Converted is terminal for leads: a converted lead cannot be edited, re-statused, or deleted. Check the record carefully before converting.