CRM

Manage your entire customer lifecycle from first contact to order fulfillment. Capture and qualify leads, track opportunities, create quotations, convert to sales orders, run campaigns, and maintain contracts — all in one unified workflow.

LeadsOpportunitiesQuotesOrdersContactsContracts

Workflow

graph TD
    subgraph Acquisition
      SRC[Lead Source]
      L[Lead]
      QL[Qualified Lead]
    end
    subgraph Pipeline
      OPP[Opportunity]
      PROP[Proposal]
    end
    subgraph Relationship
      CUST[Customer Record]
      CON[Contract]
      REN[Renewal]
    end
    SRC --> L --> QL
    QL --> OPP --> PROP
    PROP -->|Won| CUST
    CUST --> CON
    CON --> REN --> CON
    PROP -->|Lost| LOST[Lost Analysis]

Features

Lead Management

Capture, qualify, and route leads with automated scoring and assignment rules.

Opportunity Tracking

Track deals through your sales stages with probability-weighted forecasting.

Quotation Management

Create, revise, and track quotations with version history and customer approval workflows.

Sales Orders

Convert quotes to orders with automatic stock reservation and delivery scheduling.

Campaign Management

Plan and execute marketing campaigns with ROI tracking and lead attribution.

Contract Management

Create, track, and renew customer contracts with automated reminders.

Pricing Rules

Flexible pricing with discount tiers, promotional rules, and customer-specific price lists.

API Modules

Explore the API entities that power CRM.

CRM 43 entities

View entity documentation and endpoints.

CRM