A clear customer record
Record a contact's name, company, email, phone and useful notes. Edit details as relationships develop rather than maintaining separate spreadsheets.
- Contact and company information in one record
- Lead, qualified, customer and lost stages
- Notes for follow-up context
- Company-isolated records and module permissions
- Record enquiryAdd contact details, company and notes.
- Qualify leadReview the opportunity and update its lead stage.
- Maintain relationshipRecord customer status and follow-up context.
- Prepare sales separatelyUse Billing for quotations; CRM does not automatically create invoices.
Typical workflow
Add an enquiry as a lead, record its contact details and notes, then update the stage as the opportunity is qualified or becomes a customer. Viewers can read contacts; authorized operators can maintain them.
Works alongside sales
Use CRM to organize relationships and the Sales & Billing module to prepare quotations, issue invoices and record payments. Automatic email campaigns, calendar reminders and automatic CRM-to-invoice synchronization are not included in the current version.
Organize your customer information
Bring sample contact records and your lead stages to the requirements discussion.