Customer Relations Module (CRM)

The CRM module helps you manage customer relationships, track sales opportunities, and close more deals. It includes lead management, deal tracking, pipeline visualization, contract management, and form building.

Table of Contents

• Pipeline Setup
• Lead Management
• Deal Management
• Contract Management
• Form Builder

Pipeline Setup

Before managing leads and deals, configure your sales pipeline.

Creating a Pipeline

1. Navigate to CRM > Pipeline
2. Click + Create Pipeline
3. Enter Pipeline Name (e.g., "Enterprise Sales", "SMB Pipeline")

Configuring Lead Stages

1. Go to CRM > Lead Stage
2. Click + Create Lead Stage
3. Enter: Stage Name, Pipeline, Order

Example Lead Stages:

1. New Lead
2. Contacted
3. Qualified
4. Proposal Sent
5. Negotiation
6. Converted / Lost

Lead Sources

1. Go to CRM > Source
2. Click + Add Source
3. Examples: Website, Referral, Trade Show, Social Media, Cold Call

Lead Management

Leads are potential customers who haven't committed yet.

Creating a Lead

1. Navigate to CRM > Leads
2. Click + Create Lead
3. Fill in: Name, Email, Phone, Subject, Pipeline, Stage, Source
4. Click Create

Lead View Options

• List View: Tabular view with sorting and filtering
• Kanban Board: Visual pipeline view, drag and drop between stages

Lead Actions

Converting Lead to Deal

1. Open the lead
2. Click Convert to Deal
3. System creates a deal with lead information
4. Lead status updates to "Converted"

Deal Management

Deals represent active sales opportunities with potential revenue.

Creating a Deal

1. Navigate to CRM > Deals
2. Click + Create Deal
3. Fill in: Name, Price, Pipeline, Stage, Sources, Products
4. Click Create

Deal Pipeline View

The Kanban board shows deals organized by stage. Drag and drop to move deals between stages.

Deal Stages & Status

Discovery → Proposal → Negotiation → Contract Review → Closed
                                                        ↓
                                               Won / Lost

Deal Actions

Contract Management

Creating a Contract

1. Navigate to CRM > Contracts
2. Click + Create Contract
3. Enter: Contract Subject, Client, Contract Type, Value, Start/End Date

Contract Types

Configure types in CRM > Contract Type:

• Service Agreement
• NDA
• SLA
• Maintenance Contract
• Subscription Agreement

Contract Features

• Attachments: Upload signed documents
• Notes: Internal contract notes
• Comments: Team discussions
• Tasks: Contract-related tasks and renewal reminders

Form Builder

Create custom forms for lead capture.

Creating a Form

1. Navigate to CRM > Form Builder
2. Click + Create Form
3. Enter Form Name, Thank You Message

Adding Form Fields

Field types available:

Form Settings

• Auto-create Lead: Form submissions create leads
• Pipeline Assignment: Default pipeline for leads
• Notification Email: Alert on submissions

Quick Reference