✨ Features
CRM Overview
The Customer Relationship Management (CRM) module helps manage client relationships, sales pipelines, and business contacts.
CRM Modules
CRM Platform
├── Contacts Management ← Clients, leads, customers
├── Sales Pipelines ← Deal stages and tracking
├── Proposals ← Client proposals
├── Email Integration ← Communication tracking
└── Reports ← Sales analyticsContact Types
| Type | Description | Use Case |
|---|---|---|
| Lead | Potential customer | Initial contact |
| Client | Active customer | Ongoing business |
| Customer | Paying customer | Transaction-based |
Key Features
- Contact profiles with company details, emails, phones
- Pipeline management with customizable stages
- Deal tracking with value and probability
- Communication history linked to contacts
- Revenue forecasting from pipeline data
- Dashboard with conversion metrics
Related Pages
- Contacts Management — managing contacts
- Sales Pipelines — pipeline management
- Candidate Endpoints — API reference