CRM (Customer Relationship Management)

Manage contacts, companies, leads, and sales activities.

Overview

The CRM module helps you:

• Track contacts and companies
• Manage sales pipeline
• Log activities and interactions
• Forecast revenue

CRM Dashboard

The dashboard displays:

• Pipeline overview
• Lead value by stage
• Activities due today
• Recent interactions
• Win/loss metrics

Contacts

Adding a Contact

1. Enter contact details:

• First and last name
• Email and phone
• Job title
• Associated company
• Address

Contact Profile

Each contact record includes:

Importing Contacts

1. Download the CSV template
2. Fill in your data
3. Upload the file
4. Map columns to fields
5. Complete import

Companies

Adding a Company

1. Enter company details:

• Company name
• Industry
• Website
• Phone and email
• Address
• Employee count

Company Profile

View and manage:

Company Hierarchy

Link parent and child companies for:

• Corporate group structures
• Franchise relationships
• Regional divisions

Leads (Opportunities)

Creating a Lead

1. Enter lead information:

• Lead title
• Value and currency
• Expected close date
• Stage
• Contact and company
• Probability
• Notes

Lead Stages

Default stages (customizable):

Pipeline View

1. View leads as Kanban board
2. Drag leads between stages
3. See value totals per stage
4. Filter by owner, date, or value

Moving Leads

To update lead stage:

1. Open the lead
2. Change the stage dropdown
3. Or drag in pipeline view
4. Add notes about the change

Weighted Value

Leads show weighted value based on probability:

• $10,000 lead at 50% probability = $5,000 weighted
• Helps forecast expected revenue

Activities

Activity Types

Logging an Activity

1. Open a contact, company, or lead

1. Select activity type
2. Enter details:

• Subject
• Date and time
• Duration (for calls/meetings)
• Notes and outcome

1. Save the activity

Scheduling Activities

1. Create an activity with future date
2. Set a reminder
3. Appears in your calendar
4. Get notifications when due

Activity Timeline

View chronological history:

• All interactions with a contact
• Lead progress and touchpoints
• Team collaboration notes

Lead Documents

Linking Documents to Leads

1. Open a lead

1. When document is signed, lead can auto-update

Contract Workflow

1. Add lead contact as signer
2. Send for signature
3. Lead moves to "Won" when signed

Once a lead is won, the contact and company carry over naturally into your billing - set them up as a customer in Accounting to start invoicing.

Reports and Analytics

Pipeline Reports

• Leads by stage
• Value by stage
• Conversion rates
• Average lead size

Activity Reports

• Activities by type
• Team activity metrics
• Response times
• Follow-up rates

Forecasting

• Revenue forecast by period
• Weighted pipeline value
• Win probability analysis
• Expected vs. actual comparison

CRM Settings

Customizing Stages

1. Add, edit, or reorder stages
2. Set probabilities
3. Mark win/lost stages

Custom Fields

Add fields specific to your business:

1. Create new field
2. Select field type
3. Apply to contacts, companies, or leads

Integrations

Connect CRM with:

• Email (sync correspondence)
• Calendar (sync meetings)
• Documents (contract workflow)

Tips

• Log activities consistently for accurate history
• Update lead stages promptly
• Use probabilities realistically for forecasting
• Link related contacts and companies
• Set follow-up reminders to stay engaged
• Review pipeline weekly with your team