CRM

Track leads, manage opportunities, and nurture customer relationships. Visualize your sales pipeline with a Kanban board and close more deals.

Getting Started with CRM

1

Add your leads

Go to Leads and click "Add New" to enter potential customers with their contact information, source, and estimated deal value.

2

Manage your pipeline

Open the Pipeline view to see a Kanban board with deal cards. Drag and drop deals between stages as they progress.

3

Log activities

Go to Activities and click "Add New" to record calls, emails, meetings, and follow-ups against each lead or contact.

4

Convert leads to customers

When a lead becomes a paying customer, convert them to a customer record to start creating sales.

Key Features

Lead Management

Capture and track potential customers with statuses: New, Contacted, Qualified, Unqualified, and Converted.

Contact Management

Store detailed contact information for individuals including phone, email, position, and communication preferences.

Company Profiles

Manage business-to-business relationships with company records linked to their associated contacts and deals.

Opportunities

Track potential deals with estimated values, probabilities, and expected close dates. Click "Add New" to create an opportunity.

Sales Pipeline

Visualize your sales process with a drag-and-drop Kanban pipeline board. Deal cards show values, probabilities, and stale deal indicators.

Activity Tracking

Log Tasks, Calls, Meetings, Emails, and Follow-ups against contacts and deals using the "Add New" button to maintain a full interaction history.

How-To Guides

Add a Lead
Go to Leads and click "Add New". Enter the person's name, company, email, phone number, and how they found you (source). Set the estimated deal value and assign the lead to a salesperson. Click "Save" to start tracking.
Convert a Lead to a Customer
Open the qualified lead and click "Convert to Customer". The system creates a customer record with the lead's details pre-filled. You can then create sales for the new customer. The lead history is preserved for reference.
Manage Your Pipeline
Open the Pipeline view in CRM to see the Kanban board. Drag deal cards between stages as they progress. Click on any deal to update its details, add notes, or adjust the expected value. Stale deals are highlighted so you can follow up promptly.
Log an Activity
Go to Activities and click "Add New". Select the type (Task, Call, Meeting, Email, or Follow-up), enter details about the interaction, and set a follow-up date if needed. Activities appear in the contact timeline for easy reference.

Tips & Best Practices

  • Follow up with new leads within 24 hours. Response time is one of the strongest predictors of conversion.
  • Keep your pipeline up to date by dragging deals to the correct stage after every interaction. Stale data leads to poor forecasting.
  • Use the activity log to prepare before every customer interaction. Review past conversations so the customer feels valued.

Frequently Asked Questions

What is the difference between a lead and a contact?
A lead is a potential customer who has not yet purchased from you. Leads have statuses: New, Contacted, Qualified, Unqualified, and Converted. When a lead converts, they become a customer with full purchasing capabilities.
Can I import leads from a spreadsheet?
Yes. Go to CRM, click "Import", and download the template. Fill in your lead data and upload the file. The system validates the data and creates lead records for each row.
How do I track the source of my leads?
When adding a lead, select the source field (e.g., Website, Referral, Social Media, Walk-in). You can then run reports to see which sources bring in the most leads and conversions.