CRM Module

CRM stands for Customer Relationship management


  1. Followup

    • Followup with Leads, customers & Supplier

    • One-time followup

    • Recurring followups

    • Followup based on Pending/Partial/Overdue invoices

  2. Leads

    • Add/Edit/Delete leads

    • Convert leads to customer

    • Leads source: Know which source (e.g. Google/Facebook etc) leads are converting to more customers.

    • Leads life stage: Know the life stage of the lead (New/Qualified/Opportunity/ etc)

  3. Campaigns

    • Email & SMS campaign

  4. Contact Login

    • Multiple logins for customers & suppliers

    • Contact can check previous orders, purchases, sales, payments & ledger.

  5. Proposal

    • Create proposal templates with Subject, Body & attachments

    • Send proposal to leads

  6. Report

    • Follow-ups by user

    • Follow-ups by contacts

    • Lead to customer conversion

Adding contact login users

To add a contact login, Go to CRM -> Contact Login Tab

Click the add button, and a pop-up window is shown

Provide the required details in the pop-up window and save it.

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