The CRM module stores customer and prospect data, sales opportunities and the full communication history in a single hub. As the sales team moves opportunities through the pipeline stages, they have instant access to every related quote, meeting and task record; automated reminders prevent follow-ups from slipping through the cracks.
Closed deals are sent to the Accounting module as invoice requests; order details are synchronised with Inventory to trigger the fulfilment process. The Reporting module uses CRM data for sales performance and customer-acquisition cost analysis; per-rep target tracking and pipeline conversion rates are visible on a single dashboard.
ScreensSales Pipeline
Opportunities are shown on a Kanban board split into prospect, quote sent, negotiation and closed stages, each with its deal value.
Customer List
All customers and prospects are listed with filters for sector, region and date of last activity.
Opportunity Card
A single sales opportunity's value, close date, contacts and linked activities are stored and updated on this screen.