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CRM
Leads, opportunities, and pipeline
What It Does
The CRM module helps you manage your sales pipeline. Track leads from initial contact, score them based on potential, and convert to opportunities when qualified.
Log activities (calls, emails, meetings) against leads and opportunities. Customizable pipeline stages let you match your sales process.
Key Features
- Lead Management - Capture and track sales leads
- Lead Scoring - Prioritize based on potential
- Opportunities - Track deals through your pipeline
- Activity Logging - Calls, emails, meetings
- Pipeline Stages - Customizable sales process
- Lead Conversion - Convert leads to opportunities