The CRM (Customer Relationship Management) module is designed to manage interactions with potential and existing customers. It helps businesses track leads, manage customer relationships, and analyze sales performance. The module is centered around the Lead entity, which progresses through various statuses until it becomes a deal or is canceled.

Key Features

• Customizable Lead Statuses: Tailor the sales pipeline to your business needs.
• Event Tracking: Log all interactions with leads for better follow-up.
• Tagging System: Group and filter leads for efficient management.
• Reporting Tools: Gain insights into lead performance and sales trends.

You can manage the process of finding new clients. Or the process of additional sales to existing customers. Various usage scenarios are supported.
You can specify a planned expenses for marketing campaigns and events and planned revenue, reports will show the plan-fact later.