CRM Overview
The CRM (Customer Relationship Management) module in YousrERP helps you manage your sales pipeline from lead generation to closing deals. It tracks potential customers, opportunities, and communications.
Key CRM Features
- Lead Management: Capture and qualify potential customers
- Opportunity Tracking: Track deals through the sales pipeline
- Customer Conversion: Convert leads to customers
- Communication Tracking: Log emails, calls, and meetings
- Sales Pipeline: Visualize deals by stage and probability
- Newsletter: Email marketing to prospects and customers
CRM Process Flow
Lead โ Opportunity โ Quotation โ Sales Order โ Customer- Lead: A potential customer who has shown interest.
- Opportunity: A qualified lead with a potential deal.
- Quotation: A formal price offer sent to the prospect.
- Sales Order: A confirmed order from the customer.
- Customer: After the first sale, the lead becomes a customer.
Related Sections
| Section | Description |
|---|---|
| Lead | Create and manage sales leads |
| Opportunity | Track potential deals |
| Newsletter | Email marketing campaigns |
| Customer | Customer database (Selling module) |
Start with Lead to begin managing your sales pipeline.