CRM Module
Customer relationship management
Overview
The CRM Module provides comprehensive customer relationship management capabilities. It enables organizations to maintain a centralized customer database, track sales history, manage customer communications, and monitor the sales pipeline.
Key Features
Customer Database
Centralized customer information management
Sales History Tracking
Complete purchase history per customer
Customer Communication
Track interactions and communications
Sales Pipeline Management
Monitor leads and opportunities
Key Entities
Customer
Customer master data
Sale
Sales history
Invoice
Invoice history
Quotation
Quote history