CRM Overview

The Customer Relationship Management (CRM) module helps manage client relationships, sales pipelines, and business contacts.

CRM Modules

CRM Platform
├── Contacts Management   ← Clients, leads, customers
├── Sales Pipelines       ← Deal stages and tracking
├── Proposals             ← Client proposals
├── Email Integration     ← Communication tracking
└── Reports               ← Sales analytics

Contact Types

Type	Description	Use Case
Lead	Potential customer	Initial contact
Client	Active customer	Ongoing business
Customer	Paying customer	Transaction-based

Key Features

• Contact profiles with company details, emails, phones
• Pipeline management with customizable stages
• Deal tracking with value and probability
• Communication history linked to contacts
• Revenue forecasting from pipeline data
• Dashboard with conversion metrics

Related Pages

• Contacts Management — managing contacts
• Sales Pipelines — pipeline management
• Candidate Endpoints — API reference