CRM Professional

The CRM (Customer Relationship Management) module helps you track your leads, manage your sales pipeline, and convert opportunities into sales.

Home > CRM

Required Plan

CRM is available from the Professional plan.

1. Leads

A lead is a potential contact who is not yet a customer.

Home > CRM > Lead

Create a lead

1. Click + Add a Lead
2. Fill in:
   • Name — Contact or company name
   • Email / Phone
   • Source — How you found them (Referral, Website, WhatsApp, etc.)
   • Status — New, Contacted, Interested, Converted, Not Interested
3. Save

Convert a lead to a customer

When a lead is ready to buy:

1. Open the lead record
2. Click Create > Customer
3. The information is pre-filled
4. Save the new customer

2. Opportunities

An opportunity represents a potential sale with a lead or customer.

Home > CRM > Opportunity

1. Click + Add an Opportunity
2. Associate it with a lead or customer
3. Enter the estimated amount and expected closing date
4. Track progress through the pipeline

3. Pipeline

The CRM pipeline displays your opportunities as columns (Kanban):

• New — Initial contact
• Qualification — Needs assessment
• Proposal — Quotation sent
• Negotiation — Discussion in progress
• Won / Lost — Final outcome

Drag and drop opportunities between columns to update their status.

4. CRM Reports

• Sales Funnel — Conversion rate at each stage
• Pipeline by Salesperson — Opportunity distribution by sales rep
• Conversion Report — Leads converted to customers

Related topics

1. Sales
2. WhatsApp
3. Plans and Pricing