Project

General

Profile

CRM

The Customer Relationship Management (CRM) module allows for lead generation, record sales activity, track lead conversion and customer acquisition.

Features

  1. Create Leads and Opportunities
  2. Perform Sales Activity
  3. Convert to Accounts and Contacts

Screenshots

  • Leads
    Leads
  • Account
    Account
  • Sales Activity
    Sales Activity
  • Lead Conversion Report
    Lead Conversion Report