The CRM module unifies every customer's orders, invoices, account balance and communication history into a single Customer 360 profile. As the sales team moves opportunities through the pipeline stages, they have instant access to the customer's purchase history and open balance from the same screen; automated reminders prevent follow-ups from slipping through the cracks.
Closed deals trigger the order and invoice flow; order details are synchronised with Inventory to start the fulfilment process. Customer 360 data underpins sales-performance and customer-segment analysis in the Reporting module; per-rep target tracking is visible on a single dashboard.
ScreensSales Pipeline
Opportunities are shown on a Kanban board split into prospect, quote sent, negotiation and closed stages, each with its deal value.
Customer List
All customers and prospects are listed with filters for sector, region and date of last activity.
Customer 360 Profile
The selected customer's order history, total revenue, open account balance and communication records come together in a single profile; invoice and quote history is reached from here.