CRM
The CRM provides a Kanban sales pipeline — leads as cards moving through configurable stages by drag-and-drop — and a 360° customer view that…
What does the CRM module provide (Kanban pipeline, 360° view)?
The CRM provides a Kanban sales pipeline — leads as cards moving through configurable stages by drag-and-drop — and a 360° customer view that aggregates everything known about a customer…
How are leads captured from web forms, chat, WhatsApp, and manual entry?
Leads are captured from multiple sources — web forms, the website chat, WhatsApp, and manual entry by staff — and each lead records its source.
How do leads move through configurable pipeline stages by drag-and-drop?
Leads move through configurable pipeline stages by drag-and-drop on the Kanban board — an operator drags a card from, say, "New" to "Qualified" to "Proposal" to "Won." The stages themselves…
What does the 360° customer view aggregate (orders, conversations, loyalty, support)?
The 360° customer view aggregates a customer's orders, conversations, loyalty, and support history into a single profile — everything the business knows about them in one place.
How do activity timeline, tasks, reminders, and follow-ups work?
Each lead/customer has an activity timeline plus tasks, reminders, and follow-ups — staff log activities (calls, notes, meetings) and set tasks/reminders to follow up, all recorded against…
How are notes, tags, and segmentation used?
Leads and customers can carry notes (free text context), tags (labels for grouping), and be organized via segmentation.
How are deal value and win/loss tracked for pipeline reporting?
Each lead can carry a deal value, and pipeline stages include won and lost markers, so the CRM tracks win/loss outcomes and the value moving through the pipeline.
How does a CRM lead convert to an order, and is it tracked?
A CRM lead can convert to an order, and the conversion is tracked — the lead records the resulting order id, linking the relationship in the CRM to the actual transaction.