CRM

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 (orders, conversations, loyalty, support history) in one place. It's where lead and customer relationships are managed end to end: capturing leads, progressing deals through stages, and understanding…

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 (orders, conversations, loyalty, support history) in one place. It's where lead and customer relationships are managed end to end: capturing leads, progressing deals through stages, and understanding each customer holistically. All customer data lives in the CRM, making it the relationship hub alongside the transactional order system.