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The CRM tracks your prospects (leads) from first contact until they become customers. It is in the CRM menu, with three entries: CRM dashboard, Sales pipeline and CRM settings.

Sales pipeline

It shows the stages as columns and each lead as a card that moves between stages. At the top you can search by name, email or phone and filter by salesperson and by source. The indicators are: Open leads, Pipeline value, Weighted value (by each stage’s probability) and Estimated cycle (average of leads won in the last 12 months).

Create and work a lead

1

Click New lead (or Add lead inside a stage)

2

Fill in the data

Name (company or person, required), email, phone, address, source, salesperson, start date, estimated close and notes.
3

Add contacts

Name, position, and mark the Primary contact.
4

Add the requested products or services

From the catalog or as a new product/service. The lead shows the Estimated total.
5

Log follow-ups

With a subject and type: call, email, meeting, WhatsApp, visit, task or note.
When you move a lead to a lost stage the system asks for the reason for the loss (for example price or competition). The expected close cannot be earlier than the start date.

Supplier quotes and BOM

A lead saved with requested products lets you record supplier quotes: supplier, supplier quote number, date, validity and unit cost per line, with status Requested, Received, Selected or Rejected. The BOM: cost vs. sale table compares per product the sale price, best cost, chosen cost and margin, and warns how many products still have no supplier selected. The What to buy and from whom section summarizes the purchase by supplier, and Generate purchase orders creates one draft purchase order per supplier.

Convert a lead into a customer

From the lead you can Convert into new customer or link an existing customer. Then you can Create quotation or Invoice directly; both documents stay linked to the lead, and the lead shows the generated documents (quotation and sale).

CRM dashboard

It summarizes sales performance. Choose the period (7, 30 or 90 days, month, quarter or year to date), a salesperson and, optionally, compare with the previous period or the same period last year.
  • Indicators: leads created, won, lost, win rate, won value, sales cycle, converted into customers, open leads, pipeline value (and weighted) and overdue follow-ups.
  • Current pipeline: how many leads reached each stage (lost leads excluded).
  • Leads created vs. won over time.
  • Breakdown by source, by salesperson and loss reasons.

AI assistant

The AI assistant button opens a side panel where you can ask about your pipeline (for example “which source converts best?” or “why are we losing leads?”). Suggested questions are offered, and the panel shows how many queries you have left today. If the assistant is not enabled or you reached the daily limit, the panel tells you.

CRM settings

  • Pipelines: create several pipelines, set the default one and its stages (name, color, probability and type: Open, Won or Lost). A pipeline can only be deleted if it has no leads.
  • Lead sources: where leads come from (social media, referrals, trade shows…). A source that already has leads is deactivated instead of deleted, to keep the analysis.
The options you see depend on your company’s active modules and your role’s permissions.