> ## Documentation Index
> Fetch the complete documentation index at: https://docs.filexpress.app/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM

> Sales pipeline, leads, supplier quotes (BOM) and AI dashboard

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.

> [!NOTE]
>
> The options you see depend on your company's active modules and your role's permissions.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.