Module

CRM and Sales

Manage leads, customers, proposals, estimates, invoices, payments, and contracts in one connected workflow.

Run customer and commercial operations in one workspace so sales, account management, and finance teams keep clean records, stronger follow-up discipline, and reliable revenue visibility from lead capture to contract renewal.

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What this module helps you control

Customer master records

Contact records

Lead ownership and status

Quoting and commercial follow-up

Invoice and payment visibility

Contract lifecycle tracking

Account history across the relationship

Business outcomes teams expect

Keep one source of truth for customer-facing records across leads, customers, and commercial documents.

Clarify lead ownership and follow-up accountability across teams.

Move faster from proposal and estimate approval to invoicing.

Monitor unpaid, overdue, and partially paid invoices without manual reconciliation.

Control contract renewal timing with reminders and history.

Improve coordination between sales and finance using shared statuses and account history.

Strengthen account management with full customer timeline visibility.

Report performance by customer, source, status, and owner.

Reduce data fragmentation caused by spreadsheets and email-only follow-up.

What teams use most in this module

Practical capabilities that make day-to-day execution faster, cleaner, and easier to govern.

Customers and Contacts

Maintain complete customer master records with linked contacts, notes, documents, and account history so every team works from the same relationship context.

Company and customer records in one profile

Multiple contacts per customer

Notes and timeline history for each account

Document association for commercial records

Segmentation and grouping for reporting

Leads and Qualification

Capture leads, track qualification progress, and enforce ownership from first inquiry through conversion into customer records.

Lead source and status tracking

Owner assignment by territory or team

Follow-up activity logging

Qualification path with stage updates

Lead-to-customer conversion

Pipeline and Opportunity Visibility

Use stage-based pipeline visibility to review opportunities daily, identify stale follow-ups, and give managers clear ownership views.

Stage-based movement for opportunity tracking

Owner clarity for each active deal

Stale follow-up visibility for better discipline

Daily pipeline review workflows

Manager visibility by owner and stage

Proposals

Prepare professional proposals, send them to customers, and track clear lifecycle status for follow-up and handoff.

Professional customer-ready proposals

Draft / sent / accepted / declined tracking

Reminders and follow-up controls

Customer-linked proposal history

Export and sharing support

Estimates

Generate item-based estimates with taxes and discounts, then track validity and move accepted estimates into invoicing.

Item-based estimates for products and services

Tax and discount handling

Validity and status management

Conversion into invoices

Email and export flow

Invoices and Payments

Issue invoices, track status, and record full or partial payments with clear customer-level visibility shared between sales and finance.

Invoice creation with customer linkage

Unpaid / paid / overdue / partial payment visibility

Payment recording with status updates

Customer statement visibility

Better sales-finance coordination

Credit Notes and Adjustments

Handle commercial adjustments with credit notes linked to invoices so balances stay accurate and auditable.

Credit notes linked to invoice records

Customer balance accuracy

Future invoice application

Audit visibility for finance and management

Contracts and Renewals

Track contract lifecycle from creation through renewal with dates, attachments, and reminders tied to each customer account.

Contract start and end dates

Attachment management

Renewal reminders

Expiry tracking

Renewal and closure handling with history

Items, Products, and Services

Maintain reusable items and service lines to speed estimate and invoice preparation with consistent pricing references.

Reusable items and services list

Faster estimate and invoice creation

Pricing consistency across documents

Cleaner quoting handoffs

Reporting and Sales Visibility

Use operational reporting to monitor lead performance, sales progress, invoice status, payment collections, and contract timing.

Sales by customer

Pipeline by source and stage

Invoice status visibility

Payments tracking

Conversion outcomes by owner and status

Start with this workflow

Follow these structured steps to launch one controlled process first, then expand.

Lead capture and qualification

Create or receive lead

Validate core details

Assign owner

Update lead source and status

Record follow-up activity

Qualify or disqualify

Lead to customer conversion

Confirm fit and readiness

Convert lead to customer

Create primary customer and contact records

Continue commercial process under customer account

Proposal and estimate follow-up

Prepare proposal or estimate

Send to customer

Log follow-up

Revise when required

Track acceptance or decline

Hand off to invoicing

Estimate to invoice to payment

Finalize approved commercial document

Issue invoice

Monitor payment status

Record partial or full payments

Review overdue balances

Contract lifecycle and renewal

Create contract

Set start and end dates

Attach files

Monitor expiry reminders

Renew or close with clean history

Where teams apply this module

B2B sales cycle management

Service quoting and invoicing

Account management with relationship history

Retainer and recurring commercial relationships

Teams that need shared visibility between sales and finance

Organizations replacing spreadsheets and email-based follow-up

Connected records across modules

Projects and delivery handoffs

Project management

Accounting modules

Customer support records

Export-ready operational reporting

Built-in Reports & Analytics

Sales by customer

Pipeline by stage

Lead source performance

Lead conversion outcomes

Invoice status summary

Payments received

Overdue invoices and collections visibility

Upcoming contract expiry and renewal visibility

FAQ

Can we track multiple contacts per customer?

Yes. Customer profiles support multiple contact records tied to the same account history.

Can accepted estimates become invoices?

Yes. Accepted estimates can move directly into invoicing workflows.

Can finance teams review invoice and payment progress?

Yes. Invoice and payment statuses are visible for cross-functional review.

Can we track partial payments?

Yes. Partial payment recording is supported with remaining balance visibility.

Can contracts be linked to customers?

Yes. Contracts remain linked to customer records with dates, files, and reminders.

How do we avoid missed follow-ups?

Define ownership rules, enforce status updates, and use reminder-based review cadence.

Can managers review pipeline performance by owner and source?

Yes. Pipeline views and reports support owner/source performance analysis.

Can we keep customer history in one place?

Yes. Leads, contacts, proposals, estimates, invoices, payments, and contracts are tied to account records.

What happens when duplicate customers or leads exist?

Teams should follow a duplicate policy for detection, merge ownership, and audit notes.

How is CRM and Sales different from the Sales & Invoicing module page?

CRM and Sales focuses on lead-to-account relationship management plus commercial continuity, while Sales & Invoicing is centered on billing execution workflows.

Plans that include this module

Confirm commercial fit before rollout planning.

Growth Plan

Business Plan

Enterprise Plan

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Ready to evaluate CRM and Sales with your team?

We will map this module to your current process, owners, controls, and rollout timeline.

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User guide

How to use CRM and Sales

Setup checklist, key workflows, reports, and troubleshooting.

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