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CRM Management

The CRM (Customer Relationship Management) module helps your team track and manage potential customers, ongoing deals, and sales activities all in one place. From setting up your sales pipelines to monitoring reports, everything you need to grow your business relationships is organized and easy to access.

22.1 CRM System Setup​

The CRM System Setup section allows administrators to configure the foundational data used in the CRM module. It includes five sections accessible from the left-side navigation panel: Pipelines, Lead Stages, Deal Stages, Labels, and Sources.

  • Pipelines — Displays all pipelines with their Name and Action columns. Click “Create” to open the Create Pipeline form, where you enter the Name, then click Create. All entries can be Edited and Deleted using the action icons.
  • Lead Stages — Displays all lead stages organized by pipeline tabs. Switch between available pipelines using the tabs at the top to view their respective stages. Each stage is displayed with a numbered order indicator and can be reordered using the drag handle. Click “Create” to open the Create Lead Stage form, where you enter the Name and select the Pipeline from a dropdown, then click Create. All entries can be Edited and Deleted using the action icons.
  • Deal Stages — Displays all deal stages organized by pipeline tabs. Switch between available pipelines using the tabs at the top to view their respective stages. Each stage is displayed with a numbered order indicator and can be reordered using the drag handle. Click “Create” to open the Create Deal Stage form, where you enter the Name and select the Pipeline from a dropdown, then click Create. All entries can be Edited and Deleted using the action icons.
  • Labels — Displays all labels organized by pipeline tabs. Switch between available pipelines using the tabs at the top to view their respective labels. Each label is displayed as a colored badge. Click “Create” to open the Create Label form, where you enter the Name, select the Pipeline from a dropdown, and choose a Color for the label, then click Create. All entries can be Edited and Deleted using the action icons.
  • Sources — Displays all lead sources with their Source name and Action columns. Click “Create” to open the Create Source form, where you enter the Name, then click Create. All entries can be Edited and Deleted using the action icons.

22.2 Manage Leads​

  • To view all your leads, go to the Manage Leads page. If your company uses different sales pipelines (like “Marketing” or “Lead Qualification”), you can switch between them using the dropdown at the top right. You can also change how the list looks by clicking the Kanban View icon, this lets you see your leads as cards on a board instead of rows in a table.
  • To add a new lead, click the “Create” button. A form will appear where you fill in the lead’s Name, Email, what the lead is about (Subject), and which team member is responsible (User). You can also add a Phone Number and a Follow Up Date as a reminder to check back with the lead. Once done, click Create.
  • The leads page shows all your leads in a list with key details like their name, what they’re interested in, which stage they’re at in the sales process, how many tasks are linked to them, and when you need to follow up. You can search for a specific lead using the search bar, or narrow down the list by filtering by team member or stage. Click Apply to see the filtered results, or Clear to go back to the full list.
  • For each lead in the list, you have a few quick action options. Click View to open the full details of that lead. Click the Label icon to tag the lead with a colored label (like “MQL Ready” or “Form Submitted”) to help you organize and identify leads at a glance — select the labels you want and click Save. You can also Edit a lead to update its information, or Delete it if it’s no longer needed.

22.3 Manage Deals​

  • To view all your deals, go to the Manage Deals page. Just like leads, you can switch between different pipelines using the dropdown at the top right, and toggle between a list view and a visual board view using the Kanban View icon.
  • To add a new deal, click the “Create” button. Fill in the Deal Name, the Price (how much the deal is worth), an optional Phone Number, and select which Client the deal is for. Click Create when you’re done.
  • The deals page shows all your deals in a list with details like the deal name, its value, which pipeline it belongs to, what stage it’s currently in, and how many tasks are linked to it. Use the search bar to find a specific deal, or filter by Stage or Status to narrow things down. Click Apply to filter, or Clear to reset.
  • For each deal, you can click View to see its full details, click the Label icon to assign color-coded labels to help organize it, or use the Edit and Delete icons to update or remove the deal.

22.4 Lead / Deal Detail View​

When you click the View action on any lead or deal, the CRM Details page opens. The left-side navigation panel provides access to eight sections: General, Tasks, Users, Products, Sources, Files, Calls, and Activity. Use the Convert to Deal button (arrows icon) at the top right to convert the lead into a deal.

  • General: Displays the lead’s full details including summary counters for Emails, Sources, Products, and Tasks at the top. Below, you’ll find the Lead Information section showing Email, Phone, Follow Up Date, Assigned To, Pipeline, and Stage.
  • The Subject and Notes sections follow, where you can write or update notes using the rich text editor. At the bottom, the Emails panel shows all sent emails with their subject and timestamp, click “Create” to open the Send Email form where you enter the To address, Subject, and Description, then click Send Email.
  • The Discussions panel shows internal notes, click “create” to open the Add Message form where you type your message and click Save.
  • Convert to Deal: Click the Convert to Deal button (arrows icon) at the top right to open the Convert Lead to Deal form. Enter the Deal Name, Price, and Client Type (New Client or Existing Client). For a new client, enter the Client Name, Client Email, and Client Password. Use the Copy To checkboxes to select which data to carry over to the deal (Products, Sources, Files, Discussion, Notes, Calls, Emails), then click Convert.
  • Tasks: Displays all tasks linked to this lead or deal, showing Name, Date, Time, Priority, and Status. Click “Create” to open the Create Task form where you enter the Name, Date, Time, Priority, Status, and optionally toggle Sync to Google Calendar, then click Save. All tasks can be Edited and Deleted using the action icons.
  • Users: Displays all users assigned to this lead or deal, showing their Avatar and User Name. Click “Create” to open the Add Users form where you select users from the dropdown and click Save. Users can be removed using the delete icon.
  • Products: Displays all products linked to this lead or deal. If no products have been added, a “No Products added” message is shown. Click “Create” or “Add Products” to open the Add Products form where you select products from the dropdown and click Save. Products can be removed using the delete icon.
  • Sources: Displays all sources linked to this lead or deal, showing the Source Name. Click “Create” to open the Add Sources form where you select sources from the dropdown and click Save. Sources can be removed using the delete icon.
  • Files: Displays all files attached to this lead or deal. Use the Browse button to upload new files. All uploaded files are listed with their file name and type.
  • Calls: Displays all calls logged against this lead or deal, showing Subject, Call Type, Duration, and Description. Click “Create” to open the Create Call form where you enter the Subject, Call Type (Inbound or Outbound), Duration, Assignee, Description, and Call Result using the rich text editor, then click Create. All calls can be Edited and Deleted using the action icons.
  • Activity: Displays a timeline of all recent activities logged against this lead or deal, showing the activity name and timestamp, giving you a full history of actions taken.

22.5 Reports​

The Reports section is accessible from the left-side navigation and includes two sub-sections: Lead Reports and Deal Reports.

  • Lead Reports: This section has three views you can switch between. The General Report gives you a quick visual overview, it shows a pie chart of how your leads are converting this week, a bar chart showing which sources (like Social Media or Google Ads) are bringing in the most leads, and a monthly bar chart so you can see how lead activity has changed over the year. The Staff Report shows you how many leads each team member is handling, you can filter by a date range and click Generate to see the results. The Pipeline Report shows how many leads are in each of your pipelines, so you can see where most of your activity is happening.
  • Deal Reports: This section has four views. The General Report shows a pie chart of deal statuses this week, a bar chart of which sources are driving the most deals, and a monthly chart of deal activity throughout the year. The Staff Report shows how many deals each team member is working on, with a date filter to focus on specific time periods. The Client Report shows how many deals are linked to each client, you can hover over any bar to see the exact number. The Pipeline Report shows how deals are spread across your different pipelines, with a tooltip showing the deal count for each pipeline when you hover over it.