CRM Module - Customer Relationship Management (CRM) is crucial for every business, whether small or large. It helps understand, manage, and optimize your interactions with customers and nurture potential leads.

Our CRM module includes the following sections:

CRM

Customers: Here, you can manage all your customer data, including personal information, purchase history, and communication logs. It's a one-stop location for understanding who your customers are and what their needs might be.

Leads: This section is where potential customers or 'leads' are managed. Track where they come from, their level of interest, and the steps you've taken to convert them into customers. You can set reminders for follow-ups, or even automate the process, to make sure no lead is ever lost.

Companies: If you deal with B2B clients, this section allows you to manage company-level information. This includes contact data, company hierarchy, associated leads, and customers, as well as ongoing contracts or deals.

Sales

Products: Manage your product portfolio in this section. You can store information about your products, including pricing, specifications, and images. It also allows for stock management and can provide insights into which products are performing best.

Pricing: This section allows you to manage your product prices and offer special discounts or promotions. You can also track the impact of different pricing strategies on your sales.