Sales & CRM
Manage your customers, create quotations, and track your sales pipeline.
Sales & CRM Features
Customer Management
Create and manage customer profiles with contact information and history.
Quotations
Create professional quotations and convert them to invoices.
Key Concepts
Customer Types
- Individual: Personal customer
- Business: Company or organization
Quotation Status
- Draft: Quotation being prepared
- Sent: Quotation sent to customer
- Accepted: Customer accepted the quotation
- Rejected: Customer rejected the quotation
- Expired: Quotation validity period has ended
Common Tasks
- Add a new customer
- Create a quotation
- Convert quotation to invoice
- Track customer interactions
- Manage customer contacts
Best Practices
- Keep customer information up to date
- Set appropriate quotation validity periods
- Follow up on pending quotations
- Track customer communication history
- Segment customers for targeted marketing