Sales & CRM

Manage your customers, create quotations, and track your sales pipeline.

Sales & CRM Features

CRM Navigator

Powerful sales pipeline management, campaign builder, and customer relationship tools for streamlined sales operations.

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

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