CustomersCRM
From lead to customer order without re-entry
Customer relationship management (CRM) runs in the same system as accounting. A lead becomes a partner, a contact and a deal in one operation. The deal moves through the pipeline, and a won deal turns into a customer order in the books without re-entry. The sales dashboard shows the pipeline, conversion and manager activity, with amounts in hryvnia at the exchange rate on the date.
What is inside
- 01
From lead to deal in one step
The system first shows what will be created. Then, in one operation, it turns the lead into a partner, a contact and a deal. A lead that does not fit can be disqualified with a reason and brought back later.
- 02
Deal pipeline
Each stage carries a probability: qualification 10%, proposal 30%, negotiation 50%, approval 80%, then won or lost. Deal cards are dragged between stages, and a closed deal can be reopened.
Screen C1Deals at pipeline stagesDeals at pipeline stages - 03
From deal to customer order
A customer order in the books is created from the deal without re-entry. The link between them is kept: a deal with orders cannot be deleted or have its currency changed.
Screen C3Deal card with the customer order and filesDeal card with the customer order and files - 04
Partners, contacts and files
A partner groups counterparties, and every counterparty automatically has a partner. Partners support holdings, groups and relationship roles. Files up to 25 MB can be attached to leads, deals, activities, partners and contacts.
- 05
Sales dashboard
The dashboard shows the pipeline with total and weighted amounts, the win rate, lead conversion, overdue activities, manager activity and top partners. All amounts are in hryvnia at the exchange rate on the date, and you can filter by manager, region, partner and lead source.
Screen C2Sales dashboard with the deal pipeline and manager activitySales dashboard with the deal pipeline and manager activity
What the module includes
- Leads
- Deals
- Activities
- Partners
- Contacts
- Projects
- Segments
- Business regions
- Contact information types
- Contact roles
- Sales dashboard
Works together with
- Sales A customer order is created from the deal, and the link between them is kept. Learn more
- Treasury Payment stages of approved customer orders appear in the payment calendar as inflows. Learn more
- VAT and profit tax The VAT invoice (tax invoice) is created from the sale or the payment, depending on the VAT event in the contract. Learn more
Frequently asked questions
How does a lead become a customer?
In one operation the lead converts into a partner, a contact and a deal. Before the conversion you see what will be created.
Do we re-enter the order after a deal is won?
No. A customer order in the books is created from the deal, and the link between them is kept.
How does the dashboard handle deals in different currencies?
All amounts on the dashboard are converted to hryvnia at the exchange rate on the date.
Can we bring a closed deal back?
Yes. A closed deal can be reopened, and a disqualified lead can be brought back.