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Core ERP · 9 documented capabilities

CRM & Leads: Turn Leads and Customer Activity into Revenue

Track leads, sales opportunities, customer balances and commercial performance with connected sales and delivery reporting.

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Documented capabilities
9
Access & approvals
Role-based
Reports & dashboards
Live
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CRM & LEADS CAPABILITY CATALOGUE

Submodules and features inside CRM & Leads.

Review the operational menus, transactions, controls and reporting capabilities connected to CRM & Leads. Expand each module to see its complete documented feature list.

Main modules
1
Submodules & features
9
Core ERP

CRM

Track leads, sales opportunities, customer balances and commercial performance with connected sales and delivery reporting.

9
  • LeadsCaptures prospects, sources, owners, follow-ups, status and conversion progress.
  • Sales Order PipelineGives CRM users read-only sales-stage visibility into orders owned and processed in Sales Management, without duplicating order entry.
  • Customer Statement of AccountDisplays invoices, receipts, credits, debits and outstanding customer balances.
  • Lead ReportAnalyses leads by date, source, owner, stage, status and conversion outcome.
  • Quotation ReportTracks quotations, values, validity, customer response and conversion status.
  • Invoice ReportReviews customer invoices by period, customer, salesperson, branch and status.
  • Delivery ReportTracks delivery records, dates, customers, references and fulfillment status.
  • Item Invoice ReportAnalyses invoiced quantities and values by item, customer and period.
  • Sales-Wise Invoice ReportProvides sales-oriented invoice analysis for performance and follow-up.
View CRM in the complete catalogue

Questions & answers

What decision-makers ask us

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Can CRM & Leads be configured around our process?

Yes. CRM & Leads can be configured for relevant roles, approvals, documents, reports and business-specific controls after workflow discovery.

Can CRM & Leads work across multiple branches?

CRM & Leads can support controlled company and branch operations while authorised leaders retain consolidated management visibility.

Can we migrate existing data into CRM & Leads?

Yes. Data migration into CRM & Leads is planned after source review; agreed masters, opening balances and selected history are mapped, cleaned and validated before go-live.

What training is available for CRM & Leads?

CRM & Leads implementation can include role-based training, process walkthroughs and guided adoption for administrators and end users.

Can CRM & Leads connect with other systems?

CRM & Leads can use scoped APIs, webhooks and custom integrations where the target provider, permissions, data mapping and support responsibilities are confirmed.

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