CRM
Complete CRM module for managing sales opportunities with Kanban model, detailed tracking and management of leads assigned to agents.
| Version: | 1.0 |
| Compatibility: | 2.10.* |
How it works
The module uses the Kanban model to track new business opportunities. Each lead can be easily moved between different stages of the sales process, providing an immediate graphical visualization of progress.
Notes, appointments and attachments
On each opportunity you can add:
- Notes to document important information
- Appointments planned to follow up with the customer
- Attachments (quotes, contracts, etc.)
- Labels to categorize and easily identify opportunities
Labels allow you to organize leads based on specific criteria (e.g. geographical sector, customer type, priority, etc.) facilitating filtering and search.
Detailed action history
Each opportunity maintains a detailed history of all actions performed by each user. This complete register allows you to track:
- Who created the lead
- All changes made
- Activities performed
- Comments added
- Assignments made
Access management for agents
It is possible to configure access for your agents so they see only:
- Leads assigned to them
- Opportunities they personally add
This system guarantees privacy and efficiency, allowing each agent to focus on their own opportunities without interfering with those of colleagues.
| Renewable annually | ✔️ |
| First support for installation and configuration | ✔️ |
| Annual support | ✔️ |
| Updates | ✔️ |