CRM

Selling Subscriptions Through the Pipeline

If your business sells recurring plans (monthly/annual contracts) rather than one-time deals, enable Recurring Revenues in CRM > Configuration > Settings.

• Each opportunity gets a Recurring Plan field (Monthly, Yearly, etc.) and a Recurring Revenue amount, tracked separately from one-time Expected Revenue.
• Forecast and reporting views can then show MRR (Monthly Recurring Revenue) and ARR (Annual Recurring Revenue) pipeline separately from one-off project revenue.
• When Won, a recurring opportunity typically links to a Subscription in Sales rather than a single invoice — see the Sales course's "Recurring Contracts & Subscriptions" article for the billing side.

The CRM Module

Go to CRM from the main dashboard. The CRM module manages the customer relationship lifecycle from first contact to closed deal.

Core Concepts

Views in CRM

• Pipeline (Kanban) – Default view. Drag opportunities between stages.
• List – Tabular view with all fields.
• Calendar – Activities by date.
• Graph – Revenue forecast, lead sources, win rate.
• Cohort – Analyze conversion by lead creation date.
• Map – Plot opportunities geographically (useful for field sales route planning).

Navigation Tips

• Use Filters: My Pipeline, Won/Lost This Month, High Priority.
• Use Group By: Stage, Team, Salesperson, Expected Closing Month.
• Toggle Forecast to see weighted revenue per stage.

Where CRM Fits

CRM sits upstream of Sales: an opportunity that is Won typically becomes (or links to) a quotation in the Sales app. If you only need to send quotations without managing a pipeline of unqualified leads first, the Sales app alone is enough — CRM adds the pre-sale funnel (lead capture, qualification, nurturing, forecasting) on top of it.

Organising Your Sales Force

Go to CRM > Configuration > Sales Teams.

Creating a Team

• Team Name and Team Leader (manager who sees all team pipelines).
• Members – Salespeople who see this team's leads/opportunities in "My Pipeline".
• Email Alias – Incoming emails to this address auto-create leads assigned to the team.
• Website – If multiple sites, which one's contact forms feed this team.
• Invoicing Target – A monthly revenue target shown as a progress bar on the team's kanban card.

Individual Targets

Beyond the team-level target, each salesperson can have a personal monthly target set on their user record (or via a dedicated Target wizard, if enabled), so managers can compare individual attainment inside a shared team goal.

Commissions

Quickenerp doesn't compute sales commissions natively out of the box; commission plans are typically modelled with a dedicated commission-tracking module (linked to Won opportunities/invoiced sales) or calculated externally from the CRM Analysis report's Won Revenue by salesperson.

Team Dashboard

The CRM > Sales Teams kanban view is a manager's home screen: each card shows the team's pipeline total, won-this-month revenue vs target, and a mini activity feed. Click a team card to drill into just that team's pipeline.