CRM

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.

CRM > Configuration > Settings

Lead Management

Pipeline

• Recurring Revenues – Turn on MRR/ARR tracking on opportunities (see the Recurring Revenue Opportunities article).
• Predictive Lead Scoring – see above.
• Team Targets – Enables the invoicing-target progress bars on team kanban cards.

Communication

• Live Chat – Website visitors chatting with sales can be auto-converted to leads.
• WhatsApp – If the WhatsApp integration is installed, conversations can also create/update leads.
• Email Templates – Standard follow-up emails sent from an opportunity's chatter.

Lost Reasons

CRM > Configuration > Lost Reasons – maintain the list salespeople choose from when marking a deal Lost. Keep this list short (5–8 options) and mutually exclusive so the Lost Analysis report stays meaningful — a long, overlapping list makes the data useless for spotting real patterns.

Tags

CRM > Configuration > Tags – free-form labels (e.g. product line, campaign, deal size band) usable in assignment-rule domains and as a reporting dimension alongside Stage/Team/Source.