Customer Relationship Management

Core CRM — managing customer accounts, leads, opportunities, and contracts.

Modules in this section

• Dashboard — /admin
• Clients — /admin/clients
• Client Groups — /admin/clients/groups
• Client Discount Groups — /admin/clients/discount_groups
• Leads — /admin/leads
• Sales Pipelines — /admin/leads/pipelines
• Lead Sources — /admin/leads/sources
• Lead Statuses — /admin/leads/statuses
• Lead Positions — /admin/leads/positions
• Lead Capture Forms — /admin/leads/forms
• Lead Email Integration — /admin/leads/email_integration
• Opportunities — /admin/opportunities
• Contracts — /admin/contracts
• Lead Scoring — /admin/scoring
• Loyalty & Membership — /admin/loyalty
• SmartCRM — /admin/smartcrm
• ParsePilot — /admin/parsepilot

← Back to documentation index