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Module 06: CRM (Customer Relationship Management)

The CRM module (/crm/*) empowers sales teams to track lead capture, manage interactive Kanban pipelines, estimate deal probability, and convert won opportunities directly into commercial sales documents.

🎯 Core Capabilities

1. CRM Dashboard (/crm/dashboard)

  • Key Performance Indicators (KPIs): Total Active Leads, Total Pipeline Value (AED), Win Rate Percentage (%), Average Sales Cycle Duration (Days), and Revenue Forecast by Close Date.
  • Lead distribution chart by source channel (Website, WhatsApp, Referral, Trade Show).

2. Leads Management (/crm/leads)

  • Lead Capture: Record prospect company name, contact person, email, phone number, estimated deal value, expected close date, and assigned sales representative.
  • Activity Log Modal: Track interactions (Calls, Meetings, Emails, Demo Sessions) with timestamped notes.

3. Interactive Sales Pipeline (/crm/pipeline)

  • Kanban Deal Stages:
  • Qualification: Initial contact and requirement assessment (Probability: 20%).
  • Proposal Sent: Commercial quote or quotation submitted (Probability: 50%).
  • Negotiation: Terms, pricing, and contract discussion (Probability: 80%).
  • Won: Deal closed successfully (Probability: 100%).
  • Lost: Deal lost with mandatory loss reason entry (Price Too High, Competitor Won, Project Cancelled).
  • Drag-and-Drop Workflow: Move deal cards seamlessly between Kanban columns. Stage probability auto-updates expected revenue forecasts.

4. One-Click Deal Conversion

  • When a lead is dragged to Won, a modal prompts the user to convert the opportunity into a formal Sales Order or Sales Quotation, automatically transferring customer metadata, project tag, and line item details without re-entry.

💡 Step-by-Step Instructions

Managing a Lead from Qualification to Won

  1. Open CRM → Pipeline (/crm/pipeline).
  2. Click Add Lead, enter deal title (e.g., "500 Units Supply Project"), customer name, value (120,000 AED), and assign to a salesman.
  3. Drag the deal card to Proposal Sent after emailing the quotation.
  4. Once the customer signs the agreement, drag the card to Won.
  5. Click Convert to Sales Order in the pop-up modal to launch the pre-filled Sales Order creation form!