Overview
The CRM module provides a comprehensive customer relationship management system directly within your POS. With 23 dedicated controllers, it covers the full sales pipeline -- from initial lead capture through follow-ups, proposals, and campaign management.
CRM Dashboard
The CrmDashboardController provides a centralized view of your CRM activity.
- Overview of active leads and their pipeline stages
- Upcoming follow-ups and scheduled activities
- Campaign performance at a glance
- Quick-action links to create leads, log calls, and schedule follow-ups
Lead Management
The LeadController handles the full lead lifecycle.
- Create and import leads with contact details
- Assign leads to team members
- Track lead source and status
- Move leads through pipeline stages
- Convert leads to customers when they make a purchase
Follow-Ups
The FollowUpController ensures no lead falls through the cracks.
- Schedule follow-up reminders by date and time
- Attach notes to each follow-up activity
- Track follow-up history per lead or customer
- Mark follow-ups as completed or rescheduled
Call Logging
The CallLogController provides a record of all customer communications.
- Log inbound and outbound calls
- Record call duration and outcome
- Attach call notes for future reference
- Link calls to specific leads or contacts
Campaigns
The CampaignController lets you organize and track marketing campaigns.
- Create campaigns with target audiences
- Track campaign start/end dates and status
- Link leads generated from specific campaigns
- Measure campaign effectiveness
Proposals
The ProposalController helps you create and manage sales proposals.
- Generate proposals linked to leads or contacts
- Include product/service details and pricing
- Track proposal status (draft, sent, accepted, declined)
Scheduling
The ScheduleController manages appointments and team activities.
- Schedule meetings and appointments with contacts
- Assign schedules to team members
- View upcoming activities in a calendar format
Getting Started
- Activate the CRM module in your subscription.
- Navigate to CRM > Dashboard to access the CRM hub.
- Add your first leads via CRM > Leads > Add New.
- Schedule follow-ups and log calls as you engage with leads.
- Create campaigns to track your marketing efforts.