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CRM

Core Customer Relationship Management module for managing companies, customers, leads, and deals with a visual pipeline.

Features​

  • Company management - Track business accounts with status, contacts, and assigned representatives
  • Customer management - Manage customers with types (B2B/B2C), groups, and company associations
  • Customer groups - Organize customers into groups for segmentation
  • Lead management - Capture leads with Kanban and list views, track through statuses
  • Lead conversion - Convert qualified leads into customers and deals
  • Deal pipeline - Visual Kanban board for tracking sales opportunities through customizable stages
  • Dashboard - CRM metrics including revenue, lead sources, and deal statistics
  • Task integration - Create and track CRM-related tasks on leads and deals (requires TaskSystem addon)

Requirements​

Dependencies: SystemCore

Optional integrations:

  • TaskSystem - For task management within CRM (tasks on leads and deals)
  • PM - For linking CRM companies as project clients

Installation​

CRMCore is a core module that is always enabled. It cannot be toggled on or off as it is part of the base system.

Access CRM features from the sidebar:

  • CRM > Dashboard - CRM metrics and statistics
  • CRM > Companies - Manage business accounts
  • CRM > Customer Groups - Manage customer segments
  • CRM > Leads - Lead management with Kanban/list views
  • CRM > Deals - Deal pipeline with Kanban/list views
  • CRM > Settings > Lead Statuses - Configure lead status workflow
  • CRM > Settings > Lead Sources - Manage lead source tracking
  • CRM > Settings > Deal Pipelines - Configure deal pipelines
  • CRM > Settings > Deal Stages - Manage stages within pipelines
  • CRM > Settings > CRM Settings - General CRM configuration

Usage​

Managing Companies​

  1. Navigate to CRM > Companies
  2. Click Add Company to create a new company
  3. Enter company details:
    • Company name
    • Contact information
    • Website
    • Assigned representative
  4. View company details including associated deals

Managing Customers​

  1. Navigate to CRM > Customer Groups to set up groups first
  2. Customers are managed through the CRM customer interface
  3. Customers can be:
    • Created directly
    • Created automatically during lead conversion
  4. Each customer has a type (B2B or B2C) and can be associated with a company

Managing Leads​

  1. Navigate to CRM > Leads
  2. Toggle between Kanban and List views
  3. Click Add Lead to create a new lead
  4. Enter lead information:
    • Title
    • Contact name, email, and phone
    • Company name
    • Value
    • Lead source and status
    • Assigned representative
  5. Drag leads between statuses on the Kanban board

Converting Leads​

  1. Open a lead detail page
  2. Click Convert
  3. Configure conversion options:
    • Customer name and contact details
    • Company association (none, existing, or create new)
    • Optionally create a deal with pipeline and stage selection
  4. The system creates the customer and optionally a deal
  5. The lead is marked as Converted

Deal Pipeline​

  1. Go to CRM > Deals
  2. Select a pipeline to view its Kanban board
  3. Drag deals between stages
  4. When moving to a won or lost stage, the system records the close date
  5. Click a deal for its detail page with full information

Task Integration​

When TaskSystem addon is enabled:

  1. Open a lead or deal detail page
  2. Create tasks directly associated with that record
  3. Assign tasks to team members
  4. Track task completion within the CRM context

Settings​

Lead Statuses​

Configure the lead workflow stages at CRM > Settings > Lead Statuses:

  • Add custom statuses with colors
  • Reorder statuses via drag-and-drop
  • Mark statuses as default or final

Lead Sources​

Track where leads come from at CRM > Settings > Lead Sources:

  • Add sources (e.g., Website, Referral, Cold Call)
  • Toggle sources active/inactive

Deal Pipelines​

Create and manage pipelines at CRM > Settings > Deal Pipelines:

  • Multiple pipelines for different sales processes
  • Set a default pipeline
  • Reorder pipelines

Deal Stages​

Configure stages within each pipeline at CRM > Settings > Deal Stages:

  • Add stages with colors and positions
  • Mark stages as won or lost
  • Set a default stage per pipeline
  • Reorder stages via drag-and-drop

CRM Settings​

General CRM configuration at CRM > Settings > CRM Settings, organized into sections:

  • Company Settings - Auto-generate company codes, code prefix, industry categories
  • Contact Settings - Duplicate detection, code generation, company requirements
  • Customer Settings - Auto-generate customer codes, default credit limit, payment terms
  • Lead Settings - Auto-generate lead codes, assignment rules, auto-convert timing
  • Deal Settings - Auto-generate deal codes, default probability, auto-close stale deals
  • Task Settings - Task code generation, reminders, time tracking (requires TaskSystem)
  • Notification Settings - Lead assignment, deal stage change, and task due notifications
  • Display Settings - Items per page, Kanban view toggle, activity timeline visibility

Changelog: View version history

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