CRM
The CRM (Customer Relationship Management) module is where you manage your sales pipeline — turning enquiries into paying subscribers. It has three parts:
| Page | What it's for |
|---|---|
| CRM Dashboard | A snapshot of your pipeline: open leads, won leads, outstanding quotations and pending tasks, plus a sales-funnel chart. |
| Quotations | Price quotes you prepare for prospects or existing customers — which can be converted into invoices. |
| Leads | Prospective customers, each walked through a step-by-step onboarding pipeline until they become an active subscriber. |
The sales journey
A typical flow through CRM:
- A lead is captured — someone enquires (via your website, WhatsApp, a call, etc.) and you record them as a Lead.
- The lead is onboarded — you move them through the onboarding pipeline: checking feasibility, sending a quotation, installing the connection, creating and verifying their account, and finally activating service.
- A quotation is prepared — as part of that (or standalone), you raise a Quotation with prices, which the customer can accept.
- It becomes a subscriber & an invoice — the quotation is converted into an invoice, and the lead's account is created and activated — at which point they exist in the Subscribers module and are billed via Finance.
Who Can Use This Feature
Sales, front-desk and onboarding staff. Each page and action is controlled by its own permission.
Related Guides
- Subscribers — where a lead ends up once its account is created.
- Finance → Invoices — where a converted quotation becomes a bill.