Overview
The CRM (Customer Relationship Management) system provides a Kanban-style pipeline board for managing deals through different stages. Track deal values, expected close dates, assign team members, and monitor revenue forecasts to make data-driven sales decisions.
Pipeline Board
Kanban View
Visual board with customizable deal stages
Quick Create
Add new deals with one click
Drag & Drop
Move deals between stages by dragging
Stage Metrics
See deal count and value per stage
Deal Management
Deal Value
Set deal value with currency support (USD, EUR, GBP, INR, AED, SAR)
Expected Close Date
Track when deals are expected to close
Assignment
Assign deals to team members
Priority Levels
Mark deals as Low, Medium, or High priority
Notes & Activities
Add notes and track deal activities
Lead Linking
Link deals to existing leads
Deal Status
Open
Active deals being worked on
Won
Successfully closed deals
Lost
Deals that were not won
Analytics & Forecasting
Pipeline Value
Total value of all open deals
Won Revenue
Total revenue from won deals
Lost Revenue
Total value of lost deals
Conversion Rate
Percentage of deals that convert to won