Customer Relationship Management
Core CRM — managing customer accounts, leads, opportunities, and contracts.
Modules in this section
- Dashboard —
/admin - Clients —
/admin/clients - Client Groups —
/admin/clients/groups - Client Discount Groups —
/admin/clients/discount_groups - Leads —
/admin/leads - Sales Pipelines —
/admin/leads/pipelines - Lead Sources —
/admin/leads/sources - Lead Statuses —
/admin/leads/statuses - Lead Positions —
/admin/leads/positions - Lead Capture Forms —
/admin/leads/forms - Lead Email Integration —
/admin/leads/email_integration - Opportunities —
/admin/opportunities - Contracts —
/admin/contracts - Lead Scoring —
/admin/scoring - Loyalty & Membership —
/admin/loyalty - SmartCRM —
/admin/smartcrm - ParsePilot —
/admin/parsepilot