module · crmenterprise only
crm
leads, pipeline, deals, follow-ups — with a stage-by-stage approval flow.
enterprise edition only. this module is part of the enterprise edition. compare editions →
crm module screenshot
replace with /assets/img/modules/crm.png
what it does
key capabilities.
the crm module ships with everything you'd expect from a tier-one platform — and a few things you wouldn't.
- ✓lead capture & scoring
- ✓kanban pipeline view
- ✓deal stages with approval gates
- ✓task & reminder system
- ✓team & territory assignment
- ✓conversion attribution
how it works
three steps.
one workflow.
the crm module is designed around a clear three-step flow. progressive disclosure means you see what you need, when you need it.
1
capture leads
from forms, chat, imports, or manual entry — leads enter the pipeline.
2
qualify & assign
lead qualifier agent scores them. owners get notified. tasks get scheduled.
3
close & convert
deal flow with approval gates. converted deals create customer records.
screenshots
crm list view · /assets/img/modules/crm-list.png
crm detail view · /assets/img/modules/crm-detail.png
crm edit form · /assets/img/modules/crm-edit.png
crm reports · /assets/img/modules/crm-reports.png
pairs well with
see crm running.
the fastest way to evaluate the crm module is to see it in our live demo. fully-loaded sandbox, no installation, link in your inbox in 60 seconds.