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The CRM module manages your entire customer relationship lifecycle — from first contact through to closed deal, active contract, and long-term account health.

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What CRM owns

  • Customers — the master customer record shared across the entire ERP
  • Deals & pipelines — track opportunities through your sales stages
  • Interactions — log calls, meetings, emails, and notes against customers
  • Health scores — automated scoring based on activity, spend, and engagement

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Data flows out of CRM to

ModuleWhat it sends
FinanceCustomer invoices
Sales & POSCustomer data for orders
ContractsCustomer contracts
DashboardCustomer metrics

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Common tasks

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Add a new customer

1

Open CRM → Customers → New Customer

2

Fill in the customer details

Enter company name, primary contact, email, phone, and billing address.
3

Set payment terms

Choose default payment terms (e.g. Net 30). These will pre-fill on every invoice raised for this customer.
4

Save

The customer is now available across Finance, Sales, and Contracts.

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Create a deal

1

Open CRM → Deals → New Deal

2

Link to a customer

Select the customer this deal is for. If they don’t exist yet, create them first.
3

Set deal details

Enter the deal name, expected value, expected close date, and pipeline stage.
4

Assign to a team member

Set the deal owner — the person responsible for closing it.
5

Move through stages

Drag the deal card across your pipeline as it progresses. Update the stage whenever the conversation moves forward.

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Log an interaction

1

Open a customer or deal record

2

Click Log Interaction

Choose the interaction type: call, meeting, email, or note.
3

Add details

Write a summary of the conversation and any follow-up actions required.
4

Save

The interaction is timestamped and added to the customer’s history. Your whole team can see it immediately.

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Key features

Customer profiles — A single customer record that all modules reference. Changes in CRM reflect immediately across Sales, Finance, and Contracts. Deal pipeline — Kanban-style pipeline view. Move deals through custom stages, set expected close dates, and track deal value. Interaction log — Every call, email, meeting, and note is timestamped and linked to the customer record. Health scores — Automatically calculated based on recency of interaction, payment history, contract value, and support ticket volume.