Lead management
A core capability planned for the CRM module.
Sales Module
CRM
Bring customer records, leads, quotations, and sales activity into the same workspace used by the rest of your operation.
Module Overview
One connected workflow, designed for daily use.
Manage customers, leads, quotations, and sales pipelines in one shared workspace.
Visual sales pipeline
A core capability planned for the CRM module.
Quotations
A core capability planned for the CRM module.
Customer activity
A core capability planned for the CRM module.
Business Benefits
Built to remove operational friction.
- Create one shared customer record
- Keep opportunities moving through a visual pipeline
- Connect sales activity to operational delivery
- Shape the module with direct early-access feedback
Roadmap Position
See the full ERP roadmap Early Access
In early access with selected businesses ahead of general availability.