CRM Overview

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CRM Overview

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CRM Overview

The CRM (Customer Relationship Management) module is the heart of SWELLEnterprise, helping you manage all your customer relationships, track interactions, and grow your business.

What is CRM?

CRM stands for Customer Relationship Management. In SWELLEnterprise, the CRM module helps you:

Organize Contacts: Store and manage all customer information
Track Companies: Manage business relationships
Convert Leads: Turn prospects into customers
Record Interactions: Keep history of all communications
Set Reminders: Never miss a follow-up
Customize Data: Add fields specific to your business

Key Concepts

Contacts

Contacts are individual people - your customers, prospects, vendors, or any person you interact with.

Contact Information:

Basic details (name, email, phone)
Address information
Company association
Custom fields
Notes and activities
Related records (invoices, projects, bookings)

Companies

Companies are organizations - businesses, clients, partners, or vendors.

Company Information:

Company name and details
Industry and size
Address and contact info
Associated contacts
Custom fields
Related records

Leads

Leads are potential customers in your sales pipeline.

Lead Information:

Contact details
Source (how they found you)
Status (where they are in pipeline)
Value and probability
Assigned owner
Activities and notes

Pipeline

The leads pipeline shows yo

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