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 your sales process:

• Stages: Different phases (e.g., New, Qualified, Proposal, Closed)
• Visual Board: Kanban-style view of leads
• Drag & Drop: Move leads between stages
• Filtering: View by status, owner, source, etc.

Main Features

Contact Management

• Create, edit, and delete contacts
• Link contacts to companies
• Add custom fields
• Set reminders
• View contact history
• Export contact data

Company Management

• Create company records
• Associate multiple contacts
• Track company details
• Manage relationships
• View company history

Leads Pipeline

• Visual pipeline board
• Multiple pipeline stages
• Lead scoring and value
• Source tracking
• Activity logging
• Conversion tracking

Custom Fields

Add fields specific to your business:

• Text fields
• Number fields
• Date fields
• Dropdown/select fields
• Checkbox fields
• File attachments

Reminders

Set reminders on any CRM entity:

• Follow-up calls
• Meeting reminders
• Proposal deadlines
• Contract renewals
• Any important date

Activities & History

Automatic tracking of:

• Record creation
• Updates and changes
• Related records created
• User mentions
• Comments and notes

Navigation

Access CRM:

• Click "CRM" in the left sidebar
• Or go to /crm in your browser

CRM Sections:

• Dashboard: Overview and quick stats
• Contacts: All contacts list
• Companies: All companies list
• Leads Pipeline: Visual pipeline board

Common Workflows

Adding a New Customer

1. Create a Company record (if business customer)
2. Create a Contact record
3. Link contact to company
4. Add custom fields (industry, size, etc.)
5. Set reminder for follow-up
6. Create related records (project, invoice, etc.)

Converting a Lead

1. Create Lead from inquiry
2. Move through pipeline stages
3. Add activities and notes
4. When qualified, convert to Contact
5. Link to Company if applicable
6. Create first Invoice or Project

Managing Relationships

1. View Company details
2. See all associated Contacts
3. View related Projects
4. Check Invoice history
5. Review Activities timeline

Integration with Other Modules

CRM integrates seamlessly with:

• Scheduling: Link bookings to contacts
• Finance: Connect invoices to contacts/companies
• Projects: Associate projects with companies
• Email: Track email communications
• Proposals: Link proposals to leads/contacts

Getting Started

1. Add Your First Contact: Managing Contacts
2. Create a Company: Managing Companies
3. Set Up Your Pipeline: Leads Pipeline
4. Customize Fields: Custom Fields
5. Set Reminders: Reminders

Tips

• Start Simple: Begin with basic contact info, add details later
• Use Companies: Group related contacts under companies
• Track Sources: Always note where leads come from
• Set Reminders: Never miss a follow-up
• Use Custom Fields: Add fields specific to your industry
• Keep History: All changes are automatically tracked

Next Steps

• Managing Contacts - Create and organize contacts
• Managing Companies - Company records and relationships
• Leads Pipeline - Track and convert leads
• Custom Fields - Add custom data fields

Updated on: 16/01/2026