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> Use this file to discover available pages before exploring further.
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# CRM Overview

# 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](https://help.swellsystem.com/en/article/managing-contacts-mzfqpe/)
2. **Create a Company**: [Managing Companies](https://help.swellsystem.com/en/article/managing-companies-bt8d7d/)
3. **Set Up Your Pipeline**: [Leads Pipeline](https://help.swellsystem.com/en/article/leads-pipeline-19ebzi1/)
4. **Customize Fields**: [Custom Fields](https://help.swellsystem.com/en/article/custom-fields-1l78mte/)
5. **Set Reminders**: [Reminders](https://help.swellsystem.com/en/article/reminders-18tfevf/)

## 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](https://help.swellsystem.com/en/article/managing-contacts-mzfqpe/) - Create and organize contacts
- [Managing Companies](https://help.swellsystem.com/en/article/managing-companies-bt8d7d/) - Company records and relationships
- [Leads Pipeline](https://help.swellsystem.com/en/article/leads-pipeline-19ebzi1/) - Track and convert leads
- [Custom Fields](https://help.swellsystem.com/en/article/custom-fields-1l78mte/) - Add custom data fields