Customer Relationship Management

Manage your leads, deals, and customer interactions with a comprehensive CRM system

Customer Relationship Management

Overview

The Customer Relationship Management (CRM) module in Custojo provides a comprehensive solution for managing your customer relationships, sales pipeline, and business opportunities. This powerful module helps you track leads, manage deals, and maintain detailed records of all customer interactions, enabling you to build stronger relationships and close more sales.

Note:

The CRM module serves as a central hub for all customer-related information and activities, making it easier to manage your sales process and ensure no opportunity falls through the cracks.

Key Features

  • Lead Management: Capture and track potential customers
  • Deal Pipeline: Visualize and manage your sales process
  • Activity Tracking: Log calls, emails, and meetings with customers
  • Task Management: Create and assign tasks related to deals
  • Document Management: Store and share files related to deals
  • Email Integration: Send emails directly from the CRM
  • Discussion Threads: Collaborate with team members on deals
  • Labels & Tags: Organize deals with custom labels
  • Source Tracking: Identify where your leads are coming from
  • Custom Fields: Add custom attributes to leads and deals
  • Import/Export: Easily import or export CRM data
  • Reporting & Analytics: Generate insights on sales performance

Pipeline Management

Sales Pipelines

Create custom sales pipelines to match your unique sales process.

Pipeline Features:

  • Multiple pipeline support for different sales processes
  • Visual kanban board view of deals in each pipeline
  • Customizable pipeline stages
  • Deal movement tracking between stages
  • Pipeline performance analytics
  • Default pipeline selection for each user

Deal Management

1

Create a Deal

Add a new business opportunity with client information, value, and details.

2

Assign Team Members

Assign team members who will be responsible for working on the deal.

3

Add Products

Associate relevant products or services with the deal.

4

Track Activities

Log calls, emails, and meetings related to the deal.

5

Create Tasks

Set up tasks and reminders for follow-up actions.

6

Move Through Stages

Update the deal's stage as it progresses through your sales pipeline.

7

Close the Deal

Mark the deal as won or lost and record the outcome.

Activity Management

The CRM module allows you to track all types of customer interactions:

  • Calls: Log call details including duration, type (inbound/outbound), and outcome
  • Emails: Send and track emails directly from the CRM
  • Tasks: Create and assign follow-up tasks with due dates and priorities
  • Notes: Add detailed notes about customer interactions
  • Files: Upload and share documents related to deals
  • Discussions: Collaborate with team members through discussion threads

Labels and Sources

Organize your deals effectively with:

  • Labels: Create custom labels to categorize and filter deals
  • Sources: Track where your leads and deals are coming from (advertising, referrals, etc.)
  • Custom Fields: Add industry-specific or company-specific fields to capture additional information

Integration with Other Features

The CRM module integrates seamlessly with other Custojo features:

  • Products & Services: Associate products with deals
  • Invoice Management: Convert won deals into invoices
  • Customer Management: Maintain comprehensive customer profiles
  • Email Integration: Send emails directly from the CRM
  • Reporting: Generate detailed sales reports and analytics

Best Practices

  • Define a clear sales process with appropriate pipeline stages
  • Ensure all customer interactions are logged in the CRM
  • Set up regular follow-up tasks to maintain engagement
  • Use labels and sources to organize and analyze your deals
  • Review pipeline performance regularly to identify bottlenecks
  • Train all team members on proper CRM usage
  • Customize fields to capture industry-specific information
  • Import existing customer data to get started quickly

Reporting & Analytics

The CRM module includes powerful reporting capabilities:

  • Deal Summary: Overview of all deals by stage, value, and status
  • Pipeline Analysis: Conversion rates between stages
  • Sales Forecasting: Projected revenue based on deal probability
  • Activity Reports: Analysis of calls, emails, and meetings
  • Team Performance: Individual and team sales metrics
  • Source Analysis: Effectiveness of different lead sources
  • Custom Reports: Create tailored reports for specific needs

For more information on setting up and configuring the CRM module, see the CRM Setup Guide guide.