CRM · Guide 261 of 624

CRM in RockifyERP

The CRM module in RockifyERP tracks leads, opportunities and conversations, and passes won deals straight to quotations and orders.

What you need to know

  • Leads are people or businesses who might buy.
  • Opportunities are specific deals you are working on.
  • Campaigns, emails and appointments help you follow up.
  • Reports show your sales pipeline and conversion rates.

Tip: Log every enquiry, even small ones. Patterns show up over time.

Related RockifyERP guides

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