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CRM and Marketing

Customers, suppliers, leads, opportunities, sales targets, lead forms and email marketing.

Everything you use to find, win and keep customers. Under CRM in the menu you manage customers, suppliers, leads, opportunities, sales targets and lead forms. Under Marketing you manage audiences, email templates, campaigns and journeys.

Menu entries only appear if your role is allowed to see them and your company has the module switched on. If you cannot see an item described here, ask your administrator.

• Add and manage customers and suppliers

  Keep one record for every business or person you trade with, whether they buy from you, sell to you, or both.

• Import, export and bulk edit parties

  Load many customers and suppliers from a spreadsheet, download your list, or change several records at once.

• Capture and work your leads

  Add leads, sort them by status, filter and save views, move them on a board, and import or export them.

• Open a lead and convert it to a client

  Update a lead, keep notes and files, assign it to a colleague, and turn a qualified lead into a customer.

• Track deals in the opportunities pipeline

  Create opportunities, see them as a list or a pipeline board, and view the weighted forecast.

• Work an opportunity and create quotes from it

  Move a deal through its stages, record why it was won or lost, add line items, and create a quotation, sales order or draft invoice.

• Set sales targets and track attainment

  Create targets for people, teams, branches or the whole company and compare them with real sales.

• Forecast categories and the leaderboard

  Mark each open deal as Commit, Best case, Pipeline or Omitted, and rank people or teams by how close they are to target.

• Build a lead form

  Create a web form from a template or from scratch, choose its fields, and save it.

• Share a lead form and read submissions

  Open the public page of a form, send its link to people, and see what they submitted and the leads it created.

• Marketing overview and dashboard

  How the Marketing area fits together, what the dashboard shows, and what to know about sending email.

• Create audiences of clients and leads

  Build a fixed list or a rule-based list of contacts, see who can be emailed, and import or export members.

• Consent, suppression and unsubscribing

  Record who has agreed to marketing email, block contacts company-wide, and see what a person sees when they unsubscribe.

• Write reusable email templates

  Create a template once, personalise it with merge fields, and reuse it in many campaigns.

• Create, review and run an email campaign

  Set up a campaign in five steps, send it for review, schedule or run it, and check who was included.

• Build an automatic journey

  Design a sequence of waits, checks and actions that runs for each contact who meets a trigger, then activate and monitor it.

• Read campaign analytics honestly

  Understand the audience-to-sales association, email attribution and ROI figures, and what is not measured yet.

• CRM reports: lead funnel, win/loss and forecast vs actual

  Three reports that show how leads progress, how many deals you win, and how sales compare with targets.