Introduction

• The CRM (Customer Relationship Management) module in BrassERP is designed to enhance customer interactions and streamline the sales process. It helps users manage customer enquiries, track sales progress, and convert enquiries into confirmed orders.

CRM Process Flow

1. Lead – First enquiry from customer

2. Opportunity – Qualified lead with sales potential

3. Quotation – Price offer sent to customer

4. Sales Order – Confirmed order from customer