Track every prospect, deal, and customer touchpoint in one place. The CRM module ships leads, deals with pipeline stages, activities, tasks, and contact history — wired to the same client records you already invoice from.
Sidebar → CRM. The landing view shows your pipeline, active deals, and recent leads at a glance.
CRM → Leads → New Lead. Record contact details, source (Website, Referral, Walk-in, etc.), estimated value, and assign an owner.
Once a lead is qualified, click Convert to Deal. The deal carries forward the lead history and lands in the pipeline at the stage you choose.
CRM → Pipeline shows deals by stage (New, Qualified, Proposal, Negotiation, Won, Lost). Drag a card between columns or update from the deal detail page.
Inside a deal or lead, add Activities (call/meeting/email logged) and Tasks (todo with due date). Both appear on your personal CRM tasks view.
When a deal is Won, click Create Client — the client record carries the company info forward so you can invoice immediately.
CRM → Reports shows pipeline value, conversion rate, deals by owner, and aging. Useful for weekly sales review.