About CRM
Customer relationship management with lead tracking, opportunity management and customer interactions. Build stronger customer relationships.
At a glance
| Property | Value |
|---|---|
| Category | Business module |
| Plan | Included in Essential, Professional and Enterprise |
| Status | Available |
| Open it | Module launcher → CRM, or rederp.ai/modules/crm |
What you can do
- Capture and qualify leads
- Manage deals through pipeline stages
- Log calls, meetings and follow-ups
- Track win rate and pipeline value
Detailed guide:
Step-by-step guides for this module are being written. In the meantime, open the module and let Ask Miss Red guide you — see Agentic ERP by RedERP.
Related
- Dashboard Overview — where the module's KPI card and widgets appear
- Subscription Overview — which plan includes which modules
- Settings — activate modules and manage user permissions