BusinessPre-alpha
CRM
Manage leads and opportunities through your sales pipeline.
Main screens
| Menu | Purpose |
|---|---|
| Pipeline | Kanban board of opportunities by stage |
| Leads | Incoming leads to qualify |
| My Activities | Scheduled follow-ups |
| Forecast | Deals grouped by expected close month |
| Reporting → Pipeline Analysis | Graph/pivot on opportunities |
| Reporting → Leads Analysis | Graph/pivot on leads |
Typical workflow
- Create a lead — name, customer, expected revenue, source.
- Qualify — move through stages (New → Qualified → Proposition).
- Convert — use Convert on the form when the deal is real (lead → opportunity).
- Win, lose, or merge — Won closes the deal; Lost records a reason and feedback; Merge combines duplicate opportunities.
When you mark a deal Won
If Sales CRM Bridge is installed and the opportunity has a customer, Sumeru automatically creates a draft quotation in Sales.
Sales teams
Managers can configure teams. Round-robin assignment is the Assign Leads button on the team form (not a bundled scheduled job).
Configuration (managers)
- Stages — pipeline columns
- Tags — classify leads
- Lost reasons — why deals failed
- Sales teams — groups and assignment rules
Tips
- Set expected closing date for forecast views.
- Use activities to schedule calls and meetings (requires Mail app).
- Add UTM campaign/source for marketing reports.
Export and import leads
The Leads list supports Report (when enabled by your team):
- Export leads to CSV or PDF for analysis or sharing
- Bulk-import leads from a spreadsheet (template → upload → map columns → preview → confirm)
See Export and import.