CRM
The CRM is where the public site, the consultation module and the ecommerce vendor requests all hand off to a salesperson. Leads land from a dozen surfaces, get worked through configurable pipelines, become deals, and close as revenue lines in the accounting module — without ever leaving the platform.
Every section, explained.
5 working sections inside CRM — each one a screen we designed, built and tested in the live system.
CRM Dashboard
The sales team's landing console — open leads, this-week meetings, deal value in pipeline and forecast vs target, all rendered live from the underlying CRM tables.
- Open-lead counter by source
- This-week meetings and follow-ups
- Pipeline value and forecast vs target
- Per-salesperson activity feed
Leads
The lead inbox — populated automatically from the public site, the consultation module and the vendor-request flow, with per-lead scoring and assignment rules baked in.
- Auto-populated from website, consultation, vendor requests
- Per-lead score, source and assigned salesperson
- Assignment rules by source, region or product
- Bulk actions across selected leads
Contacts
The master contact directory — every lead, client, vendor and instructor in one searchable table, with full activity history per record.
- Per-contact activity history across every module
- Linked leads, deals and consultation sessions
- Per-contact tags, notes and attachments
- Search, filter and export across the directory
Pipelines
Configurable sales pipelines per line of business — export, LMS, consultation, ecommerce — each with its own stages, win probabilities and quotas.
- Per-line-of-business pipelines and stages
- Stage-level win probability and quotas
- Drag-and-drop deal movement across stages
- Per-stage activity SLAs and reminders
Deals
The deal board — with per-deal value, expected close, pipeline stage and a one-click close that opens an income record in the accounting module.
- Per-deal value, currency and expected close
- One-click close into accounting income
- Linked contact, lead and consultation history
- Per-deal note, attachment and audit trail
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Need a crm like this?
We design and build website, LMS, ecommerce, accounting, consultation and CRM systems tailored to how your operation actually runs — not how a generic SaaS thinks it should.
