The Edge CRM Module is a powerful, intuitive solution for managing Leads, Opportunities, and Accounts while seamlessly integrating with your ERP workflows to enhance business performance. Designed for flexibility and structure, it simplifies customer relationship and sales process management. With features like detailed activity tracking, follow-up scheduling, and versatile tagging, the module provides a comprehensive platform to oversee business interactions, optimize ERP integration, and support informed decision-making.
Leads represent potential contacts that may or may not generate business opportunities. The system allows detailed tracking and management of leads to help businesses identify and prioritize prospects effectively.
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With these features, Leads can serve as the starting point for generating multiple opportunities, making the system highly adaptable to your sales processes.
Opportunities are identified business prospects that can be progressed further in the ERP flow, leading to quotations and subsequent sales activities.
Key features include:
With its ability to link to customer accounts, Opportunities serve as a critical step in bridging CRM with ERP systems, providing a clear path from identification to closure.
Accounts represent ERP customers and serve as the central entity connecting both Leads and Opportunities. They consolidate all customer-related information in one place for easy reference and management.
Key features include: