The core CRM module is the heart of your business operations. It allows you to visualize your entire sales process from lead capture to closed deals.

Understanding Pipelines and Stages

Pipelines represent your sales process. Each pipeline is divided into multiple Stages (e.g., New Lead, Contacted, Proposal Sent, Won, Lost).

  1. Navigate to CRM > Pipelines from the left sidebar.
  2. Click Create New Pipeline and give it a descriptive name.
  3. Add stages that reflect your customer journey. You can drag and drop stages to reorder them.

Managing Contacts & Deals

Every person in your database is a Contact, and every potential sale is a Deal.

  • Adding Contacts: Go to the Contacts tab and click "Add Contact". Fill in their phone, email, and tags.
  • Creating Deals: When a contact shows intent to buy, click "Create Deal" on their profile. Assign a monetary value and drop the deal into the appropriate Pipeline Stage.
💡 Pro Tip: Use Automations to automatically move deals to different stages when a specific action happens (like a customer replying to a WhatsApp message).