> For the complete documentation index, see [llms.txt](https://docs.kbgfuzion.com/erp/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kbgfuzion.com/erp/knowledge-base/modules/crm-module.md).

# CRM Module

CRM stands for Customer Relationship management

### Features:

1. Followup
   * Followup with Leads, customers & Supplier
   * One-time followup
   * Recurring followups
   * Followup based on Pending/Partial/Overdue invoices
2. Leads
   * Add/Edit/Delete leads
   * Convert leads to customer
   * Leads source: Know which source (e.g. Google/Facebook etc) leads are converting to more customers.
   * Leads life stage: Know the life stage of the lead (New/Qualified/Opportunity/ etc)
3. Campaigns
   * Email & SMS campaign
4. Contact Login
   * Multiple logins for customers & suppliers
   * Contact can check previous orders, purchases, sales, payments & ledger.
5. Proposal
   * Create proposal templates with Subject, Body & attachments
   * Send proposal to leads
6. Report
   * Follow-ups by user
   * Follow-ups by contacts
   * Lead to customer conversion

### Adding contact login users

To add a contact login, Go to `CRM -> Contact Login Tab`

Click the add button, and a pop-up window is shown

Provide the required details in the pop-up window and save it.

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