What this area does
The CRM foundation connects organization records, contact management, opportunity tracking, project assignment, and commercial handover. It is designed for project-based businesses where the relationship, deal, and delivery record need to stay connected.
Progress for CRM
CRM organization management, contacts, opportunity pipeline, dashboard, and sample opportunity data are available.
Available Now
- Organizations
- Organization types
- Contacts
- Opportunity pipeline
- CRM dashboard
- Project link
Recommended Next
- Activity timeline
- Lead capture form
- Quote/proposal flow
- Won opportunity conversion
Every major capability explained
Use this as a plain-language specification for what the CRM area supports.
Organization Repository
Maintain customers, prospects, partners, suppliers, subcontractors, principals, distributors, and other organization types in one searchable repository.
Contact Management
Capture organization contacts with names, communication details, positions, and relationship context for account and delivery teams.
Opportunity Pipeline
Track CRM opportunities through sales stages, expected value, probability, owner, organization, close date, and next-action context.
Project Assignment
Connect organizations to projects so customers, partners, and subcontractors remain visible throughout project execution.
Commercial Continuity
Move from opportunity and customer context into project contract data, finance milestones, invoices, payments, and reporting.
Master Data Alignment
Use organization types and list-of-values to keep CRM classification consistent across sales, delivery, finance, and reporting.
How to use this feature area
Follow these steps when setting up or operating this part of ERP Platform.
Create organization types and list-of-values for your market.
Add organizations and their contacts.
Create CRM opportunities and keep stage, value, probability, and owner current.
Convert or connect won opportunities to active projects.
Use project and finance screens to manage delivery and commercial follow-through.