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CRM Module
CRM Module
The CRM module is where demand starts in NotrinosERP. New users should think of it as the workspace for turning conversations into structured pipeline: leads, opportunities, activities, campaigns, contracts, and appointments.
What users do here
- Capture prospects with New Lead and New Opportunity.
- Plan follow-up with Schedule Activity and New Appointment.
- Organize execution with sales teams, lead sources, pipeline stages, lost reasons, tags, and templates.
- Review pipeline health from Pipeline View, Lead Inquiry, Forecast Report, and Team Performance.
Typical workflow
- Record a new lead from a referral, website inquiry, campaign, or direct call.
- Assign the lead to a salesperson or team and schedule the next activity.
- Convert qualified work into an opportunity and move it through the pipeline.
- Review expected revenue, win/loss trends, and campaign performance.
- Mark won business for downstream customer and sales processing.
Why this matters for new users
- CRM keeps early-stage demand out of email inboxes and personal notes.
- Every follow-up, meeting, and status change stays visible to the wider team.
- Managers can see pipeline value and forecast quality before orders exist.
Start with these pages
Connected modules
- Won opportunities feed customer creation and handoff into Sales.
- Contracts and appointments keep commercial commitments visible before fulfillment starts.
- CRM reporting gives management an early revenue view before results appear in the General Ledger.