1. Leads #
List View :
- View and manage a list of leads.
- Create new leads easily.
- Switch between list and grid view for a different perspective.
View Details :
- Pipeline and Stage Details.
- Deal creation date and price.
- Task Details: Number of tasks, products, sources, and files.
- Users and Products List.
- Sources and Emails List.
- Discussions and Notes.
- Attach and manage files.
- List and manage calls.
- Activity column displaying all deal-related activities.
2. Form Builder #
List of Forms :
- View and manage existing forms.
- Build new forms as needed for efficient data collection.
3. Contracts #
List View :
- View and manage a list of contracts.
- Grid view available for better organization.
View Details :
- General Details: Attachments, comments, notes, contract details, and description.
- Contract Attachments and Comments.
- Notes related to the contract.
4. CRM System Settings #
Pipeline :
- Create and manage pipelines for organizing and tracking leads and deals.
Lead Stages :
- Create custom lead stages for effective sales and marketing management.
Deal Stages :
- Create custom deal stages for streamlined sales and marketing processes.
Sources :
- Manage and create new sources for lead and deal tracking.
Labels :
- Create labels to categorize and tag leads and deals.
Contract Types :
- Create and manage different types of contracts for better organization.
The CRM System in ERP J2P SaaS offers a user-friendly platform to manage leads, deals, forms, contracts, and system settings. It provides a structured approach to customer relationship management, helping businesses streamline their sales, marketing, and contract processes efficiently.
