CRM
CRM covers everything before a sale and everything delivered after one — capturing leads, qualifying them into opportunities, sending proposals and estimates, then running the projects and tasks that fulfil the work.
The funnel
| Stage | What it is | Can it be invoiced? |
|---|---|---|
| Lead | Someone who has shown interest. | No — convert to a customer first. |
| Opportunity | A qualified deal with a value and a stage. | No. |
| Estimate | Indicative pricing from judgement. | No — convert to an order. |
| Proposal | A formal written offer. Can go to a lead. | No — convert to an order. |
| Quotation | A firm priced offer with an expiry. | Converts straight to an order. |
A proposal is the only sales document that can be addressed to a lead. That is deliberate — you bid for work before the prospect is an account, and create the customer when you win.
Delivering the work
| Record | Purpose |
|---|---|
| Project | Groups the work, costs and billing for one engagement. |
| Task | A unit of work. Marking it billable is what progress billing draws on. |
| Project Invoice | Bills a project — fixed price, or from completed billable tasks. |
| Todos | The personal checklist view of tasks. |
Staying in contact
Calls, Meetings and Reminders share one activity screen. Email Campaigns reach a whole group at once, with results in the campaign logs.
Where to look
- Overview — funnel shape, overdue work, activity trend
- Leads · Opportunities · Proposals · Estimates — the pipeline
- Projects · Tasks · Project Invoices — delivery and billing
Set up first
| Setting | Why |
|---|---|
| Lead Source | The one field that makes marketing measurable. |
| Setup · Integration Code | Capturing leads straight from your website. |
| Contact Categories | Segmenting who you talk to. |
| Campaign Groups | Audiences for email campaigns. |
Where to go next
- Customers — where a won lead ends up
- Sales — fulfilling and invoicing the work
- Leads Import · Opportunities Import — migrating a pipeline
In this section · 34 articles
New Project
A Project groups the work, costs and billing for a single engagement. It captures...
Proposal Inquiry
The Proposals list holds every written offer sent to win work. Because proposals can...
New Proposal
A Proposal is a written offer sent to win a specific job. It behaves...
New Estimate
An Estimate sets out expected costs and terms before a deal is firm. It...
New Project Invoice
A Project Invoice bills a customer against a specific project. It works for fixed-price...
New Tasks
A Task is a unit of work inside a larger effort. Projects are delivered...
New Leads
A Lead is a person or organisation that has shown interest in what you...
New Opportunity
An Opportunity is a qualified prospect with a real chance of becoming a customer...
New Email Campaign
An Email Campaign sends one message, or a series, to a group of recipients...
Projects Inquiry
The Projects list shows every engagement, ongoing and complete, with its status and financial...
Estimates Inquiry
The Estimates list tracks every cost projection prepared for a customer. Estimates are figures...
Project Invoice
The Project Invoice list shows every invoice raised against a project. Use it to...
Tasks list and Inquiry
The Tasks list shows all work assigned across the system, with filters, status, priority...
Leads
The Leads list tracks every potential customer who has shown interest. It is where...
Opportunities List and Inquiry
The Opportunities list is your sales pipeline. Each entry is a qualified prospect with...
Reminders
Reminders keep a customer or prospect from being forgotten. They are scheduled prompts against...
Calls
Calls records phone contact with customers and leads. A call gets a personal response...
Meetings
Meetings schedules and records time booked with customers and prospects. A meeting at the...
Email Campaign
Email Campaign logs record what your campaigns actually sent. A campaign reaches many recipients...
Setup
CRM Setup configures the web lead capture form used on your website. It controls...
Integration Code
Integration Code gives you an embeddable form for your website. Visitors who complete it...
Campaign Groups
Campaign Groups are the audiences you send email campaigns to. A group is a...
Campaign Group Contacts
Campaign Group Contacts is where people are added to a campaign group. A group...
Project Detailed View
The Project View summarises everything about one engagement — tasks, progress, costs and billing....
Proposal Detailed View
The Sales Proposal View is the full record of one offer — who it...
Sales Estimate View
The Sales Estimate View is the full record of one estimate — the customer,...
Project Invoice View
The Project Invoice View is the full record of one invoice raised against a...
Task Detailed View
The Task View is the full record for one piece of work — what...
Lead Detailed View
The Lead View is the full record for one prospect, from first contact through...
Opportunity View
The Opportunity View is the full record for one deal — its value, stage,...
CRM Overview
The CRM Overview is the landing tab of the module. It shows the shape...
Todos
Todos is the personal working view of tasks — a checklist of what is...
Contact Categories
Contact Categories classify the people in your CRM — by role, by interest, by...
Lead Source
Lead Sources record where each lead came from — a web form, a referral,...