Sales & CRM

Sales and CRM areas help teams track leads, opportunities, customers, and orders, and connect them to delivery or billing when those modules are enabled.

Typical capabilities

• Lead and opportunity tracking through stages your admin configures.
• Quotations and sales orders linked to inventory or services, depending on product scope.
• Customer and contact records shared with other modules (e.g. invoicing).

Getting started

1. Define pipelines and stages with sales leadership so reporting stays consistent.
2. Train users on required fields so automations and AI summaries have reliable data.
3. Use My AI for draft emails or summaries; verify facts against the ERP before sending to customers.

Related

• Finance & accounting — Invoicing and revenue recognition handoffs.
• Autopilot — Scheduled pipeline or activity summaries.
• Integrations — APIs for custom CRM workflows.