Introduction to CRM

StrideERP allows you to keep track of business opportunities from your leads and customers, prepare and send quotations, and issue sales orders.

StrideERP covers all the tools you need to manage customer relationships across sales, marketing, customer service, and e-commerce. With the CRM module, you can automate and integrate these customer-facing activities.

1. Topics

The CRM module has the following features:

1.1 Sales

  1. Lead
  2. Opportunity
  3. Customer
  4. Contact
  5. Address
  6. Appointment

1.2 Setup

  1. Lead Source
  2. Opportunity Type
  3. Sales Stage
  4. Sales Person
  5. Customer Group
  6. Email Group
  7. Contract
  8. Appointment Booking Settings

1.3 Marketing

  1. Campaign
  2. Email Campaign
  3. News Letter
  4. LinkedIn Settings
  5. Twitter Settings
  6. Social Media Post

1.4 CRM Reports

  1. CRM Reports
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