Capture and convert leads

Turn an initial enquiry into a qualified customer opportunity.

1 Min read

Record the lead source, contact details, interest, owner, next action, and consent where required. Qualify the lead before creating a customer or opportunity. Preserve the original source so campaign and conversion reports remain useful.

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Customers and contacts

Create customer records, contacts, addresses, terms, and balances.

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Customer activities and follow-up

Keep sales conversations, tasks, reminders, and files connected to the customer.

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Customer groups and segments

Organize customers for pricing, communication, and reporting.

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Customer credit and payment terms

Set credit limits and payment rules before issuing sales documents.

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