CRM pipeline

Qualis ERP's CRM pipeline lets small and mid-sized manufacturers track every lead and opportunity from first contact to the quote and the confirmed order, in stages they define. Industrial deals stall on a drawing revision or a sample approval, and a generic pipeline loses track of where each one stands. A lead needs a title, a company and an email or phone. Qualifying it creates the client as a prospect, the contact and the opportunity in one step, and suggests matching existing clients to avoid duplicates. Each pipeline stage carries a probability, a forecast category, the fields a deal must have before entering it and the guidance shown to the rep. A pipeline has exactly one Won and one Lost stage, and a lost deal needs a reason from a closed list, so win and loss analysis works from the first month. A deal that stays idle longer than its stage allows is flagged as rotting. Sales reps work from the pipeline board, where each lane shows its deal count, total amount and weighted amount. Before the forecast meeting, a sales manager filters the table on expected close date and moves or reassigns a batch of deals. Leads and opportunities import from CSV and export to CSV or Excel. CRM pipeline builds on Clients Management: a prospect becomes a customer automatically when its first order is confirmed in Sales Orders. Sending a quote from Quotations moves the deal forward to its best case stage, and an accepted quote moves it to commit. Contacts holds the buying committee, Activities keeps each deal's next step and health up to date, and Invoicing shows the client's open receivables right on the deal.