CRM & Sales Module

The CRM module manages the entire sales lifecycle, from the initial lead generation to the final contract signing and service delivery initialization.

Key Entities

Leads

Leads represent potential clients or opportunities. They are tracked from initial contact through qualification. - Tracking: Status monitoring, activity logging, and follow-up reminders. - KPIs: Lead conversion rates and response times.

Enquiries

When a lead expresses interest in specific services, an Enquiry is created. - Service Types: Categorization of requested services (e.g., Physical Guarding, CCTV, Maintenance). - Activities: Log meetings, calls, and emails related to the enquiry.

Quotations

The Quotation engine allows for rapid generation of professional service proposals. - Pricing Models: Flexible pricing based on service levels, guard grades, or equipment costs. - Approval Workflow: Internal review process before a quotation is sent to a client.

Contracts

Once a quotation is accepted, it transitions into a Contract. - Lifecycle Management: Tracking start/end dates, renewals, and amendments. - Service Level Agreements (SLAs): Defining the standards and performance metrics for the contract.

Workflow

1. Lead Intake: Manually entered or captured via web integrations.
2. Qualification: CRM users engage with the lead to identify needs.
3. Quotation Generation: Building a detailed cost breakdown and proposal.
4. Contract Signing: Finalizing the agreement and uploading the signed document.
5. Operational Handover: Once a contract is active, it becomes available for the Operations and HR modules to begin staffing and site setup.