Understanding the structure
Your CRM is built around seven key databases:
- Customers, Deals, Quoting, Invoicing, Products & Services, Interaction Log, and Inventory.
Each database is designed to solve daily challenges for your sales team, making processes efficient and organised.
Getting Started: creating a product
- Go to Products & Services and create a product.
- If physical product:
- Go to Inventory, create an item and relate it to such product.
- If digital, nothing else.
Where to start?
- Go to Customers and click “New Customer”.
- Fill the required fields:
- Product Interest, Customer Phone, and Customer Email
- Optional: Address.
- Add extra details like Acquisition Source to track useful metrics.
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Creating Deals
- From a customer’s page (e.g. Manila Vice), click the “New Deal”
- The customer’s info will automatically populate the new deal.
- Use the My Own Deals tab for a kanban-style overview of your details.
- Adjust the Selling Value as needed (this starts with the product’s default price).
- Log interactions (meetings, calls, emails) by clicking “New Interaction”.
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Quoting
- To crate a quote, click “New Quote” from the deal page.
- This changes the deal’s Pipeline Status to Quoting.
- Once the customers agrees to the quote, click “Convert to invoice to generate an invoice.
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Invoicing
- After converting a quote to an invoice, set its Payment Status to:
- Pending, Overdue, Paid, or Cancelled.
- Mark the invoice as Paid to notify the Deal Owner and close the deal.
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By following these steps, you can efficiently manage customers, deals, quotes, and invoices—all in one place. Focus on what matters: building relationships and closing sales!
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