CRM (Customer Relationship Management)¶
Track leads, manage deals through your sales pipeline, and handle customer relationships.
How the CRM Works¶
CrewStat CRM follows a structured sales flow:
Lead (prospect) → Qualify → Customer + Deal → Quotation → Won → Project
- Leads are prospects — companies or people who show interest. You track them, make contact, and decide if they're a fit.
- When a lead is qualified, it creates a Deal (the specific opportunity) and a Customer (the company/person) in one step.
- Deals move through pipeline stages (Qualification → Needs Analysis → Proposal → Negotiation → Won/Lost). Quotations live on deals — they're created from the deal detail page, versioned, and sent to the customer.
- A won deal can be converted into a Project.
Entry points for creating a deal¶
| Situation | Where to start |
|---|---|
| New prospect you haven't worked with before | Leads → Qualify — creates both the customer and the deal |
| Repeat business from an existing customer | Customer detail → ⋯ menu → Add Deal |
| Walk-in / referral with no lead record | Deals → + New Deal |
Sections¶
- Leads — Dashboard | All Leads | Follow-ups
- Deals — Pipeline | All Deals
- Customers — All Customers | Quotations
Related Settings¶
- Pipeline Settings — Configure deal pipelines and stages
- Stage Automations — Automatic actions on deal stage changes
- Transition Rules — Control allowed/blocked stage transitions
- Approval Workflows — Quotation approval before sending to client