CRM

1 What is CRM

CRM is an abbreviation for Customer Relationship Management. In e-office, it is a module that assists in effectively managing interactions with customer and potential customer.

2 Terms

2.1 Leads

Lead refers to a potential customer who has shown interest in a product or service.

2.2 Opportunity

Opportunity refers to a potential sales deal or a chance to engage a customer that could lead to a sale. It involves identifying customers who have shown interest in a product or service, thus creating a possibility for future business.

2.3 Contact Log

A Contact Log is a record-keeping tool used by salespeople to document their interactions with customers. It helps track communications, follow-ups, and the status of customer relationships.

3 CRM Module's functionality