CRM Module Coming soon

The Customer Relationship Management (CRM) module in iVendNext helps organizations manage their entire customer lifecycle, from lead generation to deal closure and post-sales engagement. Inbuilt in iVendNext, the CRM module offers a unified workspace where sales teams can capture leads, nurture opportunities, and track communication history in one place. It enables businesses to automate routine sales processes, gain visibility into pipelines, and forecast revenue with real-time insights.

Leads can be created manually, imported, or captured through web forms, and are easily converted into opportunities, quotations, and customers without duplicate data entry. iVendNext also supports assigning tasks, scheduling meetings, and maintaining activity logs, ensuring every team member is aligned. With integrated email, notifications, and customizable workflows, businesses can ensure timely follow-ups and consistent engagement with prospects and customers.

The module seamlessly integrates with other parts of iVendNext such as Sales and Accounting, providing a 360-degree view of the customer. This allows businesses not only to close deals faster but also to strengthen long-term relationships by keeping track of preferences, history, and service quality. Overall, the CRM module simplifies customer management, increases sales efficiency, and supports data-driven decision-making for growth.

Key Features 

• Lead and Opportunity management with seamless conversion into quotations and customers.
• Sales pipeline tracking with customizable stages, activities, and probability settings.
• Integrated email, task, and meeting scheduling for better team collaboration.
• Real-time dashboards and reports for pipeline analysis and revenue forecasting.