Customer Relationship
Management
Build Stronger Customer Relationships and Accelerate Sales Growth.
Manage leads, opportunities, customers, sales pipeline, campaigns, appointments, communications, sales analytics, and customer engagement in one connected CRM workspace.
CRM Workspace
Leads • Opportunities • Customers • Campaigns
Convert Relationships into Revenue
CRM improves customer relationships, lead conversion, sales growth, pipeline visibility, customer retention, opportunity tracking, campaign performance, and sales productivity through a unified customer engagement process.
Customer Relationships
Lead Conversion
Sales Growth
Sales Visibility
Customer Retention
Opportunity Tracking
Campaign Performance
Sales Productivity
CRM Functions in One Connected Flow
Manage leads, opportunities, customers, sales pipeline, campaigns, maintenance records, CRM reports, setup, and settings.
Lead Management
Capture leads, define lead sources, assign lead owners, and manage lead details from the first interaction.
Opportunity Management
Track sales opportunities by stage, review opportunity summaries, and monitor the full sales opportunity lifecycle.
Customer Management
Manage customer information, customer groups, customer history, and relationship records in one connected place.
Sales Pipeline
Control the journey from lead to opportunity, customer, contract, appointment, and communication tracking.
Campaign Management
Run campaigns, email campaigns, SMS activities, SMS logs, and email groups to improve customer engagement.
Maintenance Management
Manage maintenance schedules, maintenance visits, and warranty claims linked to customer service activities.
From Lead Capture to Sales Performance
A structured CRM workflow that starts with lead capture, continues through opportunities, pipeline activities, communications, and campaigns, and ends with performance analysis.
Capture Leads
Register new leads and classify them by source, owner, and lead details.
Convert Opportunities
Convert qualified leads into opportunities and move them through sales stages.
Manage Pipeline
Track customers, appointments, contracts, and communications across the sales pipeline.
Run Campaigns
Launch email and SMS campaigns to improve customer engagement and conversion.
Analyze Results
Review CRM reports, sales funnel performance, campaign efficiency, and lead owner productivity.
Who Uses This Module
CRM supports sales, customer service, and marketing teams with customer visibility, pipeline control, and campaign performance tracking.
Sales Manager
Oversees sales performance, sales pipeline activity, lead conversion, and sales growth.
Sales Officer
Manages leads, opportunities, appointments, and customer relationships.
Customer Service Representative
Handles customer communications, follow-up activities, and service-related records.
Marketing Officer
Creates campaigns, manages email and SMS outreach, and monitors campaign performance.
Customer Relationship Management
Ready to Build Stronger
Customer Relationships?
Discover how Onsetway ERP helps you manage leads, opportunities, customers, sales pipeline, campaigns, appointments, communications, and CRM analytics in one connected system.