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# CRM module

The CRM module of the Web Portal is designed for sales people who need a reliable business portfolio as well as a comprehensive solution to manage their sales.

Sales people can manage their business portfolio using opportunities to account for a prospect or customer's activity. They can also consult their address book to find the details about a contact, a prospect or a customer. The CRM module is used to manage any new business, that is to say opportunities linked to prospects. It is also possible to do "Customer Success Management" using the customer base and the opportunities linked to customers. To manage their schedules, sales people have a dedicated to-do list to manage the actions to do and the ones that are late, whether it is a call to make or an email to send.

The CRM module can be accessed by the sales team in a company.

Opportunities

Opportunities represent ongoing projects for the sales team: for example a new opportunity brought by a prospect, a sales opportunity for an existing customer, and so on. The sales person assigned to an opportunity will make it go through different sales stages until the opportunity can be marked as won or lost. [...]

Contacts, prospects and customers

To carry out their job, sales people need an address book that gathers all prospects and customers, as well as the associated contacts. Sales people can therefore create new prospects when needed, search in the address book to find a customer, prospect or contact, and view the different record sheets to find the information needed. [...]

Actions

An action is a task that must be done for a specific opportunity or for a customer or prospect in general. To make progress in their work, sales people have to perform a number of actions: for example they can call a prospect, make a product demo or send a business proposal. These actions are managed directly from the portal to easily follow up on them. [...]