CRM

CRM (Customer Relationship Management) is a module in Codejig ERP that manages and analyzes interactions with customers and customer-related data. Its goal is to improve business relationships with customers throughout its lifecycle and dive the growth of sales.
 
CRM module includes:
  • Lead
  • Activity
  • Contact person
  • Company
  • Country
  • City
Special attention is put on the Company directory, since it has a list of all business partners of your company, including vendors, customers, banks, tax offices, owners etc., and is the main tool in adding a new business partner to the system.
 
To go to CRM module
 
  • On the Codejig ERP Main menu, click the CRM tab.


More information

Lead
Contact Person
Company
Activity
Campaign
Business Partners