Customer Relationship Manager

Manage customers and leads efficiently, record interactions and conversations. The CRM software enables follow up of potential leads and the conversion of lead to client / customer

Managing company details

  • Add new, edit existing details
  • Deactivate and archive
  • Add in company registration, Vat numbers, company logo
  • Record contact person / s
  • Specific branch / province of contact
  • Record and list contact persons details
  • Record accounts email address
  • Select currency for quote
  • Select ‘Referred from’
  • Select whether lead is commissionable or not
  • Assign company to leads manager
  • Notes for adding information pertinent to client
  • Postal and physical address

Leads management

  • Add  / edit new leads
  • Access leads, contact information
  • Draw reports
  • Import leads

Leads manager administration

  • Set-up manager profile
  • Set manager sales targets
  • Allocate leads to manager
  • Access leads, contact information
  • Draw reports
  • User rights mean manager have access to their leads only

Leads dashboard overview

  • Lead cards
  • Record client interaction
  • Follow up with requests, products
  • Access to my own leads
  • New clients, existing clients, lost leads, new leads


  • Create quote for leads
  • Add products to quote
  • Create taxable or non-taxable quote
  • Track and search quote reference
  • Edit quote details
  • Convert quotes to invoices once accepted or paid
  • Record created / accepted /  declined quotes
  • Email lead
  • Print quote
  • Specify quote start and end dates

Search functionality

  • Search clients according to status e.g. active and inactive clients
  • List contact type e.g. Client, student
  • Advanced search
  • Search client manager

Expansion software modules

  • Financial modules
  • Documents
  • Learner management
  • Invoicing software
  • Work / process flow management
  • Projects


  • List existing clients
  • New clients
  • Lost leads
  • Date specific
  • Manager specific leads