CRM in Biznsbook: An Overview
CRM gives your sales team one place to capture leads, nurture contacts, and close deals — with a visual pipeline, inbound web forms, and optional handoff to Accounting when you win.
The typical sales journey
Lead → Qualify → Convert → Contact + Account + Deal
→ Activities & tasks → Pipeline stages → Won / Lost
→ (optional) Sale invoice in Accounting
You don't have to use every step. Some teams work mostly from leads and convert only when a deal is real; others create deals directly for known accounts. The pipeline board is optional — you can move stages from the deal record itself.
What you can do
- Capture and qualify leads from manual entry, imports, or web forms
- Maintain contacts (people) and accounts (companies)
- Track deals through configurable pipelines and stages
- Log activities and tasks with due dates and reminders
- Build public forms that create leads or contacts from your website
- Review reports, dashboard KPIs, and team performance
- Optionally create a sale invoice when you mark a deal won (Accounting required)
CRM vs. Real Estate leads
If your company also uses Real Estate, property leads and bookings live under that module — not here. General B2B sales teams use CRM; property agents use Real Estate. A company can license both; they serve different pipelines.
Before you start
| You'll need | Why |
|---|---|
| CRM module enabled | Shows the CRM menu |
| A CRM role on your user | Controls create, edit, delete, export, and settings |
| An active company context | Screens expect a company to be selected |
| Communication Center (optional) | Better outbound email for sequences and templates |
| Accounting (optional) | Generate an invoice when you close a deal as won |