CRM Module
From first contact to loyal customer, the whole relationship in one place.
The CRM module unifies customer relationships, opportunities, complaints and surveys on one shared data model. It speaks to sales and service in real time, making every touchpoint traceable.
Customer relationships, opportunity and activity tracking.
Overview
What it does
A single customer view instead of scattered notes and emails. The CRM module gathers every conversation, opportunity, complaint and survey in one record so sales and service see the same truth.
Scope
Sub-categories of CRM
Each sub-category manages a part of this process — all on the same data.
Customer Relationship Management
Gather the customer record, contact history and interactions in one place for a 360° view.
Complaint Management
Log complaints and requests, assign owners and track them to resolution within SLA.
Opportunity Management
Manage opportunities stage by stage and track win probability and pipeline value.
Survey Management
Create and send satisfaction surveys and link results to the customer record.
Roles
Who is it for?
The same data, a different view for each role.
Sales / Marketing Manager
See pipeline value, conversion rate and customer satisfaction at a glance.
Customer Representative
See customer history instantly, log complaints and route them to the right team.
Service Team
Track assigned requests within SLA and record resolution steps.
Connection
How the relationship grows
CRM is not an isolated address book. Every touch becomes an opportunity, a sale and loyalty through defined links.
Contact
Lead and customer are captured.
Opportunity
Advances through funnel stages.
Sales
Becomes a quote and order.
Loyalty
Sustained via service and surveys.
Capabilities
Key features
CRM with Sonia AI
Describe it, Sonia prepares it.
Describe your CRM tasks in natural language; Sonia analyzes the data, prepares the list or summary and brings it for your approval — the final decision is always yours.
Frequently Asked Questions
How does it connect with the Sales module?
When an opportunity is won it becomes a quote and order on the same customer record — no re-entry.
How are complaints tracked?
Each complaint is logged with an owner and SLA; resolution steps and timing are recorded in customer history.
Can survey results be measured?
Yes. Results are tied to the customer record; satisfaction score and trends can be tracked over time.
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