Centralized Customer Profiles

Track all processes at a glance through customer-specific profile pages:

• Recorded customer complaints and resolutions,
• All interactions between the customer and the sales representative,
• Sent samples, orders, invoices, and ongoing productions,
• Contact person lists and communication details,
• Issued proformas, debt information, and upcoming payment dates,
• With this structure, no customer detail is ever lost; all history is stored transparently.

Sales & Forecast Management

The CRM module simplifies not only customer data management but also sales planning and operational control:

• Sales teams can create annual sales forecasts,
• Track these plans through visual dashboards,
• Convert forecasts into actual orders,
• Create and monitor orders in real time.

Lead & Opportunity Management

IQ ERP CRM also systemizes new customer acquisition:

• Create lead cards for potential customers,
• Convert these cards into actual customer records with a single click when the relationship progresses,
• Analyze customer behavior with AI-powered insights to predict new opportunities.

This ensures full visibility across the entire sales pipeline and prevents missed opportunities.

Team Collaboration & Task Management

The CRM module enhances not only individual performance but also team-based productivity:

• Sales teams or departments can create shared workspaces,
• Collaborate within these spaces to manage team-level actions,
• Customize and organize their boards as needed,
• Create task tracking, workflow management, and real-time status reports.

These features boost cross-team coordination and bring greater discipline to the entire sales organization.