CRM Module

Download xTuple Comparison - CRM PDF

The Corporate Relationship Management (CRM) Module covers much more than just customers. A CRM Account can have any number of relationships, including Prospect, Customer, Vendor, Partner, and Competitor. Individual Contacts are associated with Accounts as well.

Integrated Opportunity Management tracks pre-sales activity. There is even basic Project Management with the ability to associate Quotes, Sales Orders, Work Orders and Purchase Orders with individual Projects.

The integrated Corporate/Customer Relationship Management functionality is crucial to maximizing xTuple business software (PostBooks as well as Commercial Editions). xTuple’s CRM allows you to organize, synchronize and manage ALL of your business contacts and communications, including sales and marketing opportunities, customer incident management, to-do lists and projects, and more.

Incident (New, Workbench)
To-Do (New, List)
Project (New, List)
Opportunity (New, List)
Reports
Order Activity by Project
Incidents by CRM Account
To-Do List Items by User and Incident
Account (New, List, Search)
Contact (New, List, Search)
Address (New, List, Search)
Master Information
Titles
Incident
Categories
Priorities
Severities
Resolutions
Opportunity
Sources
Stages
Types
Characteristics