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KıbrısERPKıbrısERPKıbrısERP Bilgi Bankası

CRM

Menu: Sales › CRMPackage: CRM

What it is for

Section titled “What it is for”

CRM - Customer Relations manages the first half of the sales process: leads that are not yet customers, contacts linked to an account, sales opportunities, meeting and task activities, marketing campaigns, and the segment, score and forecast tools that feed them. You can convert a lead into an account card, and open a draft quote in KıbrısERP from a won opportunity.

All records are within company and branch scope; records outside the active company or branch in the top bar are not visible.

CRM

Who uses it

Section titled “Who uses it”

Sales representatives, sales managers and marketing officers. Permission is on the CRM row of role page permissions: View opens the screen and every tab, Add covers adding, editing, qualifying, converting, closing opportunities and AI actions, and Delete covers deleting leads, contacts, opportunities, activities and campaigns, removing members and deleting tags and segments.

Screens

Section titled “Screens”
  • Overview (Genel Bakış): summary cards and charts.
  • Pipeline (Satış Hunisi): opportunities by stage.
  • Forecast (Tahmin): period target and actuals.
  • Leads (Adaylar): lead record, qualification, conversion to an account.
  • Contacts (Kişiler): contacts linked to an account.
  • Customer 360 (Müşteri 360): every record of one customer.
  • Opportunities (Fırsatlar): entry and Kanban board.
  • Activities (Aktiviteler): calls, meetings, e-mails, notes, tasks.
  • Campaigns (Kampanyalar): campaigns, metrics and members.
  • Segments (Segmentler): static tags and dynamic segments.
  • Reports (Raporlar): pipeline, conversion, activity, won/lost.
  • Scoring (Skorlama): lead score rules.
  • AI Copilot (AI Kopilot): natural-language queries, segment and campaign suggestions.

Typical workflow

Section titled “Typical workflow”
  1. Add the lead on the Leads tab and score it if needed.
  2. Record conversations under Activities or on the card’s timeline.
  3. Qualify the lead, then convert it to create an account card, a contact and optionally an opportunity.
  4. Move the opportunity through stages by drag and drop and close it as won or lost.
  5. From a won opportunity create a draft quote; it continues in Sales Management.
  6. Follow the period with Forecast and Reports.
Section titled “Related modules”

Step-by-step screen guides are currently available in Turkish; the links above open them.