CRM
A CRM (Customer Relationship Management) feature in Sales is crucial for streamlining and improving the process of managing interactions with customers, prospects, and leads.


Lead
The Lead Management feature in a CRM is designed to help businesses capture, track, and nurture these leads efficiently until they are ready to be converted into sales opportunities.
Opportunity
The Opportunity feature in a CRM (Customer Relationship Management ) system is a critical component designed to manage and track potential sales deals or business opportunities. It helps sales teams stay organized, prioritize leads, and monitor progress toward closing deals.


Prospect
The Prospect feature is essential for managing potential customers who have shown interest in a company’s products or services but have not yet made a purchase. Effectively managing prospects is crucial for converting them into loyal customers.
Sales Stage
The Sales Stage in a CRM system represents the sequential steps in the sales process that a lead or opportunity progresses through, from initial contact to a finalized deal (closed won or lost). Each stage helps sales teams monitor where prospects are in the pipeline, predict outcomes, and implement the right strategies to move deals forward.


Lead Source
The Lead Source in a CRM system is a key feature that helps organizations track and analyze where their leads are coming from. It allows businesses to understand the effectiveness of their marketing and outreach efforts, enabling better resource allocation and decision-making. A General Ledger (GL) in a finance report is a fundamental feature in accounting software and ERP systems like DiERP. It provides a comprehensive view of all financial transactions organized by accounts.
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One need, one app.
Sales
Connect quotes and sale orders to opportunities
Subscriptions
Track recurring revenues
Email Marketing
Nurture and track email lists