OVERVIEW

CRM¶

Track incoming leads, manage sales pipelines, assign opportunities to teams, and close deals in CURQ 18.

Complete Visibility Over Your Sales Pipeline¶

With CRM, follow every commercial opportunity from first customer contact through negotiation and signed agreement. Organize deals visually using Kanban stages, adjust win probabilities, schedule follow-up activities, and collaborate with your team to convert leads into revenue.

Structured Team Workflows and Performance Tracking¶

CRM allows sales leaders to allocate opportunities across specialized sales teams, establish monthly invoicing targets, and analyze why deals are won or lost. Connect opportunities directly with sales quotations and customer address records for a seamless commercial journey.

Quick Actions¶


I want to create or update an opportunity Go directly to the practical steps for adding deals, setting revenue, and moving cards across pipeline stages.	I am here for the first time Explore how stages, probability, deal cards, and sales activities work together.
Why was a deal lost or how do I restore it? Understand lost reasons, archive closed opportunities, and restore deals if negotiations resume.	What can I configure in advance? Set up custom pipeline stages, sales teams, deal tags, standardized lost reasons, and recurring plans.

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