Customers, leads and follow-ups

Customers are shared with the POS and the online store, so a sale at the counter and an online order land on the same record with its credit balance and history.

CRM

• Leads capture a prospect; convert one into a customer and an opportunity.
• Opportunities move through pipeline stages with values and expected close dates.
• Activities (calls, meetings, tasks) sit on a calendar and in follow-up queues per owner.

CRM is part of the Pro plan and above.