CRM Module
Manage leads, customers, deals, and relationships in one place
Capture leads, track follow-ups, manage customers, and connect sales, accounting, eCommerce, and support — all inside Phantom ERP.
🎯
Lead & deal pipeline
Structured lead stages, opportunities, forecasts, and conversions.
👥
Customer 360° view
Activity timeline, sales history, outstanding balances, tickets.
📅
Follow-ups & tasks
Calls, meetings, reminders, and team assignments.
🎯
Lead Management
- ✓Create and manage leads with full profiles
- ✓Lead source tracking (ads, website, referral, walk-in)
- ✓Lead assignment to sales reps
- ✓Status pipeline (new, contacted, qualified, converted, lost)
- ✓Lead notes and internal comments
- ✓Lead follow-up scheduling
Never lose a lead
- ✓Clear pipeline visibility
- ✓Ownership & accountability
👥
Customer Management
- ✓Central customer database
- ✓Customer segmentation (tags / groups)
- ✓Multiple contacts per customer (if enabled)
- ✓Billing & shipping address book
- ✓Customer activity timeline
- ✓Credit & outstanding overview
360° customer view
- ✓Sales + accounting context
- ✓Better relationship management
📊
Opportunities / Deal Pipeline
- ✓Create opportunities linked to leads/customers
- ✓Stage-wise pipeline (custom stages)
- ✓Deal value & expected close date
- ✓Probability & forecast tracking
- ✓Deal notes & attachments
- ✓Win/loss tracking with reasons
Predictable revenue
- ✓Pipeline forecasting
- ✓Sales visibility for management
📅
Follow-ups, Tasks & Reminders
- ✓Calls, meetings, visits, emails
- ✓Due dates & priority levels
- ✓System-based reminder notifications
- ✓User/team assignment
- ✓Task completion tracking
- ✓Recurring follow-ups (if enabled)
Sales discipline
- ✓No missed follow-ups
- ✓Clear daily task lists
📞
Communication Tools
- ✓Call logging with outcomes
- ✓Email logging (if integrated)
- ✓WhatsApp / SMS communication (if enabled)
- ✓Message & email templates
- ✓Conversation history per lead/customer
Contextual conversations
- ✓Complete interaction history
- ✓Better customer engagement
🎧
Customer Support / Tickets
- ✓Ticket creation & assignment
- ✓Status tracking (open, pending, resolved, closed)
- ✓Priority & SLA-like handling (if enabled)
- ✓Ticket notes & attachments
- ✓Customer-wise ticket history
Unified support view
- ✓Sales + support context
- ✓Better resolution quality
🧾
CRM Sales Linkage
- ✓Lead → customer conversion
- ✓Quotation & invoice visibility
- ✓Sales history & buying behavior
- ✓Upsell / cross-sell suggestions
- ✓Direct ledger & outstanding access
Revenue-driven CRM
- ✓CRM connected to money
- ✓No data silos
📣
Campaigns & Marketing
- ✓Email / SMS / WhatsApp campaigns
- ✓Target by customer group or tags
- ✓Campaign scheduling
- ✓Basic engagement tracking
- ✓Lead capture tracking
Smarter outreach
- ✓Segmented campaigns
- ✓Measure lead sources
👤
Team & Assignment Controls
- ✓Role-based CRM access
- ✓Lead ownership rules
- ✓Round-robin assignment (if enabled)
- ✓Team-wise performance tracking
- ✓Visibility rules (own vs all leads)
Sales governance
- ✓Clear accountability
- ✓Manager oversight
📈
CRM Reports & Analytics
- ✓Lead funnel & conversion report
- ✓Source-wise lead report
- ✓Sales rep performance
- ✓Follow-up completion report
- ✓Opportunity pipeline & forecast
Data-driven sales
- ✓Identify bottlenecks
- ✓Improve conversion rates
📥
Data Import / Export
- ✓Bulk import leads/customers (Excel/CSV)
- ✓Export leads & customer lists
- ✓Export pipeline/opportunities
- ✓Duplicate detection (basic)
Easy onboarding
- ✓Migrate from other CRMs
- ✓Clean data structure
📎
Notes, Attachments & Documents
- ✓Attach documents to leads/customers
- ✓Store proposals, contracts, IDs
- ✓Internal notes with timestamps
- ✓Document history for audits
Central document hub
- ✓No scattered files
- ✓Secure access
🔗
Integrations
- ✓Sales & POS integration
- ✓Accounting (credit & outstanding)
- ✓eCommerce customer & order sync
- ✓Field force follow-ups (if enabled)
- ✓Inbox & reports integration
Connected CRM
- ✓Single customer truth
- ✓ERP-wide visibility
🛡️
Audit, History & Compliance
- ✓Full activity logs
- ✓User-wise audit trail
- ✓Lead & customer timeline view
- ✓Permission control on edits/deletes
Enterprise-ready CRM
- ✓Compliance-safe records
- ✓Controlled data access