Sales
Everything from the first contact to the signed deal.
Accounts and contacts
Accounts are the companies you sell to; contacts are the people there. An account page gathers its contacts, opportunities, cases, contracts, orders, invoices and the activity timeline. Billing address and VAT / tax ID are printed on invoices.
Leads
A lead is someone who is not qualified yet. Leads get an automatic score (0–100) from their rating, source, company size and completeness. When a lead is ready, Convert it: SoliCRM creates the account, the contact and — if you want — an opportunity in one step, and keeps the link back to the lead.
Opportunities and the pipeline
An opportunity is a deal in progress. Move it through the stages with the path at the top of its page; probability and forecast category follow the stage. The board view (Opportunities → Board) shows the whole pipeline as columns you can drag deals across.
Products on a deal
Add products from the catalog to an opportunity: quantity, price (from the deal's price book or the list price) and discount. The deal amount becomes the sum of its lines.
- Reorder lines by dragging the ⠿ handle, or with the ↑ ↓ buttons.
- Group lines (for example Licences, Services): type a group name when adding a product, or change it on the line. Groups show a subtotal, and quotes, orders and invoices print one section per group.
- Discounts above 20 % need an approval before you can quote or win the deal (see Automation).
Activities
Log calls, emails, meetings and tasks from any record. Tasks have a due date, priority and status; overdue ones stand out on the home page and the calendar.
Campaigns
Campaigns track marketing efforts (webinars, events, emails) with their budget and members. Add leads and contacts as members and follow who responded; opportunities can name the campaign that sourced them.