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CRM: Managing Leads, Deals & Quotations

Track your sales pipeline from initial contact to a signed deal, and convert quotes into invoices instantly.

# CRM and Sales Pipeline

KasbPro includes a fully functional Customer Relationship Manager (CRM) to help you close more deals.

1. Capturing Leads

A Lead is someone who might be interested in your business.

  • Go to Leads.
  • Add their name, email, and phone number.
  • You can leave notes after phone calls to track your conversation history.

2. The Deals Kanban Board

Once a lead shows serious interest, convert them into a Deal.

  • Deals live on a drag-and-drop Kanban Board (New -> Negotiating -> Won -> Lost).
  • Assign an estimated monetary value to the deal.
  • As discussions progress, drag the deal card across the stages until it is Won.

3. Sending Quotations

When a client asks for a price, generate a formal Quotation:

  1. Open the Deal and click Create Quotation.
  2. Add your products/services as line items (it pulls directly from your Inventory).
  3. Download the PDF and send it to the client.

4. Converting a Quote to an Invoice

When the client says "Yes":

  • Open the Quotation in KasbPro.
  • Click "Convert to Invoice".
  • KasbPro will instantly generate a Sales Invoice, deduct the inventory, and update your accounting ledgers. You never have to type the same information twice!