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Customer Relationship Management (CRM)

The CRM module within Invent ERP is designed to empower businesses of all sizes to effectively manage interactions with customers, streamline sales processes, and enhance overall customer satisfaction.

Contacts​

Creating a Contact​

To add a new contact:

  1. Navigate to CRM from the side menu.
  2. Click Create New to initiate the contact creation process.
  3. Enter the Name (required). All other information is optional.
  4. Set the Contact Type: either Person or Company.
  5. Click Save.

Adding Multiple Addresses​

Click Add on the contact and select the address type:

  • Contact Address — Adds another contact point.
  • Invoice Address — Adds a specific invoice address.
  • Delivery Address — Adds a specific delivery address.
  • Private Address — Adds the contact's private address.

Contact Tabs​

  • Sales Tab — Manage sales-related details: price lists, payment terms, and the salesperson in charge.
  • Accounting Tab — Store and track bank details for financial transactions.
  • Purchase Tab — Handle purchase-related details including supplier currency and payment terms.
  • Internal Notes Tab — Record insights and observations for team collaboration.

Searching and Filtering Contacts​

  • Use the Search function to instantly filter contacts by name or other criteria.
  • Apply Filters to narrow the list by contact type or archived status.

Configuration​

Contact Tags​

Tags allow you to categorize contacts based on specific criteria. Create a new tag with a Name, optional Parent, and Color, then edit contacts to assign tags.

Banks​

Add banks to your CRM system to centralize financial information alongside customer data:

  1. Navigate to Configuration → Banks.
  2. Click Create New and enter the Bank Name and BIC (Bank Identifier Code).

Bank Accounts​

Integrate bank account information alongside customer data:

  1. Navigate to Configuration → Bank Accounts.
  2. Fill in the IBAN, Name, Bank Account Holder, and Currency.

Countries & Country States​

The Countries and Country States sections display reference data used throughout the system. You can export this data or add custom states as needed.