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A FADx ERP module

From an opportunity — to an invoice

The module that manages what has not happened yet: opportunities and their stages, calls and meetings and their dates — through to the invoice in a single click.

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Customer Relationship Management (CRM)
Customer Relationship Management (CRM) — FADx ERP
Customer Relationship Management (CRM)

What you get

Sales pipeline

Opportunities as cards across stages: lead, contact, quotation, negotiation, won or lost. An opportunity moves between stages in one click.

Expected value and close rate

Every opportunity carries its customer, expected value and close probability — so you know the size of what you hold, not just the count.

Activities & follow-ups

A call, meeting, task or note — with a due date and status, tied to a customer or an opportunity. Overdue items show in a distinct colour with a count badge.

Reminders inside the software

Due follow-ups alert you inside the software itself — no external email, no extra subscription.

The 360° customer card

A customer’s opportunities and activities in one place beside their invoices, cheques and balances — the full picture on one screen.

Convert an opportunity to a sale

The “convert to sale” button moves a won opportunity to the won stage and takes you straight to creating the invoice, keeping its history.

Four reports

Pipeline value, win rate, loss reasons and overdue follow-ups — printable and exportable to Excel.

Separate permissions

The screen is gated by a view permission and editing by another — whoever lacks it never sees the screen at all.

In the product guide

The screens explained step by step with screenshots, and the messages you may see.

The full guide
Chapter 7 Sales pipeline (CRM) The “Customers (CRM)” screen shows sales opportunities as cards across the selling stages: lead, contact, quotation, negotiation, won, lost. Each opportunity has a customer, an expected value and a close probability, and moves between stages in one click. Chapter 8 Activities & follow-ups From the “Follow-ups” tab inside the customers screen you record your activities: a call, meeting, task or note — with a due date and status (open or done), tied to a customer or an opportunity. Overdue items show in a distinct colour, and a count badge alerts you inside the software. Chapter 9 The 360° customer card & converting an opportunity Open any customer from “Parties” and you will find a “Sales and follow-ups” tab gathering their opportunities and activities in one place — beside their invoices, cheques and balances. From a won opportunity you press “convert to sale” to go straight to creating the invoice. Chapter 10 CRM reports Within “Reports → Customers and suppliers” sit four CRM reports gated by crm.view: pipeline value per stage, win rate, loss reasons, and overdue follow-ups — all printable and exportable to Excel.

Other modules

Point of Sale & Cashier A complete sale on keyboard and barcode — in seconds Sales & Orders The full cycle — from quote to collection Purchasing & Supply From supplier quote to landed cost Inventory & Stocktaking Know what is on the shelf — in every branch Manufacturing & Work Orders Bills of materials and work orders at actual cost Accounting & Ledgers Books that are always ready — with no manual entry

Try it free on your own data

Request a free trial and we will set the system up on your own business, with your own data — not a demo dataset.

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