Capabilities

What this module covers

Accounts and contacts

Leads

Opportunities

Sales pipeline

Activities and follow-ups

CRM dashboard

Business Outcomes

Why teams use it

Improve customer follow-up

Give teams a shared account view

Turn sales activity into measurable pipeline

Outcomes

Business use cases

How organizations apply this module in daily operations

Improve customer follow-up

Give teams a shared account view

Turn sales activity into measurable pipeline

Implementation

How this module rolls out

Scope

Choose the module during signup or implementation planning.

Configure

Set roles, records, workflows, and operational defaults.

Adopt

Train teams, migrate active data, and monitor outcomes.

Connected Data

Common integration points

Sales

Accounts Receivable

Mail

Reports

Operations

Production readiness

Tenant-aware permissions and audit visibility

Provisioned inside the tenant workspace with selected modules

Implementation support available for configuration, migration, and training

Book module support

Related EGKits modules

EGKits modules are designed to work together across one tenant workspace.

Catalog

Product catalog, brands, categories, variants, pricing, and product master data for every sales and purchasing channel.

View module

Add this module to your ERP rollout

Start a free trial with this module selected, explore it in a live demo, or book a call for phased implementation planning.
Start Demo Start Free Trial Book Live Demo

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