Managing customer relationships effectively is essential for business success. The CRM module in PRO Software allows you to efficiently track leads, manage interactions, and streamline your sales pipeline. This guide walks you through setting up and using the Customer Relationship Management (CRM) module in PRO Software.
What is the CRM Module in PRO Software?
The CRM module helps businesses:
✅ Organize customer information efficiently
✅ Track sales opportunities and leads
✅ Manage sales pipelines for better conversions
✅ Enhance customer engagement through follow-ups
By using the CRM module, businesses can improve their workflow and maximize sales potential.
Step 1: Creating a New CRM Entry
1️⃣ From the PRO Software Home Screen, click CRM.
2️⃣ Click Create to start a new customer relationship entry.
A pop-up window will open, allowing you to enter customer details.
Filling Out the CRM Entry:
✔ Enter the Customer Name – Choose from existing customers or create a new one.
✔ Select the Customer Location – If applicable, select from the drop-down menu or add a new location.
✔ Expected Revenue (Optional) – If tracking potential sales, enter an expected revenue amount.
✔ Click Add to save the entry.
Step 2: Managing the CRM Pipeline
Once the CRM entry is created, there are two ways to move leads through the sales pipeline:
1. Click the Pipeline Path on the File Card
- Simply click on different stages at the top of the lead’s file card to move the entry forward in the sales process.
2. Drag and Drop CRM Entries
- Leads can be moved between different pipeline stages by dragging the card from one column to another.
💡 Pro Tip: This visual workflow makes it easy to track progress and ensure timely follow-ups.
Step 3: Customizing the CRM Pipeline
You can modify the CRM pipeline to match your sales process by editing columns and adding new stages.
Editing Existing Pipeline Columns
1️⃣ Click the gear icon on an existing column.
2️⃣ Modify the column name and save changes.
Adding a New Pipeline Column
1️⃣ Scroll to the end of the pipeline columns.
2️⃣ Click Add a Column.
3️⃣ Enter a Title for the new stage.
4️⃣ Click Add to finalize.
Editing Pipeline Stages
1️⃣ Click Edit Stage from the drop-down menu.
2️⃣ A new window will pop up.
3️⃣ Modify the stage name and save your changes.
💡 Pro Tip: Organizing the pipeline properly ensures smooth transitions for sales teams and better lead management.
Why Use PRO Software’s CRM Module?
✔ Streamlined Customer Management – Keep all customer interactions in one place.
✔ Visual Pipeline Tracking – Easily manage leads and opportunities.
✔ Customizable Workflow – Adapt the CRM to fit your sales process.
✔ Improved Sales Performance – Helps sales teams prioritize leads effectively.
Final Thoughts
With PRO Software’s CRM module, businesses can efficiently track and manage customer relationships, improving lead conversion rates and enhancing customer engagement.
📌 Start managing your CRM today!