CRM

Qyri's CRM module helps you track your entire sales process from lead to close. Organize your contacts and companies, manage deals through customizable pipelines, and keep your team aligned.

Core Concepts

• Deals — Represent potential sales or opportunities. Each deal moves through pipeline stages from first contact to closed-won.
• Contacts — Individual people you do business with. Linked to deals, companies, invoices, and quotes.
• Companies — Organizations that your contacts belong to. Track company-level relationships and history.
• Pipelines — Visual Kanban workflows with stages that map your sales process. Create multiple pipelines for different sales motions.

How It Works

1. Create a Pipeline — Define stages that represent your sales process (e.g. Lead → Qualified → Proposal → Closed).
2. Add Deals — Create a deal for each opportunity and move it through the pipeline as it progresses.
3. Link Contacts & Companies — Attach contacts and companies to deals to keep full relationship history.
4. Track Activity — Log notes, calls, and meetings against deals and contacts.

Features

Deal Priorities

Tips

• Use multiple pipelines if you have distinct sales processes (e.g. new business vs. renewals).
• Deals can be converted to Invoices or Quotes from within the deal view.
• The pipeline board supports drag-and-drop to move deals between stages.