CRM — Overview

Written By Miro Flemke

Last updated About 1 month ago

What is the CRM in Proyex?

The CRM (Customer Relationship Management) in Proyex is your central sales tool: Manage sales opportunities, contacts, and companies all in one place. With the pipeline view, you can keep track of every deal—from the first contact to closing. You can convert closed deals directly into projects.

What you can do with the CRM

  • Deals and Pipeline: Manage sales opportunities as cards on a Kanban board. Move deals between stages via drag-and-drop, mark them as won or lost, or convert them into projects.

  • Companies: Manage customers and prospects with master data, contacts, and linked deals.

  • Contacts: Manage individual contacts with email, phone number, and job title, and link them to companies and deals.

  • Activities: Log calls, emails, meetings, tasks, and notes—directly on the deal, company, or contact.

  • Dashboard: Key metrics and charts on pipeline value, conversion rate, deal duration, and more.

  • Import Data: Import existing data from other systems via CSV import in five steps.

Permissions

View CRM

View pipeline, deals, companies, contacts, and dashboard

Manage CRM

Create, edit, delete, and import deals, companies, contacts, and activities

Manage Pipeline

Create, edit, delete, and reorder pipelines and stages

Next Steps

In the following articles, you’ll find detailed instructions for each area of the CRM.