CRM
Customer & sales operations
Sales teams work leads through customers and opportunities on crm.orgixapp.com. Pipeline rules — stage transitions, probability, closed-lost reasons — are enforced by the backend so reporting stays consistent.
Lead capture & qualification
Capture and qualify leads before conversion — no more notebooks or scattered spreadsheets.
Lead → customer + opportunity
One action creates linked customer and deal when a lead is ready to convert.
Sales pipeline
Move through stages (PROSPECTING → … → CLOSED_WON / CLOSED_LOST) with probability and closed-lost reasons.
Stage history
Every pipeline move is logged by the backend — consistent reporting, no “what happened?” meetings.
Activities & next steps
Log activities and next steps with due dates before stage changes. Managers see stalled deals early.
FAQ
CRM appears when the module is enabled for the company and the user has an appropriate role (for example sales manager or sales rep). Confirm packaging with your Orgix contact.
Navigation and features are role-based and depend on modules enabled for your workspace. Not every user sees payroll, CRM, or admin surfaces.