What it is for
CRM holds the people and companies you sell to, the opportunities you are working, the sequences you send, and the shared inbox where replies land. It is the module most likely to be somebody's whole day, so its screens are built around a queue rather than around a database.
The part worth understanding before anything else is where leads come from. A CRM that people type into is a CRM that goes stale. This one is fed by the Client Portal when somebody signs up, by Phony when an agent qualifies a caller, and by a webhook you can point your own forms at.
Dashboard
Northwind · March
The screens
| Screen | Address | What it does |
|---|---|---|
| Dashboard | /crm/dashboard | Pipeline value, activity, what is due. |
| Contacts | /crm/pipeline/contacts | People, with their history and source. |
| Companies | /crm/pipeline/companies | Organisations, with their contacts and deals. |
| Opportunities | /crm/opportunities | The pipeline itself, by stage. |
| Sequences | /crm/pipeline/sequences | Multi-step outreach. |
| Outreach | /crm/origination/outreach | Campaign-level sending and results. |
| Inbox | /crm/inbox | Shared replies, assigned and answered. |
| Calendar | /crm/calendar | Meetings, plus public booking pages. |
| Automations | /crm/automations | Trigger, condition, action. |
| Analytics | /crm/analytics | Conversion, sources, stage velocity. |
| Access requests | /crm/access-requests | People asking to be let into the workspace. |
| Settings | /crm/settings | Pipelines, fields, email, domains, roles, audit. |
Workspaces
CRM supports several workspaces inside one organisation — one per brand or business line, each with its own pipelines, contacts and inbox. An agency trading under three names runs three workspaces rather than three organisations, which keeps one bill and one set of people while keeping the pipelines properly apart.
Most modules have no login of their own; you arrive from the shell. CRM keeps one because it is a registration entry point — campaigns land people directly in it and they may not have a suite account yet. That decision was made, reversed, and re-made. The correct shape is that CRM's own sign-in writes shell identities rather than local ones, so somebody who registers here has a real suite account afterwards.
Where leads come from
| Source | Arrives as | Notes |
|---|---|---|
| Your website form | Webhook to the ingest endpoint | One routing table decides the workspace. See [Lead ingest](/docs/modules/crm/contacts-and-companies#ingest). |
| Client Portal signup | A person and a lead | Signups and activations on a brand account populate that brand's workspace. |
| Phony | A qualified caller | Voice and chat agents create the person and the lead. |
| Marketing | Campaign response | Runs that produce responses hand them over. |
| Manual | Typed or imported | Still the right answer for a list you bought or built. |
In this section
People and organisations in erp.io CRM, how leads are routed into the right workspace, and the two ingest mistakes that make a lead vanish.
PipelineAvailableOpportunities, stages and pipelines in erp.io CRM — configuring stages that describe your actual sales motion, and reading stage velocity.
Sequences and outreachIn progressMulti-step outreach in erp.io CRM: building a sequence, sending domains, deliverability, and the outbound channels that are built but inert.
Shared inboxAvailableWhere replies land in erp.io CRM, how they are assigned and answered, and why a shared inbox beats forwarding to individuals.
AutomationsAvailableTrigger, condition and action rules in erp.io CRM — what they can do, where they fire, and the rules worth writing first.
AnalyticsAvailableConversion, source attribution and stage velocity in erp.io CRM — which numbers to trust and which to ignore.
What this does not do
There is no quote configurator, price book, or approval matrix for discounts.
Weighted pipeline is arithmetic on stage probability. There is no forecast engine.
Assignment is per person and per rule, not by geography or account hierarchy.
Built and deployed, but the carrier on the account cannot place outbound calls or send SMS. See Sequences.
The web interface is responsive; there is no app.
Questions
Can we run several brands in one CRM?
Yes — workspaces. Each has its own pipelines and inbox.
Does it sync with our mailbox?
Yes, email sync is configured per user in Settings → Email sync.
Can invoices be raised from an opportunity?
Not directly. The customer record is shared with Accounting, and you raise the invoice there.