CRM
crmcontactsenquiryvisitorpipelineleadsgate passcampaigns
Description
Contacts, enquiries, visitors, and follow-ups — the front office in one pipeline.
Features
| Name | Description |
|---|---|
| Contact Management | Maintain complete customer records. |
| Profile Management | Manage orgs, customers, vendors with profiles. |
| Deal & Pipeline | Track deals, stages, value & pipeline. |
| Follow-Up Tracking | Schedule follow-ups & communication logs. |
| Task & Subtask | Assign tasks, priorities, deadlines & subtasks. |
| Contact Notes | Add notes, outcomes, call logs per interaction. |
| Marketing Campaigns | Launch SMS/email campaigns & track engagement. |
| Visitor Log | Track visitor entry, purpose, staff & history. |
| Gate Pass System | Generate passes, check-in/out, approvals. |
| Contact Hold | Manage ownership, transfers & holds. |
Note
CRM is shared across every ScomsERP product line — the same pipeline covers admissions enquiries, vendor relationships, and visitor management.