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Intermediate Level

CRM Module Guide

Complete guide to Customer Relationship Management: managing contacts, tracking leads, closing deals, scheduling activities, tasks, meetings, and calls in Laabam.One ERP.

45 minutes
Complete Guide

What You'll Learn

This comprehensive guide covers all aspects of CRM in Laabam.One. You'll learn how to:

  • ✅ Manage contacts and customer information
  • ✅ Organize contacts by source and origin
  • ✅ Track and nurture leads through the sales funnel
  • ✅ Create and manage deals with stages and values
  • ✅ Use calendar for scheduling and time management
  • ✅ Create and track tasks with priorities
  • ✅ Schedule and record meetings
  • ✅ Log and track phone calls
  • ✅ Use quick actions for faster workflow
  • ✅ Generate reports and analytics

CRM Dashboard

5 minutes

Understanding the CRM Dashboard

The CRM Dashboard provides a comprehensive view of your sales pipeline and customer activities.

How to Access:

  • • Click on the CRM module icon
  • • View the Dashboard (default landing page)
  • • See key metrics and recent activities

Dashboard Sections:

  • • Contacts - Customer database
  • • Source - Contact acquisition channels
  • • Leads - Potential customers
  • • Deals - Sales opportunities
  • • Calendar - Schedule overview
  • • Tasks - To-do list management
  • • Meetings - Meeting scheduler
  • • Calls - Call tracking

Contacts Management

10 minutes

Managing Customer Contacts

Contacts are the central repository of all your customer and prospect information.

Viewing Contacts:

  • • Navigate to CRM → Sales → Contacts
  • • View all contacts in the database
  • • Use search to find specific contacts
  • • Filter by type, status, or tags
  • • Sort by name, company, or creation date

Adding a New Contact:

  • • Click + Add Contact
  • • Enter basic information: First Name, Last Name, Company, Job Title, Contact Type
  • • Add contact details: Email, Phone, WhatsApp, Website URL
  • • Enter address: Street, City, State, PIN Code, Country
  • • Select source (how you acquired contact)
  • • Assign to sales representative
  • • Add tags for categorization
  • • Add notes or description
  • • Upload profile picture or logo
  • • Link social media profiles
  • • Click Save

Contact Features:

  • • View complete activity timeline
  • • Track all interactions (emails, calls, meetings)
  • • See linked deals and opportunities
  • • View purchase history
  • • Add custom fields as needed
  • • Export contact list to Excel/CSV
  • • Import contacts in bulk

Keep contact information updated regularly. Clean data = better insights and communication.

Contact Sources

5 minutes

Tracking Lead Sources

Track where your leads and contacts come from to measure marketing effectiveness.

Common Lead Sources:

  • • Website Form Submission
  • • Social Media (LinkedIn, Facebook, Twitter)
  • • Email Campaign
  • • Trade Show / Event
  • • Referral from existing customer
  • • Cold Call / Cold Email
  • • Online Advertisement
  • • Direct Walk-in
  • • Partner / Channel

Viewing by Source:

  • • Go to CRM → Sales → Source
  • • See breakdown of contacts by source
  • • Analyze which sources generate most leads
  • • Track conversion rates by source
  • • Optimize marketing spend based on data

Managing Sources:

  • • Create custom source categories
  • • Track ROI for each source
  • • Generate source performance reports
  • • Identify high-value acquisition channels

Leads Management

12 minutes

Tracking and Nurturing Leads

Leads are potential customers who have shown interest but haven't purchased yet. Proper lead management is crucial for sales success.

Creating a Lead:

  • • Navigate to CRM → Sales → Leads
  • • Click + Add Lead
  • • Enter lead information (name, company, contact details)
  • • Set lead status: New, Contacted, Qualified, Proposal Sent, Negotiation, Won, Lost
  • • Set lead priority: Hot, Warm, Cold
  • • Assign to sales rep
  • • Add lead score based on qualification criteria
  • • Set expected revenue value
  • • Add notes about requirements
  • • Schedule follow-up activity
  • • Click Save

Lead Qualification (BANT):

  • • B - Budget: Do they have budget to buy?
  • • A - Authority: Are you talking to the decision maker?
  • • N - Need: Do they have a genuine need for your solution?
  • • T - Timeline: When do they plan to buy?

Lead Nurturing:

  • • Schedule regular follow-ups
  • • Send relevant content and information
  • • Track all interactions and touchpoints
  • • Move leads through stages systematically
  • • Convert qualified leads to deals/opportunities

Converting Leads:

  • • Open qualified lead
  • • Click Convert to Deal
  • • System creates new deal with lead information
  • • Creates or links to contact record
  • • Marks lead as Converted
  • • Continue sales process in Deals module

Follow up with new leads within 24 hours for best conversion rates. Speed matters in sales!

Deals Management

10 minutes

Managing Sales Opportunities

Deals represent sales opportunities with potential revenue. Track them through your sales pipeline to closing.

Creating a Deal:

  • • Go to CRM → Sales → Deals
  • • Click + Create Deal
  • • Enter descriptive deal name
  • • Link to contact / company
  • • Set deal value (expected revenue)
  • • Select deal stage: Qualification, Proposal, Negotiation, Closing, Won, Lost
  • • Set expected close date
  • • Assign probability / confidence level (0–100%)
  • • Assign deal owner (sales rep)
  • • Select product / service being sold
  • • Add competitors if known
  • • Add deal notes and requirements
  • • Set next action / follow-up
  • • Click Save

Deal Pipeline View:

  • • Visualize deals in Kanban board by stage
  • • Drag and drop to move deals between stages
  • • See total value at each stage
  • • Track weighted pipeline value
  • • Identify stalled deals

Closing Deals:

  • • Move deal to Won stage when closed
  • • Enter actual close date
  • • Record final deal value
  • • Add closing notes
  • • Convert contact to customer
  • • Create sales order or invoice
  • • Schedule onboarding / implementation

Lost Deal Analysis:

  • • Mark deal as Lost and record reason: Price too high, Lost to competitor, No budget, Wrong timing, Product not fit
  • • Add detailed notes for learning
  • • Identify competitor if applicable
  • • Set reminder to follow up later

Review your pipeline weekly. Update deal stages and clean out stale opportunities to maintain accurate forecasting.

Calendar

6 minutes

Managing Your Sales Calendar

The calendar provides a visual overview of all scheduled activities, meetings, calls, and tasks.

Using the Calendar:

  • • Navigate to CRM → Activities → Calendar
  • • View activities in Month, Week, or Day view
  • • See all scheduled meetings, calls, and tasks
  • • Color-coded by activity type
  • • Click any item to view or edit details
  • • Drag and drop to reschedule

Adding Calendar Events:

  • • Click on any date/time to create event
  • • Select event type (Meeting, Call, Task)
  • • Link to contact or deal
  • • Set reminders
  • • Sync with Google Calendar or Outlook if configured

Tasks

7 minutes

Task Management

Tasks help you track to-dos and follow-ups related to leads, contacts, and deals.

Creating Tasks:

  • • Go to CRM → Activities → Tasks
  • • Click + New Task
  • • Enter task title
  • • Add detailed description
  • • Link to contact, lead, or deal
  • • Set due date and time
  • • Set priority: High, Medium, Low
  • • Assign to team member
  • • Add task category / type
  • • Set reminder notifications
  • • Click Save

Managing Tasks:

  • • View tasks by status (Open, In Progress, Completed)
  • • Filter by priority, assignee, due date
  • • Mark tasks as complete when done
  • • Add completion notes
  • • View overdue tasks highlighted in red
  • • Generate task productivity reports

Review your task list every morning and prioritize your top 3 tasks for the day.

Meetings

8 minutes

Scheduling and Tracking Meetings

Schedule customer meetings and track meeting outcomes to maintain consistency in follow-ups.

Scheduling a Meeting:

  • • Navigate to CRM → Activities → Meetings
  • • Click + Schedule Meeting
  • • Enter meeting title / subject
  • • Link to contact / lead / deal
  • • Set meeting date and time
  • • Set duration (30 min, 1 hour, etc.)
  • • Select meeting type: In-Person, Phone Call, Video Conference
  • • Add location or meeting link (Zoom, Teams, etc.)
  • • Add internal attendees from team
  • • Add external attendees (customers)
  • • Add meeting agenda / topics
  • • Set reminder notifications
  • • Send meeting invite to attendees
  • • Click Save

During / After the Meeting:

  • • Open meeting record
  • • Mark attendance (who attended)
  • • Add meeting notes / minutes
  • • Record key discussion points
  • • List action items and owners
  • • Update deal status if applicable
  • • Schedule follow-up meeting if needed
  • • Mark meeting as completed

Always document meeting notes and action items immediately after the meeting while details are fresh.

Calls

6 minutes

Call Logging and Tracking

Log all customer calls to maintain a complete communication history.

Logging a Call:

  • • Go to CRM → Activities → Calls
  • • Click + Log Call
  • • Select contact / lead called
  • • Choose call type: Outbound (you called) or Inbound (they called)
  • • Enter call date and time
  • • Record call duration
  • • Select call outcome: Connected, No Answer, Left Voicemail, Wrong Number, Not Interested
  • • Add detailed call notes
  • • Record next steps or action items
  • • Schedule follow-up call if needed
  • • Update lead / deal status based on conversation
  • • Click Save

Call Analytics:

  • • View total calls made per day / week / month
  • • Track call outcomes and success rates
  • • Measure average call duration
  • • Analyze best times for reaching contacts
  • • Monitor team performance

Log every call, even if it's brief. Consistent logging provides valuable data for CRM analytics.

Quick Actions

3 minutes

Using CRM Quick Actions

Quick Actions provide shortcuts to frequently used CRM tasks.

Available Quick Actions:

  • • Add Lead: Quickly create a new lead
  • • Schedule Meeting: Set up customer meetings

Master keyboard shortcuts and quick actions to save hours each week on CRM entry.

Best Practices

  • ✅ Daily Updates: Update CRM activities daily, not weekly
  • ✅ Quick Follow-ups: Respond to leads within 24 hours
  • ✅ Detailed Notes: Always add context to interactions
  • ✅ Clean Data: Keep contact information current and accurate
  • ✅ Pipeline Review: Review and update deals weekly
  • ✅ Task Discipline: Complete or reschedule tasks daily
  • ✅ Meeting Notes: Document all meeting outcomes immediately
  • ✅ Set Reminders: Use automated reminders for follow-ups
  • ✅ Analyze Sources: Track which lead sources convert best
  • ✅ Team Collaboration: Share insights and updates with team

You've completed the CRM Module guide!

You're now ready to manage customer relationships and close more deals.

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