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The CRM module keeps every enquiry until it becomes an order: leads, opportunities, customer accounts, activities (calls, visits, follow-ups) and campaigns. A won opportunity moves into Sales as a quotation, so nobody types the customer twice.

What ARUKZ ERP does

  • Leads: every enquiry with its source and owner.
  • Opportunities: expected value and stage, so you see the pipeline.
  • Accounts: one record per customer company, with its contacts.
  • Activities: calls, visits and follow-ups with due dates, so none is forgotten.
  • Campaigns: group leads by trade fair, mailer or referral and see which one brings orders.
  • Customer portal: customers can open and accept quotations online; invoices can be shared on WhatsApp.

Where to find it

CRM in the main menu, once ARUKZ staff have switched the module on for your workspace. Quotations and orders live under Sales.
Last modified on November 12, 2026