> ## Documentation Index
> Fetch the complete documentation index at: https://docs.erp.arukz.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM: leads, opportunities and activities

> Track leads and opportunities, plan calls and visits, and run campaigns in ARUKZ ERP, then turn a won deal into a quotation.

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](https://docs.erp.arukz.com/modules/sales.md).


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