This module provides account tracking, deal pipeline management, quote-to-contract linkage, and basic forecasting. It is designed as a complementary module to procurement and contract management — not a replacement for enterprise CRM platforms.
Records company information, primary contacts, linked contracts, and historical orders. Does not include automated contact enrichment from external sources.
article class="feature-card">Pipeline stages configurable per organization. Forecasting uses historical close rates applied to open deals — basic statistical projection, not predictive modeling.
article class="feature-card">Deals reference active contracts; contract execution triggers deal status updates. Integration requires matching deal IDs to contract records.
The module integrates with Procurement (supplier-to-customer linkage), Contracts (quote-to-contract flow), and Expense & Budget (cost tracking per deal). It does not provide standalone accounting or invoicing — these require external ERP connections.