Customer Relationship Management

The CRM+ application is intended for automation of customer relationship processes as well as for storing and systematizing information about contractors, contacts, leads, incoming payments, deals and more.

To open the CRM section in ELMA:

click CRM in the left menu of the system main page;
click CRM in the system main menu.

Fig. 1 illustrates an example of the CRM section.

Fig. 1. CRM Section

This application is only available to those system users, who have the respective access permissions.

The application will function correctly, only if you configure all the necessary objects in Objects – CRM . Access permissions to the objects are assigned by the system administrator in Administration – Users – Access Settings – Objects .

Left Menu

By default, the left menu (fig. 2) contains the following subsections:

CRM – open the main page of the section;
Contractors – open the page with information about the company's contractors;
Contacts – open the page with contact information of the contractors;
Leads – open the page with information about the company's leads;
Payments – open the page with information about planned incoming payments on all the company's deals;
Deals – open the page with information about the deals with the contractors;
Sales Funnel – open the page with information about the number of deals at each stage of the sales funnel;
Marketing – open the page with information about all the marketing activities, carried out by the company.

Fig. 2. Left menu of the CRM section

Each section contains a filter tree, which allows displaying information according to certain filtering parameters. To learn more, see the respective Help section.

Access permissions

Access permissions to different sections of the CRM application are assigned by the system administrator in Administration – Users – Access Settings – Global Access Settings – CRM.

The system administrator configures available objects in Administration – CRM – Access Permissions .