Features
CRM & Sales
Every lead, account, and deal — visible and moving forward.
Growing businesses lose revenue to disorganised follow-up. Hitaji ERP’s CRM gives sales teams a structured place to capture leads, convert them to accounts, work opportunities through a visual pipeline, and log every call, meeting, and email so the full history is available to anyone who picks up the account. Settings let you configure your own pipeline stages, lead sources, and account types to fit how your business actually sells.
- Lead capture & qualification
- Accounts & contacts
- Opportunity pipeline
- Pipeline stage configuration
- Activity logging
- CRM settings
- 1Capture and qualify leads
- 2Manage accounts and contacts
- 3Work opportunities through a visual pipeline
- 4Log every activity
- 5Configure your pipeline and CRM settings
Capture and qualify leads
Log inbound enquiries and outbound prospects as leads — with source, contact details, and initial notes — before they are qualified as real sales opportunities. The qualification step distinguishes early-stage interest from genuine pipeline, keeping the active deals list clean and actionable.
Manage accounts and contacts
Convert qualified leads to accounts — the companies you are selling to — and maintain contact records for the people within them. Contacts are linked to their accounts so all communication history, opportunities, and activities are accessible from either record.
Work opportunities through a visual pipeline
Each qualified prospect becomes an opportunity on the pipeline board — with its stage, estimated value, and expected close date visible at a glance. Drag to the next stage as the deal progresses, and the pipeline view updates instantly so the sales team always knows where every deal stands.
Log every activity
Record calls, meetings, emails, and tasks against leads, accounts, or opportunities. The activity timeline on each record shows the complete history of interactions so a new team member or a sales manager reviewing the account can understand exactly what has happened and what was last agreed.
Configure your pipeline and CRM settings
Adapt the CRM to how your organisation sells: define your own pipeline stages, add the lead sources relevant to your market, and configure account and opportunity types. CRM settings are managed by administrators without touching code, so the system stays aligned with your sales process as it evolves.