Skip to main content

How to Manage Customers, Leads, and Contacts Effectively in Invent ERP

Learn how to organize customer information, manage leads, track interactions, and maintain accurate contact records.

Key Features and Benefits​

The CRM and Contacts module serves as your central hub for managing business relationships with precision and ease. By consolidating communication, financial status, and contact details into a single view, it empowers your team to deliver personalized service and maintain organized records.

  • Financial Visibility at a Glance: Each contact card displays real-time data, including total invoices, bills, receivables, and payables
  • Automatic Categorization: The system intelligently identifies contacts as customers or suppliers based on their transaction history, saving you manual entry time
  • Detailed Profiling: Store comprehensive information such as contact photos, business roles, address types, and even marital status for a more personalized CRM experience
  • Customized Sales Terms: Link specific price lists and default sales terms directly to a contact to ensure consistent pricing and professional agreements
  • Visual Organization with Tags: Create and color-code custom tags to quickly filter and identify groups of contacts right from the main dashboard
  • Centralized Financial Data: Securely store bank account information within the contact record to streamline future payments and financial tracking