Lead Management
Capture and manage potential customers separately from your established customer and opportunity records.
A ready-to-use CRM application for managing leads, organizations, contacts, opportunities and sales activities inside ABIdash.
Start with a working sales structure, then adapt the data model, processes, statuses, views and workflows to the way your organization sells.
Available in ABI Labs
Request CRMBusiness Problem
Your sales process should define the CRM. Not the other way around.
Every organization manages customers and opportunities differently.
The ABIdash CRM provides the core structure needed to run a sales process while allowing that structure to evolve around your organization — without turning every process change into a separate software project.
Use the application as your CRM or extend it with other ABIdash capabilities as your requirements grow.
How It Works
Start with a working CRM. Shape it around your sales process.
- 01
START WITH THE CORE
Begin with the essential CRM structure for leads, organizations, contacts, opportunities, ownership and sales activities.
- 02
ADAPT THE PROCESS
Define the stages, statuses, fields, relationships, views and workflows that reflect the way your organization works.
- 03
CONNECT THE CONTEXT
Bring in relevant information from other systems and data sources connected to ABIdash so customer and sales information does not have to live in isolation.
- 04
EXTEND WHEN YOU NEED MORE
Add analytics, automations, agents or additional application functionality as new requirements emerge.
Key Capabilities
Structured Lead Conversion
Convert a lead into the relevant business records while checking for existing organizations and contacts, creating missing records and linking the resulting customer and opportunity context.
Organizations & Contacts
Maintain the companies and people your teams work with, together with the relationships between them.
Opportunity Management
Track sales opportunities through the stages and ownership model defined by your organization.
Sales Activities
Keep the actions and interactions around customers and opportunities connected to the relevant business records.
Adaptable CRM Model
Change fields, relationships, views, statuses and processes as your sales model evolves instead of replacing the CRM when requirements change.
What You Need to Get Started
- •An ABIdash environment
- •Your sales process, roles and CRM structure defined during configuration
- •Existing customer or sales data can be imported or connected where required
The CRM can start with the standard ABI Labs structure and be adapted during implementation and ongoing use.
Integrations
Because the CRM runs inside ABIdash, it can work with data and capabilities already connected to the platform.
Depending on your environment, this can include:
ERP · Email · Databases · Customer master data · External services · APIs
CRM data can also become part of ABIdash analytics, automations, agents and other business applications.
Support
The ABI Labs solution provides the starting CRM structure.
It can be configured and extended around your organization's data model, sales process, user roles and additional requirements without creating a separate application environment.
ABIdash Enterprise Controls
Runs under ABIdash enterprise controls
Identity, permissions, data access and execution are governed by the same controls used across the ABIdash platform.
Ready to use CRM without locking your process into a fixed CRM.
Start with the ABI Labs solution and adapt it around the way your organization works.