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YelkenCRM

Customer Relations Module

YelkenCRM

Customer Relations Module

Track opportunities on a sales pipeline; manage calls, meetings, and tasks in one place.
Built for B2B and service teams: link opportunities to customers, move them through stages, and log every touchpoint. Create a proposal from an opportunity in one click to shorten the sales cycle.
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YelkenCRM - Yelken360

YelkenCRM brings your sales motion into a single workspace. Customers already live on the platform; CRM adds opportunity management, a sales pipeline, and activity tracking. When you create an opportunity you pick an existing customer, then track title, amount, expected close, assignee, and stage movement.

Pipeline stages are unique to your company. Start from a template or define your own (New, Contacted, Qualified, Proposal, Negotiation, Won, Lost, etc.) with order and color. Mark stages as won or lost for clean reporting.

Use activities to log every touch: call, meeting, task, or note. The opportunity detail shows a chronological timeline; mark tasks complete. From the opportunity screen, create a proposal in one click to hand off to the Proposal module without retyping data.

Designed for retail, B2B, consulting, and any team that sells. Customer records stay central; customers with open opportunities cannot be deleted, protecting history.

Features

ERP, Catalog, Stock, Inventory, Invoicing, Accounting, CRM, HR, Integrations and more. Enable the modules you need under one subscription; new modules are added to the platform over time.

  • Opportunity management

    Select a customer, set title and amount, expected close, and owner. Filter the list by stage, amount, or date to see exactly where each deal sits.

  • Pipeline stages

    Model your sales process with custom stages. Bootstrap from a template or build your own, order them, assign colors, and flag won/lost stages for reporting.

  • Activities: call, meeting, task, note

    Record every interaction with subject and optional due date. Activities appear in chronological order on the opportunity; complete tasks when done.

  • Timeline and opportunity detail

    See customer, stage, amount, notes, and the full activity history on one screen so gaps in follow-up are obvious.

  • Customer integration

    Opportunities attach to your existing customer list. Customers with open opportunities are protected from deletion so history is preserved.

  • Proposal module link

    From opportunity detail, open “Create proposal” to carry customer context forward when the Proposal module is enabled.

  • Roles and permissions

    Separate abilities for viewing, creating, editing, or deleting opportunities and activities, plus pipeline settings—grant only what each role needs.

What is inside the CRM module?

YelkenCRM helps you advance opportunities through stages and keep every customer touchpoint in one place. The sections below summarize lifecycle, pipeline design, and activities.

Opportunity lifecycle

Create, progress, and close deals with lists and filters for daily work.
Pick a customer, add title and amount, expected close, and owner. If no stage is chosen, the first stage applies by default.
Filter by stage, date range, or title. Columns for customer, stage, amount, and owner; open, edit, or delete in one click.
View customer, stage, amount, expected close, and notes. Update fields or move closed deals to Won or Lost stages.
Drag the deal forward by changing pipeline stage. Won and Lost stages feed summaries and reports.

Pipeline stages

Company-specific stages via template or custom definitions.
Create seven stages in one click: New, Contacted, Qualified, Proposal, Negotiation, Won, Lost—then start selling immediately.
Manage name, order, and color. See how many opportunities sit in each stage; delete unused empty stages.
Mark stages as won or lost so rollups and dashboards stay accurate.

Activities and timeline

Log calls, meetings, tasks, and notes; view them chronologically on the opportunity.
Four types—call, meeting, task, note—each with subject and optional due date. Link to an opportunity or directly to a customer.
Use “New activity” on the detail screen; entries appear on the timeline immediately.
Activities sort by date with type, subject, due date, and completion; complete open tasks inline.

Customer and security

Central customer data with role-based access.
Contacts, groups, people, and addresses live in one hub. CRM links to those customers; delete attempts on customers with opportunities are blocked with guidance.
Separate rights for opportunities, activities, and pipeline administration; menus respect your role.
CRM menu exposes Opportunities and Pipeline stages based on permissions—one entry point for the whole sales stack.

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