Powered by YelkenCRM
CRM Software
Track opportunities on a sales pipeline; manage calls, meetings, and tasks in one place.
- Opportunity management
- Pipeline stages
- Activities: call, meeting, task, note
- Timeline and opportunity detail
Key features
Core capabilities and benefits this solution delivers.
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.
8 Details
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.
