Alpha CRM
Customer Relationship Management module for managing your complete sales pipeline from lead capture to customer conversion
CRM Module
The Alpha CRM module provides a complete sales pipeline for capturing leads, managing opportunities, and building lasting customer relationships. Every interaction is tracked so your team can focus on closing deals.
Sales Pipeline
The CRM follows a structured pipeline that moves contacts from initial capture through to active customers.
graph LR
A[Lead Captured] --> B[Contacted]
B --> C{Qualified?}
C -->|Yes| D[Opportunity Created]
C -->|No| E[Unqualified]
D --> F[Proposal Sent]
F --> G{Accepted?}
G -->|Yes| H[Customer]
G -->|No| I[Lost]
H --> J[In Execution]
J --> K[Completed]Features
| Feature | Description |
|---|---|
| Leads | Capture leads from web forms, manual entry, or API integration. Track status from first contact through qualification |
| Opportunities | Manage deals through pipeline stages with values, expected close dates, and win probability |
| Customers | Full customer profiles with CRM status lifecycle, contact details, and interaction history |
| Activities | Log calls, emails, meetings, notes, and tasks tied to any lead, opportunity, or customer |
| Widgets | Embed interactive forms on external websites to capture leads without authentication |
| Dashboard | Pipeline summary, activity stats, and action items at a glance |
Customer Lifecycle
Contacts progress through CRM statuses as the relationship develops:
| Status | Description |
|---|---|
LEAD | Initial contact, not yet evaluated |
PROSPECT | Shows potential, under active discussion |
ACTIVE | Engaged in an active opportunity or deal |
CUSTOMER | Has completed at least one deal |
INACTIVE | No recent activity or engagement |
CHURNED | Previously active, no longer doing business |