CRM for the full customer lifecycle — leads to deals to support
Move sales and service off spreadsheets into a controlled pipeline with lead capture, deal stages, quotations, campaigns, and ticket support tied to one customer record.
What you get
- Lead capture, scoring, routing rules, and conversion to accounts
- Accounts, contacts, and consent tracking in one customer record
- Deal pipeline stages with Kanban board and forecast context
- Quotations, campaigns, activities, and email templates
- Support tickets with SLA policies and a knowledge base
- CRM reports for pipeline, activity, and service performance
How the workflow runs
- 1
Capture leads from web forms and campaigns, then score and route them
- 2
Convert qualified leads into accounts, contacts, and pipeline deals
- 3
Advance deals through stages with quotations, activities, and email templates
- 4
Support customers with SLA-backed tickets and a shared knowledge base
Reports and operating visibility
- Pipeline, deal stage, and forecast reports
- Lead source, activity, and support-ticket performance
Controls and audit evidence
- Record visibility, ownership, and role-based permissions
- Consent tracking and timestamped customer activity history
Built for teams like these
SMEs that want a controlled sales pipeline from first lead to signed deal
Teams running customer support with tickets, SLAs, and a shared knowledge base
Frequently asked
- Which plan includes CRM?
- CRM is included in SME and Enterprise plans, alongside the rest of the operating suite.
- Does CRM connect to the rest of Humaneti?
- Yes. CRM shares the same permissions, approval, and audit model, and deal and quotation context can align with finance and operational records.
- Which plan includes CRM?
- SME and above
- How is this module implemented?
- Humaneti confirms scope, data ownership, roles, workflow rules, migration inputs, acceptance criteria, and go-live support during implementation. The exact sequence depends on the modules and controls selected.
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Ready to see it live?
Request a demo tailored to your team.