Customer Relations
(CRM)A complete CRM suite providing 360-degree customer visibility. Manage accounts, contacts, leads, sales pipeline, quotes, B2B pricing, segmentation, campaigns, territory management, and workflow automations — all with GDPR-compliant consent management.
Key Features
Everything you need to manage customer relationships from first contact to long-term retention.
Accounts & Contacts
Hierarchical account management with unlimited contacts per account. Manage billing, shipping, and office addresses with full contact history.
Lead Management
Capture leads from any source. Score leads with custom rules, manage qualification stages, and track conversion funnels.
Sales Pipeline
Customizable pipeline stages with drag-and-drop management. Track opportunities, forecast revenue, and analyze win/loss ratios.
Quotes & Pricing
Generate versioned quotes with line items. B2B price lists with quantity tiers and account-specific or segment-based assignments.
Segmentation
Manual and rule-based customer segmentation. Dynamic evaluation for targeted marketing, visibility rules, and pricing.
Campaign & Territory
Track campaigns with attribution. Manage sales territories with auto-assignment rules. Activity logging for calls, emails, and meetings.
How It Works
From lead capture to long-term customer retention in three stages.
Capture & Qualify
Leads flow in from web forms, API, or manual entry. Score and qualify them automatically based on custom rules.
Manage the Pipeline
Move opportunities through your customized pipeline stages. Create quotes, negotiate terms, and track activities.
Convert & Retain
Convert quotes to orders. Segment customers for targeted engagement. Track satisfaction and manage ongoing relationships.
Integration Flows
See how Customer Relations connects with other Kubrik ERP modules.
Lead → Order
Customer → Catalog
Customer → Accounting
Other Modules
Explore the rest of the Kubrik ERP platform.
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