CRM and Customer Management
From customer relations to sales operations—all on one platform.
Part of the operational intelligence platform. · KVKK & GDPR compliant.
What this module provides
The MuggleVision CRM module centralises customer relationship management. Customer records, profiles, interaction history, Customer 360, and the flow from Lead to Opportunity to Quotation to Contract to Order to Revenue—all on one system.
Problem
- Quotes, orders, and payments tracked in different tools
- Open orders and overdue collections not visible
- Customer history fragmented
- Sales performance not reported in real time
- Dealer and region performance unclear
Outcomes
- Consistent sales flow and records
- Visibility into open orders and collections
- Single customer lifecycle record
- Clear reports for forecasting
- Trackable region and dealer performance
Who it is for
Sales teamsCustomer relationsRegion and dealer managersFinance and collections
Works with the platform
This module runs on the same platform as your other modules and shares data. You can combine it with HR, CRM, finance, or other modules without separate systems.
Finance ManagementInventory & Warehouse ManagementPurchasing ManagementProject ManagementAI Assistant
Key capabilities
Step-by-step offer wizard; one-click conversion from offer to order and contract
Sales order list, dashboard and status tracking; drawer preview, multi-currency and FX support
Open-order list, summary cards and AI open-order analysis (stock, payment, shipment)
Shipment management: create shipment from order, status tracking, AI delay explanation
Create contract from offer or order; PDF and Word output; link to offer/order
Payment-tracking dashboard: overdue, due today, upcoming; AI analysis of overdue payments
Sales returns list and approval; AI to create sales-return draft
Financial dashboard and operations summary; sales backlog, delivery performance report; list export (CSV/Excel)
Customer lifecycle, product and service catalog, dealer/region management
Ask about this module
Type what you wonder and get an instant answer. Use the contact form for pricing or a demo.
Works with the platform
This module runs on the same platform as your other modules and shares data. You can combine it with HR, CRM, finance, or other modules without separate systems.