CRM module
CRM documentation
The CRM module brings together accounts, contacts, lead capture, and relationship history so teams can manage every customer touchpoint in one place.
Overview
CRM in LEDGER supports pipeline visibility, company records, contact intelligence, and structured follow-up workflows that connect sales and finance operations.
- Organize customer and partner accounts with ownership and lifecycle context.
- Track contacts, notes, activity history, and role-based engagement details.
- Connect lead capture flows from public forms and internal qualification steps.
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