CRM
Customer relationship management, or CRM, organises information about prospects, customers and sales opportunities. It helps a team see the next action and the history behind a potential deal.
A worked example
A practical example to make the concept clear.
| Step | Illustrative record and result |
|---|---|
| Starting record | Opportunity DEMO-LEAD-20: an example workshop asks about 20 kits. |
| Change or calculation | Sara owns the opportunity, records the call on 2 October and schedules a follow-up for 3 October 2026. |
| Meaning and exception | A quotation for 20 kits is the next record. A quotation alone does not make the opportunity won or the order confirmed. |
Why it matters
Use one opportunity with an owner, stage and follow-up, then see how it continues into a sale. Track opportunities, follow-up activities and customer details in Datrylo CRM, then connect the conversation to sales.
Make it practical
Can a salesperson see who owns an opportunity and what follow-up the customer expects? Test the answer with the exact release and application package under consideration. Explore Datrylo applications.