Zudo WorksCRM: contacts, activities, campaigns and the pipeline
Where: sidebar section CRM · Permissions: sales.read to see, sales.write to change.
- Contacts — the people at a customer or vendor (one primary per company).
- Activities — tasks, calls, meetings, notes and e-mails with a due date, priority, owner and the record they belong to. Mark them done; the owner is notified when one falls due.
- Deal pipeline — open deals by stage with weighted totals; drag a card to move it.
- Campaigns — a trade show, mailing, webinar, advert …: dates, budget, actual cost and expected revenue. Pick the campaign on each lead it brings in. The campaigns list shows the leads, how many converted, the deals from those leads, won revenue, open pipeline and the ROI ((won revenue − actual cost) ÷ actual cost). Deleting a campaign keeps its leads.
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