Customer Relations Management
QubePro Customer Relations module; It provides comprehensive relationship management with customer and contact management, product and category management, contract tracking and reporting.
Basic Features
# Customer Management
- Creating, editing and deleting customer records
- Customer profile and contact information
- Company connection and organizational structure
- Customer history and activity tracking
# Contact Management
- Individuals in customer companies
- Person-company relationship
- Contact information and notes
# Product and Category Management
- Creating and managing product catalogs
- Category hierarchy
- Product details and pricing
# Contract Management
- Contract creation and versioning
- Contract duration and renewal tracking
- Automatic numbering
# Integration
- Customer tracking integrated with QubePro Support module
- User and organization synchronization with QubePro Core
- Automatic communication with email templates
Pages
| Page | Description | |---|---| | Dashboard | Customer and sales statistics | | Customers | Customer list and management | | Contacts | Contact person management | | Companies | Customer company management | | Contracts | Active and past contracts | | Products | Product catalog management | | Categories | Product categories | | Reports | Customer and sales reports |
Access After
logging in to the QubePro platform, you can access it by clicking on the Customer Relations tab from the left menu.
API
| Endpoint | Description |
|---|---|
GET /crm/customers | Customer list |
POST /crm/customers | New customer |
GET /crm/contacts | Contact list |
POST /crm/contacts | New person |
GET /crm/companies | Company list |
GET /crm/contracts | Contract list |
GET /products | Product list |
GET /category | Category list |
Quick Start
- Add Company — Create the company the customer is affiliated with
- Add Contact — Define the contact person in the company
- Create Customer — Add the customer record to the system by connecting it
- Product Catalogue — Describe the products and services you offer
- Contract Preparation — Create a contract for the customer if necessary