CRM & Sales
Contacts, leads, pipeline, quotes, and deal management
How Contacts, Companies, and Deals Connect
Understanding the relationships between contacts, companies, deals, and other entities.
The KeenCRM Sales Flow: Lead → Contact → Deal → Quote → Order → Invoice
Understand how all CRM modules connect in the complete sales lifecycle.
How To: Send a Quote and Convert It to an Invoice
Step-by-step guide to creating a quote, sharing it, and converting to an invoice after approval.
How To: Convert a Lead to a Contact
Step-by-step guide to qualifying and converting leads into contacts.
How To: Create Your First Deal and Close It
Step-by-step guide to creating a deal, moving it through pipeline stages, and closing it.
Task Management — Assignments & Follow-ups
Create tasks, assign them to team members, set due dates, and track completion.
Activities — Logging Calls, Emails & Meetings
Track all customer interactions: calls, emails, meetings, and custom activities.
Contract Management — Creating & Signing Contracts
Create contracts linked to deals, track signatures, and manage contract lifecycle.
Order Management — Creating & Tracking Orders
Create orders from quotes, invoices, or contracts. Track order status and fulfillment.
Commission Management — Rules, Records & Payouts
Track sales commissions, set up rules, manage splits, and process payouts.
Managing Contacts in KeenCRM
Learn how to create, organize, search, and manage your business contacts with the full 360° view.
Lead Management & Conversion
Capture, qualify, and convert leads into paying customers with KeenCRM's lead management system.
Pipeline & Deal Management
Master the visual Kanban pipeline to manage your deals, track progress, and close more sales.
Quotes & Proposals
Create professional quotes with product line items, tax calculations, and shareable public links.