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Customer Relationship Management

Customer Relationship Management (CRM) is a tool that is used to organise, track and manage the contact you have with your customers. In OFBiz the 'CRM' application is called 'SFA' (which stands for Sales Force Automation') and it allows you to manage the process of prospective customers and also sales opportunities.

Using the OFBiz SFA application enables you to

Create Leads (i.e a potential customer)

Track and Verify Leads

Convert Leads to Accounts

Track and Manage Contacts and Accounts

Track and Manage Sales Opportunities

Sales Management

Procurement Management

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