CRM module — Customer relationship and sales

A CRM software to track your customers, pipeline and quotes

eyeot's CRM software brings your customers, sales opportunities, quotes and sales orders together in one place. From first contact to confirmed order, every step triggers the right modules — stock, delivery, finance — without re-keying. A platform built for SMBs that want clear sales tracking connected to the rest of the ERP.

For executives, sales reps and order-management teams in SMBs who manage a customer portfolio, a deal pipeline and a quote-to-order flow, and who want to link their prospecting to their production and invoicing.

What you can do

Centralised customer file

Bring your customers together with their category and history. Each creation or update emits an event (client.created, client.updated) picked up by webhooks and the cross-module intelligence engine.

Opportunity pipeline in Kanban

Track your deals by stage on a Kanban board. Moving an opportunity preserves its amount and customer, and marks it won (opportunity.won) or lost (opportunity.lost) at close.

Quotes and acceptance

Draw up your quotes and record their acceptance. The quote.accepted event notifies the team and can trigger a business process (Process) or a field-service job (Field service).

Conversion into a sales order

Turn an accepted deal into an order. Confirmation (sales_order.confirmed) passes the customer, reference and delivery address to the Stock, Delivery and Supply Chain modules.

Order cycle tracking

Drive the status through to delivery. The sales_order.delivered event informs Finance and Stock, and cancellation propagates the information to the relevant modules.

Customer satisfaction signals

The CRM listens to delivery events: a successful or failed round drops a satisfaction signal (positive or negative) into the customer's audit log.

Follow-ups and real-time alerts

Key events — opportunity won, quote accepted — feed internal and Slack notifications so no deal goes unanswered.

Compliance & trust

Customer data and GDPR

The customer file holds personal data subject to the GDPR. Customers imported from e-commerce are deduplicated by email hash to limit duplicates, and sensitive actions are logged.

Interaction traceability

Signals and events attached to a customer are historised via the audit log (AuditLog), making it possible to retrace exchanges and the state changes of a deal.

Works with your other modules

  • Stock — reservation and outbound at order confirmation
  • Delivery — round planning as soon as the order is placed
  • Supply Chain — procurement triggered by sales
  • Finance — invoicing on order delivery
  • Intelligence — customer health scoring and forecasts
  • Prospecting — feeding the pipeline upstream

Frequently asked questions

What does a CRM bring to a small or medium business?
It centralises your customers and contacts, structures your opportunity pipeline, tracks your quotes and orders, and keeps the history of exchanges. You keep a clear view of deals in progress and those to follow up.
How does the opportunity pipeline work?
Opportunities are organised into stages on a Kanban board. By moving a card, you advance the deal; the amount and customer are preserved, and the opportunity is marked won or lost at close.
Can I turn a quote into an order?
Yes. Once the quote is accepted, you convert it into a sales order. Order confirmation automatically passes the customer, reference and delivery address to the Stock, Delivery and Supply Chain modules.
Is the CRM connected to eyeot's other modules?
Yes. The CRM emits events consumed by stock, delivery, finance, intelligence and webhooks. For example, a delivered order informs finance, and a completed round returns a satisfaction signal to the customer record.
Is my customers' data protected?
The customer file holds personal data subject to the GDPR. Sensitive actions are logged, and customers imported from e-commerce are deduplicated by email hash to avoid duplicates.
How do I manage sales follow-ups?
Key events — quote accepted, opportunity won or lost — feed internal and Slack notifications. For automated multichannel follow-up sequences, the CRM connects to the Prospecting module.

Go further

B2B prospectingInvoicingInventory managementERP

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eyeot is a French all-in-one ERP for small and mid-sized businesses, hosted in France and GDPR-compliant. Free for individuals (1 user, every module); simple team packs for companies.

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