CRM: From First Lead to Closed Deal
A walkthrough of the CRM app: import people from mail or a spreadsheet, web forms, leads, contacts with a timeline, a deals pipeline and the CRM agent.
Yantra Team3 min read
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A sales console is only as good as what goes into it. CRM keeps leads, contacts, accounts and deals in one place, fills itself from your mail and your website, and has an agent beside it that keeps the records current from the conversation.
Open it
Pick CRM in the apps launcher, or open /c/<chat-id>/crm. CRM owns the chat while it is open, so the CRM agent sits beside your records. The sidebar groups everything under Sales, Reports, Configuration, Agent and Workspace, with more sections when your workspace has them.
Starting from nothing? Under Demo data, Load samples fills a realistic sample workspace. Sample records are tagged, and Clear removes them.
Get people in
Add people reads your mail and works out who everyone is: a person by their email, a person on a social network, or a company mailbox such as sales@, which is filed on the company. It can read from Gmail, Outlook, a mail account over IMAP, .eml or .mbox files, a pasted email, or the replies, opens and clicks from a mail campaign. Colleagues on your own domain are skipped.
A spreadsheet works too: a CSV with a header row, matched by column name. Either way you choose whether people come in as contacts or as leads, and nothing is saved until you have checked the list.
Web Forms gives you a contact form to paste into your site. Every submission arrives as a lead.
Work the leads
Leads lists everyone to follow up. Create one with a name, company, email, phone and lead source, then work the list:
- Convert on a lead creates a deal for it, along with the contact and account. Select several leads to convert or merge them in one go.
- Mark lost records a lost reason, which the reports group on.
- Assign hands a sales team's new leads to its members in turn, up to each person's quota over the last 30 days.
Contacts and accounts
Each contact shows How to reach them and a Timeline of emails, messages, calls and campaign events such as opens, clicks and replies. Log activity adds a call, meeting, text message, note or email, and you can schedule the next follow-up so it sits under Planned. When two records share an email, phone, social profile or full name, CRM says Looks like the same person and offers to merge them. Accounts work the same way, with the people at each company listed together.
The deals pipeline
Deals opens with tiles for Open, Won, Lost, MRR and Total, then a board with one column per stage, from qualification to closed. Each card shows the amount, closing date and account. Change the stage from the card, mark it Won or Lost, or Reopen it. Stages, Lost Reasons and Recurring Plans under Configuration shape the pipeline to your sales process.
Reports, tasks and notes
Reports shows the pipeline total, the expected amount weighted by probability, and the win rate, plus leads created, converted, deals won and revenue won. Tasks lists CRM follow-ups next to your Yantra workspace tasks. Notes keeps context about leads, deals and accounts.
From chat
The CRM agent can summarize the pipeline, draft follow-ups, log interactions, surface stale deals and suggest your next best action:
- "Add John from Acme Corp as a new lead."
- "Move the Globex deal to the negotiation stage."
- "Show my deals expected to close this month."
- "Which deals have gone stale and need a nudge?"
- "Log an interaction - I just spoke with a customer and want it on the record."
What it is not
- Bulk email outreach: Mail Campaigns.
- Live chat with the people on your website: SalesIQ.
- Texting a list of customers: SMS Campaigns.