CRM Overview
The YSUITE CRM gives your sales team a single view of every contact, lead, deal, and conversation — from first touch to closed sale.
The CRM module requires the CRM add-on on your YSUITE plan.
Key concepts
| Concept | Description |
|---|---|
| Contacts | Individuals or companies you interact with |
| Leads | Unqualified prospects entering your pipeline |
| Deals | Qualified opportunities with a value, pipeline, and close date |
| Activities | Tasks, meetings, calls, and appointments linked to contacts or deals |
| Pipeline | A sequence of stages a deal moves through from open to close |
| Brands | Multiple trading names or clients within a single workspace |
Module pages
- Contacts — add, import, segment, and organize contacts
- Leads & Deals — capture leads, qualify them, and manage your deal board
- Pipeline — configure pipelines, stages, lead stages, and brands
- Activities — log tasks, meetings, calls, and appointments
How it fits together
- A prospect fills in a web form → a Lead is created automatically.
- Your team qualifies the lead and converts it to a Deal in the relevant pipeline.
- The deal moves through stages as your team progresses the opportunity.
- Activities (calls, meetings, tasks) are logged against the deal at each step.
- When the deal is won, an Invoice can be raised directly from MoneyPro.
Quick tips
- Use bulk CSV import to add thousands of contacts in seconds.
- Attach WhatsApp conversations to a contact record directly from the CRM.
- Set up Automations to create follow-up tasks automatically when a deal changes stage.
- Use Brands to run multiple pipelines for different product lines or clients.