CRM

In Rowdx

1. Sidebar
2. CRM

included in the Business and Enterprise plans

This module follows a customer before they buy: from the first call or enquiry, through follow-ups and offers, to the deal. Its purpose is that no prospect gets lost between staff, and that you know where your deals stall.

Flow

1. Lead
2. Opportunity
3. Quotation
4. Sales order or invoice
5. Customer

Terms

Term	Meaning	Example
Lead	A person or company that showed interest, not yet qualified	A call from an ad, a WhatsApp message, a trade-show visitor
Opportunity	Confirmed interest in buying something specific, with an expected value and stage	"Al Nada restaurant wants 3 cashier devices"
Prospect	A company you follow with several contacts and opportunities	A restaurant group with several branches
Sales stage	Where the opportunity is	First contact, quotation, negotiation
Source	Where the customer came from	Snapchat ad, referral, exhibition

Adding a lead

In Rowdx

1. CRM
2. Leads
3. Add

1. Name, and company name if any.
2. Mobile and email.
3. Source, and campaign if they came from a marketing campaign.
4. Lead owner: the employee who will follow up.
5. Save.

At the top of the lead:

• Add a note or a follow-up task with a date: it appears in the owner's to-do list and in the bell on the due date.
• Create → Opportunity once interest is confirmed.
• Create → Customer if they buy straight away.
• Change the status: Open, Replied, Interested, Do not contact, Lost.

Opportunities

In Rowdx

1. CRM
2. Opportunities

1. From: a lead or an existing customer.
2. Opportunity type: Sales, Maintenance…
3. Sales stage and probability.
4. The items requested and their quantities (they carry over to the quotation).
5. Expected amount and expected closing date.

View opportunities as a board: choose the Kanban view in the list and group it by Sales stage, then drag each card to its new stage.

On agreement: Create → Quotation, then a sales order or invoice as in Quotations & sales orders. On loss: Declare lost and pick the reason (price, competitor, timing) so reasons show in reports.

Appointments and communications

• Appointments: a meeting, visit or demo linked to a customer, shown in the calendar.
• Communications: every email sent or received from the system is kept here, linked to the customer or opportunity.
• Contracts: a contract with a customer with start and end dates and terms, with a reminder before it ends.

Campaigns

In Rowdx

1. CRM
2. Campaigns

• Campaigns: record each marketing campaign (ad, exhibition, seasonal offer) and link the leads it brings. The Campaign efficiency report compares leads and deals per campaign.
• Email campaigns: a scheduled series of emails to a mailing list.
• SMS center: bulk SMS to customers or contacts (requires an SMS provider in SMS settings).

Maintenance and after-sales

• Maintenance schedules: periodic visits to a customer (every 3 months, say) for equipment you sold them.
• Maintenance visits: a record of each visit and what was done.
• Warranty claims: a customer complaint about an item under warranty, linked to its serial number.

Territories and sales persons

In Rowdx

1. CRM
2. Setup

• Territories: geographic split (Riyadh, Jeddah…) for assigning customers and analysing sales.
• Sales persons: each rep, their manager and target. The sales person on the invoice gets the sales and commission credit.
• Sales stages and UTM sources: adjust them to match how you work.

Reports

Report	Answers
Sales funnel	Out of 100 leads, how many became opportunities and how many bought
Sales pipeline analytics	Value of open opportunities at each stage
Opportunity summary by sales stage	Count and value of opportunities per stage and owner
Prospects engaged but not converted	Who needs extra follow-up
First response time for opportunity	Hours before the first contact
Lead owner efficiency	Leads and deals per employee
Campaign efficiency	Which campaign brought real customers

Tips

• Give every lead an owner and a follow-up date. A lead without a date gets forgotten by everyone.
• Always record the lost reason; after two months you'll know why you lose deals.
• In the sales rep app, reps log their customer visits from the field, and these show in the customer's follow-up.

Menu map

In Rowdx

1. Sidebar
2. CRM

Main items

• LeadList
• OpportunityList
• CustomerList
• ContractList
• AppointmentList
• CommunicationList

Campaigns5

• CampaignList
• Email CampaignList
• Email GroupList
• SMS CenterList
• SMS LogList

Maintenance3

• Maintenance ScheduleList
• Maintenance VisitList
• Warranty ClaimList

Setup9

• TerritoryList
• Customer GroupList
• ContactList
• ProspectList
• Sales PersonList
• Sales StageList
• UTM SourceList
• CRM SettingsList
• SMS SettingsList

Reports9

• Sales AnalyticsReport
• Sales funnelScreen
• Sales Pipeline AnalyticsReport
• Opportunity Summary by Sales StageReport
• Lead DetailsReport
• Prospects Engaged But Not ConvertedReport
• First Response Time for OpportunityReport
• Campaign EfficiencyReport
• Lead Owner EfficiencyReport

Items you have no permission for, or that are not in your plan, are hidden from your menu automatically.