The CRM module turns vFile from a billing system into a relationship tool. It helps you capture potential customers, plan every follow-up, and never let an opportunity go cold.
Managing leads #
Add prospects as leads at vfile.app/crm/leads, with their source, life stage and assigned staff member. As a lead progresses, convert it into a full customer contact.
Follow-ups & schedules #
Plan calls, visits and messages as follow-ups at vfile.app/crm/follow-ups. The today’s follow-ups view keeps your team focused.
Sources, stages & portal #
Track lead sources, move contacts through life stages, and offer an optional customer login where contacts view their own purchases and ledger.
Worked example #
At an exhibition you meet Kamran, who runs a farm store. You add him as a lead with source Exhibition and assign him to your rep, Sara. Sara schedules a follow-up call for the next day. After two calls the deal firms up, so you convert the lead into a customer contact. From then on, every sale you make to Kamran builds his purchase history and ledger automatically.
What this affects #
- A lead on its own affects nothing financial — no stock, no ledger. It is purely a sales-pipeline record.
- Converting a lead creates a normal customer contact; only then do their sales, payments and ledger begin.
- Follow-ups appear in your team’s task lists, driving activity but not accounts.
Frequently asked questions #
What is the difference between a lead and a contact?
A lead is a prospect in your sales pipeline. When they become a real buyer, you convert them into a customer contact, which then carries invoices and a ledger.
Does adding a lead change any figures?
No. Leads and follow-ups are pipeline records; they touch no stock or balances.
Can customers log in to see their own account?
Yes — CRM offers an optional customer portal for viewing purchases, invoices and ledger.