A visual, measurable pipeline
Every opportunity has a stage, probability, estimated amount and close date. The system calculates the weighted forecast of your funnel so you know how much you are going to sell before it happens.
CRM Module · Adm Cloud iERP
Sell more with the CRM that lives inside your ERP
Capture leads, manage opportunities on a visual board and follow up on every interaction — and when you close, turn the opportunity into a quote, sales order and invoice without re-keying anything or leaving the system.
Everything in one place
Leads
Opportunities
Activities
Campaigns
Sales funnel
24CRM screens and reports
7activity types
1single system: CRM + ERP
0integrations to maintain
What is it?
A native CRM, not a separate system
The Adm Cloud CRM module manages your entire sales cycle — leads, opportunities, follow-ups and campaigns — on top of the same customers, items, prices and sales reps as your ERP. No syncing, no duplicate data, no paying for another system.
Follow-up with no loose ends
Notes, calls, visits, tasks, events and emails are all logged in each opportunity's activity history. Follow-up reminders tell you who you need to contact today.
From close to invoice
You won the opportunity: generate the quote with its items and prices, convert it into a sales order and invoice it. Everything flows within the same ERP, with taxes, inventory and accounting always up to date.
Capabilities
Everything your sales team needs
From capturing the first contact to analyzing the funnel: these are the areas the Adm Cloud CRM module covers.
Prospects and leads
Register interested companies and contacts with their lead source and who referred them. When they mature, convert them into an opportunity or customer with one click.
Sales opportunities
Stage, probability, estimated amount, currency, sales rep, product lines and expected close date. The forecast (amount × probability) is calculated automatically.
Kanban board
See leads and opportunities by stage and move them with drag and drop. Your team's entire pipeline, at a glance.
Activities and agenda
A log of notes, calls, visits, tasks, events and emails, with statuses, a calendar, recurring activities and reminders.
Sales rep workspace
All your open opportunities in a single view: comment, log follow-ups and see the Top 20 by expected value without switching screens.
Email campaigns
Segment recipients by customer class, territory, sales rep or item class and send bulk emails. Every send is logged as an activity.
Quotes and sales orders
Turn the opportunity into a quote with its item lines, and the quote into a sales order with an approval workflow. No re-keying.
Funnel analytics
Pipeline analysis by stage and by month, win rate by sales rep, pivot table, charts by phase and opportunities pending follow-up.
Sales cycle
From first contact to invoice, without friction
In a standalone CRM, closing the sale is the end of the road. In Adm Cloud it is just one more step: the same data travels all the way to invoicing.
Lead
Capture the contact with its source and referral.
Opportunity
Stage, probability, amount and products of interest.
Quote
Generated from the opportunity's lines and prices.
Sales order
With approvals, inventory and delivery commitments.
Invoice and collection
Invoicing, accounts receivable and accounting up to date.
Stages that advance on their own: when the quote is generated, converted into an order or invoiced, the opportunity moves to the next stage automatically according to your company's configuration. Your pipeline always reflects reality, without depending on someone to update it.
Productivity
Tools your team will actually use
Details designed for the daily routine of sales reps and sales managers.
Follow-up reminders: the system tells you which opportunities are due for contact today.Follow-up
Paste an email or a signature and the AI extracts the name, company, job title and phone number to create the opportunity.AI
Recurring activities: schedule the weekly visit or the monthly call just once.Agenda
Geolocated visits and a customer visit report for your field team.Field
Custom fields and tags to adapt opportunities to your business.Flexible
Opportunities in any currency, with exchange rates and a converted forecast.Multi-currency
Loss and no-close reasons to learn from every opportunity you did not win.Continuous improvement
File attachments, linked contacts and a change log on every opportunity.Traceability
Notes
Calls
Visits
Tasks
Events
Sent emails
Received emails
Analytics
Decisions based on numbers, not gut feeling
The module includes reports and dashboards designed for running a sales team.
Funnel analysis
See how many opportunities and how much money sit at each stage, and how the pipeline evolves month over month. Spot bottlenecks before they hurt your sales.
Win rate
Measure real effectiveness: the percentage of opportunities won per month and per sales rep. See who is doing well and who needs support.
Pivot table and charts
Cross-analyze opportunities by stage, sales rep, territory, source or customer class in a pivot table, and complement it with charts by funnel phase.
Last contact
A report of opportunities with the date of their last interaction and a counter of those pending follow-up. No opportunity goes cold because it was forgotten.
Team activity
Activities per user and a customer visit report: know what each sales rep is doing and how many interactions they generate per week.
Unquoted opportunities
Spot advanced opportunities that still have no quote issued: sales on the verge of closing that need a commercial push.
Control
Your sales operation, under your rules
The CRM inherits the security and governance model of all of Adm Cloud.
Role-based privileges
Every CRM screen — opportunities, activities, campaigns, catalogs — has its own privilege assignable per user group.
Each rep sees their own
Optional per-employee restriction: each sales rep works only with their own opportunities and activities, while the manager sees everything.
Multi-company
Opportunities and activities per subsidiary, with sales territories and customer classes to segment complex operations.
Full audit trail
A log of creations, changes and deletions on every opportunity, plus protection for catalogs that already have transactions linked to them.
Frequently asked questions
We answer your questions
Do I need to buy a CRM separate from my ERP?
No. The CRM is a native Adm Cloud module: it uses the same customers, contacts, items, price lists and sales reps as the rest of the system. There are no integrations to build and no data to sync between two platforms.
What is the difference between a lead and an opportunity?
A lead is early interest: you capture the contact, the company and the lead source. When that interest becomes concrete, you convert it into an opportunity and add a stage, probability, estimated amount and the products under negotiation. Both are managed on separate Kanban boards.
Can I prevent one sales rep from seeing another rep's opportunities?
Yes. With the per-employee restriction, each sales rep sees only their own opportunities and activities, while managerial roles keep full visibility of the pipeline and the team's reports.
Can I adapt the stages and data to my sales process?
Yes. Sales stages, lead sources, loss reasons and contact classes are configurable catalogs. In addition, opportunities support custom fields and tags to capture information specific to your business.
How does an opportunity become an invoice?
From the opportunity you generate the quote with its item lines; the quote is converted into a sales order (with approval if you require it) and the order is invoiced. At each step, the opportunity can advance to the next stage automatically according to your company's configuration.
Does the CRM take advantage of artificial intelligence?
Yes. When creating opportunities you can paste an email or a signature and the AI automatically extracts the contact, company, job title, phone number and email. And like all of Adm Cloud, the CRM is also accessible from AI assistants through the platform's MCP server.
Stop losing sales to poor follow-up
Manage your entire pipeline — from lead to invoice — in the same system that already runs your business.