CRM Module

Quick overview

The CRM module turns Jobmand into a sales tool. Use it to:

• Capture prospects as Leads (people you haven't won yet)
• Track interactions with calls / emails / meetings as Activities
• Move opportunities through a visual Pipeline (Qualification → Proposal → Negotiation → Closed Won/Lost)
• Attribute where leads came from using Campaigns
• Convert qualified leads into Customers + Projects automatically

Existing Jobmand modules (Customers, Projects, Tasks, Invoices) are reused — the CRM never duplicates them. When a lead is converted, a real Customer + Project gets created and from that point on the rest of Jobmand picks up where the CRM leaves off.

Where to find it

The CRM lives in the left sidebar, under a CRM group:

CRM
├── CRM Dashboard
├── Leads
├── Pipeline
├── Follow-ups
└── Campaigns

Only Admins and Superadmins see the CRM group. Employees do not.

The CRM is also plan-gated. If your company is on a lower plan the group is hidden, and opening a CRM screen directly shows an upgrade page instead:

Leads

A Lead is a prospect you have not yet won. They are separate from your real Customers and Projects until you "Convert" them.

Lead list

Open CRM → Leads.

The list is a standard Jobmand grid. Type in its Search box to match name, company or email; click the funnel on the Status header to show one stage only; click any header to sort, drag one to the bar above to group, and use the column chooser to show or hide columns — your layout is remembered. Leads are paged, 15 at a time by default. Click a lead to open it in the panel beside the list; click it again to close the panel.

Each row also has a Print button. It prints a Lead details document on your company letterhead: the lead's details, every activity, every note, the photos attached to the lead (shown inline, up to six per page, each sized to fit the page) and any other files listed by name. Photos can be uploaded as JPG, PNG or HEIC (iPhone); HEIC is converted to JPEG when it arrives. To save it as a file, choose Save as PDF as the printer. The document uses the Template you last picked in Reports, or the Letterhead Modern template.

Create a new lead

1. Click + New Lead
2. Required: First Name, Last Name
3. Optional: Email, Phone, Job Title, Company, Source, Assigned To
4. If Source = Campaign, an extra field appears so you can pick the active campaign (see Campaigns)
5. Click Save Lead

The lead is created with status New.

Lead detail

Click any row to open the detail panel. From here you can:

• See contact info, source, score, assigned rep
• Switch between the Activities, Notes and Files tabs
• Log calls / emails / meetings (see Follow-ups)
• Add a sales note (pinnable)
• Attach site photos, drawings and documents on the Files tab: click Upload files, or drop them onto the dashed area. Images show as thumbnails, and PDF, Word, Excel and text files show as a list
• Qualify, Disqualify, Convert, or Assign the lead

The Print button in the detail panel prints the same Lead details document described under Lead list.

Qualifying a lead

Click Qualify → status changes to Qualified. This signals the lead is a real opportunity worth pursuing.

Disqualifying a lead

Click Disqualify → you'll be asked for a reason (e.g. "out of budget", "wrong fit"). The reason is stored on the lead. Disqualified leads stay in your records for reporting but won't appear in your active pipeline.

Converting a lead

When a qualified lead becomes a real deal, click Convert. A dialog opens:

• Create new customer (default ON) — a new Customer record is created from the lead's name/email/phone. Or uncheck to link the lead to an existing customer instead.
• Also create opportunity — if checked, a Project is created in the Qualification pipeline stage. You can pre-fill:
  • Project Name (defaults to "Opportunity — {Lead Name}")
  • Estimated Value (becomes the project's Budget)
  • Expected Close Date

After conversion:

• The lead's status becomes Converted (greyed out, locked)
• A new Customer appears in your Customers list
• If chosen, a new Project appears in your Pipeline at the Qualification stage
• If a project was created, the lead's files move to that project's Files tab. They still show on the converted lead
• The conversion timestamp and the user who converted it are recorded

Tip: Once converted, the lead is read-only. All further work happens on the Customer / Project / Pipeline side.

Assigning a lead

Click Assign → pick another team member. The lead's "Assigned To" updates, and that user becomes responsible for follow-ups.

Pipeline

The Pipeline is a kanban board view of your opportunities (Projects with a pipelineStage set). Open CRM → Pipeline.

Stages

Each column header shows the count of opportunities in that stage and the summed value of those opportunities.

Card information

Each opportunity card shows:

• Project name
• Customer name
• Estimated value × probability (weighted forecast)
• Probability % badge (click to edit inline)
• Expected close date

Moving deals between stages

Drag and drop any card from one column to another. The stage and probability update immediately.

Closed Lost — reason required

When you drop a card into Closed Lost, a modal asks for a reason (e.g. "price", "lost to competitor"). The reason is stored on the project for later reporting.

Edit probability inline

Click the probability badge on any card → enter a new percentage (0–100) → click ✓. This is faster than opening the project to edit it.

Stats bar

Above the board you'll see four KPIs for the current pipeline:

• Open Opportunities — count not closed
• Total Pipeline Value — sum of estimated values
• Weighted Pipeline Value — sum of (value × probability)
• Win Rate — closed_won / (closed_won + closed_lost)

Follow-ups (Activities)

Activities are interactions you have with leads, customers, or opportunities — calls, emails, meetings, site visits.

Logging an activity

From a Lead detail or the Follow-ups screen, click Log Activity (or the "+" on a lead). The form (modal popup) lets you set:

• Type — Call, Email, Meeting, Site Visit, Other (icon-pill picker)
• Direction — Outbound (you reached out) / Inbound (they reached out)
• Subject — required, e.g. "Discovery call"
• Notes — optional details about the conversation
• When — defaults to today; "Yesterday" / "Today" quick presets
• Duration — optional, in minutes
• Follow-up Date — when to circle back; "None" / "Tomorrow" / "Next week" presets
• Mark as already completed — defaults ON, useful when logging an activity after the fact

Follow-ups page

Open CRM → Follow-ups to see all your pending activities, grouped by urgency:

• OVERDUE — follow-up date is in the past
• TODAY
• THIS WEEK
• UPCOMING — beyond a week, or no follow-up date set

Click Complete on any row to mark it done. Completed activities disappear from "My Follow-ups" but stay on the linked record's timeline.

You can also switch the tab to All Activities to see company-wide history.

Linking activities to records

Every activity must be linked to one of: Lead, Customer, Project (opportunity), or Contact. From the Follow-ups page's "Log Activity" modal, you'll pick the type then select the specific record from a searchable dropdown — no need to memorize IDs.

CRM Dashboard

Open CRM → CRM Dashboard for an executive overview.

KPI cards (Row 1)

• New Leads (this month) — newly captured prospects
• Qualified Leads — leads currently in "Qualified" status
• Open Opportunities — projects in any non-closed pipeline stage
• Pipeline Value — sum of estimated values; weighted total shown below

KPI cards (Row 2)

• Deals Won (this month) — count of opportunities closed-won this month
• Revenue Closed — dollar amount won this month
• Conversion Rate — converted leads / total leads × 100
• Pending Follow-ups — outstanding activities assigned to anyone

KPI cards are clickable: tapping New Leads jumps to the Leads list, Open Opportunities to the Pipeline, Pending Follow-ups to the Follow-ups page.

Conversion funnel

Visual: Total Leads → Qualified → Converted, with the percentage at each step. Useful for spotting bottlenecks (e.g. lots of leads but few qualified means your qualification process needs work).

Pipeline by stage

Horizontal bar chart showing count and value per stage. The longest bar is the stage with the most opportunity dollars sitting in it.

My Pending Follow-ups

Top 5 outstanding activities for the current user, with a one-click Complete button. Click View all → to open the full Follow-ups page.

Campaigns

Campaigns let you measure where your leads come from and what your spend is producing. They're optional but recommended once you start running outreach.

What a campaign represents

A marketing initiative with a name, type, optional budget, and a date window. Examples:

• "Q2 2026 Email Push" — Email, $2,500 budget, runs Apr–Jun
• "Spring Trade Show Booth" — Event, $8,000 budget, runs March 15–17
• "Google Ads — Roofing Keywords" — Paid Ads, $1,000 / month

Where to find it

CRM → Campaigns in the sidebar.

KPI strip (top of page)

• Active — currently running campaigns / total
• Total Leads — all leads attributed to any campaign
• Conversion Rate — converted leads ÷ total leads × 100, across all campaigns
• Total Budget — sum of all campaign budgets

The campaign table

For every campaign:

Creating a campaign

Click + New Campaign. Fields:

• Campaign Name (required) — what shows up everywhere else
• Type (dropdown) — Email, Social, Event, Print, Paid Ads, Webinar, Other
• Start Date / End Date (optional date pickers)
• Budget ($) (optional, decimal)
• Active (checkbox, default ON) — paused campaigns can't be selected on new leads but their historical attribution stays intact

Click Create.

Editing / pausing / deleting

• Edit (pencil icon) — opens the same form pre-filled
• Toggle status — click the Active / Paused pill in the Status column. Pausing keeps all historical data; it just hides the campaign from the new-lead picker so reps can't accidentally attribute new leads to a finished campaign.
• Delete (trash icon) — soft-deletes the campaign. Leads previously attributed to it keep their campaignId for historical reporting; the campaign just stops showing in lists.

Attributing a new lead

When creating a lead (CRM → Leads → + New Lead):

1. Set Source to Campaign
2. A Campaign dropdown appears below
3. Pick the campaign (only Active campaigns are listed)
4. Save

The lead is now attributed. Counts on the Campaigns page update on next refresh.

Reading the metrics

Conversion rate answers: "of the leads this campaign produced, how many became customers?" Red flag: low conversion despite high lead volume → top-of-funnel is fine, sales process or lead quality is the issue.

Cost per lead answers: "how much did each lead actually cost me?" Lower is better. Rough industry benchmarks vary — compare across your own campaigns first.

Conversion rate × deals won × average deal size = revenue. ÷ budget = ROI. Track these over time per campaign type to see what works.

Best practices

• Name campaigns precisely — "Q2 2026 LinkedIn Carousel — Roofing" beats "LinkedIn" 6 months later
• Set realistic dates — they help you compare campaigns across the same time windows
• Pause finished campaigns — keeps your active picker uncluttered while preserving history
• Don't delete unless it was a test — soft-delete loses the campaign from the picker but keeps lead attribution; hard-delete is fine only if no real leads ever touched it

Common workflows

FAQ & Troubleshooting

A lead's status says "Converted" but I don't see the customer.

Check Customers — the new record has the lead's name. If "Also create opportunity" was checked, the project is in Pipeline → Qualification.

I can't drag a card in the Pipeline.

You need admin / superadmin role. Employees see read-only.

My lead doesn't appear when I select Source = Campaign.

The Campaign dropdown only lists Active campaigns. If yours is paused or end-dated, reactivate it (click the Paused pill on the Campaigns page).

A campaign shows 0 conversion rate but has converted leads.

Refresh the Campaigns page — counts are recalculated each load.

I disqualified a lead by mistake. Can I un-disqualify?

Yes — open the lead and click Qualify. It moves back to Qualified. Disqualified reason stays on the record; clear it from the edit form if you want.

What's the difference between a Lead and a Customer?

A Lead is someone you might do business with. A Customer is someone you have done or are doing business with. Conversion makes the jump.

What's the difference between a Project and an Opportunity?

Same record — a Project becomes an Opportunity the moment it has a pipelineStage. Closed-Won projects keep their pipeline history but go on to behave like any other Jobmand project (tasks, timesheets, invoices).

Can employees see the CRM?

No, only admins and superadmins. Employees keep using Jobmand's existing Tasks / Timesheets / Messages flow.

Where do CRM Notes live vs Sales Notes vs Comments?

• CRM Notes — sticky text attached to a lead, customer, or opportunity. Pinnable. Use for high-signal context ("budget approved by CFO 5/2").
• Activity descriptions — free-text on a logged call/email/meeting. Use for what was said.
• Project description / specifications — the regular Jobmand fields. Use for scope and deliverables.

Can I export the pipeline?

Not yet from the CRM screen directly. The Reports / Estimates / Invoices modules continue to handle financial exports. Pipeline data exports are on the roadmap.

Need help?

For training, schema questions, or feature requests, contact your Jobmand admin. For bug reports include the screen name, what you clicked, what you expected, and what happened instead — with a screenshot if possible.