Overview

The CRM module within Orderbot empowers teams to track customer interactions, manage tasks, and monitor sales follow-ups in a centralized system. With customizable actions, statuses, and variables, businesses can tailor CRM operations to meet internal workflows and customer engagement strategies.

Accessible via the menu path Customer > CRM Notes, the CRM interface allows collaboration among team members using structured CRM Notes that reflect real-time activity, responsibilities, and status updates.

CRM Configuration Components

CRM functionality in Orderbot is broken into three key components which can be configured through the Prefs > Customer Setup > CRM Settings menu:

• CRM Status – Track the stage of a task or interaction
• CRM Action – Represent specific tasks or work orders to complete
• CRM Variables – Add metadata such as region, priority, or timezone to CRM entries

CRM Status

The status of a CRM task allows users to quickly recognize its current state. Each status can be color-coded and abbreviated for rapid identification on the CRM Notes screen.

To add a new status:

• Status Name: Full display name (e.g., "Lead", "Awaiting Approval")
• ABR: Abbreviation (e.g., "LD", "AA")
• Font Color / BG Color: Hex values (e.g., #FFFFFF / #007FFF) to visually distinguish each status
• In Sequence: Choose "No" (reserved for future use)

After entering the fields, click Submit to create the new status. You can later edit or delete it as needed.

CRM Action

Actions describe what needs to be done within a CRM workflow. These are typically operational or sales-related tasks that can be assigned, tracked, and completed.

To create a new action:

• Work Order Type Name: Task title (e.g., "Send Sample", "Follow Up")
• ABR: Short code (e.g., "SAMP", "FUP")
• Font Color / BG Color: Hex codes for color coding (e.g., #000000 / #F0F0F0)

Click Submit to save. These actions become available when creating new CRM Notes.

CRM Variables

CRM Variables enhance the organization and filtering of notes. Variables can store contextual data like close dates, sales region, or delivery priority.

To configure a variable:

• Variable Name: Field title shown in CRM Notes (e.g., "Timezone", "Close Date")
• Variable Type: Choose one of:
  • Text
  • Currency
  • Date
  • Numerical
  • Dropdown

For dropdowns, you will need to define additional entries for each value (e.g., "EST", "PST") under the CRM Status interface, including abbreviations and color schemes.

Best Practices

• Use contrasting font and background colors for visual clarity.
• Keep ABRs consistent and easy to recognize.
• Organize variables logically to reduce CRM clutter and streamline filtering.