Modeve ERP includes a dedicated CRM module for managing clients and leads, helping you track relationships, projects, and opportunities effectively.
Go to the left sidebar → Clients, Leads, or CRM.
Click + New Client or + New Lead.
Fill in the details:
Name / Company Name
Contact Person
Email and Phone
Address
Category (Individual, School, Corporate, Franchise Partner, etc.)
Source (Website, Referral, Advertisement, etc.)
Notes / Additional information
Tags (e.g., “Potential Franchise”, “Existing Client”)
Click Save.
You can convert a Lead into a Client once they sign up or start a project.
Each client/lead has a detailed profile page with tabs like:
Overview — Contact info and summary
Projects — All linked projects
Tickets — Support history
Contracts / Invoices — Financial records
Notes & Activity — Timeline of interactions
Documents — Uploaded files
Edit client details anytime.
Add Notes after calls or meetings.
Link to Projects — Associate clients with active projects.
Create Invoice directly from the client profile.
Mark as Inactive when a relationship ends.
Import multiple clients from Excel/CSV (admin feature).
Keep contact information accurate and up-to-date.
Use tags and custom fields for easy segmentation (e.g., by region or centre).
Regularly review leads to move promising ones into active projects.
For franchising, create a dedicated pipeline for potential new centre partners.
Link every project and ticket to the correct client for better reporting.
Use the main list to search, filter by status, source, or tags.
Switch between List View and Kanban (for sales pipeline stages).
Tip: Strong client management leads to better retention and more franchise opportunities.
Need Help?
Contact your company Modeve administrator for bulk import or advanced CRM features.