Screen 01
Commercial summary
Lead, opportunity, open value, won value, and activity indicators help teams see the commercial cycle status.
Quick-read panel to track pipeline volume, status, and value.
Pipeline, proposals, and commercial relationships inside the company environment
Use Vindula CRM to move leads, proposals, and follow-ups out of scattered spreadsheets and give visibility to the basic commercial cycle, with history, owners, activities, and reports in one place.
Leads • Accounts • Contacts • Opportunities • Proposals • Activities
CRM panel with commercial summary, work tabs, and pipeline indicators.
Commercial routines
Where CRM helps commercial operations move out of spreadsheets
The module fits when leads, opportunities, proposals, and follow-ups need history, ownership, and visibility in the same company environment.
Consultative sales
Track contacts, proposals, activities, and history when the sale depends on relationship and follow-up.
Organized commercial base
Concentrate related leads, accounts, and contacts to reduce duplication and keep service context.
Proposals with history
Organize versions, status, attachments, and discussed items without losing the opportunity link.
Imported starting point
Start from a CSV or XLSX base and review row-level errors before applying records to the CRM.
Product screens
How CRM appears in the commercial routine
The screens show pipeline, indicators, proposals, and import without exposing real customer data.
Screen 02
Opportunity pipeline
The team creates opportunities with account, contact, value, stage, and source while keeping pipeline progress visible.
Simple pipeline to control commercial progress without turning implementation into an overly complex project.
Screen 03
Commercial proposals
Proposals, negotiated items, status, and attachments stay close to the opportunity and customer history.
Summary with open, accepted, in-negotiation proposals and pending items.
Screen 04
Record import
The operation can bring leads, accounts, or contacts from a spreadsheet, validate rows, and apply only consistent records.
Assisted import to start from existing data without applying invalid rows.
Main capabilities
What CRM organizes for the commercial team
See the controls that support relationships, pipeline, proposals, import, and basic commercial operation visibility.
Commercial base
Organize the core records that support commercial relationship and follow-up.
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Leads
Commercial entries with source, status, and context for qualification.
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Accounts
Companies and customers organized with related history.
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Contacts
People related to accounts, opportunities, and activities.
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CRM search
Quick lookup to find relevant commercial records.
Pipeline and activities
Track opportunities, stages, and next steps without relying on loose reminders.
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Opportunities
Records with account, contact, value, source, stage, and status.
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Pipeline stages
Stage movement to visualize commercial cycle progress.
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Activities and agenda
Follow-ups, meetings, calls, emails, WhatsApp touches, and manual tasks.
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Centralized history
Notes, activities, files, proposals, and events in one follow-up timeline.
Proposals, import, and reports
Close the commercial cycle basics with proposal, attachments, spreadsheet entry, and indicators.
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Commercial proposals
Versions, status, items, and links to opportunity, account, and contact.
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Attachments and discussed items
Files and negotiated pending items close to commercial history.
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CSV and XLSX import
Row-level validation before applying leads, accounts, or contacts.
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Basic reports
Summary by pipeline, source, owner, activity status, and won/lost status.
Operational control
What the company starts tracking
CRM reduces dependence on scattered spreadsheets by placing source, owner, stage, proposal, and next action in trackable records.
The source of each lead and its current qualification status.
Accounts, contacts, and opportunities connected to the same history.
Upcoming commercial activities with owner and context.
Open, accepted, rejected, or in-negotiation proposals.
Spreadsheet imports with validation before applying records.
Connected to the rest of the platform
The module does not need to become an isolated system
In Vindula, each module connects to the official channel, the right audiences, and the surrounding flows of documents, communication, people, and evidence.
Intranet
CRM lives in the same environment where the company already accesses communication, documents, and internal routines.
Tasks
Commercial follow-ups can become pending work with owner, due date, and visibility.
BPMS
When sales requires a structured process, BPMS can support approvals, stages, and evidence.
Integrations
Connected reports and documents help keep commercial context close to operations.
Best fit
Where this module usually makes the most sense
Good fit comes from a clear operational problem, not from enabling a catalog module.
Companies with recurring sales
When opportunities need to be tracked by stage, owner, and next action.
Lean commercial operation
When the company needs basic CRM without opening another isolated tool.
Proposal follow-up
When versions, attachments, and negotiated items need to stay close to history.
Spreadsheet-based starting point
When leads, accounts, or contacts already exist and need to enter with validation.
FAQ
Common questions before the demo
Objective answers to align expectations about module scope and usage.
Can Vindula CRM replace a basic commercial tool?
It covers the basic commercial cycle: leads, accounts, contacts, opportunities, pipeline, activities, proposals, attachments, import, and operational reports. Advanced commercial automations should be evaluated against the company process design.
Does the module support commercial proposals?
Yes. Proposals can be linked to opportunity, account, and contact, with status, versions, discussed items, attachments, and history events.
Can implementation start from spreadsheets?
Yes. CRM includes CSV or XLSX import for leads, accounts, and contacts, with row-level validation before applying consistent records.
How does CRM connect to other modules?
CRM lives inside the Vindula environment and can connect with task, process, document, integration, and communication routines depending on the implementation design.
Want to validate whether CRM covers your basic commercial routine?
The guided demo shows how leads, pipeline, proposals, activities, and import work inside the same Vindula operating environment.