CRM dashboard
See what your customers are worth and where your revenue comes from.
The CRM reads what billing already holds and changes none of it, so nothing here can break a bill.
License required
The CRM module needs the CRM Module license add-on. Without this license, the CRM section does not appear in the admin sidebar.
Turn CRM on
- Go to Admin > Settings > Features.
- Find the CRM group.
- Turn on Enable CRM.
- Click Save Changes.
TIP
Turn billing on first. The CRM reads revenue and service data from billing. With billing off, most of the figures read zero.
The CRM section
The CRM section in the admin sidebar has these pages:
| Page | Purpose |
|---|---|
| Dashboard | Revenue figures, the lead pipeline, and customer segments. |
| Customers | Every account, with what they spend. |
| Leads | People who have not bought yet. |
| Tags | Labels you attach to customers and leads. |
| Revenue Analytics | Revenue split by month, product, cycle, and payment method. |
| Renewals | Services that are due soon or overdue. |
| Customer Intake | The "How did you find us?" question. |
Customer Intake has its own license gate and its own switches. It appears in the CRM section even when the rest of CRM is off. Read Customer Intake.
WARNING
Every figure in the CRM area is shown with a dollar sign, whatever currency you set in Admin > Billing > Settings. Read the numbers, not the symbol.
Revenue cards
Go to Admin > CRM. Four cards run across the top:
| Card | What it shows |
|---|---|
| MRR | Monthly recurring revenue from the active services. |
| ARR | The MRR multiplied by 12. |
| Revenue This Month | Paid invoices this month, with the change against last month. |
| Revenue Last Month | Paid invoices last month. |
The trend pill on Revenue This Month is green with an up arrow when revenue grew. It is red with a down arrow when revenue fell. It is hidden when there is no change.
Revenue trend
A bar chart of the last 12 months. Each bar is one month of paid invoices. Hover a bar to read the exact figure.
Click Full Analytics to open Revenue Analytics.
When there is no data, the panel reads No revenue data available yet.
Lead pipeline
Five counts, one for each lead stage: New, Contacted, Qualified, Converted, and Lost.
The line above them shows the conversion rate. That figure is the converted leads as a percentage of all leads.
Click Manage Leads to open Leads.
Customer segments
Six cards group your accounts. Click a card to open the customers list, already filtered to that segment.
| Segment | Who is in it |
|---|---|
| High Value | Paid more than 500 in total, or an MRR above 50. |
| Active | Holds at least one active service. |
| At Risk | Holds an active service, but has not logged in for 30 days, or has an overdue invoice. |
| Churned | Has ordered in the past but holds no active service now. |
| New | The account was created in the last 30 days. |
| Never Purchased | Has never placed an order. |
Top products
Your five best products, with a rank number. The columns are Product Name, MRR, and Customers.
WARNING
The column is headed MRR, but the figure is the total amount ever paid for that product.
Click Analytics to see every product, not only the top five.
Upcoming renewals
One number: the count of services due to renew in the next 30 days. Click View All to open Renewals.
Next steps
- Customers - the account list and profiles
- Leads - the sales pipeline
- Tags - label your accounts
- Revenue Analytics - the full revenue breakdown