CRM is available as an add-on for all NuMetric plans at $149/year, enabling full lead tracking, sales management, and performance insights.
Manage your customer relationships and sales pipeline with NuMetric's CRM tools. From lead capture to conversion, the CRM module lets you assign leads, track funnel stages (Lead, Qualified, Estimate, Won/Lost), log activity history, and monitor performance by user or team. Gain full visibility into your sales process, expected revenue, and win/loss ratios—ensuring timely follow-up and smart decision-making across your business.
NuMetric’s built-in CRM offers comprehensive lead management to help users track potential customers from first contact to final deal. The CRM dashboard provides:
CRM Overview Dashboard
Total Leads & New Leads this month
Conversion Rate & Revenue Generated
Funnel Summary (Weekly/Monthly/Yearly) across stages:
Lead Creation
Qualified
Estimate
Won/Lost
MVP of the Month and Team Performance
Revenue Metrics such as Win/Lost and Qualified/Non-Qualified ratios
Daily activities log for all CRM interactions
Lead List View
Filters by funnel stage, user, and activity date
Tracks:
Company Name & Contact
Created By / Assigned To
Latest Activity
Funnel Status
Expected Revenue & Month
Individual Lead Page
Primary Contact Info
Funnel Progress Tracker (Lead → Qualified → Estimate → Won)
Expected Revenue, Total Invoice Value, and Estimate Value
Tabs: Comments, History & Notes, Estimates, Invoices
Key actions: Create Estimate, Task, Update Funnel Stage, Update Note, Edit Lead
This CRM module is ideal for managing service partners, leads, and internal sales teams to follow up, convert, and close deals with full transparency and real-time tracking.
