> For the complete documentation index, see [llms.txt](https://doc.simax.fr/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://doc.simax.fr/documentation-simax-anglais/functional/crm/introduction.md).

# Introduction

The SIMAX CRM module optimizes sales force organization by structuring sectors and objectives while tracking customers and prospects. It allows you to identify and manage opportunities, track sales activities, facilitate follow-ups, and issue quotes. The account opening workflow sends an alert to the accounting department, which verifies the customer's creditworthiness and sets a deadline and appropriate payment method.


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