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ERP ATLASAPPNEURALGrowthP2Reference
Customer & Opportunity Management MicroERP
Qualified customer/opportunity and documented sales handover
CapabilityGrowth
OwnerUnassigned
Delivery progressNot tracked yet
LifecycleReference
About this erp
Purpose and scope
Qualified customer/opportunity and documented sales handover
- Source
- reviewed-functional-microerps
- Source version
- reviewed-functional-microerps-2026-11-03
- Readiness
- Reviewed scope definition. Application implementation, migration and live availability are not verified by this catalogue import.
- Family
- CRM & Customers
- Proposed repository
- customer-and-opportunity-management-microerp
- Feature modules
- 5
- Primary workflow
- Capture enquiry/specification → qualify feasibility → assign follow-up → progress opportunity → record accepted outcome or decline
- Dependencies
- Shared customer/party identity; Quote and order references
- Business user
- Account / presales representative
- Useful output
- Qualified customer/opportunity and documented sales handover
- Independent scope
- The pipeline/referral/intake workflow delivers an independently useful customer-sales outcome while accepted quotes and prices can live in external services.
- Scope exclusions
- ["Customer purchase history is a read projection; it does not create a second sales ledger."]
- Module keys
- ["commercial-feasibility-review", "customer-purchase-history", "customer-work-intake", "partner-work-referrals", "shared-lead-opportunity-pipeline"]
- Catalogue checksum
- 04a805f5c7ba84f644ec39bafe95fff22afc842e84594e3636247055ca5edaf6
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