CRM module overview

We know that managing business relationships across different areas can be complex. Zudello makes it easy by centralising your business relationships into one module. This guide explains how to use the CRM module to efficiently manage your suppliers, customers, and employees.

Best practices

• Maintain consistent naming conventions for all relationships
• Keep relationship data up to date across all systems
• Review relationship settings regularly to ensure they reflect current business needs
• Document any significant changes made to relationship settings

Understanding the CRM module

The CRM module gives you a central place to manage all business relationships, including:

• Suppliers for accounts payable
• Customers for accounts receivable
• Employees for expense management and travel

In the CRM module, you can:

• View and update supplier, customer and employee information
• Create and approve new suppliers, customers and employees
• Update supplier and customer default coding rules
• Manage supplier payment terms and preferences
• Manage customer billing information
• Update employee payment details

note

Some of the functions above may not be relevant to your organisation's Zudello configuration

Accessing the CRM module

1. Click the company menu
2. Select CRM
3. Click the submodule for the relationship type you want to manage:
   • Suppliers
   • Customers
   • Employees

Need help?

Contact your organisation administrator or Zudello support for assistance with relationship management.