CRM
Turn relationships into revenue
Yggdrasil CRM gives your team a single source of truth for every customer interaction. Track accounts and contacts, manage opportunities through customizable pipelines, nurture leads from first touch to closed deal, and generate quotes — all backed by workflow automation that eliminates manual hand-offs. Every record is fully auditable, multi-tenant isolated, and accessible through the REST API or either client application.
Desktop Application
See It in Action
Key Capabilities
Accounts & Contacts
Maintain a complete picture of every organization and person you do business with.
- Hierarchical account structures with parent/child relationships
- Unlimited contacts per account with role tagging
- Custom fields and categorization
- Full activity timeline — calls, emails, notes, and tasks
- Duplicate detection and merge tooling
Opportunities & Pipeline
Visualize your revenue pipeline and forecast with confidence.
- Configurable pipeline stages with probability weighting
- Drag-and-drop Kanban view and tabular list view
- Expected close date tracking with aging alerts
- Win/loss analysis and reason codes
- Revenue forecasting by rep, team, or territory
Leads & Qualification
Capture inbound interest and qualify it before it hits your pipeline.
- Lead capture via API or manual entry
- Lead scoring with configurable criteria
- Automatic lead-to-opportunity conversion
- Source tracking for campaign attribution
- Assignment rules by territory or round-robin
Quotes & Proposals
Generate professional quotes directly from opportunity data.
- Line-item quoting with product catalog lookup
- Discount approval workflows
- Quote versioning and revision history
- PDF generation for customer delivery
- One-click conversion to sales order
How It Works
Capture
Leads arrive via API integration, web form, or manual entry and land in the qualification queue.
Qualify
Score and assign leads using configurable rules. Qualified leads convert to opportunities automatically.
Nurture
Track every interaction on the opportunity timeline. Move deals through pipeline stages with workflow automation.
Close
Generate a quote, route it for approval, and convert the won opportunity into a sales order in one click.
Connected Modules
CRM doesn’t work in isolation — it shares data and events with these modules in real time.
Sales
Won opportunities convert directly into sales orders with all line-item detail preserved.
Finance
Closed deals flow into AR invoicing and revenue recognition.
Service
Account and contact records are shared so service agents see full customer history.
Reports
Pipeline, win rate, and lead conversion metrics feed into the reporting engine.
Interested in CRM?
CRM is part of the Yggdrasil ERP platform. Explore the full platform or get in touch to discuss your needs.