Clidey CRM
Keep opportunities and follow-up activity visible in one customer relationship app.
CRM pipeline with synthetic opportunities. Captured from the Clidey ERP Demo app with synthetic records. The current private package does not include this dataset.
What this package covers
Leads, opportunities, configurable pipeline, activities, assignment, scoring, forecast, attribution, and reseller workflows.
This private preview includes one app and 12 ontology models.
- Lead and opportunity pipeline
- Activities and follow-ups
- Assignment and scoring
- Forecast and attribution
What you can do with it
A shared view of commercial opportunities and the next customer action. The rendered demo shows how this module can look with synthetic records; its package has not passed a fresh-account trial.
Get started
- 1. Explore the app views. The screenshots show the matching Clidey ERP Demo app with synthetic records.
- 2. Request access. The package is a private preview in the Clidey ERP organization.
- 3. Plan setup. ERP Core contracts and your own data are needed for a useful first run.
The current package manifest does not include a dataset. You need to connect or enter data before you can try a complete workflow.
APP PREVIEW STATUS
See what the app actually shows
These screenshots show the matching Clidey ERP Demo app with synthetic data. The private package includes an app but not this data, and it still needs a fresh-project installation test.
EXAMPLE WORKFLOWS