Know what needs attention
Use CRM Home to see due and overdue follow-ups, new enquiries, open pipeline work and recent outcomes.
Customer CRM
CRM for Service Businesses from Lead to Customer
Capture leads, prioritise follow-ups, manage a configurable sales pipeline, and carry won work into appointments, projects, invoices and Customer 360.
Business outcomes
Give every enquiry a clear owner, next action and path forward
Each outcome stays connected to the customer, staff, billing or owner context used elsewhere in Yepsta.
Keep sales work focused
Open one lead workspace for notes, recorded conversations, follow-ups, related appointments and commercial work.
Carry context into delivery
Move won opportunities into the right customer, appointment or project workflow without losing relationship history.
Continue through Customer 360
See authorised sales, visits, projects, invoices, packages and loyalty context after the lead becomes a customer.
Connected workflow
Capture → Prioritise → Follow up → Convert → Grow
The module fits the daily sequence your team already needs to complete.
Capture
Add an enquiry with contact, source, location, owner, priority and next follow-up details as appropriate.
Prioritise
Use CRM Home and needs-attention views to decide which leads and customer actions come next.
Follow up
Record notes and conversations, schedule the next action and move the lead through the configured open pipeline.
Convert
Connect consultations, proposals or estimates, then mark genuine wins and continue with the relevant customer or project work.
Grow
Use Customer 360 to retain the authorised relationship history across visits, projects, invoices and follow-up.
Practical uses
Connect sales work to the service or project that follows
Service enquiry
Capture the need, assign an owner, plan the next response and book a consultation when useful.
Project opportunity
Connect proposal and estimate activity before handing accepted work into Yepsta Projects.
Repeat customer
Use Customer 360 to understand visits, project work, invoices, packages and the next relevant action.
Team pipeline review
Review open work by configured stage, owner and permitted location without treating expected value as collected revenue.
Customer CRM in Yepsta
One focused lead workspace and one continuing customer relationship
CRM Home surfaces priorities; the lead workspace keeps conversations, follow-ups and related work together; Customer 360 continues authorised history after conversion.
Continue exploring
Connect this workflow to related modules and service businesses.
Projects & Client Delivery
Connect this module to milestones, client approvals, project billing and controlled delivery.
Appointments
Manage customer bookings, multiple services, staff assignment, calendars, reschedules, cancellations and follow-ups in Yepsta.
GST billing and POS
Create GST-ready POS bills, invoices, estimates, credit notes and payment records for services and products in one connected workflow.
Yepsta Pay
Create and share Razorpay invoice payment links, verify supported online payments automatically, and keep payment requests and invoice status connected in Yepsta.
Notifications
Configure email and approved WhatsApp Business API messages for supported appointments, estimates, invoices, orders, packages and project events in Yepsta.
Creative agency software
Carry customer and commercial context into project delivery.
Coaches and consultants
Keep discovery, engagement and follow-up in one relationship.
Salon software
Keep preferences, visits and packages together.
Spa software
Use customer notes and package context.
All Yepsta features
Browse the complete connected Business OS feature directory.
Customer CRM FAQ
Lead management, pipeline and Customer 360 questions
What does CRM Home show?+
CRM Home is an action-focused view of due and overdue follow-ups, new enquiries, items that need attention, open pipeline stages and genuine recent outcomes within the user’s access.
Can a business configure its sales pipeline?+
Yes. The business can configure and order its active open stages while won and lost opportunities remain clear outcomes outside the working pipeline.
What can teams record in the lead workspace?+
Authorised teams can add notes, record customer conversations, schedule or complete follow-ups, update appropriate lead details and review the relevant activity timeline.
Can CRM connect to consultations, proposals and estimates?+
Yes. Relevant appointments, proposals and estimates can remain connected to the lead. Verified milestones can advance a configured pipeline without treating a draft as a win.
How does a won lead move into delivery?+
A genuine win keeps the customer relationship and lead history connected, then the team can continue through the appropriate appointment, project, invoice or follow-up workflow.
What is Customer 360?+
Customer 360 is the continuing authorised relationship view for customer activity such as leads, appointments, projects, invoices, packages, loyalty context, notes and follow-ups.
How are new enquiries added to Yepsta CRM?+
Teams can add enquiries through the lead-capture workflows currently available in Yepsta. Automatic capture from an external advertising or messaging channel is not promised unless that connection is available for the business.
See the workflow in context