# AOZO CRM documentation

> Leads, scoring and pipeline.

Canonical page: https://aozo.in/docs/crm
Last updated: 2026-11-12

## Overview
- [AOZO CRM overview](https://aozo.in/docs/crm/overview.md): What AOZO CRM does, how it is laid out and how it connects to the rest of AOZO.

## Guides
- [Capture and manage leads](https://aozo.in/docs/crm/manage-leads.md): Add leads, import them, filter them and see which ones to call first.
- [Run your deals pipeline](https://aozo.in/docs/crm/deals-pipeline.md): Move deals through Discovery, Demo, Proposal Sent, Negotiation and Closed Won.
- [Automate with workflows](https://aozo.in/docs/crm/workflows.md): Create rules that assign new leads, add follow-up tasks and nudge the team about stuck deals.
- [Read the sales dashboard](https://aozo.in/docs/crm/sales-dashboard.md): Understand pipeline value, closed revenue, win rate and average deal size on the Home page.
- [Send quotations and invoices from CRM](https://aozo.in/docs/crm/quotations-and-invoices.md): Use Billing in CRM to send proposals and issue GST invoices for won deals.

## Reference
- [AOZO CRM: frequently asked questions](https://aozo.in/docs/crm/faq.md): Answers to common questions about AOZO CRM.