Powerful features for every team
Explore the full set of tools that make Coders CRM a complete business solution.
Contact management
Manage companies and individual contacts with detailed profiles including email, phone, website, industry, employee count, and annual revenue. Track customer status, assign tags, and maintain a complete address book with billing, shipping, and office addresses.
Lead management
Capture and nurture leads through a structured pipeline: New, Qualified, Proposal, Negotiation, Won, or Lost. Score leads, track estimated values, identify sources, and convert winning leads into customers and deals with a single click.
Deal pipeline
Manage your sales pipeline from Prospecting through Qualification, Proposal, and Negotiation to Closed Won or Closed Lost. Add line items with products, quantities, pricing, discounts, and tax. Track probability and monitor stage history.
Activity tracking
Log calls, emails, meetings, tasks, and notes against any customer, lead, or deal. Set priorities, due dates, and durations. Schedule recurring activities and never miss a follow-up with your open activities dashboard.
Dashboards & analytics
See your key performance indicators at a glance: customer counts, lead counts, deal counts, won/lost metrics, total revenue, and upcoming activities. Run detailed sales summary reports with date range filtering and conversion rate analysis.
Customer support portal
Provide customers with a self-service portal to submit support requests, track status, and communicate with your team through threaded messages with file attachments. Manage request priority and status through a complete lifecycle.
Product catalog
Maintain a SKU-based product catalog with pricing in multiple currencies. Link products to deal line items for accurate revenue tracking and streamlined quoting.
Tags & organization
Create color-coded tags with categories and apply them to customers, leads, and deals for flexible organization and quick filtering across your entire CRM.
Bulk import & export
Import data in bulk via CSV with validation and error reporting. Export customers, leads, and deals to CSV for external analysis — up to 5,000 rows per export.
Audit trail
Every create, update, and delete action is recorded with the user, IP address, timestamp, and a snapshot of what changed. Full compliance-ready audit logging across all entities.
Multi-tenant architecture
Each tenant receives a fully isolated database with business-level organization. Secure header-based tenant identification, automated database provisioning, and user synchronization across tenants.
Global search
Search across customers, leads, and deals from a single search bar. Case-insensitive matching returns the top 50 results with type indicators so you find what you need instantly.
Give your team their pipeline back.
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