CRM Workspace
One workspace for daily customer follow-up
CRM Workspace is each user's daily screen for customer work. Tasks, calendar, leads, opportunities, cases and complaints sit beside contracts, reservations and enquiries, so follow-ups happen without switching screens.
CRM Workspace capabilities for everyday customer work
A customer record does not tell a salesperson what needs attention today. Reps work from scattered notes and reminders, follow-ups on leads and issues are missed, and managers have little view of daily CRM activity.
Tasks, calendar and activities
Plan the day's schedule, set follow-up tasks and record customer interactions, with a clear split between work already completed and work still waiting for action.
HYP ERP
Leads and opportunities
Open prospect, lead and opportunity information from the workspace to qualify leads, continue active sales discussions and track pipeline progress with the customer's history in view.
HYP ERP
Cases and complaints
Follow customer issues from the same screen used for sales activity, so service follow-up is quicker and customer concerns stay visible to everyone working the account.
HYP ERP
Contracts and real estate sales reservations
Where HYP ERP runs real estate or contract-based sales, users reach customer contracts and real estate sales reservations from the workspace, keeping customer commitments, reservation activity and the related follow-up together.
Explore Contracts and real estate sales reservations
HYP ERP
Commissions, notifications and enquiries
View real estate sales commission information where applicable, and open quality notifications, transaction enquiries and registered customer enquiries for context before replying to a customer or following an internal action.
HYP ERP
What's included
What's included in CRM Workspace
The CRM and ERP records users reach from the workspace.
Sales follow-up
- Prospect data
- Leads management
- Opportunities management
- My tasks and team tasks
Service follow-up
- Cases management
- Complaints
- Received quality notifications
- Sales inquiries
Linked records
- Customer contracts
- Real estate units booking
- Real estate commission details
- Customers master data
CRM Workspace FAQs
Who uses the HYP ERP CRM Workspace?
Sales representatives, sales managers, customer service teams, real estate sales teams and other customer-facing users rely on the HYP ERP CRM Workspace for daily access to customer activity, enquiries and related transactions.
Can one user handle sales and service work in the CRM Workspace?
Yes. In the HYP ERP CRM Workspace, a user works with leads, opportunities, tasks, activities, cases, complaints and enquiries from one screen, which suits teams that both sell to and support customers.
Does the CRM Workspace support real estate sales teams?
Yes. The HYP ERP CRM Workspace gives access to real estate sales reservations, customer contracts and real estate sales commission visibility, so real estate teams follow buyers and reservations in their daily list.
Is the CRM Workspace connected to other HYP ERP data?
Yes. Because the HYP ERP CRM Workspace is part of HYP ERP, users reach related customer, transaction, contract, reservation, quality notification and enquiry information without leaving the workspace.
Start each day from one CRM list
See how a sales user moves from today's tasks to a lead, a complaint and a reservation in the HYP ERP CRM Workspace.