Capture leads, organize contacts, manage accounts, and track every customer interaction from one place.
Lead management in Hoicko CRM starts with the Lead Management Dashboard — a centralized, filterable list of every opportunity in your pipeline — and the Lead Creation Form, which captures account, contact, source, and product-inquiry details in a single structured screen.
Every lead in Hoicko CRM must be tied to an account and, typically, a contact—and the platform lets you select existing records or create brand-new ones without ever leaving the lead creation screen.
Once a lead reaches the Converted stage, it can be turned into a formal inquiry with a single confirmed action—a deliberately irreversible step that Hoicko CRM protects with a confirmation dialog, following a six-checkpoint lead process from creation through double validation.
Inquiries in Hoicko CRM are the formal, commercial follow-through on a converted lead — tracked on a real-time dashboard, created with full logistics and pricing scope pulled from SAP master data, and progressed through a five-stage workflow from Qualification to Closed.
A quotation in Hoicko CRM is generated directly from an approved inquiry, carrying forward every commercial and logistics detail while adding product-wise pricing, and can be exported as a professional, customer-ready PDF in a single click.
A sales order in Hoicko CRM is created after quotation approval, carries forward all pricing and logistics data, moves through an internal approval workflow, and—once approved—is automatically synced to SAP, completing the seven-checkpoint journey from converted lead to SAP-confirmed order.
Every account in Hoicko CRM is either pushed from SAP as authoritative master data or created inside the CRM as a prospect pending KYC approval—and once an account originates in SAP, mandatory fields are locked to protect data integrity between the two systems.
Beyond basic account details, Hoicko CRM lets you record what products an account regularly deals in through Marketing Mapping, requires a formal KYC verification workflow before the account is fully activated, launches leads and inquiries directly from the account screen, and tracks every approval decision through a permanent workflow history.
Contacts in Hoicko CRM are the individual people behind every account and lead—tracked on a centralized dashboard, created with department, designation, and multi-channel communication details, and connected to every downstream inquiry and quotation they're involved in.
