CRM

Customer master, leads, deals, quotes and orders

47 articles in 5 sectionsStart reading

Getting started

What CRM is, signing in, finding your way, the Dashboard, your role and your language.

• What Juvaro CRM isThe customer master for the whole suite, plus leads, deals, quotes, orders, subscriptions and tasks.
• Signing in and choosing a workspaceOpen CRM from the Launch Pad, pick a workspace if you have several, and switch later.
• Finding your way aroundThe sidebar, the breadcrumb, the profile menu and every page CRM has.
• The DashboardUpdatedThree cards: your tasks, the customer master connection, and a note from an earlier release.
• Your role in CRMCRM User, CRM Administrator and Tenant Administrator, and what each one can do.
• Language, dates and time zoneSet in your Tenant Portal profile. In Danish, the newer screens show English.

Administrators

For CRM Administrators: access, the Management hub, custom fields, consent, sales processes, the catalogue, commercial settings and merging duplicates.

• Giving people accessGrant the CRM roles in the Tenant Portal, and see what someone without a role sees.
• The Management hubUpdatedSix tabs of workspace configuration, for CRM Administrators only.
• Custom fields on companies and peopleAdd your own fields, decide whether other products may see them, and archive the ones you no longer need.
• Consent purposes, retention and the lapsed reviewThe wordings people may agree to, how long a record is kept, and who is past their keep-until date.
• Sales processes, steps and loss reasonsDefine the processes deals move through, the likelihood of each step, and why deals are lost.
• Lead sourcesNewThe list of places leads come from. A lead may name one; none is required.
• The catalogueNewWhat you sell, priced per billing period, ready to pick on a quote.
• Commercial settings and document numbersNewHow your company appears on quotes, the defaults every quote starts from, and the next quote and order numbers.
• Finding and merging duplicate companiesCompare two records side by side and merge one away. There is no undo.

Sales and account users

For everyone who works with customers: accounts, contacts, consent, activities, deals, leads, quotes, orders, subscriptions and tasks.

• The account listSearch by name or CVR, narrow by lifecycle, and show archived companies.
• Creating a companyThe new account form, the duplicate warning, and an archived company that comes back.
• The account page explainedUpdatedEvery card and panel on a company page, from Company details to Activity.
• Editing a company and its custom fieldsChange the details on the edit screen. Some fields can never be set in the app.
• Archiving and restoring a companyRetire a company from every product, and bring it back later. Nothing is deleted.
• Importing companies from a CSV fileLoad a customer register, check what will happen, then import. Companies only.
• Contacts on a companyAdd, edit, make primary and archive the people at a company.
• Recording marketing consentRecord what a person agreed to, when, how, and where the proof is.
• The Contacts listEveryone at every company, with Contacts and Everyone views.
• Logging notes, calls and meetingsWrite down what happened with a customer, attach files, and edit or delete entries.
• The Activities feedEvery logged entry in the workspace, newest first, grouped by day.
• DealsOpen a deal on a company, move it through the steps, set the outcome and read the forecast.
• The Pipeline boardEvery open deal on the step it stands on. Read-only: no drag and drop.
• LeadsNewCapture an enquiry, look up the CVR, qualify it or disqualify it.
• Converting a leadNewTurn a lead into a customer, a contact and a deal. The lead always loses its person.
• QuotesNewCreate a quote, add lines, send it to freeze it, record the answer and print it.
• Orders and invoicing statusNewWhat an accepted quote becomes, and the invoicing status you set by hand.
• Subscriptions and ending oneNewThe recurring lines of an accepted quote, and how to give one a last day.
• TasksNewWork somebody has to do, grouped by the day it is due, on its own page and on companies and deals.

Integrations

CRM as the customer master for Helpdesk and AMS: shared fields, requesters, merges, archiving, erasure and where a company came from.

• CRM as the customer masterHow Helpdesk and AMS use CRM's companies and people. Flexshop does not.
• Shared vs CRM-only custom fieldsWhich custom fields other products can read and write, and which stay inside CRM.
• Ticket requesters from HelpdeskPeople Helpdesk creates get the Type Requester and show only under Everyone.
• What other products see when you merge or archiveA merge redirects every mirror; an archive hides the company everywhere.
• Erasure: what exists and what does notErasing a person is handled by Juvaro on request. There is no erase screen.
• Where a company came fromThe Origin field, Hub connectors, and AMS taking back a company it created by mistake.

Reference

Roles, status chips, fields, messages, limits and defaults, the English and Danish labels, and release notes.

• Roles and permissions matrixWho can do what in CRM, task by task.
• Status chips and coloursEvery chip CRM shows and the colour it has.
• Field glossaryEvery field on companies, contacts, deals, leads, quotes, orders and tasks.
• Error and validation messagesWhat a refusal says, and what to do about it.
• Limits and defaultsWhat a new workspace starts with, and the limits CRM enforces.
• English and Danish label glossaryThe main labels side by side, and which screens stay English in Danish.
• What changed in the October 2026 releaseNewEverything new for CRM users from August to October 2026, newest first, with links to the details.