Everything your revenue team needs to run on a single SQL-first engine — from the first marketing touch to the paid invoice. FolksCRM threads Campaign → Lead → Opportunity → Quote → Order → Invoice into one auditable pipeline. This is your User Manual and your hands-on Training Workbook, side by side.
Each module is a full vertical slice — SQL tables, stored procedures, layered API and a Blazor console. They interlock so a marketing touch can be traced all the way to a settled invoice.
Identity, roles, designations, employees, menus, page privileges, audit log & inbox.
02Countries, currencies, industries, lead sources/statuses, stages, tax codes, UoM.
03B2B companies, addresses, hierarchy, account team, tags, 360° timeline, merge.
04People, multi-account links, comm preferences, B2C, merge & import.
05Capture, scoring rules, assignment, qualify, Kanban, one-click conversion.
06Deal pipeline, stages, products, competitors, forecast, win/loss.
07Tasks, calls, meetings, notes, reminders, calendar — polymorphic links.
08Products, categories, pricebooks, discount rules, inventory, warehouses.
09Quote lines, revisions, approval chain, PDF, accept/reject, convert to order.
10Sales orders, fulfillment, shipments, partial ship, convert to invoice.
11Invoices, payments, receipts, receivables aging, dunning.
12Marketing campaigns, target lists, email templates, executions, ROI.
13Generic approval engine, inbox, SLA escalation, notification dispatch.
14Role dashboards, conversion funnel, leaderboard, forecast, win/loss.
Every record carries forward. A campaign earns a lead; a qualified lead converts to an account, contact and opportunity; a won deal becomes a quote, then an order, then an invoice that posts to receivables.
Browse the manual when you need a reference, or follow the workbook to build hands-on competence across the whole revenue cycle.
The complete reference for FolksCRM. 18 chapters covering every module — Master Data, Account, Contact, Lead, Opportunity, Activity, Campaign, Product Catalog, Quote, Order, Billing, Workflow and Reports — plus architecture, a status reference, troubleshooting and a glossary.
Open the manual Hands-on16 progressive labs and a final assessment. Build master data, capture and convert a lead, run a deal through the pipeline, quote it, order it, ship it and invoice it — then verify the postings and read the dashboards. Trainer answer key included.
Start trainingThe platform's core principles — and what you'll see throughout these docs.
Every read and write goes through a named stored procedure. No ORM, no LINQ in business logic — predictable and fully auditable.
SP_ for single-table CRUD, DevSP_ for multi-table workflows, dashboards and conversions. One concern per procedure.
.NET 9 Blazor with SignalR. Kanban boards, pipeline forecasts and dashboards refresh live.
Menus, sub-menus and page actions gated by role privileges, with per-user override rights on top.
Lead→Account+Contact+Opportunity, Opp→Quote, Quote→Order, Order→Invoice — each an atomic transaction.
Any module emits a listener row; the engine routes approvals, escalates on SLA breach and notifies inboxes.
Search, filter, sort and pagination all run in the DevSP — grids stay fast no matter the data volume.
Rep, manager, marketing, finance and executive views — every KPI traces back to a single read-only DevSP.
The manual and workbook are written for these five everyday roles. Find yours and follow the path that matches your day.
Popular destinations across the docs.
Start with the manual to understand each screen, then prove it in the workbook by taking a single deal from first touch to settled invoice.