> For the complete documentation index, see [llms.txt](https://docs.dailybiz.com/index/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.dailybiz.com/index/crm-crm.md).

# CRM

Suivre vos clients, vos actions et vos opportunités

Le CRM sert à **suivre la relation client** : planifier des actions, tracer ce qui a été fait, et garder une vue d'ensemble de chaque tiers.

## Que voulez-vous faire ?

| Vous voulez…                                      | Allez à                                                                                         |
| ------------------------------------------------- | ----------------------------------------------------------------------------------------------- |
| voir toute l'activité d'un client d'un coup d'œil | [Vision 360](https://docs.dailybiz.com/index/crm-crm/vision-360)                                |
| noter un appel, un rendez-vous, une relance       | [Contacts & Evènements](https://docs.dailybiz.com/index/crm-crm/contacts-and-evenements)        |
| suivre vos affaires en cours                      | [Opportunités](https://docs.dailybiz.com/index/comment-faire/suivre-ses-clients/opportunites)   |
| traiter les demandes de vos clients               | [Tickets](https://docs.dailybiz.com/index/comment-faire/suivre-ses-clients/tickets)             |
| planifier et suivre les interventions             | [Interventions](https://docs.dailybiz.com/index/comment-faire/suivre-ses-clients/interventions) |
| fixer et mesurer des objectifs commerciaux        | [Objectifs](https://docs.dailybiz.com/index/comment-faire/suivre-ses-clients/objectifs)         |
| sortir une liste ou une statistique               | [Editions](https://docs.dailybiz.com/index/crm-crm/editions)                                    |

{% hint style="info" %}
Les gestes communs — rechercher, personnaliser les colonnes, imprimer, envoyer par e-mail — sont décrits dans [Les actions communes à toutes les pièces](https://docs.dailybiz.com/index/comment-faire/les-bases/les-actions-communes-a-toutes-les-pieces).
{% endhint %}

Les sections ci-dessous décrivent les écrans du module, écran par écran.


---

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