# How to get more customers and leads in ERP Instfy

<p class="lead">A practical, step-by-step guide to capture leads, work the sales funnel, and close more customers using the ERP Instfy modules.</p>

!image[Winning customers: relationships that turn into business](/assets/img/solucoes/get-customers.webp)

This guide shows **what to click and where**, in the order you would use day to day. Do it once following the steps and then just repeat.

!image[Sales funnel (CRM) in ERP Instfy]

## 1. Register a lead in the CRM

Every customer starts as a lead. This is where you record who showed interest.

**Menu path:** *CRM → Leads*

<ol class="steps">
<li>Open <strong>CRM → Leads</strong>.</li>
<li>Click <strong>+ Create</strong>, in the top right corner.</li>
<li>Fill in <strong>Name</strong>, <strong>Email</strong>, <strong>Phone</strong>, <strong>Company</strong> and <strong>Source</strong> (where the contact came from).</li>
<li>Under <strong>Owner</strong>, choose who will handle this lead.</li>
<li>Click <strong>Save</strong>. The lead appears in the list and can already move to the funnel.</li>
</ol>

:::tip
Always fill in the **Source** (website, referral, ad). Later, in the dashboard, you find out which channels generate the most customers and invest in them.
:::

## 2. Work the sales funnel

The funnel shows what stage each deal is in, so you can prioritize who is close to buying.

**Menu path:** *CRM → Deals*

<ol class="steps">
<li>Open <strong>CRM → Deals</strong>. You will see columns by stage (e.g.: New, Contact, Proposal, Won).</li>
<li>Click <strong>+ Create</strong> to open a deal and link it to the <strong>lead/customer</strong>.</li>
<li>Enter the estimated <strong>value</strong> and the expected <strong>close date</strong>.</li>
<li><strong>Drag the card</strong> from one column to another as the deal progresses.</li>
<li>Click the card to record <strong>notes</strong>, tasks, and the next contact.</li>
</ol>

## 3. Capture leads from your website automatically

Instead of typing lead by lead, publish a form that pushes the contact straight into the system.

**Menu path:** *Form Builder*

<ol class="steps">
<li>Open <strong>Form Builder</strong> and click <strong>+ Create</strong>.</li>
<li>Add the fields (name, email, phone, message).</li>
<li>Save and copy the form <strong>link</strong> or the <strong>embed</strong> code.</li>
<li>Place the form on your website or landing page.</li>
<li>Each submission becomes a registered <strong>lead</strong>, ready for step 1.</li>
</ol>

## 4. Send a proposal or quote

When the lead heats up, send the offer without typing everything again.

**Menu path:** *Proposals* or *Quotes*

<ol class="steps">
<li>Open <strong>Proposals</strong> (or <strong>Quotes</strong>) and click <strong>+ Create</strong>.</li>
<li>Select the <strong>customer</strong> and add the <strong>items</strong> (product/service, quantity, price).</li>
<li>Review the total and click <strong>Save</strong>.</li>
<li>Use <strong>Send by email</strong> so the customer receives the proposal.</li>
<li>Once accepted, use <strong>Convert to invoice</strong> to bill without rework.</li>
</ol>

## 5. Schedule meetings and appointments

Book conversations with leads directly in the system calendar.

**Menu path:** *Calendar*

<ol class="steps">
<li>Open the <strong>Calendar</strong> and click the desired <strong>day/time</strong>.</li>
<li>Give it a title (e.g.: "Meeting with [customer]"), set start and end.</li>
<li>Add the <strong>guests</strong> and save. The event is recorded for follow-up.</li>
</ol>

## 6. Follow up by email

Sales usually happen in the follow-up. Standardize the messages.

**Menu path:** *Settings → Email templates*

<ol class="steps">
<li>Open <strong>Settings → Email templates</strong>.</li>
<li>Edit (or create) a <strong>follow-up</strong> template with standard text.</li>
<li>Save. Use the template when sending proposals or messages through the system to keep in constant touch.</li>
</ol>

## 7. Track conversion in the dashboard

See what is working and where deals get stuck.

**Menu path:** *Dashboard → CRM*

<ol class="steps">
<li>Open the <strong>CRM Dashboard</strong>.</li>
<li>Check leads by <strong>source</strong>, deals by <strong>stage</strong>, and the <strong>conversion rate</strong>.</li>
<li>Reinforce the channels that convert the most and review the stages where many deals stall.</li>
</ol>

:::tip
A routine that works: register the lead as soon as it arrives (step 1), move the card in the funnel at every contact (step 2), and do the follow-up (step 6). It is the difference between "I'll remember later" and selling.
:::

:::related
crm, ai-for-business, automation, proposal, calendar, dashboards
:::