Manage leads, opportunities, customer interactions, and sales activities with ERPNext CRM. Keep your teams organized and turn customer relationships into business growth.
ERPNext CRM brings customer information and sales activities into one platform. Track opportunities, follow up on leads, and build stronger relationships through organized workflows.
Manage leads, opportunities, customers, sales activities, communication, and CRM performance through one connected ERPNext platform.
Capture, organize, and track leads from multiple sources.
Monitor sales opportunities and follow-ups throughout the pipeline.
Maintain customer information, communication, and transaction history.
Plan calls, meetings, tasks, and follow-ups in one place.
Manage customer communication and maintain interaction records.
Monitor pipeline activity, lead conversion, and sales performance.
Capture, organize, and manage leads from multiple sources through a structured CRM workflow.
Track calls, meetings, tasks, and follow-ups to ensure customer opportunities are managed consistently.
Maintain clear visibility into opportunities, pipeline stages, follow-ups, and potential sales.
Keep customer information, activities, and follow-ups accessible to sales teams for better collaboration.
Maintain customer profiles, communication records, activities, and transaction history in one place.
Monitor lead conversion, opportunity progress, and sales performance to understand business opportunities clearly.
Manage customer relationships through a connected CRM system that brings sales activities, customer information, opportunities, and workflows together.
Connected. Organized. Scalable.Connect customer management with sales activities, opportunities, quotations, and follow-ups through one integrated workflow.
Maintain customer profiles, communication history, activities, and related information in one centralized system.
Manage leads, opportunities, activities, and customer interactions through structured workflows that fit your sales process.
Track sales opportunities, follow-ups, pipeline stages, and customer activities to maintain clear visibility throughout the sales cycle.
Support growing customer relationships with organized CRM workflows and connected customer and sales information.
Manage customer relationships through a connected and structured CRM workflow.
Capture leads and customer enquiries from multiple sources and organize them in one place.
Review lead information and identify qualified opportunities for further sales engagement.
Manage calls, meetings, tasks, and follow-ups to maintain consistent customer engagement.
Move qualified opportunities through the sales process and convert them into customers.
Maintain customer relationships, communication, and activities to support long-term customer engagement.
Quick answers to help you understand ERPNext CRM, its features,
sales integration, and customization options.