Customer Relationship Management in ERPNext

Maximize your sales potential and streamline your sales pipeline with the ERPNext CRM solution. Say hello to increased productivity and better customer relationships with ERPNext’s world-class CRM at your fingertips.

From capturing leads to driving sales, our CRM empowers you to do more in less time. Say goodbye to manual tasks as our CRM automates mundane processes, allowing you to focus on building meaningful connections with your prospects while staying integrated with Sales & Purchase with Stock.

Seamless Omni channel Interactions for Streamlined Sales

With ERPNext’s open source CRM, you can now stay on top of every lead interaction, all in one place. Say goodbye to app switching and juggling between platforms. 

Our CRM effortlessly converts all interactions into valuable data, ensuring that your sales team never misses out on important opportunities. The Call Popup feature provides live notifications of incoming calls right on your desktop, allowing you to respond promptly and efficiently. Additionally, turn your emails in the inbox into leads with ease, transforming every email interaction into a potential sales opportunity.

Streamline Your Sales Process with Smart Automation 

Maximize efficiency and productivity in your sales team with our cutting-edge open source CRM. Embrace automation to eliminate manual tasks and optimize lead distribution effortlessly across Projects Management and sales operations.

Our CRM offers intelligent assignment rules, such as round-robin or load balancing, which automatically distribute leads among your team members, ensuring fair allocation and timely follow-ups.

Boost Sales Team Productivity with Comprehensive Insights

Empower your sales team to reach new heights of efficiency and success with ERPNext’s powerful sales analytics. Gain a clear view of your sales team’s performance and track the progress of leads and opportunities in real-time. 

Our CRM provides ready-to-use reports that highlight lead traffic, sales stages, and prospect interactions, giving you a complete understanding of your sales pipeline while staying aligned with Accounting with Taxation.

Maximise Sales Success with Total Visibility of Your Pipeline

In the fast-paced world of sales and marketing, having a real-time view of your sales pipeline is essential. With ERPNext’s open source CRM, you gain total visibility into your sales and marketing opportunities, empowering you to make informed decisions and craft winning strategies connected with Manufacturing Management and downstream processes.

Impress with Crisp, Beautiful Quotations

Create stunning first impressions with ERPNext’s custom print format templates for your quotations. Our open source CRM allows you to design and personalize your quotation documents effortlessly using HTML or Jinja templating.

Maintain consistency across all your quotations with one-time configurations that reflect your brand’s identity and style. With crisp, beautiful quotations, you’ll leave a lasting impact on your clients, enhancing your professional image and boosting your chances of closing deals.

Amplify Your Reach with Digital Marketing

Unlock the true potential of your business with ERPNext’s digital marketing capabilities. Our open-source CRM tool empowers you to take your lead closure to new heights. 

Seamlessly execute targeted email campaigns, reaching the right audience with the right message at the right time. Effortlessly send bulk emails to your customers, engaging them with beautiful newsletters that captivate their attention and keep them informed about your latest offerings and updates.

Empower Your CRM with On-The-Fly Customisations

With ERPNext’s open-source CRM, you’re in control of your data and your system. Take customization to a whole new level and create a CRM that perfectly aligns with your business needs. Map your most critical data by adding custom fields to forms, ensuring that every piece of information you care about is captured accurately while remaining compatible with HRMS & Payroll, Projects Management, and Accounting with Taxation.