Win and retain more customers by optimizing the sales process. Track leads, opportunities, and send the quotes on the go.
Don’t miss out on anything from your leads. ERPNext makes it easy to convert all interactions into data so your sales team doesn’t have to juggle between apps. With Call Popup, you can receive live notifications of incoming calls on your desktop. You can also turn emails in your inbox into leads with this open source CRM software.
Reduce overhead of manual work by setting up assignment rules (such as round robin or load balancing) to automatically distribute leads among the team. This leaves more time to respond to customers, empowering your sales team to meet commitments on time.
Don’t miss out on the big picture of your sales team. ERPNext includes out-of-the-box reports to monitor team performance and analyze the lead traffic or sales stage of all prospects. You can even collaborate to address leads or opportunities with multiple assignments or mentions.
ERPNext’s open source CRM includes a real-time view of important sales and marketing opportunities. This helps you craft a strategy to increase your lead-to-deal conversion rates.
First impressions matter. Beautify your quotations and keep documents consistent with custom print format templates (using HTML or Jinja templating) and one-time configurations.
Our open-source CRM tool makes your lead closure soar. Use email campaigns for targeted marketing, send bulk emails to your customers with beautiful newsletters, and reap the benefits of your campaigns with granular analysis of lead sources.
Create your own open source CRM software. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.
Transform Your Business with ERPNext
