ERP modul
CRM MODULE
Integrated CRM module within ERP for managing business relationships. Contact, opportunity, and pipeline management with sales activity automation.
Sales opportunities, contacts, pipeline, activities
Key Benefits
What You Gain
360-degree customer view with all ERP data
Automated follow-ups and sales activities
Clear pipeline with deal closing predictions
Features
Core Module Features
Contact Management
Central database of companies and contacts with communication and activity history.
Pipeline Management
Visual sales pipeline with drag & drop, probabilities, and weighted forecast.
Sales Opportunities
Opportunity tracking from lead to close with automatic scoring.
Activity Automation
Automatic task, reminder, and follow-up email creation based on rules.
Quotes & Contracts
Quote generation from product catalog with electronic signature.
Sales Reporting
Dashboards for sales performance, conversion rates, and goal achievement.
Integrations
Connected to Other Systems
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