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

01

Contact Management

Central database of companies and contacts with communication and activity history.

02

Pipeline Management

Visual sales pipeline with drag & drop, probabilities, and weighted forecast.

03

Sales Opportunities

Opportunity tracking from lead to close with automatic scoring.

04

Activity Automation

Automatic task, reminder, and follow-up email creation based on rules.

05

Quotes & Contracts

Quote generation from product catalog with electronic signature.

06

Sales Reporting

Dashboards for sales performance, conversion rates, and goal achievement.

Integrations

Connected to Other Systems

Email Clients
Marketing Automation
E-Commerce Module
Invoicing Module

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