CRM

• Email Integration and Communication
• Quotation and Sales Management
• Lead and Opportunity Management
• Customer Engagement and Relationship Building
• Sales Forecasting and Analytics
• Multi-Channel Lead Capture
• Seamless Integration with ERPNext Modules

Email Integration and Communication

1. Email Sync: Integrate with your email service to track conversations within ERPNext for seamless communication.
2. Email Templates: Use customizable email templates for consistent communication and follow-ups.
3. Bulk Email Campaigns: Create and send targeted email campaigns directly from the CRM to reach your prospects effectively.

Quotation and Sales Management

1. Quotation Creation: Generate and send professional quotations quickly, linking them to opportunities for easy tracking.
2. Sales Order Conversion: Convert approved quotations into sales orders with just a few clicks to streamline the sales process.
3. Price Lists and Discounts: Manage multiple price lists and apply customer-specific discounts directly within the CRM module.

Lead and Opportunity Management

1. Lead Tracking: Capture and manage leads efficiently, track their status, and categorize them based on source or type for better follow-up.
2. Opportunity Pipeline: Manage opportunities throughout their lifecycle, from initial contact to closure, and visualize them in an intuitive pipeline view.
3. Automated Lead Assignment: Set rules for automated lead assignment to ensure a balanced workload and timely responses from your sales team.

Customer Engagement and Relationship Building

1. Customer Profiles: Maintain detailed customer profiles, including contact information, interaction history, and notes to enhance relationship management.
2. Interaction Logging: Record all customer interactions, including calls, emails, and meetings, for a complete view of customer engagement.
3. Follow-Up Scheduling: Schedule follow-up activities and get reminders to nurture leads and move them through the sales funnel effectively.

Sales Forecasting and Analytics

1. Pipeline Analysis: Monitor your sales pipeline with comprehensive analytics, including deal size, win rates, and average sales cycle time.

Multi-Channel Lead Capture

1. Web Form Integration: Capture leads directly from your website using customizable web forms that feed data into the CRM.
2. Social Media and Campaign Tracking: Monitor leads and opportunities generated from social media campaigns and other channels for complete visibility.

Seamless Integration with ERPNext Modules

1. Sales, Marketing, and Accounts: Integrate seamlessly with other ERPNext modules, such as Sales, Marketing, and Accounts, to manage end-to-end customer processes.