ERPNext CRM

Lead generation, sales pipeline tracking, customer interactions, and campaign management.

Overview

ERPNext CRM helps sales teams manage prospective clients from initial inquiry to closing deals.

Key Capabilities

• Lead Management: Capture leads from web forms, emails, and manual entries.
• Opportunities & Sales Stages: Track deal sizes, probability, and milestones across the pipeline.
• Communication History: Automatically log all inbound and outbound emails, phone calls, and notes.
• Customer Groups & Territories: Categorize prospects by geography, industry, or customer segment.
• Quotations: Generate formal sales quotes linked directly to opportunity records.