Omnichannel Interactions
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.
Automate Daily Chores
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.
Sales Team Efficiency
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.
Crisp, Beautiful Quotations
First impressions matter. Beautify your quotations and keep documents consistent with custom print format templates (using HTML or Jinja templating) and one-time configurations.
Digital Marketing
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.
On-The-Fly Customizations
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.
