Customer Relationship Management – ERPNext CRM

ERPNext CRM module goals to help sales staff and intelligently handle enquiries, opportunities, leads, calls and e-mails. All cardinal duties similar to identification, communication, project, prioritization, decision, project and notification might be effortlessly managed with CRM software.

Key Features

• Trace Leads & Opportunities – Manage your sales staff, gross sales funnel and monitor your finest leads and alternatives as much as the gross sales order from.
• Sales Team – Organize Sales in several groups, gross sales executives, classes for higher evaluation and administration. Helps to forecast and calculate gross sales efficiency
• Sales Activities – Schedule Sale actions similar to  calls, proposals or conferences and ling it with related leads and opportunities to see follow-up at a look.
• Social Media Integrations– We empowered ERPNext CRM by integration with Justdial, Google Ads, Facebook Ads, VOIP Telephony and lots of more.
• Plan Meetings & Phone name – Follow-up is at all times a time taking and painstaking process which might be executed simply with ERPNext CRM. Additionally, it’s also possible to share calendar of conferences, sales job, logs of calls and so forth.
• Acquire Leads – ERPNext CRM offers web site integration types, an e-mail gateway and plugins to generate leads by way of web-services.
• Run Marketing Campaigns – Automate your lead processing utilizing advertising and marketing campaigns that automate emails or paper mails.
• Get Real-time Statistics – Get exact forecasts with the ERPNext CRM enterprise intelligence engine to dimension up your gross sales actions. Flexible reporting choices with pivot and graphical views and with all attainable filters and teams.
• Helpdesk – Track Complaints, enquiries and complaints in easy to handle Helpdesk Module and preserve monitor of tickets with standing to present customer a terrific expertise of interplay.
• Alerts & Notifications – Get well timed alerts and notifications for pressing actions, follow-ups, MIS reviews or inactivity on leads.