Sales CRM
Streamline your tasks with intelligent workflows, time-saving automation, customized personalization, and actionable insights to boost efficiency and productivity.
We offer Greater Flexibility, Familiar Functionality and High Security.
Engage customers on their preferred channels, boost productivity with familiar features, and ensure data security at all times.
OmniChannel Support
Engage with customers across their preferred channels—email, social media, calls, SMS, live chat, and more—while consolidating all interactions into a single, centralized platform for seamless communication.
Dashboard
Design a personalized dashboard to effortlessly view key information at a glance. Dive deeper into insights by interacting with data sets or clicking on charts for more detailed analysis and reporting.
Mobile-friendly
Access your CRM on the go. View reports, update leads, assign tasks, manage contacts, and share documents—all from the convenience of your mobile device.
Customizations
From workflows to page layouts, fields, and buttons, tailor ERPNext CRM to fit your needs. Customize views, localize currency and language, add relevant fields, and test the changes before going live for a seamless experience.
Teamwork
Leverage feeds to discuss deals and share updates or announcements. Connect instantly with teammates via live chat for quick approvals or reminders. Use notes to document important information and tag sales reps for seamless collaboration.
Security
ERPNext CRM is fully GDPR compliant and prioritizes your data security. We adhere to the latest security standards and regulations, offering features that empower you to manage your data and control access permissions effectively.