ERPNext is a marketing platform that lets you configure your digital marketing activities and analyze their effects on your revenue.
ERPNext features configurable dashboards, which give a quick glance of all business activities.
Listen to customers and engage with them across every channel: email, social, web, and mobile. 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 marketing software.
In ERPNext, a contact represents a person. A contact may be associated with a lead, customer, supplier, shareholder, sales partner, or user. You can also add a contact as a standalone record, without linking it to any document. Similarly, you can easily capture a contact's billing and shipping address.
Avoid stranding important emails by syncing your email accounts in ERPNext. With a unified trail of all correspondence and auto-replies for incoming emails, you can count on smooth communication with all stakeholders (be it the internal project team members or external clients).
ERPNext can be used to send newsletters — informational or product-focused emails sent to existing and potential customers. They can softly push subscribers to do necessary actions, or they can be used to share information with employees, investors, etc.
A lead is a potential customer who might be interested in your products or services. Sales executives usually work on leads by calling them, building a relationship, and sending information about products or services. It is important to manage and track these conversations — ERPNext makes it effortless.
Automate and manage every campaign, publish content, analyze results, and optimize as you go. Email campaigns are still one of the most effective ways to reach and engage with your customers, contacts, or leads. For example, you could set up email campaigns to introduce your product to customers, with every email revealing a new interesting feature.
Using the Campaign Efficiency Report, you can track and analyze the results of your marketing campaigns. Analyze by market segment, geographical area, and more.
Every email sent is different, but many emails can be standardized to save time. Use ERPNext to configure email templates and standardized replies.
Managing campaigns and all their documents can be tricky, and it's crucial that everyone can access important files. ERPNext lets you upload and share multimedia files (such as images, videos, documents). You can choose to upload the files directly or use a web link.
First impressions matter. Beautify your quotations and keep documents consistent with custom print format templates (using HTML or Jinja templating) and one-time configurations.
Set up reminders to follow up with your prospects. It just takes a one-click configuration, which creates an event in the system and adds it to your calendar and to-do list.
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 team to meet commitments on time.
Make work life easier with this simple, flexible digital marketing tool. Create and assign tasks to your employees. The system will automatically add the tasks in their to-dos to keep assignments and task-tracking hassle-free. And with mentions and real-time chat, there's no need to bring external chats into internal communication.
Manage your customers better in no time. It just takes a few minutes to set up loyalty programs and special pricing schemes. You can then maintain credit limits, view receivables and total billing, and analyze average customer revenue to make informed business decisions.
Be it Shopify, WooCommerce or Amazon MWS, it's easily to integrate ERPNext's items, customers, and sales orders with third-party sales apps. It just takes a 4-click configuration to make sales smoother and your life easier.
ERPNext includes a real-time view for you to track important sales and marketing opportunities, and plan strategies for increasing your lead-to-deal conversion rates.
Create your own open source marketing tool. 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.
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All the tools you need to achieve marketing excellence are part of the world’s first smart, DIY ERP. Transform your organization with excellent documentation and video tutorials that facilitate a zero-touch, super fast ERP implementation.
Open Source Software for Modern Businesses
ERPNext has a host of built-in integrations that help your business take-off faster
Used by more than 5000 companies across the world
ERPNext is used by more than 5000 companies across the world