CRM

ERPNext helps you track business Opportunities from Leads and Customers, send them Quotations, and book Sales Orders.

1. Topics

The CRM module has the following features:

1.1 Sales
  1. Lead
  2. Opportunity
  3. Customer
  4. Contact
  5. Address
  6. Campaign
  7. Email Campaign
  8. Newsletter
1.2 Reports
  1. CRM Reports
1.3 Setup
  1. Lead Source
  2. Opportunity Type
  3. Sales Stage
  4. Sales Person
  5. Customer Group
  6. Email Group

2. Articles

  1. Automate Lead Capturing
  2. CRM Analytics
  3. Difference Between Lead, Contact, and Customer
  4. Customer Credit Limit

3. Video Tutorials

  1. Lead, Opportunity and Quotation
  2. Newsletter

Next: Selling Module