CRM

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

The Customer Relationship Management (CRM) module helps maintain Leads, Opportunities, and Customers.

1. Topics

The CRM module has the following features:

1.1 Basic setup
  1. Campaign
  2. Customer Group
  3. Sales Person
1.2 Sales
  1. Lead
  2. Opportunity
  3. Customer
  4. Contact
1.3 Reports
  1. CRM Reports
1.4 Others
  1. Newsletter

2. Videos

  1. Customer Relationship Management
  2. Newsletter