A great tool for doing more in lesser time. Get leads, drive sales, automate mundane tasks and connect with your prospects. The real customer-centric CRM to help grow your business.
Don't miss out anything from your leads. With Call Popup, you can receive live notifications of incoming calls on your desktop. With email account configuration, you can convert emails received in your inbox into leads in this CRM software. Convert all interactions into data so that your sales team doesn't have to juggle between apps.
Reduce overhead of manual work by setting up assignment rules (Round Robin or Load Balancing) for distributing leads automatically amongst the team. This leaves room for engaging in responses, empowering your sales team to meet commitments in time.
Engage and collaborate for addressing leads and opportunities with multiple assignments or mentions. Out-of-the-box reports to monitor the performance of your sales team, to analyse lead traffic, sales stage of all prospects. See all the finer details of the big picture of your CRM.
Realtime view for you to track important sales and marketing opportunities, and plan the strategy for increasing your lead-to-deal conversion rates.
First impressions matter. Beautify your quotations easily with custom print format templates using HTML or Jinja templating. Consistency is a key to business and this CRM software guarantees it with a one-time configuration for ensuring documents sent out are original and flawless.
Use Email Campaigns for targetted marketing - a planned schedule of emails to be sent within a particular time frame. Reap the benefits of campaigns for analysis lead sources. Send bulk emails to your customers with fancy Newsletters. A CRM tool that soars your chances of lead closure.
Map important data specific to your business by adding custom fields in your forms. Customise form behaviour by auto-fetching values, hide fields based on user roles, create custom print formats all without writing a single line of code. Create your own version of CRM software.
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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