A marketing platform that lets you configure different activities of digital marketing and overview its effect on the revenue of your business.
Configurable dashboards so that you can have a quick glance over the activities carried out in your business.
Listen to customers and engage with them across every channel: email, social, web, and mobile. 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. Convert all interactions into data so that your sales team doesn't have to juggle between apps.
Contact represents a person. A contact may be associated with a Lead, Customer, Supplier, Shareholder, Sales Partner or a User. You can also add a contact as a standalone record without linking it to any document. Similarly, you can capture the billing and shipping address with Address DocType.
Avoid stranding important emails by synching your email accounts in this digital marketing tool. Smooth communication with all stakeholders (be it the internal sales team members or external clients) and provision to setup auto-replies for all incoming emails. The trail of all the correspondence - all in one place.
A newsletter is an email which is sent to a specific group of subscribers periodically. In the context of CRM, it is an informational and product-focused email that is sent to existing and potential customers with an intention of softly pushing the subscriber to do required actions. Newsletters can also be used to share information to employees, investors etc.
A lead is a potential customer who might be interested in your products or services. When you send out the word that you are around and have something valuable to offer, people will come in to check out your products. They are called Leads because they may lead you to a sale. Sales executives usually work on leads by calling them, building a relationship and sending information about products or services. It is important to track all this conversation to enable another person who may have to follow-up on that contact.
Automate and manage every campaign, publish content, analyse results, and optimise as you go. An Email Campaign is a coordinated set of emails sent to people according to a particular schedule. Email Campaigns are still one of the most effective ways to reach your Customers, Contacts or Leads and keep them engaged. For example, you could set up Email Campaigns for introducing your product to the customers, with every email revealing an interesting feature of your product.
Business do campaigns for a full-scale implementation of a sales strategy to promote a product or service. Using campaign efficiency report, you can track and analyse the results of the various campaigns your company has done. Be it a market segment or a particular geographical area, analysis of campaigns can help achieve specified objectives.
Every email sent is different but certain emails can be standardized, usually known as Email Template or Standard Reply. The drip emails that are sent to the target audience of an email campaign are configured using Email Template DocType.
Provision to upload and share multimedia files such as images, videos, documents. You can choose to upload the file directly or it's web link. Since projects can be complex and require external documents too, everyone will have a common place to seek all important documents pertaining to a project or a task. Accessibility made easy.
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.
You can set up reminders for following up with your prospects. One-click configuration that creates an event in the system and adds it to the calendar & lead owner's to-do list as well.
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.
When you create and assign leads or opportunities to your employees. The system will automatically add these in their ToDos so the allocation stays hassle-free. Mentions and realtime chat eliminate dependency on external apps for internal communication. Make work-life easier with this simple and flexible digital marketing tool.
Manage your customers better, configure loyalty programs and pricing schemes that deem fit for your business within a few minutes. Maintain credit limits, view receivables & total billing, analyse average customer revenue to make informed business decisions.
Be it Shopify, WooCommerce or Amazon MWS, if you do business with these third party sales apps, you can seamlessly integrate Items, Customers and Sales Orders into ERPNext. In this way, all software aspects of your business stay integrated and in one place. 4-click configurations that can make your closing sales smoother and your life, easier.
Realtime view for you to track important sales and marketing opportunities, and plan the strategy for increasing your lead-to-deal conversion rates.
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 online digital marketing tool.
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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