Customer Relationship Management
Capture leads from web forms, calls, and email, qualify them through a visual pipeline, and convert won deals straight into sales orders — with full activity history retained.
What this module covers
Lead & opportunity pipeline
Kanban and list views with custom stages per sales team.
Email & call logging
Two-way email sync and click-to-call activity tracking on every record.
Quotation automation
Generate branded quotations directly from an opportunity in one click.
Territory & sales team management
Route leads by territory, product line, or account owner.
SLA & follow-up reminders
Automatic escalation when a lead or deal goes cold.
Campaign tracking
Measure lead source and campaign ROI across channels.
Why businesses choose CRM on ERPNext
Shorter sales cycles
Reps see deal history and next actions in one screen.
No leads fall through the cracks
SLA rules flag stale leads automatically.
Forecast with confidence
Pipeline value and conversion rates update in real time.
Connected to delivery
Won deals flow directly into Sales and Projects without re-entry.
How we implement CRM
Pipeline mapping
We model your existing sales stages and qualification criteria.
Channel integration
Web forms, email, and call systems are connected to capture leads automatically.
Team & territory setup
Assignment rules route leads to the right rep instantly.
Go-live & adoption coaching
Hands-on training to get your sales team using the pipeline daily.
Frequently asked questions
Ready to put CRM to work?
Book a free consultation and we'll show you exactly how this module fits your current process.