CRM Services
Close Sales Faster with the World's Best Open Source CRM
Get leads, drive sales, automate mundane tasks and connect with your prospects — all with a real customer-centric CRM that helps you do more in less time.
Our Delivery Process
Setup
Configure email-to-lead conversion, call popups, and unified lead data from all communication channels.
Automation
Implement round-robin assignment rules, load balancing, and automated daily task workflows.
Growth
Launch email campaigns, newsletters, and track performance with granular lead source analysis.
Everything you need for CRM management
A complete, integrated ERP system designed specifically for crm operations — covering every critical workflow in one unified platform.
360-Degree View Of Your Business
Empower your business with tools to build stronger customer relationships, improve sales efficiency, and streamline communication across teams for better client engagement.
Omnichannel Interactions
Don't miss out on anything from your leads. ERPNext makes it easy to convert all interactions into data so your sales team doesn't have to juggle between apps. With Call Popup, you can receive live notifications of incoming calls on your desktop. You can also turn emails in your inbox into leads with this open source CRM software.
Automate Daily Chores
Reduce overhead of manual work by setting up assignment rules (such as round robin or load balancing) to automatically distribute leads among the team. This leaves more time to respond to customers, empowering your sales team to meet commitments on time.
Sales Team Efficiency
Don't miss out on the big picture of your sales team. ERPNext includes out-of-the-box reports to monitor team performance and analyze the lead traffic or sales stage of all prospects. You can even collaborate to address leads or opportunities with multiple assignments or mentions.
Total Visibility Of Sales Pipeline
ERPNext's open source CRM includes a real-time view of important sales and marketing opportunities. This helps you craft a strategy to increase your lead-to-deal conversion rates.
Crisp, Beautiful Quotations
First impressions matter. Beautify your quotations and keep documents consistent with custom print format templates (using HTML or Jinja templating) and one-time configurations.
Digital Marketing
Our open-source CRM tool makes your lead closure soar. Use email campaigns for targeted marketing, send bulk emails to your customers with beautiful newsletters, and reap the benefits of your campaigns with granular analysis of lead sources.
On-The-Fly Customizations
Create your own open source CRM software. Map your most important data by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.
Multilingual Open Source Accounting Software
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